Dawn Wagner, Mba Email & Phone Number

Milton, De, Us

Berlin, Maryland, United States

Work with the team to improve productivity and proficiencies within the accounting department. Empower, develop and grow a strong staff to support the Seaside plumbing family.

Lewes, Delaware, United States

● Meet with C-level executives to discuss financial needs● Network with business clientele/COI’s to obtain referrals● Review & analyze financials, underwrite and prepare loan proposals for potential banks● Reconcile accounts and/or prepare monthly financials depending on client engagement● Perform controller/CFO duties based upon client engagement

Managing accounting records with a team of property accounting professionalsControlling expenses while offering financial guidance to the executive teamImproving efficiencies and cash control to effectuate a strong bottom line

● Commit significant time to new client development with entrepreneurs and COI’s.● Mentor prospects, customers, and colleagues from all parts of the bank.● Perform financial analysis, underwrite and present loan proposals for approval● Network with area business owners to gain future business

19264 Miller Road Rehoboth Beach, De

● Commit significant time to new client development with entrepreneurs and COI’s.● Mentor prospects, customers, and colleagues from all parts of the bank.● Perform financial analysis, underwrite and present loan proposals for approval● Network with area business owners to gain future business

● Was responsible for creating a classroom environment to develop competencies in Business● Worked to motivate pupils to apply understanding of economics and finance to earn certification in Personal Finance

Bel Air, Maryland

● Commit significant time to new client development with entrepreneurs and COI’s.● Mentor prospects, customers, and colleagues from all parts bank.● Leverage sales tools (nCino (Salesforce) to manage relationships and track sales results● Perform financial analysis and utilize business acumen to advise clients

Joppa, Md

● Led financial operations of church and school - $ 4.5MM budget● Prepared monthly financial reports for departments● Prepared annual budgets for both church and school● Plan administrator for 401K plan● Compiled annual workmen’s comp and 401K audit● Managed financial aid system for school (FACTS)

Owings Mills, Md

● Committed significant time to new client development and client relationships● Originated and underwrite commercial credit requests ● Increased loan/deposit portfolio year over year by 25%

Towson, Maryland

● Directed Business Banking, Mortgage and Commercial Lending. ● Formulated strategies to increase income to the bank. ● Coached staff and branch personnel to expand market ● Engaged in one on one training and group sessions. ● Created a sales culture within the bank to drive optimum performance● Increased loan portfolio by $50MM and increased client base by 40.

Baltimore, Maryland

● Sold credit and non-credit products to business banking clients● Committed significant time to new client development.● Generated referrals and built personal relationships with each client.● Developed strategies for maintaining and further penetrating existing accounts.● Analyzed business needs to propose solutions

Towson, Maryland

● Established financial relationships with the small business client.● Mentored small business clients on decisions involving business models. ● Originated all types of business loans – SBA, Unsecured, Letters of Credit.● Led team building lessons for personal bankers on small business products.

Master Of Business Administration - Mba, Business Administration And Management, General, 4.0

Activities and Societies: Phi Kappa Phi

Leadership Certificate, Banking And Leadership

Activities and Societies: Graduate

Bs, Business Administration, 4.0

Activities and Societies: Graduated Summa Cum Laude

Aa, Business

Activities and Societies: Phi Theta Kappa