DAVID R. JONES
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