Mary Thacker Email & Phone Number

Chapel Hill, Nc, Us

Southern Pines, Nc, Us

Virginia, Us

Manage a portfolio consisting of operating companies, commercial real estate, and residential construction clients.Communicate with clients on a recurring basis in order to provide an extraordinary client experience. Evaluate financial information to interpret the financial condition of customers and guarantors in order to grant loans in accordance with risk managementMeet with clients and prospective clients to obtain necessary information for loan applications and answer questions about the process.Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.Informing to clients the different types of loans and credit options that are available, as well as the terms of those services. See less

Delivering extraordinary service to all of my Commercial, Business and Private clients for all of their financial needs. Specialties: Private Banking for Commercial, Business and C-Level clients. Commercial, Business & Personal Deposits. Account Strategies, commercial and business loan solutions for select clients, Home Equity Financing, Purchase Money Lending, Subordinate financing for Mortgage Brokers, Owner Occupied Commercial Real Estate Financing and Equipment Financing.

Raleigh, North Carolina, Us

Portfolio Management: Manageing a portfolio of high net worth business, commercial and retail clients and providing private financial solutions that address client's needs. Maintain a high level of product knowledge to enable the sale of private lending, deposit and business services products, and the referral of retail and wealth products. Prepare credit packages for review and approval by credit partners. Perform loan servicing duties to ensure conformity with loan terms and conditions.Supports the Bank’s mission through effective sales and service, targeted business development efforts and community involvement. Responsible for expanding and retaining high-end retail, select commercial and select business customers for the Raleigh market and for soliciting new business from prospective customers with a focus on loan production and deposit growth. Asset managment, leadership, client relationships and the development of others has been my role for several years. I continue to mentor many high performing associates while consulting with them on all aspects of management, sales and self development. I also serve as the primary contact and financial advisor for designated customers providing financial solutions that address both business and personal needs. Serves as relationship manager between the customer and other bank specialists. My Management, mentoring, budget, client development, coaching, and associate development experience has helped me in all aspects of my role.

Raleigh, North Carolina, Us

Developed & implemented a business banking sales plan to achieve monthly sales and profitability objectives outlined in the Banks sales program expectations. Identify needs and sell all bank products to broaden and deepen relationships with customers and prospects, adhering to the Banks prescribed sales process. Utilize bank sales tool. Develop and utilize centers of influence to help generate referrals. Consistently the top performinng Manager and mentor for my entire team while exceeding customer service levels. Portfolio Management: Managed a portfolio of business clients and provided financial solutions that address client needs. Maintained high level of product knowledge to enable the sale of lending, deposit and business services products, and the referral of retail and wealth products. Prepare credit packages for review and approval by credit partners. Perform loan servicing duties to ensure conformity with loan terms and conditions. Assisted in collection of loan delinquencies in a timely manner. Interview loan applicants and originate loans for centralized approval. Recommended appropriate denied loans for exception approval

Raleigh, North Carolina, Us

Implemented an aggressive branch marketing plan to ensure that branch financial expectations/goals are met and that customers are served in a highly professional manner. Branch sales staff Adhering to the Bank’s prescribed sales management process. Provided sales coaching to and sales support staff in the development of new customers and solicitation of business from existing customers. Established and monitored expectations of inside sales associates in my branch to ensure that goals/expectations are met and exceeded. Provided sales and professional development coaching to inside branch sales associates to maximize the achievement of expectations/goals. •Exercised the usual authority of a manager concerning staffing, performance management, salary management, and disciplinary management. Expert sales coach and mentor, especially in relationship selling and network development.

Raleigh, North Carolina, Us

Implemented an aggressive branch marketing plan to ensure that branch financial expectations/goals are met and that customers are served in a highly professional manner. •Actively sold the Bank’s retail and business products and services in a professional manner. Conducts pre-arranged, well-planned sales meetings; follows up as necessary to gain and optimize customer relationships. Referred business as appropriate to other bankers and Bank product specialists. •set some solid plans in place to reach number 1 and to help my staff reach number one in almost every category and achieved it.

Raleigh, North Carolina, Us

Handled day to day activities for clients from cash management to completing loan applications. Helped managed and hire other associates to be part of the team. Trained all incoming associates, handled all audits for monthly reports. Worked as a backup supervisor for all leaders on my team. Exceed daily and monthly expectations of all sales goals. Quickly promoted due to excellent track record.