- Worked as a member of the Loan Approval Committee- Responsible for all phases of underwriting loans including small business analysis, real estate analysis, cash flow models, profitability models and credit underwriting- Responsible for evaluating potential investments and developing comprehensive risk analysis reports- Assisted in auditing the bank statements and financials for potential acquisitions- Monitored several large investment deals from their inception to their completion

- Responsible for new business and small business development as well as cross-selling of all bank products including cash management tools and investment products- Responsible for all phases of underwriting loans including real estate analysis, cash flow modeling, profitability modeling and credit underwriting- Monitored and maintained new and existing portfolios of commercial clients

- Managed assigned customers and proactively met with them - in person and over the phone to build lasting relationships, and tailored products and service recommendations to meet their financial needs and goals- Improved lives of customers by sharing and setting up self-service options to ensure 24/7 access to their accounts- Adhered to policies, procedures, and regulatory banking requirements

- Adhered to safe deposit box procedures/ operations and guidelines- Assisted in exceeding service goals by accurately and efficiently processing customer transactions- Educated and engaged customers in conversations regarding their current and future financial needs and educates customers about Bank products and services