Five Points - (Fri)
Join us for a quick one hour meeting to learn more about our organization, the Five Points - (Fri) Chapter, and how being a member will help you accomplish your goals!
- Day: Fridays
- Time: 8:15am - 9:30am
I have been immersed in the commercial banking industry since graduating college, where I majored in finance and real estate. As a personable and detail-oriented Commercial Lender, I have developed extensive experience in providing top-level customer service that enhances client loyalty. I focus on understanding my clients' current business needs while proactively seeking solutions to support their future growth.
I am particularly passionate about empowering small to medium-sized businesses by providing them with the financial resources necessary to thrive. I also focus on providing lending options for businesses and investors in purchasing commercial real estate as well as offering capital for construction and expansion projects. By understanding the unique challenges that these businesses face, I strive to deliver tailored financial solutions that fuel their growth and success.
My in-depth knowledge of the financial sector allows me to conduct effective needs assessments and recommend appropriate financial products and services, which significantly improves client retention. I have successfully managed a portfolio of small to medium-sized business financial clients, assessing their unique needs and providing tailored financial solutions that help them achieve or exceed their goals.
In addition to building strong client relationships, I actively develop new business contacts by establishing a robust network of community partners across both the business and non-profit sectors. I also expertly utilize technology to efficiently manage my client portfolio, enhancing the overall client experience.
Join us for a quick one hour meeting to learn more about our organization, the Five Points - (Fri) Chapter, and how being a member will help you accomplish your goals!
We are a high quality B2B networking organization dedicated to helping you identify your ideal strategic partners and facilitate the relationship building process.