Head of Commercial Banking Portfolio Management for Northwest Bank. Redefined Portfolio Management strategy and standardizing roles, responsibilities, practices and procedures to maximize portfolio management effectiveness. Continuously identified opportunities for improvement, developing solutions and executing.

Led strategic banking initiatives for Wealth Management including vision, design, analysis, oversight, support, and execution. Collaborated with business partners to develop and implement solutions to support sales growth, process efficiencies and client experience. - Managed best practices development and training for home equity product to create greater efficiencies in the sales and underwriting processes and improve the client experience. - Led initiative to build banking partnership and reporting functionality with PNC’s provider of family office services. - Constructed and administered company's first mortgage rate discount offering for Wealth Management. - Refined loan profitability tool which led to a reduction in the allocated cost to carry expense. - Led design and implementation of employee recognition program.- Enhanced marketing resources through content development and education. - Developed banking advisor and coaching playbooks to promote sales strategies and establish consistent expectations. - Communications lead for all strategic banking communications.- Appointed as co-leader representing line of business in nine-month, corporate-wide referral campaign. - Completed Wealth Management’s advisor training program and passed demanding certification requirements.

Managed strategy and execution of company's corporate banking sales force effectiveness program. This multifaceted sales enablement program was charged with creating a more effective sales force through the development and institution of best practices, training, coaching, tools, and resources. - Advised executive leadership by providing recommendations, identifying additional opportunities and addressing issues and challenges. - Coordinated four workstreams that were diverse in focus of work and member skill sets.- Point person for internal business partners to integrate program.- Managed and mentored associates to maximize individual competencies.- Developed and provided detailed content recommendations for training programs.- Conducted weekly leadership meetings and created and maintained all documentation/communication.

Managed projects/process improvements for Private Banking and Wealth Management. Improved productivity and consistency by creating and automating underwriting templates used to analyze loan requests. Partnered with loan operations team to create system interface to link loans to investment accounts to ensure adequate collateral coverage. Developed new job function to monitor private banking and wealth management portfolios. Granted $3,000,000 in loan approval authority and advised sales personnel on financing structures. Identified and delivered operational improvement recommendations that were successfully implemented, resulting in favorable evaluation by the Office of the Comptroller of Currency. Produced statistical analyses of commercial credit data for strategic planning.

Proposed loan structures for financing needs of middle market companies. Spearheaded team to create uniform credit underwriting standards. Created manual encompassing standards, scripted all training material and successfully integrated standards corporate-wide. Advised private bankers, branch managers, and commercial lending officers on loan underwriting and structuring. Monitored the Cleveland District commercial loan portfolios for adherence to credit policy, documentation requirements, and collateral coverage.

Managed and grew portfolio of clients and prospects with annual sales of $1,000,000 to $50,000,000, including cross-selling bank services (cash management, private banking, capital markets, trust, and international).

Completed Corporate Banking Training Program which included sales, credit, legal and operations training.