Experienced Banking Professional
Experienced Banking Professional
Experienced banking professional with 25 years of diverse background in operational, retail, and commercial channels. Growth mindset with a passion for process improvement, and delivering a top tier UX.
Specialization in new product development, efficient process & procedural system design, sales coaching & professional enhancement, data analysis & reporting.
Peoples State Bank | VP of Retail Lending
2021–Present
Cloverbelt Credit Union | AVP – Mortgage Lending Manager
2011–2021
Wells Fargo | Mortgage Consultant
2009–2011
AbbyBank | AVP/SMO – Mortgage Lender
2004–2009
Gies College of Business - University of Illinois
2024 - 2027
MBA - Digital Marketing & Business Analytics Focus
WBA Lending Schools
2006-2008
Residential Lending School | Commercial Lending School
University of Wisconsin Colleges
1999 - 2004
Business & Economics Major
Look for the opportunity to help each client organically and the sales will follow.
Build your process around future growth, but also to withstand market fluctuation without damaging profitability.
Adapt to the environment and listen to what the customer needs. Pivot first and command market share.
Learning is ongoing, with no defined finish line. The more we understand, the more we grow, and the better decisions we will make.
Experience with both utilization and implementation of Encompass, FICS, Path, and LaserPro.
Usage of JH Silverlake, Synapsys, Synergy platforms.
Proficient in Word, Excel, Outlook, PowerPoint, Teams, SharePoint, Visio, Project, and OneNote.
Utilization and implementation of Optimal Blue product & pricing engines, and analytics tools.
Underwriting, Origination, Selling, Servicing, and Investor Reporting.
Origination and Underwriting of FHA, VA, USDA, and WHEDA.
Reach out and set up a meeting or interview to see if we might be a good fit together.
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