DAVID R. JONES

N** W***** BURNINGWOOD LANE

WA U K E S H A, W I 5 3 1 8 6

(2 62 ) 5 24 0501( H OME ) • ( 26 2 ) 2 25 50 65 ( CE L L )

D R JONE S015 @W I . RR .C OM

BANKING PROFESSIONAL

Financial career with over 35 years of lending experience from Installment

lending to C&I loans with an array of qualifications encompassing small town

banking to large corporate banking structure. Demonstrated performance in

the following areas:

Asset Based lending Relationship enhancement Strategic Planning

SBA Lending Portfolio Management Consumer and Comm. REM

PROFESSIONAL EXPERIENCE

1997 2010 Securant Bank & Trust, Menomonee Falls, WI

f/k/a Milwaukee Western Bank

Sr. Vice President, Commercial Lending

Developed Hartland Branch into a $40 million loan portfolio

Responsible for Commercial / Residential land development

Managed residential 1 4 family Mortgage Division

Managed OREO properties

Integral part of Executive committees and workout division

1990 1997 M&I Bank of Oconomowoc, Oconomowoc, WI

Vice President, Commercial Lending / Real Estate

Helped develop the Oconomowoc de novo into a $40 million loan portfolio

Responsible for all facets of lending from Asset based lending to

secondary market residential financing

Enhanced SBA lending to the Lake Country Area.

Secretary to the board of Directors

1980 1990 1st Bank Financial Centre, Oconomowoc, WI

Vice President, Commercial / Consumer Lending

Responsible for all facets of lending from Consumer to Commercial

Over saw Bank Operations

Developed Commercial lending call program

1975 1980 Home State Bank, South Milwaukee, WI

Loan Officer, Consumer Lending

Responsible for all Consumer lending

Over saw Bank Operations

EDUCATION

Graduated 1985, Lakeland College, Sheboygan, WI

Business Administration/Accounting

Graduated 1981, Graduate School of Banking, Madison, WI

WBA Commercial Lending School and various other courses completed

American Institute of Banking Numerous courses completed and taught

PROFESSIONAL MEMBERSHIPS

Past President South Milwaukee Jaycees

Past President Oconomowoc Chamber of Commerce Past

Vice President Oconomowoc YMCA

Past Vice President Kiwanis club of Oconomowoc

Past Board Member – Lake Country Area Rotary

Past Board Member – Menomonee Falls YMCA

B2B organizations from specific market areas

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