Carol Vi-Thompson, Mba Email and Phone Number

As a SBA Business Development Officer for Community Bank of the Bay, Carol provides small to medium sized businesses with financing solutions for owner-user commercial real estate, business acquisitions, partner buyouts, franchise financing, business expansions, working capital & startups. She assists entrepreneurs with the SBA loan process and navigate them through the SBA (7a & 504) loan programs. She has been recognized for strong client-relationship & exceptional customer service. - Analyze tax returns, financial statements and business plans to determine project feasibility- Develop a strong footprint in the bay area through networking, collaboration with partners (internal & external) - Present to organizations: SCORE, SBDC, Companies, etc...- Members of Provisors, BNI and Chambers- Board of Directors for The Children's Place - Fundraising Committee

As a Financial Centers Manager, I managed two banking centers of the Credit Union, and accountable for all aspects of branch operations and staff management to surpass annual metrics.- Exceeded targets for membership by 32%, loan volume by 45% , and business account origination by 25%- Recipient of Annual Pinnacle awards for 3 years consecutively for holistic banking excellence and exceeding 95% client satisfaction- Recognized as one of the top Sales Managers in the Credit Union - Held leadership position with the Santa Clara Valley Chapter & ambassador of Mountain View Chamber of Commerce- Owned monthly base operations and annual budget processes requiring branch spend consolidation and forecast vs. actual variance driver identification- Coached and trained 4 of the top 6 Pinnacle Award winner. The recipients of the Pinnacle winners are well-rounded employees who have the highest loan productions, deposits, and referrals; while is an ambassador for Meriwest Credit Union.- Lead and manage Financial Center’s business operations and sales strategies

As a Business Banking Officer, I was accountable for managing the holistic banking relationship for small business owners.- Provided financing and banking solutions such as working capital, real estate, equipment financing, SBA loans, deposit accounts, merchant card, payroll products and treasury management services- Analyzed financial statements, financial ratios, and tax returns to evaluate credit applications and facilitate approval.- Monitored compliance and managed credit risk with existing accounts.- Developed marketing strategy to increase sales; resulted with the quarterly Pinnacle Award earned by the top 1% of business bankers for exceeding $2.5 MM in originated loan balances in Q3 2005 and Q1 2006 - Collaborated with cross-functional partners, mortgage brokers, investment advisors, and branch managers to increase results accounts, deposits, loans, and credit sales

As a personal banker, I managed individuals banking needs and relationship. - Consistently exceeded sales quotas in all sales categories including loans, deposits, and new checking accounts- Increased sales by 20% by working with cross-functional partners such as Premier Bankers, Financial Consultants, and Mortgage Representative for leads- Recipient of the 2004 Golden Coach Award earned by the top regional banker for excellence in both sales and service- Assisted with audits in which the branch received perfect compliance ratings