Relationship focused Commercial Banker responsible for identifying Corporate Banking prospects for BOK Financial, specifically companies with annual revenues of at least $40 million, with local decision makers and credit and / or treasury management and depository needs. In addition to new business and relationship development, I monitor, manage and retain an existing portfolio of commercial loan customers, overseeing credit structure, underwriting, approval, documentation and booking processes. Position myself as a resource and trusted adviser: researching and understanding the industries and challenges faced by my clients and prospects; adding value on calls by providing pertinent information and new ideas; and collaborating with other members of my BOK Financial team to provide innovative structures and solutions to challenges faced by my clients and prospects. Act as an advocate for my clients within the bank, delivering the highest quality service in a responsive and timely fashion. Treat my customers as individuals with unique needs and become their long term financial partner. Build strong personal relationships in the community where I live and work.BOK Financial Corporation is a top-25 U.S. bank with over $40 billion in assets, headquartered in Tulsa, OK, but operating in eight contiguous states, in some markets under various "local" brands. Our client centered delivery model allows us to offer speed, delivery, commitment and personal relationships to our customers by having bankers and local management who live and work in their market, backed by the financial strength, stability and sophisticated products and services of our parent company, BOK Financial.

- Perform financial analysis on complex commercial loan transactions;- Perform industry analysis and market research;- Participate in structuring decisions and risk identification; - Assist with documentation review and closing stage of the loan process;- Monitor and maintain credit files for assigned accounts to ensure covenant compliance and minimal non-perfection exceptions;- Prepare loan committee presentation materials, opportunity memos and term sheets;- Organize and execute Bank Sponsored customer / prospect events (Lunch & Learn);- Assist with development of Prospect database.- Utilize the following skills: oral / written communication; advanced PC and spreadsheet software skills; research and analytical (credit / loan review / accounting); knowledge of loan documentation, policy, risk rating and regulations; and expanding my background / expertise beyond commercial and industrial to include analysis of non-profit entities.

- Schedule, coordinate, and conduct Book Fair Workshops to maximize the Chairperson training opportunities and sales performance.- Offer guidance, advise and fresh ideas to Book Fair chair people to partner with them in an effort to maximize their sales.- Conduct selected revenue-building activities to optimize Book Fair financial results for the school and the Company. (i.e. Pre-Fair Visits, Directed Setups, Family Event Prep, Volunteer Training, and Teacher Previews)- Develop customer relationships with each Chairperson and other school personnel by understanding individual requirements/expectations and meeting needs through our product, process, and services. Provide value and ensure exceptional customer experiences by delivering on commitments made.- Support Scholastic's mission to encourage reading and promote lifelong learning, and demonstrate our values of caring and respect for all people.

Conduct assigned revenue-building activities to optimize Book Fairs' revenue and customer satisfaction goals (i.e. directed setups and tear down, corporate fair events, family event prep, volunteer training and teacher preview); provide support for workshops and remote warehouse events; identify, communicate and respond to opportunities to impact sales and customer satisfaction with each customer; develop product expertise to be able to offer customers guidance on conducting better events; ensure fair product is organized, displayed, merchandised and restocked sufficiently to maximize sales; maintain accurate and up to date sales / service record of all activity and support Scholastic's mission of encouraging reading and promoting lifelong learning.

Retired from commercial banking to raise two children. Manage our personal finances. Active volunteer at our children's school (Cedar Hills Elementary), at our church (Church of the Resurrection) and for our children's extracurricular activities.

Team leader /primary client contact person responsible for developing strategies that utilize team members and partners in commercial credit, treasury management, investment banking, private / premier banking, derivatives and foreign exchange departments to find innovative solutions for clients (public or private companies with revenues from $75 million to $500 million) that strengthen bank-client relationships and generate more fee-based income for the bank.Won 2000 Spring Focus contest (trip to Hawaii) based primarily on fee income generated, new loan outstandings and new deposit / treasury management business.In 2000, by coordinating team and product partners and up-tiering existing relationships, generated $4.1 million in investment banking fee income (414% of goal); $325,000 in loan fee income (162% of goal), ten new "booked referrals" for team product partner departments (167% of goal), new outstandings on new loan commitments of approximately $38 million, $15 million in new deposits and $285,000 in treasury management income.

Primarily responsible for new business development; no bank facilities in the area; and the Kansas City metro area, focusing on large corporate companies with revenues in excess of $100 million.In 1998, increased loan portfolio by $14 million, increased deposits by $2.5 million, generated $606,000 in "net operating revenue", 43 referrals to other bank departments, $60,000 in treasury management income, $45,000 in international / trade finance income and $48,000 in corporate trust income.

Primarily responsible for new business development by identifying / pre-qualifying my own commercial loan prospects from middle market companies with annual revenues of $10 million to $75 million.Closed $860,000 in new loans during my first year and $2 million in new loans during my second year, in addition to servicing an existing $4 million commercial loan portfolio (35 clients).Specialized in finding innovative strategies to get transactions done with minimal credit risk and maximum return by utilizing Small Business Administration financing programs and Federal Home Loan Bank match-funding options.

Responsible for training six credit analysts, assigning/ reviewing their work and conducting interviews and performance appraisals.Prepared written analytical presentations on high-dollar, complex loan requests.

Completed 15-week intensive Loan Officer Credit Training program, focusing on credit analysis, loan structure and oral and written presentation skills.Prepared written loan committee presentations and analyses for middle market commercial loan transactions, commercial real estate transactions and correspondent banking transactions.