Finding creative ways to assist clients in achieving financial success. Utilizing extensive experience in “client centered “and essential lifestyle planning. Passionate about answering the all-important question, “what is important TO a client and what is important FOR the client”. Mentored work partners and honed un-utilized skill sets in those less experienced in lending and finance. Implemented a “needs based” sales strategy during absence of Branch Manager. Responsible for branch regulatory compliance. Designated home equity specialist. Exceeded quarterly/profitability goals by a margin of 150%-160% every quarter since arriving at PNC. Closed YTD over 4 million in consumer loans: real estate, vehicle and secured/unsecured lines of credit. Currently ranked #1 in the Indianapolis region for lending. #1 in credit card sales for 2017 with 72 cards opened and #1 YTD for 2018 with 40 cards opened. Acted in supervisory capacity at banking center for a 2-month period of branch manager position vacancy in 2018.

New account representative exceeded goal in 2015 finished 1/6 in production. Utilized needs-based selling. Practiced good profiling skills for cross sell success. 5/1 cross sell ratio.

Managed the retail and wholesale distribution of custom woolen products for the company. Responsible for competitive pricing in the local, state and national market. Created accounting procedures and supervised accounts receivable and accounts payable for the company. Set up and maintained corporate credit card disbursements and collections. Assisted in the procurement of base product, quality control and inventory management. Coordinated direct sales, event participation and trained onsite vendors.

Principal Broker over 30 realtors in the company. Managed finances, P & L and budget/commission schedule for brokers. Responsible for content and accuracy of all sale contracts written by realtors. Hired and trained team members arranged continuing education attendance for realtors. Trained licensed and non-licensed personnel. Negotiated contracts with buyers/sellers and their respective realtor representative. Partnered with various mortgage brokers in insure successful close of transactions. Averaged 25 closed transactions a month with average sale amount of 300K-600K per unit. Honored as Business man of the year 2008 by Chahalem Valley Chamber of Commerce.

Area Manager of 12 group homes and 4 vocational programs. Supervised 16 program managers, 2 Registered Nurses and indirectly supervised over 300 direct support professionals. Responsible for state and federal regulatory compliance, managed and implemented 20-million-dollar budget for Multnomah County and Clackamas County. Created individual positive support plans for clients in need of service and trained the staff in the implementation of these positive plans. Essential life style planner for the clients we supported at Good Shepherd Communities. Completed functional assessments to determine reason for maladaptive behavior and determine a functional alternative behavior to meet the same need. Evaluated several communities in danger of losing accreditation and modified/trained policies and procedures with employees of those communities. Member of the Oregon state task force charged with changing the way supports were provided in the state of Oregon with an emphasis on public special education programs. In charge of all state and federal wage and hour compliance.