Assistant Relationship Manager
CAPABILITIES
Strong financial analysis, modeling, and accounting skills
Skilled in financing acquisitions, investment funds, warehouse lines of credit, asset-based lines of credit, and capital expenditure lines of credit
Experienced in syndications and participations, private equity firms, intercreditor agreements, interest rate swaps, structuring transactions, risk rating, covenant setting, and complex loan documentation
Detail oriented
Excellent verbal and written communication skills
Proficient in Microsoft Office tools and banking applications such as Moody’s and Bukers
Strong interpersonal skills; adept at handling sensitive client situations and negotiating with borrowers, partner lenders, attorneys, and internal teams
High-level mathematical proficiency, including problem analysis, calculus, and statistics
PROFESSIONAL EXPERIENCE
Vice President, Commercial Relationship Manager
February 2025 – Present
Manage and grow a $165.5M portfolio with a $38M active pipeline
Lead and mentor a team of an Assistant Relationship Manager and Junior Assistant Relationship Manager
Deliver superior customer service while maintaining sound lending practices
Assistant Vice President, Commercial Relationship Manager
November 2023 – February 2025
Ranked as the fourth-highest new loan producer in 2024
Collaborated closely with internal teams, partner banks, and attorneys
Built strategic relationships with key centers of influence
Assistant Vice President, Assistant Relationship Manager
February 2023 – November 2023
Supported Relationship Manager with portfolio management and client engagement
Coordinated credit approvals and managed post-approval loan documentation and closings
Conducted onboarding and training for new analysts
Assistant Relationship Manager
February 2021 – February 2023
Maintained credit files and ensured timely financial reporting from borrowers
Conducted financial and industry analysis for complex underwriting
Reviewed borrowing bases and monitored covenant compliance
Prepared reports for board-level review
Banking Assistant I & Banking Officer, Seattle Business Banking
November 1993 – October 1996
Built and analyzed client and prospect relationships
Prepared credit recommendations for new loans, renewals, and covenant issues
Supported operations and maintained loan tickler database
Administrative Assistant & Banking Assistant II, Supervised Asset Division
September 1992 – November 1993
Processed payments, tracked loan activity, and maintained client legal databases
Coordinated with clients and operations teams on billing and account servicing
EDUCATION
Seattle University, 1992
B.A. in Business Administration
Additional major in Mathematics
CERTIFICATIONS & MEMBERSHIPS
Certificate in Business and Commercial Lending – American Bankers Association
Graduate – Northwest Bank Leadership 1.0 and 2.0 programs
Member – Association for Corporate Growth
Lifetime Member – Alpha Kappa Psi Professional Business Fraternity