I am a resources for businesses that needs different types of lending.

Owner

Capital One

Provide multiple lending services;  commercial Real Estate and Investment Real Estate lending...

Senior Business Relationship Manager

Texas Capital Bank

*I am a well rounded banker- who puts my business clients needs first.  I help my business clients unlock the cash conversion cycle and lending services.

Vice President

BBVA Compass

*Working with clients and prospects in need of Working Capital and Commercial Lending with revenue size up to $10MM.

Business Banking Relationship Manager

J.P. Morgan

*Working in obtaining small business credit applications from $10K up to $250K, with revenues of $1MM and up.  
*Excellent customer service practices, relevant lending issues.
*Executes the business strategy by making outbound calls and seeking referrals. 
*Identifies customer's banking needs and recommend solutions.
*Recommend  business credit to both existing and new clients.
*Reconsideration to Underwriter with guidelines, credit pricing, terms, and structures.
*Overseas preparation of loan packages for approval. 
*Monitor and communicate with Underwriter on credit approval process.
*Cross-selling other products and refer back to retail partners.

Business Sales Specialist 

*Manage over 157+ commercial and retail portfolios.
*Proving Chase at Work program through major employer companies.  Partnership with Commercial Banker and support the companies from Mid size corporation to S&P Companies.
*Developing relationship with decision makers and partnership with internal (District Manager, Business Relationship Manager, Private Client Teams and Retail Branch Team).
*Set sales meetings, on-sites with continuation of 12 month program with the company and deliver financial seminars for corporate employees.

National Account Manager Vice President

Chase

*Interviewed candidates for the sales team.
*Manage the sales management process by using numbers, diagnosing problems, building branch action plans with expectations and follow up.
*Coached and monitored a team of 12-18 bankers and partners to monthly sales goals.
*Make sure the right people are on the team, coach them, build their skills and help individuals advance in their careers.
*Support the sales team met and exceeded individual goals as well as the overall branch revenue goals.

Branch Manager Vice President

•	Acquired 50% of new business clients through prospecting in and outside of the branch 
•	Maintained and deepened relationships with new and existing clientele through profiling to ensure we captured the full opportunity with the customer.
•	Trained branch team to uncover sales opportunities among both current and potential business customers.
•	Managed all business credit applications from start to finish. Entered business credit applications and booked business loans worth $5 million in 2007, $7 million in 2008 and $10 million in 2009.
•	Worked with the branch’s existing book of 200 customers to ensure business and personal cross-sell opportunities were captured.

Sales Business Development Manager

•	As part of dedicated team of trained specialists, worked closely with a select group of clients to deliver the highest level of services at all times.
•	Expanded sales by retaining new deposits from walk-in clients and from existing clients.
•	Increased branch sales from $65 million to $130 million. Doubled sales for two consecutive years and won a National Sales trip in 2000, 2001 and 2003.
•	Met and exceeded loan goals in 1999-2003, over 110% and won MVP for Investment referral.

Relationship Manager

Nee is a Mod faculty member at Goldman Sachs, specializing in business consulting. Her passion lies in assisting small businesses and positively impacting the community. She recently retired and has 28 years in financial services as a business lender.  Nee enjoys working with diverse clients and is proud to have contributed to their success.

As an accomplished business consultant, Nee has attained numerous accolades, including her involvement in the 10,000 Small Businesses program.

Nee's expertise lies in commercial real estate, acquisition and refinance, industrial and office buildings, owner and non-owner-occupied commercial real estate, and the SBA 504 and 7a program.

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