Financial Planning and Analysis

• Coordinates and supervises the activities of all Relationship Team members including Market Managers, Relationship Managers, Portfolio Managers, Underwriting Analysts, etc.
• Leads all strategic planning activities in alignment with Bank initiatives
• Represents the Bank by participating in calling efforts on major business accounts with a focus on retention, expansion, and acquisition
• Leads strategic planning activities for the income property finance activity, including real estate investments, income property, development, etc.
• Communicates bank strategies and local action plans to Relationship Teams to ensure overall market profitability, increased market share, and achievement of all bank initiatives
• Accountable for overall client experience, financial results, and risk management
• Leads the Relationship Teams in the Relationship Management Process through a disciplined approach to sales management
• Coaches Relationship Teams to prioritize highest value client/prospect opportunities and aggressively develop and implement action plans
• Balances needs of the client/prospect with Bank credit standards and profitability requirements
• Ensures the appropriate involvement of business partners with the core Relationship Teams to ensure client solutions are complete and value-added
• Continually provides guidance, feedback, and coaching for Relationship Teams
• Performs general management duties, exercising usual authority concerning staffing, performance appraisals, promotions, and terminations

Income Property Finance Group Executive

Income Property Finance Market Manager – Southern Region

Senior Financial Analyst

Equipment Finance Loan Fulfillment Specialist