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Work Background
Rockland TrustCommercial Loan Officer
Aug. 2019 - Jun. 2024United States, BostonManage a portfolio of 104 loans and source new business to the bank in the Massachusetts and Rhode Island market Develop and service a variety of secured/unsecured commercial credits for clients of $750,000 or more for commercial real estate (CRE) and commercial industrial (C&I) customers Interview applicants to determine business needs and credit risks to make loan decisions Mentor/motivate 4 small business development officers and capitalize on opportunities. Analyze finances to make loan and credit line decisions, and provide sound financial advice to new, existing, and prospective customers Track the loan status of applications, promptly resolve issues, and call potential/existing customers to drive new business growth and retain the existing client base Collaborate with Community Development Corporations for SBA 504, 7A and Express programs
Middlesex Savings BankCommercial Loan Officer
Aug. 2018 - Aug. 2019Framingham, Massachusetts, United States · On-siteIncreased the client base by 31% by networking extensively within the community, assessed risks, and generated credit requests of up to $1 million Surpassed goals for loans, deposits, and fees by maximizing sales opportunities in a competitive market Originated and closed 27 commercial loans totaling $8 million for a wide range of businesses and maintained an 92% approval rate Collaborated with 9+ other lenders to help clients secure the best financing solutions available
Served as a financial adviser to business owners, offering advice on operational improvements and financial planning strategies
The Milford National Bank & TrustBusiness Development Officer, Vice President, Commercial Lending
Nov. 2017 - Aug. 2018Greater Boston AreaSourced external commercial, industrial, and commercial real estate prospects throughout central Massachusetts and conducted site inspections for loans and line advances Assessed credit risks, negotiated terms/conditions, and presented credit requests to the committee for loans above $1 million Applied analytical skills to review internally/externally prepared loan documents and streamlined the approval process by working closely with attorneys and credit risk departments Monitored credit performance, reviewed contractual agreements with other institutions, built relationships with community development corporations, and utilized Small Business Administration loan programs
TDCommercial Lending Officer, RM, Vice President
Oct. 2014 - Nov. 2017Central MassachusettsOriginated, analyzed, and monitored a credit portfolio of 120 clients, $30 million, Achieved company-established objectives for loans, deposits, and fees Conducted financial and risk analysis and negotiated loan terms and conditions Supported a team of 17 branch managers, prepared reports, and reported directly to the Regional Vice President, Commercial Lending Market Manager Served as the company’s representative by maintaining active membership and involvement in 5+ community organizations
TDManager II
Aug. 2011 - Oct. 2014Framingham, MaManaged overall operations of 2 locations with 14 direct reports serving a customer base of $540 million in deposits, administered monthly/annual department budgets, and drove business development initiatives Crafted strategic plans, acquired new clients, capitalized on opportunities to drive growth, and applied specific, measurable, achievable, relevant, and time-bound (SMART) principles daily
Spearheaded 4 retail events that promoted increased brand awareness in the community and conducted coaching sessions 4 times monthly, per team member to reinforce positive behaviors and promote diversity in the workplace Winner of the TD Bank CEO Leadership Award, 1 of only 20 recipients out of 90,000 employees, and the WOW Award for outstanding personal contributions to the company
Citizens BankVP - Manager
Oct. 2002 - Aug. 2011Shrewsbury, Acton, Charlestown, Cambridge, BostonResponsible for the grand opening of a premier branch location located in central Massachusetts, Responsibilities:
Managed sales of all product sets: consumer, business, mortgage, investment referrals and all loan products.
Conducted daily coaching of team members.
Created and conducted performance evaluations.
Represented corporation at community events.
Managed operations to corporate audit standards, obtained Green audit scores on 100% of corporate audits.
Developed Business-to-Business sale
Fleet BankVice-President - Manager
Jul. 1994 - Oct. 2002Performed direct management of a high exposure financial center which conducted a significant volume
of international and domestic business.
Responsibilities:
• Managed multiple locations: Kendall Square, MIT Financial Student Center and Leachmere Square
• Enact Sales Software – Certified Trainer
• Facilitator - Cohen Brown Sales Process ProgramPerformed direct management of a high exposure financial center which conducted a significant volume of international and domestic business. Responsibilities:
Managed multiple locations: Kendall Square, MIT Financial Student Center and Leachmere Square
Enact Sales Software – Certified Trainer
Facilitator - Cohen Brown Sales Process Program
Top Revenue - Production Award Winner, Boca Raton, FL. 2001
Retail Star - Quality Award Winner, Orlando, FL. 1998
Cambridge Side Galleria - sales event generated 860 client relationships for the bank
Managed sales process to meet and exceed sales goals of all products and service for both units and dollars in personal accounts, business accounts, consumer and small business line and loan production
Responsible for branch business development, community outreach and building team rapport with internal business partners.
Shawmut BankVice-President - Manager
Jan. 1985 - Jan. 1994Brockton, WorcesterBranch Manager, Business Development, Retail Lending
BANK OF AMERICA N.T. & S.ASection Head Supervisor
Jan. 1981 - Jan. 1985Hacienda Heights, Baldwin Park, Los Angeles, CAHired, Trained and managed twenty team members that automated the pay/return function for Bank of America
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