Jeff Heitmann

Experience

• 

  Bay Federal Credit Union

  Jan 1997 - Jan 2001

  Assistant Branch Manager
• 

  First Horizon Home Loans

  Apr 2001 - Jul 2006

  Mortgage Consultant

  Origination of Home Loans. Portfolio management. Database Mining. Target Marketing.

• 

  Countrywide Home Loans

  Jan 2007 - Jan 2007

  Mortgage Consultant
• 

  Comerica Bank

  Feb 2008 - May 2011

  Banking Center Manager/Assistant Vice President
• 

  Wells Fargo

  May 2011 - Jul 2012

  Business Development Officer/Vice President

  Identify and develop Business Banking opportunities within the community. Assist in delivering financial solutions that provide Commercial Customers with superior Cash/Debt management tools.

• 

  Bank of the West

  Jul 2012 - Mar 2020

  Business Relationship Manager II- Vice President

  Identify and develop Business Banking/Lending opportunities within the community. Assist in delivering financial solutions that provide Commercial Customers with superior Cash/Debt management tools. Portfolio management of complex business relationships to tailor specific solutions to business banking needs.

• 

  Bay Federal Credit Union

  Mar 2020 - now

  Lead Business Relationship Manager

  Lead and develop the Business Banking Platform. Create and implement guidelines and pricing models across the organization. Maintain and service the Member Business Banking Clientele with annual renewals and overall financing restructures. Bring to market advanced business banking products the include Treasury Management solutions.