Founded in 1948, one of the largest credit unions in Washington State, with over $975 million in assets and over 52,000 members serving Washington and neighboring states.Reported to VP of business banking, supporting a team of 10 to grow cannabis banking nationwide. Worked with large and small business owners to ensure all their banking needs were met, including marijuana-related businesses and the resultant enhanced due diligence requirements. This included access to capital, treasury management services, and other bank related products and services as identified.• One of the first US cannabis bankers, developing and providing full-service banking for marijuana-related businesses including loans, deposit accounts and cash management services. • Assisted in growing one of the largest cannabis banking departments in the industry, including developing practices consistent with FinCen guidance on banking with marijuana related businesses.• Managed over 100 cash management analysis accounts, primarily cannabis and related entities: opening an average of six to seven marijuana-related business accounts per month. • Identified as a mentor and New Hire Ambassador, recognized for excellence in training and coaching new hires. • Responsible and experienced in completing Commercial Account Write Up in connection with new accounts, including complex layers of beneficial owners and investors.• Completed Quarterly and Annual reviews for both deposit and loan portfolios, with the industry's highest level of KYC, BSA, and AML guidelines with zero audit exceptions. • Daily NSF Exception Items decisions and deposit limit hold approvals.• Ongoing monitoring to review and approve appropriate limits for Online ACH, Online Wire Origination, and Remote Deposit Capture.• Responsible for due diligence Site Visits based on business type and/or commercial loan including cannabis cultivation, retail/dispensary facilities and related businesses.

Founded in 1937, Colonial Life provides benefits to over 3.7 million people in over 90,000 companies and organizations with over $1.8 billion of in-force premium.Independent contractor position requiring Life and Health producer license, offering insurance policies to employees of clients, on behalf of sales managers and teams.• New client prospecting and acquisitions.• Coordinated & Implemented marketing plans.• Account Administration.• Supervised benefits consultants while interacting with employees.• Followed up with new clientele to ensure satisfaction.• Identified and built a referral pipeline through effective networking.

Explored opportunities as an entrepreneur in two diverse areas that allowed me to develop and hone my sales and customer service skills.Promotional Manager at Flavor ProductionsAn event services company specializing in social media marketing, sponsorship activations and content creation.• Built and managed successful, collaborative teams to organize and host monthly events, • Developed, created, and managed monthly marketing strategy, and implemented revenue standards with incentives.Owner/Operator of Independent Insurance Agency at Farmers Insurance Opened an independent full-service life insurance office, including growing and retaining business prospects.• Maintained Centers of Influence (COI) for quality referrals. • Maintained professional follow-up procedures to ensure closing of sales and customer satisfaction.

Small Business Specialist Ranked 150 in the Fortune 500, US Bank’s founding charter dates to 1863 with a 26-state branch presence.Reported to Regional VP of Business Banking. Territory Small Business banker serving the greater Seattle area.• Managed portfolio of 125-200 top-tier high-revenue clients appropriately handling all Business Banking customer service issues.• Trained and Coached staff on service and sales with various behavioral or observational techniques primarily focused on Tier High Revenue Clients.• Retained current product base and cross-sold additional products such as treasury management products, business credit cards and payment solutions as appropriate, developing and deepening existing customer relationships, exceeding quarterly sales goals by 50-60% in merchant processing accounts and business credit card activations.• Qualified in SBA 7A, Patriot, Community Express & Link Deposit Programs.• Proven proficiency in Business Equipment Leasing products including Balloon Payments, $1 Buyouts, and Fair Market Value• Implemented Quarterly Product Review/Consultation with Partners & District management.• Instrumental in training peers on benefits of Factor Partner lending.• Excelled at converting prospective customers to clients consistently 50% above goal.• Actively managed relationships with business line partners and other internal associates.