Independent Financial

Vice President, Treasury Solutions Officer

Texas Capital Bank

Bank of America Merrill Lynch

Advise treasury and cash management solutions for prospective and existing commercial clients.

Vice President, Treasury Sales Officer

AVP, Treasury Sales Officer

AVP, Sr. Treasury Solutions Analyst

Provided our commercial clients with solutions & tools that would help increase profitability, be more efficient in day to day operations and increase company growth.

AVP, Treasury Management Analyst

Amegy Bank

Develop business by prospecting new clients and enhance relationships with existing customers.
Assist with the implementation and training of new Treasury Management Services from planning to completion.

Treasury Management Associate 

Handled Business Line of Credit, Home Equity Loan, Auto Loans, Personal Line of Credit, ACH transactions, loan advances, and pay downs.
Aided customers in the selection of products and/or services that suit their business financial goals with their personal goals.
Facilitated customer loyalty by building positive and effective relationships with clients.

Small Business Banker

Geneva Mortgage Group

Maintained relationship with banking institutions and acted as a resource to various departments regarding treasury related questions. 
Analyzed bank services & account analysis fees and resolved any outstanding banking issues.
Prepared daily cash position report to determine investment and borrowing activity.
Prepared entries for monthly cash transactions and banking fees. 
Prepared monthly cash forecast reports.
Re-evaluated company profit and loss charts, balance sheets, and cash flows to identify opportunities for improvement.

Treasury Analyst

SABAsearch.com

SABAsearch.com is an on line start-up company that harnessed the power of the web to connect consumers to South Asian owned and operated small- to mid-sized businesses in the Houston area.

Co-Founder, Director of Marketing and Brand Management

Accomplished, dynamic, results-driven high-powered professional with progressive years of experience and strong background in client relationship/account sales management. Hands-on and solutions-focused demonstrating outstanding performance and flexibility in business operational management. Exceptional communicator and with demonstrated success in building and managing client relationships. 

Specialties: Analytical, Cash Management, Customer Relations, Financial Statement, Account Reconciliation, Project Management, Account Management, High-Impact Sales Presentations, Solution Selling Strategies, Strategic Planning, Banking and Account Structured Methods

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Neil Patel

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