Customer Service Sales

vice president Relationship manager

Business Acquisition Consultant account Manager

Tenured, accomplished, and dedicated financial professional with over 10 years of experience providing engaging leadership and sound judgment in progressive lending environments. Articulate communicator adept in negotiation and client relations, with the interpersonal skills to strengthen relationships with peers and management. Highly consultative and collaborative sales methodology, with effective follow-through and closing abilities.

Strategic Financial Planning

Client Relations

Cross-functional Teamwork

Cold-Calling Proficiency

Tactful Closer

High-level Sales Ability

New Business Development

Commercial Refinance

Industry Networking

Partnership Buyouts

Consultative Sales

Communication Skills

Consulting & Advising

Sales/Forecast Management

CRE/C&I/SBA

Agriculture Lending

PROFESSIONAL EXPERIENCE

RABOBANK, bay Area and San francsisco, CA 2015-Present

Vice PRESIDENT RELATIONSHIP Manager III/ Agribusiness and commercial, RNA

Responsible for managing and growing large commercial, and agricultural portfolio ranging in size of $68 mln assets. In addition, building relationships with new clientele while enforcing quality customer service standards. Serve as a committee member for the CDFI and Valley Small Business Administration. And local business chamber. Process and underwrite loan requests, creating financial spreading analysis to evaluate applications, confirm credit worthiness, and maintain accurate records. Responsible for cross-selling additional products and services to clients in the portfolio assigned, and new relationships. Communicate extensively with applicants, administer contracts, collect fees, and keep confidential documentation. Successfully booked over $9mln and on track to complete the end of year with exceeding over $27min in lending.

Fresno First Bank, Fresno, CA 2014–2015

Vice President / Government Guaranteed Lending

Responsible for building profitable relationships with new clientele while enforcing quality customer service standards. Serve as a committee member for the CDFI and Valley Small Business Administration. Process and underwrite loan requests, creating financial spreading analysis to evaluate applications, confirm credit worthiness, and maintain accurate records. Communicate extensively with applicants, administer contracts, collect fees, and keep confidential documentation . Successfully booked over $5.7M in a 4-month period, and on track to completed the end of year with 9.4 million in new loans.

WELLS FARGO BANK, Fresno, CA 2010–2014

Business Acquisition Consultant

Develop and nurture profitable account relationships with combined annual gross sales up to $25.5 million. Assist new and existing business clients in acquisitions of other firms and mergers. Successfully generated 8.6 million in agriculture lending, the generation consisted of crop production loans, purchase of new vineyards, refinance, and development loans, and working capital loans. Managed and underwritten CRE, C&I and SBA. In addition, assist in annual renewals and client portfolio management. Oversee all phases of the sales life cycle including lead generation, sourcing, and effective utilization of relevant systems. Develop marketing, legal, strategy, and financial proposals. Generated 12.5 million in new business loans in 2013, generating $487K in new revenue for the bank. Received WOW customer satisfaction award in 2013 for providing outstanding client service. Ranked 35 in the State of California out of 250 bankers at Wells Fargo Bank.

NEW YORK / METLIFE INVESTORS/AIG Advisor, Fresno, CA 2006–2010

Financial Advisor, Insurance Sales

Maintained large portfolio in K-12 and Higher Education with retirement planning, including insurance sales. Educated the school’s faculty on financial planning and retirement preparation. Instrumental in complete turnaround of under-performing sales team; established higher expectations and instituted individual team-member accountability resulting in over 30 increases in production. Member of the million-dollar roundtable qualifying with premiums exceeding over 150,000 annually. Exceeded goals and rated top of class securing over 120 financial plans in a facial year. Received Life Foundation award for exceeded goals and sales production. Partnered in a unique role to improve New York Life’s ability to sell financial planning in K-12 and Higher Education settings. Uncovered investment opportunities allowing for increase in company products. Maintained and managed $27.9 million in retirement funds for K-12 and Higher Education. Realized portfolio growth of $1.1 million in 2010. Exceeded goals and rated at 100% in client retention, portfolio growth, and asset retention.

Previous Positions:

BANK OF AMERICA, Fresno, CA 2000–2006

Banker / Customer Service Supervisor

EDUCATION & CERTIFICATION

FRESNO STATE UNIVERSITY, Fresno, CA Master of Business Administration, Agribusiness & accounting

FRESNO PACIFIC UNIVERSITY, Fresno, CA Bachelor of Arts, Business Administration

FRESNO State UNIVERSITY, Fresno, CA Bachelor of Science, Marketing & Finance

FINRA Series 6, 63 License (active) Series 7, 65 (inactive) § California Health, Life, and Disability Insurance §

Life Underwriter Training Council Fellow (LUTCF) § Certified Financial Consultant (ChFC)

COMMUNITY ORGANIZATIONS

Copperhill ELEMENTARY, Classroom Volunteer (since 2010) § Local Business Chamber of Commerce (since 2006) § Black Business CHAMBER OF Commerce (since 2006) § National Association of Insurance and Financial Advisors (2006-2009) § Community Volunteer (since 2001)

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