Business Banking Representative
Current• Began managing ~$26M of business loan relationships with~$6M of business deposits relationships. After a year, book of business increased to ~$85M of business loan relationships and >$20M of business deposit relationships. 13th largest portfolio size out of 39 business bankers. o Originated $2.68M of new business loan relationships and ~$800K of new business deposit relationships. • Met full book of business of ~150 business loan relationships in Milwaukee, Sheboygan and Manitowoc Counties, Wisconsin to discuss financial performance and fraud prevention. • Collected and/or eliminated >300 monitoring requirements for borrower financial statements and financial covenants. • Attended >100 community fundraising, service, or customer networking events. Attended Two Years of SBA Lender’s Conference and Commercial Lending School in Madison, Wisconsin. • Community Service: Raised $7,535 hosting Bank-wide auction for the Walk to End Alzheimer’s in Fall 2023. Spearheaded branch-wide community service day with Habitat for Humanity in 2023.