Middle market commercial loan officer Resume

SUMMARY:

EXPERTISE AREA:

Management:

Sales:

I have spent the last 29 years as an Investment Broker, Commercial Banker, and Investment Advisor.
I have had significant success, growing and managing one of the largest commercial portfolios on the Eastern Shore.
I have continued that sales experience through going out and meeting new people on the street and developing new investment clients.

Communication

I am a friendly and frank person willing to give people real feedback while not being offensive.

Leadership:

PROFESSIONAL EXPERIENCE:

Confidential

Middle market commercial loan officer

Responsibilities:

Working a personal Confidential providing retirement, personal stocks, bonds and mutual funds, insurance, long term care, business retirement plans, etc…
My largest accomplishment to date in bringing in a 1.5 million dollar 401K plan with annual contributions of about $100,000.
I have also been out meeting people on the street and made them my clients and friends

Middle market commercial loan officer

Confidential

Responsibilities:

I was recruited by BB&T as an Confidential to help jump start their commercial loan efforts. I was somewhat successful given their relative unwillingness to participate in this market. I was able to complete and number of deals, the largest being a $12 million refinance.
Due to downsizing at the Bank, I moved Confidential .

Middle market commercial loan officer

Confidential

Responsibilities:

Worked as a Middle Market loan officer managing and growing a to one of the largest middle market loan portfolios on the Eastern Shore.
I was made a Vice President and was able to take a client who used only a portion of our services into a client who solely used M&T and became one of the largest clients in the region.

Middle market commercial loan officer

Confidential

Responsibilities:

Worked as a Middle Market loan officer managing and growing a moderate loan portfolio and becoming an Assistant Vice President

Investment Broker

Confidential

Responsibilities: