C&I Relationship Manager

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Work Experience

Dallas, TX December 2024 - Present

Senior Vice President, Commercial Banker – Business Development Officer

Spearhead business development efforts, self-sourcing 100% of closed deals year-to-date (YTD).
Originated and closed a $2MM conventional cash flow-based term loan for a daycare franchise, with a second location expansion loan - $3MM-$4MM - in development for 2025.
Secured a $1MM working capital line of credit for a dental consumable manufacturer and distributor, with plans to expand to $2.5MM in total commitments in 2025.
Maintain a $25MM current, self-sourced pipeline with the aforementioned but also including:$1.5MM SBA 7(a) term loan for expansion of an award-winning BBQ restaurant
$1MM expansion loan for a legal services firm focused on the construction sector
$5MM acquisition loan for a B2B travel agency
$10MM line of credit for a major leather hat and boot manufacturer
$1.5MM business acquisition loan for an existing CPA firm
$4.5MM owner-occupied real estate and business acquisition for a gas station operator
Conduct borrower eligibility assessments, prepare comprehensive loan packages, and collaborate with SBA teams and partner institutions to streamline approvals and expedite funding.
Cultivate long-term relationships with small business clients ($1MM-$50MM in revenue), delivering tailored financing solutions through both conventional and SBA lending channels via an affiliated SBA lending partner.

Dallas, TX October 2021 – December 2024

Vice President, Commercial Banker - Relationship Manager – 2022 Chairman’s Club Recipient

Built portfolio of 10+ clients from scratch; majority self-sourced.
2022: Secured $150MM in deposits; $5MM+ in annual revenue for the Bank.
2023: Closed $17MM in loans and $10MM in deposits; $1.1MM new revenue for the Bank.
2024: Closed $22MM JLA syndication, $5MM SBA buyout, and $2.7MM SBA expansion; added $7.5MM in deposits.
Sourced $500MM+ in deals across CRE, C&I, healthcare, and defense.
#1 Dallas banker (2022); Top 5 of 300+ Bankers nationwide; 2022 Chairman’s Club recipient.

Dallas, TXAVP, Portfolio Manager & Underwriter June 2018 – October 2021

Manage a portfolio of 30+ corporate healthcare real estate clients including refinances/acquisitions of MOBs and SNFs
Maintain quarterly cash flow analysis and covenant analysis for a portfolio with exposure in excess of $250MM
Prepare and underwrite new credit approval packages, inclusive of spreads, cash flow, appraisal, valuation, and cap rate analysis on properties subject to acquisition or refinance
Prospectively underwrote over $500MM in new money deals
Directly collaborate via phone or email with company senior management for credit due diligence questions and deliverables

Dallas, TX. June 2016 – June 2018Middle Market Credit Banking Analyst

Successfully completed an 8-week intensive Credit Risk Training Program in Chicago and New York City
Conduct research to determine the quality, character, and soundness of statistical data, financial statements, sensitivity analysis, industry analysis, management assessment, and collateral analysis
Healthcare and Infrastructure Industry specialized credit professional covering a $3.5B portfolio
Accompany group leadership on client calls providing CFOs of major institutions: action plans, term-sheets, marketing pitch books and support to the client in defining financial objectives consistent with revenue coverage goals
Conduct public research on target sectors and perform due diligence on prospects to identify deal opportunities
Write daily group newsletters to the entire deal team focusing on important market trends and key issues

Education/Leadership

Bachelor of Business Administration in Finance Graduated: May 2016

Texas A&M University College Station, TX

Cumulative GPA 3.6/CBP GPA 4.0, Cum Laude

Finance Major with additional coursework in Commercial Banking

Relevant Coursework: Financial Statement Analysis, Investment Analysis: Options, Futures & Derivatives, Managerial Finance, Introduction to Real Estate, Real Estate Valuation, and 15 Total Hours in Accounting

Leadership

Spring 2015

Texas A&M Investment Society – Equity Research Analyst