Concentrating in C&I and Commercial Real Estate lending for low to middle market business clients in New York and the five boroughs .Perform effective financial analysis and underwriting in the areas of credit, cash flow and collateral.

Successfully acquires, manages and grows profitable account relationships for middle market business customers that have annual gross sales of mostly more than $5MM and less than $50MM by generating cash flow, better time management, and ultimately providing the right services that help businesses to raise capital. Meeting with existing and new customers to fully understand their businesses, goals, strategies and challenges. Proactively assesses their financial needs for the purpose of… Show more Successfully acquires, manages and grows profitable account relationships for middle market business customers that have annual gross sales of mostly more than $5MM and less than $50MM by generating cash flow, better time management, and ultimately providing the right services that help businesses to raise capital. Meeting with existing and new customers to fully understand their businesses, goals, strategies and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially. Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells products and services. May structure and complete straight forward secured and unsecured business loans. Show less

A thirteen years Financial Services Professional with a proven track record of managing and leading high performing teams to success. Leading with integrity, humility, and industriousness while creating a highly engaging environment for team members to effectively serve our community. Leveraging my experience in senior leadership roles, business banking, wealth management, cross-line partnerships, finance, compliance, reputation management, and community involvement to effectively meet the… Show more A thirteen years Financial Services Professional with a proven track record of managing and leading high performing teams to success. Leading with integrity, humility, and industriousness while creating a highly engaging environment for team members to effectively serve our community. Leveraging my experience in senior leadership roles, business banking, wealth management, cross-line partnerships, finance, compliance, reputation management, and community involvement to effectively meet the priorities of our business lines and shareholders.Manage a team of 15 team members to attain branch goals such as business and consumer lending, investment, new deposits, client retention, partner referrals, among others.Work closely with my Business Specialist prospecting Middle Market clients to understand their goals, persuade innovative solutions, and provide truthful guidance every step of the way. Taking an active role within my bank and in the business community at large.Contribute to overall success of the branch through quality leadership, customer service, risk management, and sales. Expert dealing and cross-selling products and services to High Value customers. Coach bankers to maximize sales opportunities by utilizing and building relationships with WF partners. Emphasize building long term relationships and increasing our consumer and business’s customers cross sell products percentage to 4.5 or plus by utilizing the Needs Assessment tools 100% of the time. Ensure day to day compliance with audit, operational regulations and guidelines, current policies and procedures, as well as communicating changes and/or updates with the team. Consistently achieve top performer ranking in sales and service. Show less

Manage 17 branches’ Membership Experts Bankers in sales and service as well as trained and coached them to identify high value businesses within the market to introduce the Wells Fargo at Work program. Partnering up with Business Banking Group to discuss their book of business and cross sell the benefits of the Wells Fargo at Work program to their business customers. Partnering up with Wells Fargo Mortgage Consultants, Financial Consultants, and Private Bankers to set presentations for… Show more Manage 17 branches’ Membership Experts Bankers in sales and service as well as trained and coached them to identify high value businesses within the market to introduce the Wells Fargo at Work program. Partnering up with Business Banking Group to discuss their book of business and cross sell the benefits of the Wells Fargo at Work program to their business customers. Partnering up with Wells Fargo Mortgage Consultants, Financial Consultants, and Private Bankers to set presentations for companies such as Law Firms, Biotech Corporations, and Engineer Corporations among others to present our more complex products. One of the top 3 Membership Banking Regional Program Manager in Southern California Region. Show less