Commercial Banking Director | Middle Market & C&I Lending Leader

Experienced commercial banking leader with a proven track record of building and managing middle-market portfolios, leading teams, and driving consistent growth across regional and national banking platforms. Strong expertise in C&I lending, relationship management, and portfolio development, with a focus on client-centric solutions and disciplined credit structures.

Professional Summary

Experienced commercial banking leader with a proven track record of building and managing middle-market portfolios, leading teams, and driving consistent growth across regional and national banking platforms. Strong expertise in C&I lending, relationship management, and portfolio development, with a focus on client-centric solutions and disciplined credit structures.

Career Progression

Early Career

• Began in financial advising before transitioning into banking through a two-year analyst program at Wells Fargo
• Continued with the firm while pursuing an MBA and progressed toward a CPA designation before pivoting career direction

Transition to Commercial Banking

• Moved into commercial banking as a Relationship Manager, focusing on smaller middle-market clients
• Expanded experience into Asset-Based Lending (ABL) and Lender Finance, including warehouse lending products and VAR structures

Career and Family Transition

• Sought improved balance and joined a regional bank
• Transitioned to a Midwest-based bank to continue career growth after evaluating cultural fit

Midwest-Based Bank

• Focused on sponsor and enterprise value lending within the middle market
• Grew portfolio by ~$25MM annually, reaching $125MM–$150MM in outstandings
• Promoted to leadership role with responsibility for team building and production growth
• Built and managed a $280MM corporate portfolio
• Led a team of bankers, a TRM, portfolio manager, and support staff

Regional Bank (Current Role)

• Joined in April 2022, following a former mentor
• Built $260MM in outstandings and $60MM in deposits
• Portfolio is ~80% C&I focused with a generalist approach
• Manages a diverse client base including contractors, ESOP transactions, physician groups, and manufacturers

Portfolio & Client Focus

• Target clients: $3MM–$15MM EBITDA
• Experience with:
• ESOP transactions (low leverage)
• Management and partner buyouts
• Waste and recycling businesses
• Medical device manufacturing
• Owner-occupied real estate
• Primarily recourse lending structures
• Avoids oil & gas and sponsor-backed deals (handled by internal teams)
• Strong emphasis on deposit relationships and collaboration with family offices

Leadership & Technical Skills

• Proven ability to build, scale, and manage high-performing teams
• Strong relationship management and business development skills
• Experience across full credit lifecycle and portfolio management
• Systems: Salesforce, nCino, BankWay, IDS Insight, PIX (ACH approvals)

Career Preferences

• Prefers regional or mid-sized banking environments
• Values strong culture, team collaboration, and balanced work-life integration