Manage the largest loan portfolio in the bank at over $90M, with a heavy focus on commercial real estate lending.

Managed the lending operations of a community bank branch in Bainbridge, GA with a focus on real estate lending.

Assisted in day to day operations of the branch. Helped customers understand different financing and other financial options for personal or business. Trained associates on different financial analysis to better understand customers needs. Lead associates in training techniques to better represent the bank inside and out of the branch. Exceptional communication, leadership, and financial skills.

Worked with clients in understanding on how to protect and plan for retirement. Developed marketing strategies for the firm, while also coaching on different techniques to garner new clients. Maintained office procedures and policies for non registered associates. Worked with businesses to develop financial, marketing, and management strategies to improve their business. Registered in the state of Georgia with a series 7 and series 63 to sell securities to clients. Registered in State of Georgia and Florida for Life, Health, and Disability insurance.

Working with financial advisers in client acquisition and financial reporting. Experienced in completing insurance illustrations and cash flow statements. Assisting top advisers in organizing financial documents.

Great customer service etiquette. Maintain balances on invoices for schools and other customers. Helped in the pricing of products, ordering new products, and maintaining store front. Assisted with scheduling other part time staff. Contain conflict resolution skills.