Stephen Shockley Email & Phone Number

Atlanta, Georgia, United States

Providing entrepreneurs proven advice to create the ultimate business foundation to truly realize financial success with a No Excuse mentality.

Athens, Georgia

• Consults with clients to understand their needs/ opportunities and provide options to reduce costs in partnership with bank resources and services to position the company for growth.
• Utilized small business underwriting guidelines, determining alternative pathways for loan approvals.
• Met or exceeded branch production goals year over year.
• Achieved 2020 Presidents award winner for first place production in the region.
• Delivered branch total scorecard performance consistently in the top 10 for the area
• Helped multiple small business reach over $1MM in gross sales.

Athens Ga

• Top producing banker in overall scorecard at 135% of personal/Branch production
• Helped branch clients increase their financial confidence through teller referrals, outside branch prospecting and client system leads

• Facilitated sales and fulfillment classroom and one-on-one training for distributed retail and centralized mortgage platforms for a new internal computer-based loan processing and origination system
• Facilitated training classes on complex training materials with emphasis on new hire on boarding, up skilling, cross training, and consulting
• Partnered with managers and employees to enhance fulfillment site performance
• Provided proactive support, including virtual delivery of information, to sales distributed retail fulfillment team members
• Analyzed learning programs and team members in the areas of employee development and technical skills transfer

Mba, Business Administration, Management And Operations

B.S. Ed, Education