- Built a scratch territory of approximately 110 accounts, comprised of specialists and general practitioners, with a sales increase of over 20% within the first year- Analyzed the business needs of client practices to lead them to growth-driving equipment and technology investments- Performed and presented practice and ROI analyses to Doctors in order to make recommendations on strategic action- Partnered and co-traveled with manufacturing companies, lenders, accountants, and industry experts to uncover key opportunities for high-value partnerships

- Created and realized an end-user on-line portal with an award-winning personal financial management platform and credit education tools- Increased end-user engagement by 686% with continued future exponential growth- Managed and grew brand recognition of the company to one of the premier companies within the respective industry via trade shows, email, social media, and blogging- Participated as an integral piece in direct sales efforts to businesses to increase the customer base- Lead projects with strategic partners to expand our business service in order to increase revenue- Constructed an in-depth Competitive Analysis used in the raising of funds with investors and bringing on new client companies

- Oversee a large C&I and CRE loan portfolio of significant business relationships with total commitments of approximately $80MM+- Analyze and assess viability and profitability of start-up, growing, and mature businesses in order to recommend lending decisions- Formulate calculated financial projections for existing and prospective borrowing relationships based on historical information, industry research, and financial expertise in order to determine future opportunities and risks for these businesses- Work as a peer with the Relationship Manager in cross-selling and deepening existing relationships in order to grow the assigned portfolio- Execute financial/risk analysis and underwrite credit approval presentations for large C&I and CRE loans typically ranging in size from $1MM-$35MM- Correspond with owners and executives of mid to large-sized businesses to discuss financial performance and efficiencies in order to act as a trusted advisor- Lead the roll-out initiative of an innovative upgraded credit system and new procedures in the northern Utah region as a Subject Matter Expert and trained peers in the new system and processes

- Managed a portfolio of existing business relationships with total commitments of approximately $20MM- Responsible for cross-selling and developing current relationships as well as soliciting new relationships in order to grow the assigned portfolio- Achieved the status of an All-Star Loan Club member for new loan production levels obtained- Honored as the only Business Relationship Manager in the state of Idaho to produce over $1MM in Wells Fargo Practice Finance Group new loan production catering to medical and dental professionals

- Manage a portfolio of 50+ commercial/real estate problem loans of various size and complexity- Restructure and renegotiate credits with borrowers- Perform financial and legal risk evaluations of credits to determine a plan of action- Formulate litigation strategy while interfacing with internal and external legal counsel when necessary

- Manage a portfolio of existing business relationships with total commitments of approximately $30MM- Responsible for cross-selling and developing current relationships as well as soliciting new relationships in order to grow the assigned portfolio- Act as the customer’s advocate in securing suitable credit - Originate, structure, and execute transactions related to business credit products

- Direct oversight of credit administration for outsourced business credit packages and direct oversight of complex, custom business credits for a market group with over $850MM in business loans outstanding- Monitor and control the distribution and quality of work flow to members of the credit analyst team- Coach and give guidance to the credit analyst team and relationship managers with regards to credit policy, systems, and procedures- Assist banking managers and senior credit officer with researching, analyzing, interpreting, and presenting pertinent data

- Played a major role in the upstart of a profitable business- Developed policies and procedures for both guests and employees- Interviewed, hired, and trained all employees- Constructed employee work schedule- Controlled all income, expenses, and supplies- Helped prepare and execute a successful marketing plan- Built numerous spreadsheets to streamline day-to-day operations and to track the progress and profitability of the company

- Marketed and sold over $2 million in real estate in first two years as a Realtor- Assisted home buyers through the steps of obtaining financing, finding, and purchasing a home