Wells Fargo

As a Senior Small Business Relationship Manager, I oversee a portfolio of 260+ small business clients with revenues between $1MM–$25MM, providing tailored financial solutions to drive business growth and sustainability. My role focuses on client acquisition, retention, and strategic advisory services, including commercial lending, SBA financing, treasury management, and merchant services. I proactively analyze financial data to identify opportunities, recommend the right financial products, and ensure seamless execution. Additionally, I collaborate with internal teams to enhance customer experience, optimize financial strategies, and drive business expansion through networking and targeted outreach. My contributions also support branch partnerships, business development initiatives, and revenue generation goals.
Key Skills:
✅ Business Banking Strategy
✅ Commercial Lending & SBA Financing | 
✅ Treasury & Merchant Services
✅ Client Relationship Management
✅ Business Growth & Risk Mitigation

Senior Small Business Relationship Manager – Assistant Vice President

In this role, I specialize in business acquisition, financial solutions, and revenue growth by offering strategic financial products, including commercial loans, SBA financing, and treasury management services. I have built a strong network of business owners, referral partners, and C-suite executives to drive business development. My expertise lies in identifying revenue growth and cost-saving opportunities, particularly in real estate financing. I also led internal training programs and strategic initiatives to enhance branch performance and community engagement, including hosting industry-specific events like Univision’s Posible Latina Summit and healthcare-focused networking sessions. During the COVID-19 crisis, I played a pivotal role in processing PPP applications and providing essential financial resources to businesses.
Key Skills:
✅ Business Development & Sales
✅ Strategic Networking & Prospecting
✅ Commercial & SBA Loan Origination
✅ Community Engagement & Partnerships
✅ Financial Training & Advisory

Business Development Officer – Assistant Vice President

In this role, I specialize in training and facilitating financial wellness workshops for companies and their employees, onsite. Managed the program over in over 70 branches, including banker coaching to facilitate workshops and financial wellness support. This includes business acquisition, financial solutions, and revenue growth by offering strategic financial solutions including budgeting, credit management, purchasing a home, retirement planning, starting a business, and business management services. I have built a strong network of business owners, referral partners, and C-suite executives to drive business development. My expertise lies in identifying financial growth and cost-saving opportunities. I also led internal training programs and strategic initiatives to enhance branch performance and community engagement, including hosting industry-specific events like Univision’s Posible Latina Summit and healthcare-focused networking sessions. During the COVID-19 crisis, I played a pivotal role in processing PPP applications and providing essential financial resources to businesses.
Key Skills:
✅ Business Development & Sales
✅ Strategic Networking & Prospecting
✅ Commercial & SBA Loan Origination 
✅ Community Engagement & Partnerships
✅ Financial Training & Advisory

Wells Fargo at Work Program Manager – Assistant Vice President

I led the Wells Fargo at Work (WFAW) program, designing and implementing financial wellness initiatives for companies with 100+ employees. By collaborating with HR leaders, CEOs, and executives, I delivered customized financial solutions, increasing cross-sell opportunities and market penetration. My responsibilities included hosting 60+ financial literacy workshops and onsite events per quarter, improving client engagement and acquisition. I played a crucial role in piloting a program that integrated Premier Banker talent to serve affluent business employees, resulting in an increase in market participation from 2% to 42% within six months. My leadership was recognized with a promotion to Assistant Vice President in 2017 for driving program success.
Key Skills:
✅ Corporate Financial Wellness
✅ Strategic Program Development
✅ Cross-Selling & Referral Growth
✅ Client Engagement & Acquisition
✅ Leadership & Training

Wells Fargo at Work Program Coordinator – Assistant Vice President

In this role, I focused on outside sales and business banking growth, generating $12.6M in loan volume as part of a nationwide pilot program. My responsibilities included credit underwriting, cash flow analysis, and structuring financial solutions to meet small business clients’ needs. I developed and executed customized marketing strategies, such as 30-60-90 day plans, which were presented to regional leadership. I also actively participated in BNI leadership committees, managing member accountability and fostering referrals. My achievements led to my recognition at the annual BBG conference for securing the largest Select loan ($5M) in the pilot program’s first quarter.
Key Skills:
✅ Credit Underwriting & Cash Flow Analysis
✅ Loan Structuring & Business Growth
✅ Outside Sales & Prospecting
✅ Leadership Development
✅ Client Retention & Risk Management

Senior Business Banking Specialist

Boys and Girls Clubs of America

Participated in Speedy Program to gain work experience and give back to the community.  Lead after- school programs, acted as liason for field trips and mentored at-risk youth. 5 Stars for this organization.

Volunteer/Childcare

Results-driven Assistant Vice President & Senior Small Business Relationship Manager with 16+ years of experience in business banking, financial analysis, and client relationship management. Proven expertise in managing small business portfolios ($1MM–$25MM), commercial lending, SBA financing, and treasury management. Adept at prospecting, networking, and cross-selling financial products to drive revenue growth and client satisfaction. Passionate about strategic financial solutions, leadership development, and community engagement to enhance business banking services. Recognized for delivering exceptional customer service, streamlining processes, and fostering long-term client partnerships.

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