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Work Background
Business Banking Underwriting Manager
U.S. BankBusiness Banking Underwriting Manager
Jul. 2023United States
Credit Portfolio Manager
U.S. BankCredit Portfolio Manager
Oct. 2022 - Jul. 2023United States
Central Division Credit Manager
U.S. BankCentral Division Credit Manager
Oct. 2018 - Oct. 2022Green Bay, Wisconsin Area* Manage a team of up to 7 credit analysts * Train credit analysts on financial statement review, analysis, key financial drivers, understanding financials, underwriting approval documents, and verifying covenant testing *Monitor Credit Process Management system to verify all financials/covenants/BBC are assigned and flow through the necessary process *Help Credit Analysts determine risks associated with customer loans * Work with lenders to compile financial analysis on new customers * Work with internal audit on verification of policy standards *Head new projects for credit department, and implement and train staff on new software and procedures * Track policy exceptions and remedy missing credit financial information
Senior Portfolio Manager
U.S. BankSenior Portfolio Manager
Jul. 2016 - Oct. 2018Green Bay, Wisconsin Area* Review credit approval documents for new credit team members * Approve credit approval documents for new team members *Interview, hire, train incoming credit staff * Manage commercial portfolio, working with lending group and senior credit in new money requests *Underwrite, analyze, track, and verify credit policies on existing customer portfolio.
Credit Analyst
U.S. BankCredit Analyst
Jul. 2013 - Jul. 2016Appleton• Monitoring loan performance to ensure that loan quality adheres to guidelines • Managing credit product risk and profitability for a portfolio of credit clients • Assists Relationship Managers in marketing credit to clients • Researches and analyzes pertinent financial statements • Prepares and presents written credit memoranda for credit approval
Assistant Facilities Manager
Fox Valley Open MRIAssistant Facilities Manager
Apr. 2005 - Jun. 2013Appleton• Analyze over 500 customer financials per year to forecast future collections • Manage office staff • Coordinate radiologists’ personal and work schedules to provide continuity within office • Approve employee schedules and payroll • Calculate office supply inventory, and arrange distribution through company database
Market Research Intern
Fox Valley Technical CollegeMarket Research Intern
Sep. 2004 - Apr. 2005Appleton• Verified past alumni information through college database • Surveyed past alumni on current and future career plans and salaries • Evaluated trends, researched competitors, and examined data to project education needs
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