Prepare loan summaries and work with customers and underwriter on documentation preparation and pre-closing through post-closing details. Manage collection of borrower financials and correspondence with CPAs and Credit Analyst. Build and maintain sales tracking for lenders and track goals on monthly scorecards. Manage sales reports for sales and management teams.

Oversee all marketing and product development functions of the bank in accordance to goals established by the Board of Directors and President. Direct, develop, and design all the bank's advertising and promotional programs. Coordinate and plan all public and community relations events. Assist and coordinate business development plan for sales team. Manage and account for bank's marketing budget. Support various additional areas at the bank including technology operations and numerous customer assistance areas. Coordinate training for employees including career development and new employees.

Coordinated all direct mail marketing projects and conducted research of customers and prospects. Surveyed and summarized results of new customer relationships. Operated MCIF software. Reported financial statistics and marketing call reports to management.