Download PDF

Work experience


Paralegal Services

Independent Consultant
  • Liaison between client and attorney
  • Drafted all legal documents
  • Demonstrated Entrepreneurial spirit, with a flexibility to work with individuals with varying work styles

Personal Banker/Retail Banking Manager

Wells Fargo Bank and First Minnesota Bank

  • Assessed community to determine target markets
  • Developed Community Outreach Program between Wells Fargo and Senior Citizen segment of community.
  • Targeted and gained increased business deposit accounts by building relationships in the local business community.

Personal Banker/Executive Marketing Assistant to CEO

Community Bank

  • Served as Secretary of Board of Directors
  • Member of Senior Management Committee
  • Member of New Products Development Committee 
  • Recruited new business account relationships with high balance customers and served their financial needs.
  • Instituted monthly luncheon for business clients and potential business customers to promote relationship with Bank.
  • Coordinated and hosted reception for annual Chamber of Commerce meeting and the Annual Students Art Show.

Paralegal Services

Independent Consultant
  • Liaison between client and attorney
  • Drafted all legal documents
  • Demonstrated Entrepreneurial spirit, with a flexibility to work with individuals with varying work styles

Family Leave of Absence -- Sabbatical

My son was born on November 5, 1990.I took the next five years off to stay at home.When I returned to the work force, I did not want to travel as I did in sales/marketing.I developed my own consulting business as a paralegal and eventually returned to work in marketing for local community banks.


Sales Representative


Assessed, negotiated and purchased Student Loan portfolios in compliance from participating lenders. Sold additional technical services for lenders and placed them under contract. Oversaw transition of portfolios from lender to SallieMae’s Legal and Servicing Departments.

Solicited and secured new business in marketing territory of Oregon, California and Hawaii. Assisted National Accounts Staff and Key National Accounts with group presentations to educational institutions. Represented and promoted SallieMae at all social functions and industry conferences relevant to marketing territory.


  • First Representative invited to re-open service provider discussions with Wells Fargo Bank after two years of closed discussions. Successfully established client relationship.
  • Acquired $2 million in new proposals from small lenders remaining not under contract to SallieMae in one-week sales trip.
  • Achieved first year goal of $80 million in new business and purchase commitments for California and Hawaii.

Exxports Marketing Coordinator


Product Development:

  • Developed new loan origination product/service and operational department as key member of collaborative three-person team.
  • Coordinated start-up communications and activities between client and sales, legal and operations departments.
  • Developed policy, procedures and contracts for new department and services.
  • Accommodated compliance requirements in ten states and provided support for new system development.
  • Assured and supportive liaison in problem resolutions with clients.

Marketing Accomplishments:

  • Initiated, developed and maintained client relationships with educational institutions and lenders throughout the territory.
  • Instituted Servicing Center Tours for prospective clients with slide presentation that became recognized as the company standard.
  • Presented slide presentation to prospective clients at marketing/sales functions nationwide.
  • Provided marketing and technical support to Sales Department in the field.
  • Represented Vice President in formal and informal functions.


4.0 GPA

Successfully completed financial accounting and marketing coursework



3.5 GPA


Peggy Moon

"You demonstrated professional interviewing and analytical skills in the many calls to agents completed by you.  We relied upon the quality of your work and noted that you often set the stage for coaching your co-workers with helpful tips they could employ. Because of your leadership and productivity capabilities you were one of the last people to be released when the project came to a close.  We stand ready to hire you back should similar project work arise in the future.  It was truly a pleasure to work with you."

What do I Offer?

Diagram of Experience

Personal Introduction


  • Very Interested in Relocation
  • Enjoy travel for business or pleasure both in this country and outside the country

Civic Involvement

  • Task Force Coordinator, Youth Center, Mound/Westonka Collaborative, Mound, MN2004-2005
  • Assistant Coach/Organizer, Inner City Boys AAU Basketball Team, Mound, MN2005-2006
  • Board Member, El Museo Cultural, Santa Fe, NM2001-2002 (First Non-Hispanic to be invited to sit on BOD)
  • Director, Tree Brook School, Santa Fe, NM1999
  • Coordinator for SallieMae, Lawrence, Kansas – Outreach Program with Local High School to create Work Programs for Mentally Challenged/Disabled Students  1987 - 1988
  • Dallas Rape Crisis Center – Volunteer Coordinator – Member of Collaborative Team to develop one of the most successful early Rape Crisis Centers.1974 - 1976


With a strong and successful career in marketing, sales and project management that spans over 25 years, I am interested in obtaining a position in Community Development, Fundraising, and Project Management with an emphasis on establishing and executing the development of commitments, donor relationships and implementing fund raising activities.  


Texas Migrant Council – Co-authored with Dr. Lawrence Redlinger “Migrant Farm Workers: Neglect or Abuse of Children/Policy Recommendations”.Published by the Federal Government and instrumental in changing laws that provided for the health and education of the children of Migrant Farm Workers.1979


  • Strong track record of successful and profitable experience building internal and externalrelationships and clientele.
  • Skilled communicator: oral, written and presentations. Proficient in analyzing, synthesizingand reframing in suitable way for the audience.
  • Diplomatic and professional in establishing and maintaining liaison and preserving confidentiality.
  • Adept in developing creative and resourceful solutions for organizations in the public arena.
  • Establishes quick rapport and engages with others easily.
  • Ability to adapt and work within a multicultural, multilingual, multidisciplinary environment
  • Empathic communicator, able to see things from the other person's point of view

Current Volunteer Services

  • Tutor High School and College Students in Writing and Research Papers
  • Tutor Elementary School Children with Reading Challenges particularly ADD/ADHD students