nCino Business Lead

11 direct reports – 8 PMs and 3 PSSs responsible for 1,200 client relationships across the entireSunTrust footprint. I proactively lead weekly individual pipeline meetings and bi-weekly pipeline meetings to ensure renewals and reviews are completed in a timely manner with a focus on client first•Served as Relationship Managers and Regional Presidents’ point person for prioritization of renewals and reviews for Commercial clients, addressing time sensitive concerns as needed. Also regularly communicate with Closing Team Leads to ensure consistency of priorities and proceduresserve as the Final Approving Officer for most deals done by the Seg. 1 team, routinely coaching PMs on the Sound Loan Equation

Tapped by leadership to manage portfolio of over 300 small business clients in a new role developed by the bank to focus on retention of this client segmentPartnered with over 20 branch managers as their internal consultant on small business Grew portfolio 30% in 1 year by building new banking relationships Managed 6 special community reinvestment projects such as financial literacy seminarsManaged team of 3 business services assistants

Trained at BB&T University for the specific role of a Business Banker by studying lending concepts and small business credit standards and products for 6 months