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Work experience

May 2011Present

State Farm Agent

State Farm Insurance
Professional dedicated to providing the best insurance protection at the most reasonable price to as many people as possible. Dedicated to provide my clients the best possible educated and knowledgeable personal service, to keep them as long term customers.Maintain a professional and efficient work environment which helps each person to achieve his or her personal goals.
May 2011Present

State Farm Agent www.lincolnsquareagent.com

State Farm Insurance
Save people money while protecting the most important asstes in their lives. Help buisness owners obtain the coverage they need at an affordable price. www.lincolnsquareagent.com
May 2011Present

Agent

State Farm Insurance
Protecting you, your belongings, your business, helping you to recover from the unexpected as quickly as possible.
Jul 2010Jun 2011

AVP Business Banking Officer III

US Bank
Deepen relationships through cross-sales of treasury management products, credit management products, and lending products.
20112011

Agency Intern

State Farm Insurance
Training.
20052010

AVP Business Banking

First Bank
• Proactively cross-sold cash management and treasury management products. Assisted branches to meet and exceed set goals in all cross-sale categories. • Developed daily and weekly branch sales plans for all assigned banking centers. • Developed and implemented tele-servicing plans to include calling on maturing accounts, sales leads, referrals, new account follow up and other prospecting opportunities for my designated market area. • Developed new business opportunities and conducts outside sales calls through the use of Call Blocks. • Experienced in building a referral network, currently work with: CPAs, Attorneys, Insurance Agents, and Financial Planners. • Maintained thorough product knowledge of all retail products and provides staff training to include product knowledge, sales, referrals, customer service, risk management and policies and procedures. • Conducted weekly staff meetings with all bankers that work within my assigned territory. • Assisted in underwriting process by preparing cash flow and credit analysis on all files prior to file submission. • Performed Loan Workout functions – Note sales, restructuring existing notes/debt, principal reduction, collection duties, work with Special Assets personnel to properly manage distressed assets in a timely manner, minimize loan losses. • Effectively maintained and managed a commercial loan portfolio while increasing clientele and production • Ensured bank and FDIC compliance regulations and policies are met and followed. • Worked with eight banking centers to insure net growth of commercial loan portfolio. • Experienced with SBA loan programs; 7-A, 504-C, SBA Express.

Education

20012004

MBA

Columbia Southern University
19962001

B.S.

Northeastern Illinois University

Skills

Disability Insurance
Mutual Funds
Customer Acquisition
Client Acquisition
Buiness Development
Commercial Mortgages
Cash Flow
Series 6
Loan Origination
Retail Banking
Mortgage Banking
Financial Analysis
Relationship Management
Property & Casualty Insurance
MO
FHA
Management
Residential Mortgages
Finance
Cash Management
Consumer Lending
Retirement Planning
Employee Benefits
Strategic Financial Planning
Social Networking
Term Life Insurance
Refinance
Commercial Banking
Cross Selling
Real Estate
Credit Analysis
Retirement
Health Insurance
Financial Risk
Credit
Sales
Business Development
Commercial Lending
Customer Service
Fixed Annuities
Portfolio Management
Small Business Lending
Small Business
Life Insurance
Financial Services
Investments
Banking
Loans
Underwriting
Insurance

Certifications

Series 63

Series 6