Dynamic and driven Relationship Manager skilled in cultivating new client relationships, retaining clientele, and expanding wallet share through value creation. Experienced in migrating profitable relationships to the bank and assessing credit quality across diverse industries including Insurance, Manufacturing, Indirect Financing, Equipment, and Real Estate.
PROFESSIONAL EXPERIENCE
Dallas, TX
Relationship Manager, Specialty | March 2024 – Present
Build a portfolio targeting $12.5MM in loan originations and $10.0MM in deposits.
Screened ~$125MM in credit opportunities, including C&I and insurance-related assets.
Evaluated acquisition loans, holding company loans, working capital facilities, note-on-note financing, dividend recaptures, letters of credit, and owner-occupied real estate.
Successfully onboarded 7 new client relationships.
Associate Commercial Banker
Underwrote loans for Senior Relationship Managers and entry-level producers.
Assisted in managing a $247MM loan portfolio of insurance carriers and general Middle Market C&I credits, structuring exposures ranging from $1MM to $50MM.
Contributed to strategy development for asset-light and cash-flow-heavy entities.
Banker Development Program Associate
Completed formal credit training through a third-party bank partner, including classroom instruction, case studies, and credit committee proposals.
Rotated across Middle Market C&I, CRE, and Specialty Finance teams.
Prepared comprehensive loan approval packages in partnership with Relationship Managers and Portfolio Managers.
Credit Analyst
Analyzed and monitored borrower financial statements, covenant compliance, and borrowing base reconciliation for a ~$1.4B CRE and C&I loan portfolio.
Prepared notice of default reports, encouraged resolutions, and identified risk exposures.
Credit and Commercial Lending Intern
CAMPUS LEADERSHIP
President, Kappa Delta Rho – Tarleton State University
EDUCATION
Tarleton State University – Stephenville, TX
BBA in Finance, Minor in Accounting
SKILLS & INTERESTS
Skills: Microsoft Office Suite, Written and Verbal Communication
Interests: Middle Market C&I Lending, Portfolio Management