WORK EXPERIENCE

Vice President – Commercial Banking Portfolio Manager
November 2024 – Present | Arlington, TX

• Manage $38.2M in loan portfolios for Commercial Middle Market and Not-For-Profit clients

• Underwrite and structure complex loan requests by analyzing business financials and tax returns

• Monitor portfolio performance, covenant compliance, and risk across monthly, quarterly, and annual cycles

Vice President – Business Banking Portfolio Manager III
July 2023 – November 2024 | Fort Worth, TX

• Managed a $33.8M loan portfolio spanning working capital lines, real estate, construction, equipment, SBA 7a and 504 loans

• Reviewed ~15–20 loans weekly for Reg B compliance (184 loans reviewed in 2023)

• Trained analysts and led credit education sessions for Business Development Program participants

Assistant Vice President – Business Banking Portfolio Manager II
March 2021 – July 2023 | Houston, TX

• Oversaw the South Houston portfolio for 10 relationship managers

• Led task performance for two consecutive years: 179 client tasks (2022) and 176 tasks (2021)

• Focused on risk grading, covenant compliance, and annual reviews

Business Banking Associate
August 2019 – March 2021 | Houston, TX

• Prepared credit packages analyzing financials, trends, industry data, and collateral

• Underwrote small business banking clients and guarantors

Business Banking Credit Analyst
June 2018 – August 2019 | Houston, TX

• Completed a 15-month Banker Development Program with credit and sales training

• Evaluated credit and business risk, and developed prospecting and relationship skills

EDUCATION

University of Texas at Austin – McCombs School of Business
Master of Business Administration, Expected May 2027

Texas Christian University – Neeley School of Business
Bachelor of Business Administration, May 2018
Double Major: Finance and Business Information Systems

SKILLS

• Financial Statement Analysis

• Commercial & Industrial, CRE, Not-for-Profit, and SBA Underwriting

• Risk Management

• Python, SQL

• Microsoft Word, PowerPoint, Excel (Certified)

• Spanish (Native)

CERTIFICATIONS & COURSES

• Credit Foundations I, II, III – Regional Bank

• Commercial Real Estate Lending – Moody’s Analytics