Shirley Sheffield

Shirley Sheffield Email and Phone Number

Former Commercial Real Estate Officer and Commercial Loan Officer, Vice President at Amplify Credit Union/Lending for Multi-Family, Industrial, Home builders, Business Owners, Retail, Office
Shirley Sheffield's Location
Austin, Texas Metropolitan Area, United States, United States
About Shirley Sheffield

I am a results-oriented finance professional with extensive experience in all facets of business development, commercial/real estate lending, SBA 504 and 7a, financial analysis, credit, trend analysis, business succession planning, portfolio management, budgets, personal loans, client relations, and strategic planning. Portfolio size of approximately $70Mil. I build strong industry relationships to achieve established objectives and contribute to the continuous prosperity of an organization. I am an analytical thinker who assesses existing situations to solve problems quickly and ensure smooth processes for customers, promoting repeat business as well as corporate success. I have recently retired from Amplify Credit Union. I hope to take a break while preparing a residence for sale and then to work or volunteer with area non-profits who might benefit from my skills. I also seek public speaking opportunities to discuss fire safety, based upon experience with two fires.Specialties: Commercial Lending, Real Estate Lending, SBA Lending, Budgeting, Trend Analysis, Policy and Procedure Development, Financial Education, Business Development, Insurance and Investments

Shirley Sheffield's Current Company Details

Former Commercial Real Estate Officer and Commercial Loan Officer, Vice President at Amplify Credit Union/Lending for Multi-Family, Industrial, Home builders, Business Owners, Retail, Office
Shirley Sheffield Work Experience Details
  • Amplify Credit Union
    Commercial Loan Officer And Vice President
    Amplify Credit Union Jun 2019 - Jun 2023
    Austin, Texas, Us
  • Amplify Credit Union
    Commercial Loan Officer And Assistant Vice President
    Amplify Credit Union Jun 2014 - Jun 2019
    Austin, Texas, Us
    Provide financing for commercial and commercial real estate borrowers. Conventional Small Business loans are available as well as SBA 7a and SBA Grow 504 Loans. In addition, we provide commercial real estate loans for a multitude of projects, such as apartments and offices or retail sites. Business revolving lines of credit are also available. Our credit union becomes part of the business' team, and the business becomes part of ours.
  • Omnibank
    Vice President And Loan Officer
    Omnibank Aug 2012 - Mar 2014
    Held responsibility for cultivating and managing existing relationships for loan portfolio of business/consumer loans centered in Caldwell and Hays Counties. Sought loans in Travis County based on contacts. Represented bank in multiple area organizations. Vetted $16,300,000 in loans through formal presentations and phone discussions with supervisor. Provided support to operations side of bank, contributing to account opening by business development efforts. Recommended appropriate loan structures, including traditional loans, SBA 7A and 504.
  • New York Life Insurance Company
    Agent And Registered Representative
    New York Life Insurance Company Aug 2009 - Jul 2012
    New York, New York, Us
    Held responsibility for selling life insurance products, disability insurance products, long-term care insurance, and investments through mutual funds/variable annuities. Educated clients and associates via seminars as wells as individual meetings. Represented company through leadership roles in multiple community organizations. Assisted businesses with succession planning.
  • Bigaustin
    Director Of Lending
    Bigaustin Aug 2008 - Apr 2009
    Austin, Tx, Us
    Managed the loan portfolio and lending personnel of BiGAustin. Developed quality loan policies, procedures, presentation formats, risk rating guidelines and application forms. Deeply involved in all marketing aspects of organizations including curriculum development, client/prospect calls and fundraising efforts. 
  • Comerica
    Corporate Banking Officer
    Comerica Aug 2007 - Aug 2008
    Dallas, Tx, Us
    Managed real estate portfolio of commercial real estate properties, including construction and mini-permanent facilities for offices/apartments, builder lines for single-family residential construction, and lot development. Average loan size, $2,000,000. Contributed to annual/semi-annual review of commercial real estate credits for land acquisition and development, office/retail construction, and lease-up.
  • The Junior League Of Waco, Inc.
    Vice President Of Finance And Treasurer
    The Junior League Of Waco, Inc. May 2000 - Sep 2007
    Held responsibility for financial aspects of organization. Managed small staff with executive team. Oversaw fundraising opportunities and grant writing. Contributed to strategic plan revision and implementation. Developed and implemented annual budget for non-profit organization. Led upkeep and maintenance of building. Reviewed insurance needs.
  • Incommons Bank
    Vice President And Commercial Loan Officer
    Incommons Bank May 2003 - Aug 2006
    Managed highly diversified, $13,500,000 loan portfolio, consisting of commercial, commercial real estate, oil/gas production and equipment, consumer, as well as consumer real estate loans. Coordinated loans for construction/mini-perm for Waco Hispanic Chamber of Commerce, medical equipment sales, home health care providers, nursing homes, one tire store, dealer floor plans, auto mechanics, gravel pits, funeral homes, yacht purchases, single-family residential construction, lot development, livestock, tax refund companies, and car loans. Oversaw loans of up to $1,300,000. Performed detailed financial statement analysis and development of spreadsheets for accounts. Collected and resolved problem loans.
  • Heart Of Texas Business Resource Center
    Loan Coordinator
    Heart Of Texas Business Resource Center Oct 2000 - May 2003
    Managed two loan funds for non-profit SBA intermediary. Held responsibility for counseling clients, analyzing financial information, and developing loan presentations. Collected and worked out problem loans

Shirley Sheffield Skills

Loans Credit Commercial Lending Portfolio Management Small Business Business Development Budgets Real Estate Strategic Planning Finance Commercial Real Estate Insurance Financial Analysis Nonprofits Mergers And Acquisitions Policy Business Leadership Financial Education Trend Analysis Non Profits Commercial Banking Sales Financial Services

Shirley Sheffield Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Management

Frequently Asked Questions about Shirley Sheffield

What is Shirley Sheffield's role at the current company?

Shirley Sheffield's current role is Former Commercial Real Estate Officer and Commercial Loan Officer, Vice President at Amplify Credit Union/Lending for Multi-Family, Industrial, Home builders, Business Owners, Retail, Office.

What is Shirley Sheffield's email address?

Shirley Sheffield's email address is sp****@****aol.com

What is Shirley Sheffield's direct phone number?

Shirley Sheffield's direct phone number is +151262*****

What schools did Shirley Sheffield attend?

Shirley Sheffield attended Texas Mccombs School Of Business.

What are some of Shirley Sheffield's interests?

Shirley Sheffield has interest in Small Business Consulting, Cycling, Back Packing, Rescue Animals, Hiking, Economic Development, Southern Cooking, Education Issues.

What skills is Shirley Sheffield known for?

Shirley Sheffield has skills like Loans, Credit, Commercial Lending, Portfolio Management, Small Business, Business Development, Budgets, Real Estate, Strategic Planning, Finance, Commercial Real Estate, Insurance.

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