Strategic-thinking professional with expertise driving business growth in core treasury management and lending portfolios. Seasoned mentor and strength in credit analysis.
Overview
10
10
years of professional experience
Work History
SVP / Subscription Lending Director
Bell Bank
12.2020 - Current
Responsible for growing a loan portfolio across the upper Midwest
Focus on cash management and treasury management needs for growing client base.
Knowledge base of working with customers in heavy manufacturing, consumer products, retail, distribution, solar energy, and food & agriculture
Specialized practice in financing for private equity funding, including subscription lending
Named Rising Young Professional by Finance and Commerce in 2021.
Commercial Banker
JPMorgan Chase Bank N.A.
04.2018 - 11.2020
Responsible for growing JPMorgan's middle market banking presence across Upper Midwest
Managed a credit portfolio for clients with committed exposure of $400mm and new business generation goals for 2-3 new clients annually
Assisted clients with specialty finance needs, including syndicated credit facilities and ancillary hedging needs.
Provided mentoring for banking associates new to the sales role.
Underwriting Associate
JPMorgan Chase Bank N.A.
06.2014 - 03.2018
Responsible for full credit delivery process for 20 middle market clients
Responsibilities included financial statement analysis, forecasting, and budgeting for new credit transactions and M&A opportunities
Completed 10 week credit training program
Education
Bachelor of Science - Finance
University of Minnesota - Carlson School
06.2014
Skills
Business Development
Credit Expertise
Leadership and People Development
Business Planning
Relationship and Team Building
Timeline
SVP / Subscription Lending Director
Bell Bank
12.2020 - Current
Commercial Banker
JPMorgan Chase Bank N.A.
04.2018 - 11.2020
Underwriting Associate
JPMorgan Chase Bank N.A.
06.2014 - 03.2018
Bachelor of Science - Finance
University of Minnesota - Carlson School
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