Experience

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  Us bank

  Jul 1997 - Mar 2002

  Branch manager and business banking relationship manager

  Perform in-depth client reviews for the corporate clients to discover unsolicited solutions for their complex financial needs.Supervise others by assigning/directing work; conducting employee evaluations, staff training and development, taking appropriate disciplinary/corrective actions, make hiring and termination decisions.Coordinate and collaborate with regional management to assess and monitor operations and process to maximize efficiencies and performance of branch.

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  Zions bank

  Mar 2002 - Apr 2009

  Responsible for managing a portfolio of high-end municipality clientele such as state and local governments, school districts, and higher education entities. Collectively, my portfolio size was 87 clients, $273 million in deposits, and $328,000 in monthly revenues. I independently managed and retained this client base while consistently accomplishing the target goal of 12% profitable revenue growth (year-over-year).Notable Accomplishments: I received the Star Employee Award for exceptional service. I'm a two-time recipient of the Rainmaker award for extraordinary performance. I Closed the largest Merchant Services deal in Zions Bank history by establishing 218 accounts to a single client. Acquired a large $100 million deposit account from a single client. Accomplished 312% of my annual goals in 2007. In addition to acquiring new client relationships, I managed a 100% client retention during my tenure. Exceeded greater than 100% of my Cross Sell goals for 6 consecutive years. Show less

  • V.P. Corporate Relations

    Mar 2006 - Apr 2009

  • Branch Manager

    Mar 2002 - Mar 2006
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  Stevens-henager college/independence university

  Dec 2008 - Aug 2021

  Associate campus director

  Independence University is an independent non-profit higher education institution. As the Associate Campus Director, I oversee financial operations of the campus which includes; Business Office, V.A. Benefits, Exit Counseling, and basic financial aid operations. • • Financial Management: Effectively manage a team of Business Office staff, VA Certifying Officials, and an Exit Counselor. This responsibility requires accurate briefing and debriefing so management can make well education and informed decisions. • Regulatory Compliance: Ensure adherence to financial policies, procedures, and regulatory compliance for the school are applied consistently and accurately. This requires a thorough understanding of; Title IV funding, Veterans Affairs benefits, Consumer Credit regulations, and company policies. • Interdepartmental Relations: Serve on a variety of committees to collaborate with all departments to ensure the strategical and tactical action items are successfully executed and obtain our operational goals. This requires the use of advanced communication skills and coordinating efforts with supervisors and subordinate managers. • Strong Communication Skills: Coherently explain the students’ rights and responsibilities of their financial aid. Articulate the awards and disbursements on the student accounts for a clear understanding. Apply dispute resolution techniques and effectively provide solutions to difficult situations for dis-satisfied students.• Human resources management practices have been effectively and successfully consistent with federal, state, and industry regulations. Notable Accomplishments: I served in progressively more challenging management positions to repair departments that were suffering with morale and turnover issues. The advancements progressed to the Associate Director position where I oversee several departments and ensure strategical and tactical action items are successfully executed Show less

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  Mutual of omaha reverse mortgage

  Dec 2021 - Apr 2022

  Mortgage loan originator

  I help Boomers (62 and better) with FHA’s latest program to purchase their dream home for about half the price and never make a monthly mortgage payment.I also help them use their home wealth to eliminate an existing monthly mortgage payment, increase monthly cash flow, or provide a line of credit for peace of mind.*NMLS# 2233420. Loans are subject to credit approval. These materials are not from HUD or FHA and the document was not approved by HUD, FHA, or any government agency. For licensing information, go to www.nmlsconsumeraccess.org. Show less

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  Utah community credit union (uccu) orem

  Apr 2022 - now

  Branch manager