Nathan Lee Email & Phone Number

Bowling Green, Ky, Us

Minneapolis, Mn, Us

Executed the long-term enterprise strategy for U.S. Bank and owned various initiatives to execute the bank's long-term vision. These strategies include existing client revenue deepening, prospect acquisition revenue growth, growing bank ROE, and automating analysis tools (Salesforce, PowerBI, Analytics Studio, etc.). Recent projects and key wins include:1. ROE Monitoring Program - Designed a relationship strategic planning initiative to increase bank ROE with Corporate customers, utilizing new tools in Salesforce and Analytics Studio.2. Deepen Existing Relationships Program - Owner of a cross-collaboration sales program that aims to deepen a customer's relationship with the bank, utilizing tools in PowerBI, Salesforce, and nCino. 3. Internal Referrals Program - Stakeholder and SME for an internal referral platform, allowing employees to send referrals to each other across business units. Utilized strategic investment in Salesforce, connecting various Salesforce Instances to enable seamless sending/receiving of Referrals and Leads.4. Digital Marketing Experience - Stakeholder and SME for integration between Salesforce and Marketo, utilizing functionality such as: Web-to-Lead, Lead Scoring, and automated email campaigns.5. Client Experience & Customer Support Sales Program - Owner of a custom sales training program that enables employees to be client advocates and focuses on customer service best practices. Trained an average of 125 employees a year in client customer support.

Minneapolis, Mn, Us

Sales strategy project manager for a Commercial Division Manager (SVP). Collaborated with Region Executives and Commercial Team Leaders to identify, design, develop, and implement foundational sales strategies and sales tools for long-term sustainable success.Tools included: PowerBI, Salesforce, nCino, Dunn & Bradstreet, Reonomy.

Minneapolis, Mn, Us

Certified Salesforce Administrator (201). Responsible for the Salesforce platform for Community Commercial banking. Acted as a liaison between various partners, business lines, and teams to ensure all needs are met. Responsible for testing, implementation, communication, and training of various enhancements, maintenance, and defect items. Worked in VersionOne software for agile development. - Responsible for requirement gathering and working with the TOS development team to create/enhance Salesforce Sales Cloud application objectives. - Helped design and select solutions that appropriately met the business needs for large projects. - Reviewed and validated test plan approaches for proper functionality coverage. - Communicated with internal partners (technical team, sales team, CRM platform team) and external partners (Salesforce, Accenture). - Reviewed and communicated Salesforce platform release notes. - Worked on a remote team, with team members that lived all across the United States.- Worked with custom/standard objects, page layouts and User Roles/Profiles/Permission Sets.- Maintained standard and custom Report Types and created Reports/Dashboards for senior leadership.- Einstein Analytics exposure in creating data sets and Dashboards.

Minneapolis, Mn, Us

Assisted with onboarding new Salesforce users and maintained user roles, created dashboards and reports within Salesforce Lightning, answered user questions, shared relevant updates, communicated with sales staff, assisted with data updates, and monitored the integrity of data. Responsible for user training and created processes for projects and other initiatives.

Minneapolis, Mn, Us

Lender on a commercial team that provided support in managing commercial client portfolios. Met with potential bank customers and summited multiple credit opportunities of various size credit exposures. Analyzed financial data and portfolio credit quality. Completed financial spreads, guarantor analysis, cash flow coverage ratios, and more. Responsible for local internship program as the program mentor. Produced bank revenue by selling multiple types of bank products: real estate loans, equipment financing, treasurer management, etc.

Bowling Green, Ky, Us

Instructor for the WKU Department of Finance, teaching Finance 411: Entrepreneurial Finance and Entrepreneurship 312

Bowling Green, Ky, Us

Consultant with the Small Business Development Center. Consults with business owners and startups on a variety of subjects, such as: startup assistance, business plans, loan packaging, SBA lending, financial projections, breakeven analysis, cash flow projections, marketing plans, market research, website development, social media advertising, SEO, etc. I also led 10+ educational workshops, which included: startup processes, marketing plans, access to financing, etc.Responsible for 20+ businesses started and 75+ jobs created in the South Central Kentucky region. Consult with 150+ individual clients a year and help them with startup or growth assistance. These startups are a variety of industries, including: food service, professional services, tier-2 manufacturing, trucking/logistics, new product merchandise, e-commerce, retail clothing, and more. Responsible for $8,516,500 in bank loans distributed to different startup/growth businesses. This includes traditional commercial lending, SBA 7(a) loans, 504 loans, Micro-Lending, and private investors. These capital distributions were for a variety of business types, including: plastic injection moulding, real estate development, automotive servicing, niche product development, restaurants, furniture retail stores, and more. I compiled loan packages, which included the businesses plan, executive summary, market analysis, 5-year pro forma, historical financials, etc.Responsible for helping business owners find appropriate channels to reach their target markets. This includes: developed 10+ websites, advised 50+ clients on the social media channels for their business, created ad campaigns (FaceBook, PPC, A/B Testing), helped create SEO friendly content (Copywriter for Web, Alt Tags and Descriptions, Titles and H1/H2 Headings, etc.), setup email marketing for clients (MailChimp, Constant Contact), review Google analytics, product design and packaging, manage e-commerce platform, and more.www.wku.edu/sbdc

Brentwood, Tennessee, Us

Accountant with a growing client base of physicians around the country, assisting them in financial and accounting processes. Processed purchase requests and invoices in a timely manner for the Income Guarantee Department. Prepared, inputted, maintained, and analyzed daily and monthly statistics with a client base of over 20 physicians around the country. Audited submitted invoices and expense reports while analyzing a variety of financial statements, including: Accounts Receivable reports, Payroll, Fully Executed Contracts, etc.

Undertook bank transactions and interacted directly with customers. Processed daily transactions, such as deposits, checks, processing loan payments, etc. Assisted in answering customer questions and concerns while providing a superior level of customer service. Provided account maintenance for customers: debit card services, online banking services, and fraudulent transactions.Responsible for the duties of a head teller, which included: vault balancing, cash item logs, vault security, foreign money orders, etc. Trained to perform the duties of a CSR, which include: outgoing/incoming wire transactions, opening customer and business accounts, order debit cards and check orders, IRA contributions, etc.

Temple Terrace, Fl, Us

Acted as a Public Relations liaison to Florida College by promoting and selling the school to prospective students and their parents. Worked Florida College summer camps as a counselor and preformed across the country in the Public Relations music group Friends. Traveled to states such as: California, Arizona, Oregon, Texas, Colorado, Tennessee, Kentucky, Florida, Missouri, etc.

Worked with CPA's to log and prepare Accounts Receivable and Accounts Payable for the company balance sheet. Prepared invoices and processed payments. Worked with a diverse Marketing Improvement team to better the company image by changing the logo, website, and presentation of the company

Atlanta, Ga, Us

Prepared and served food to enhance the customers dining experience while at therestaurant. Handled customer complaints and dealt with consumer demands.

Master Of Business Administration (M.B.A.), Masters In Business Administration

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General