Todd Phillips Email & Phone Number

My role is to provide a wide range of capital markets financing solutions to help meet the goals and objectives of my clients.

Remote Nc (Covering Midatlantic And Southeastern States)

Responsible for acquisition of new business banking clients and real estate investors in our expansion markets. Primary focus is investment real estate and C&I lending. I finance net lease, multi-family, industrial and office assets. I also advise growing businesses on commercial lending and advanced treasury technology to help streamlines banking, improve automation and minimize risk.

Raleigh-Durham, North Carolina Area

Business Development Officer calling principally on 5mm ++ revenue size companies throughout Eastern NC. Advise clients on a broad range of banking solutions with a focus on commercial real estate and equipment financing. Also, I consulted on robust treasury management solutions that improve working capital, enhance operational efficiencies and minimize fraud. Top 10 performer nationally and three time "Carolina Top Performer" Award Winner.

Nc/Va

Served as Equipment Finance Territory for Wells Fargo covering NC/VA markets. Established outstanding relationships with RM bankers and management and exceeded all of my loan production goals for the territory. Gained valuable experience with lease transactions including various Capital and Operating lease structures. Mastered internal technology and systems including Rapport, InfoAnalysis and other asset management systems. Managed large book of business and self sourced many new business development opportunities helping to increase year over year production by 30%.

Raleigh Nc

Business Sales Officer calling principally on 5mm ++ revenue size companies. Advise clients on a broad range of banking solutions with a focus on real estate and equipment financing. Also, I help my clients to understand treasury management solutions that can improve operational efficiency, increase profits and minimize business risk. Top 10 performer nationally and three time NC top performer award winner.

Raleigh-Durham, North Carolina Area

Team Lead and Relationship Manager calling on 3mm-100mm revenue size companies. Advised clients on a broad range of commercial banking solutions including deposit, treasury and credit products. Recognized annually for superior sales performance and customer satisfaction.

Raleigh-Durham, North Carolina Area

Global Commercial Client Manager focused on portfolio growth and new business acquisition in 5mm-100mm segment Managed and expanded portfolio to over 125 clients with 60mm in deposits and 50mm in loans. Specialized in C&I, Commercial Real Estate and Equipment Financing. Also served as Franchise Banker.

Southern New Jersey And Philadelphia

Team Leader responsible for managing outside salesforce(11 direct reports) in Center City Philadelphia and Southern New Jersey. Promoted after successful experience as BDO in same market. Top performer throughout regional footprint. Recognized for developing high performing and engaged team of bankers.

Voorhees, New Jersey

Main objective was to meet and exceed budgeted income goals from the following areas: new membership sales, membership renewals, special events, advertising sales, business resource product sales and affinity programs. Led team of five staff professionals.

Woodbury, New Jersey

10 years of progressively responsible fundraising experience in United Way system. Primarily involved in special events and workplace fundraising across all industries. Experience working with volunteer boards and committees to exceed fundraising and program goals.