Design custom sustainable business models for companies with $1MM+ in revenueOne on One leadership developmentBusiness ConciergeStrategic Planning, with implementation guidance and progress assessmentFinancial trend analysisOperation advisory servicesConfidante and Resource for Owners- all with a focus on efficiency, profitability and growth

Provide due diligence on commercial real estate loans $2-100MM+ for the Home Loan BankAnalyze collateral qualityReview loan file to ensure it meets established criteriaDemonstrate proficiency in understanding environmental reports and implications

As Senior Vice President of First Western Trust’s Broomfield office, lead a dynamic team that builds and strengthens new and existing client relationships by exceeding the expectations of entrepreneurs and executives in the areas of business banking, commercial lending, wealth planning, investment management, trusts, and private banking. Member of the bank's internal DEI Women's task force. Responsible for providing, an exceptional, holistic compliment of financial services to clients, their families, and their businesses.

As a Director, Wholesale Banking, developed strong bank clients and COIs and provided tailored client service for a $75MM+ portfolio of Healthcare, C&I, and CRE with a focus on credits in the $1-10MM range, though one relationship exceeded $35MM. Served in a mentor capacity for new team members including new loan assistants and new lenders. Developed loan structures to meet the customer's needs and the bank's policies and expectations. Worked closely with the credit analysts to develop clear, well supported credit requests. Exercised credit authority as appropriate. Partnered with bank colleagues to provide full spectrum relationship management. Served on internal committee to review processes and make recommendations for improvements resulting in improved efficiencies. Established an executive women's group for clients and prospects that met three times a year and provided strong programs/speakers to support executive women and women business owners. Lead/hosted topic centric events for clients and prospects about twice a year. Recognized by FNBO leadership for internal collaboration, customer service, and philanthropic work in the Boulder County community.

Colorado based bank with approx $2bn in assetsDeveloped commercial business portfolio of C & I, SBA, CRE, and Jumbo residential loansMentored local administrative and underwriting staff

Developed commercial business portfolio of of C&I, SBA, CRE< and Jumbo residential loans. Mentored branch administrative and underwriting staff. Developed strategic resolution and litigation strategies for portfolio of complex commercial and real estate loan relationships and OREO ranging in size from $300m to $15MM. Achieved resolution of 60% of assigned problem assets in 9 months. Developed strong relationships with receivers and attorneys in this process.

Analyzed current and historical financial data to determine repayment capacity for credit relationships in excess of $500M.Supported the line officers and relationship managers efforts to develop new business, with a focus on credit.Provided consultation to lenders on developing credit structures..

Formed and lead development group to construct and manage 35,000 sf sports facility. Served in C level management capacity. Partnered with Board of Directors to ensure timely development and implementation of all programs and policies. Directed operations of this start up organization to 98% program capacity and positive cash flow in four months. Managed cash flow to realize a 60% reduction in debt in five years. Managed a staff of 30 employees plus a myriad of volunteers. Lead business development - fundraising and business community support.

Founded and led asset management company and co-founded a subsidiary mortgage company. Performed the duties of CEO, collaborating with two partners who joined after the company was founded. Exercised executive authority to resolve distressed loans and judgments; book values of loans ranged in size to $1.2MM with a portfolio size of $300MM+ Resolution strategies included direct negotiations and litigation. Fomalized and implemented policies and procedures to ensure compliance with relevant regulations/laws. Developed working relationships with multiple investors, wholesale lenders, attorneys, and investment partners nationwide. Secured private capital to fund multiple investment partnerships and joint ventures. With joint ventures, portfolio size exceeded $700MM.

Managed department of of four to six divisions specializing in Real Estate and Commercial Loans, each having 6-12 employees; Provided oversight to line account officers (workout specialists); provided training classes; served on the loan committee; utilized personal credit authority when appropriate, acted in leadership roles for bank closings; directed the analysis, strategy, implementation (including legal strategies), and liquidation of a $500MM+ credit portfolio. Represented FDIC in asset related court and mediation hearings.Directed the analysis, strategy, implementation, and liquidation of a $500MM+ credit portfolio