Commercial Relationship Manager - Technology

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Commercial Banker – Technology & Innovation
Current | Southwest Market - Arizona

Manage a portfolio of 30 clients ranging from $50MM to $1B in annual revenue across the Desert Southwest market, within the $2B threshold.
Primary responsibilities include client coverage, engagement, and forward-looking strategic discussions on Treasury, M&A, and Credit topics.
Manage a small credit portfolio of approximately $100MM with duties including origination and renewals.
Credit appetite primarily focused on ARR lending for software companies.
Lead brand and business development efforts, organizing 8 events in 2024 with up to 150 attendees per event.
Collaborate with internal colleagues to bring cross-line-of-business engagement and coverage to clients.
Licenses: FINRA SIE, Series 63, Series 79 (Investment Banking)

Senior Business Relationship Manager
2014 – 2023 | East Valley, Phoenix Market

Managed a portfolio of Business Banking clients with revenues between $1MM – $30MM, including several outliers above this range.
Oversaw portfolio management, growth through prospecting, credit origination, monitoring, renewals, and collaboration with Treasury and Wealth Management partners.
Executed notable deals, including:$15MM revolver with borrowing base for an IT business.
$10MM owner-occupied real estate transaction for a consumer products retailer.
$2MM equipment line and $4MM OO real estate loan for a construction contractor.
$3MM ground-up construction project in Downtown Gilbert for a mixed-use property.
Business development through external partnerships with CPA/audit firms, commercial real estate brokers, and networking organizations.
Consistently recognized for strong leadership and client satisfaction, maintaining a perfect 10/10 OSAT score across all 2017 surveys.
Represented Chase Bank as a guest speaker at the 2017 Latino Tax Fest in Las Vegas, presenting to 200 attendees on SBA lending fundamentals.

Awards:

Small Business Relationship Banker / Manager on Duty
2010 – 2014 | Chandler, AZ

Served local business clients (revenues up to $1MM) from the Chandler branch.
Held dual role as Manager on Duty, overseeing a 10-person team, scheduling, auditing cash vaults, ATMs, and performing full branch audits.
Combined role of Banker and Assistant Branch Manager beginning in 2011.
Leveraged relationship skills and upselling to engage Wealth Management and Home Lending partners.

Awards:

2014 National Achiever Award Winner (Top 1% National Peer Group)

Licenses: