University of Science and Arts of Oklahoma

Vice Chair of State Board of Regents Economic Development Council – Lead meetings to drive partnerships with the university and the city 

Developed and taught an experiential entrepreneurial class where students were tasked with developing a product, creating a business model, and running the business. Success resulted in the college VP asking for a sports management course with similar initiatives/goals, and the team placed runner-up at the i2e Loves Cup

Developed a partnership with the city to have my newly formulated sports management class run operations of the local municipal sports complex 

Partnered with an art professor to teach combined art/business courses as a result of understanding startup companies' need for marketing; Leveraged student skills to support local development of startups.

Created and taught sales academic courses and micro-credentials, developing students into professionals needed for future economic growth based on the State Board of Regents Critical Occupations list.

Partnered with the city to understand and overcome hurdles;  revitalized internship program to solve local community workforce and internship shortages; Connected students with organizations and their newly created internships as a result of my influence

Economic Development Chair/Adjunct Faculty

StretchLab Norman

Led turnaround in the success of the franchise via an overhaul of sales training, resulting in a 2.5x increase in total members in less than a year and the fastest-growing studio amongst peers for six months.

Owner

Thousand Paces

Founded a business helping entrepreneurs create a business model and find funding options, resulting in success for local businesses and positive economic development

Support small to medium-sized B2B and B2C businesses navigate funding opportunities by building a bankable portfolio, shopping financial institutions, and securing lending

Founder

DD Audio

Under the supervision of the CFO, created sales strategies and learning programs and developed key sales roles based on data-driven results. 

Analyzed sales trends and financial capacity of overall company profitability to refocus sales team efforts

Set commission structures and sales goals for the upcoming year

Determined deficiencies in the sales process and presented alternative solutions.

Consulted with sales reps, previous managers, and high-level executives to understand prior sales strategy

Created a financial portfolio and evaluated banks' offers, features, and terms to ensure alignment of the company's needs and goals

Managed financial data and strategy  of all entities under the LIG umbrella and tenants of Project 3810

Deputy Chief Financial Officer / Financial Analyst 

First United Bank

Working directly with loan officers to analyze new business opportunities by identifying credit risks of commercial loans and relationships ranging from $250,000 to $14,000,000 in aggregate exposure.

Preparing loan memos for approval units and credit committee

Identified potential risks and communicating to Relationship Managers and Sr Officers of the bank

Assisting loan officers with determining steps to mitigate risk

Using a scorecard system, grading opportunities based on company standards, policies, and focuses.

Performing annual reviews of current loans based on loan agreements, checking annual, semiannual, and quarterly covenants, and providing feedback to appropriate authority levels and relationship managers

Providing financial spreads based on company and personal financials and preparing project-level and global cash flow analysis

Providing company and industry research using RMA 

Maintaining bank compliance standards and attending continued learning courses

Senior Commercial Loan Underwriter

PMC Commercial Trust

Analyzing, processing, and closing commercial real estate acquisition loans while complying with company and SBA policies and procedures.

Reviewing personal and business financial statements, tax returns, credit reports, cash flows, collateral, project costs/budgets for construction or renovation, as well as borrower’s management ability in order to provide a complete application to Loan Committee

Completing loan file for SBA submission

Coordinating the closing of loans with the Closing Attorney, Title Company, and borrower

Act as intermediary between borrowers, loan committee, and closing attorney while ensuring a high level of customer satisfaction

SBA Loan Underwriter

BBVA Compass

Identifying credit risk opportunities, building credit packages and cross communicating with relationship managers and underwriters to provide Credit Risk Officers completed credit packages of potential and current customers.
•	Providing financial spreads based on company and personal financials for Emerging Market, Middle Market and Wealth departments
•	Identified potential risks and communicating to Relationship Managers and Underwriters
•	Performing annual reviews of current loans based on loan agreements, checking covenants and providing credit package to Credit Risk Officers  
•	Providing company and industry research to underwriters
•	Ordering consumer credit reports and D&B reports for business

Commercial Loan Underwriter

Reviewed SBA Commercial Loan packages and connected with the Loan Officers, Underwriters and Eligibility Specialists to provide Commercial loan packages ranging from $350,000 to $5,000,000 with SBA Government backed security by:
•	Organized all loan submissions, checking for missing required documents and working with the Loan Officers to complete files
•	Checked package for SBA Eligibility requirements outlined by the Standard Operating Procedures 
•	Ordered appropriate reports for Credit Underwriters including: Spreads, D&B Reports and Personal Credit Reports
•	Submitted modification requests of the original credit package to Credit Risk Officers for updating key facts to credit approved loans and ensuring eligibility, cash flows and other credit risks are addressed
•	Developed a database spreadsheet to track and maintain historical closed, approved and working loans
•	Maintained a status report summarizing approved and working loans, as well as, closed loans
•	Provided national industry reports to management of competing SBA Departments

SBA Commercial Lending Assistant

Market retail banking products to consumers and small business clients in person and over the phone in order to retain client's relations and meet personal goals. 
•	Offered customized banking solutions to customers based on Account Recommended Tool
•	Met and exceeded consumer lending, business lending, mortgage goals, and credit cards
•	Obtained Life and Health Insurance certification
•	Discovered Investment needs and referred customers to Financial Advisor
•	Opened and maintained checking and savings accounts
•	Uncovered business needs for employee benefit programs, merchant services and business loans
•	2015 Scorecard: Mortgage 160%, Other Lending 110%, Fee income 110%

Retail Banker

The Sales and Service Advisor (SSA) is a hybrid Branch Associate/Financial Sales Advisor position that’s primary responsibility includes:
 • Bank Product and Service Sales
 • Teller Transactions
 • Lobby Management
 • Hit 600% of my annual Fee Income goal

Sales and Service Advisor

Frisco RoughRiders

Managed the ticket sales database operations for AA minor league baseball stadium housing 12,000 seats and maintaining a sales force of 30 employees, as well as, managing daily duties for the box office and box office staff
•	Identifying inefficiencies in sales process and ticketing by focusing on the customer experience
•	Implementing ecommerce to  increase accuracy and efficiency of sales process
•	Cutting cost including postage by 32% 
•	Redesigning excel database leading to increased accuracy, ease of use and readability for Data analytics and strategic sales strategy
•	Regulating inventory and distribution of tickets
•	Resolving ticketing issues in a fast-paced environment 
•	Recruiting, training, and supervising box office staff and operations interns 
•	Assess daily and monthly sales reports

Ticket Operations Manager

•	Focused on client relations of group and season tickets to businesses over the phone and face to face
•	Met and exceeded personal and team sales goals
•	Made 60-80 calls per day
•	Set 12-15 face-to-face business-to-business meetings per week

Outside Sales Representative

• Sold and managed large groups of 20+ people at games
• Organized and Supervised all high school baseball games played at Dr Pepper    Ballpark
• Set up Dyrk Ryland Burcie fund raiser.
     - Generated over $20,000 for Dyrk, a 4 year-old with stage 4 liver cancer.
• 100 + phone calls daily

Inside Sales Representative

Education and economic development leader dedicated to connecting higher education and community for economic expansion and benefit.  Influential sales professional, achieving top sales associate status multiple times in a career, focusing on retention and business development. Skilled in networking to find mutually beneficial partnerships for the growth and development of the local community.

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