Citizens Bank of Edmond
Sba Lending Officer
Alliance Underwriting Oct 2007 - Oct 2018
Chief Operating Officer
First United Bank Nov 2017 - Sep 2018
Sba Business Relationship Officer
Oklahoma State Bank (Osb) Oct 2014 - Nov 2017
Sba Business Development Officer
First Horizon First Tennessee Apr 2004 - Nov 2007
Vice President and Portfolio Manager, Commercial Underwriting
Education:
Rma Senior Credit College, Walnut Creek, Ca 2009 - 2010
University of Central Oklahoma 1994 - 1998
Bachelors, Bachelor of Business Administration, Business Administration, Finance
University of Central Oklahoma 1996
Haworth High School 1989
Skills:
Baker Hill Commercial Lending Credit Risk Commercial Banking Real Estate Financial Analysis Construction Loans Construction Risk Commercial Construction Moody's Financial Software Developing Sba Loan Departments Loan Review Underwriting Sba 504 Sba 7A Loans Commercial Real Estate Sba
Certifications:
Buker's Tax Analysis Course Dunn and Bradstreet Education Credit and Financial Analysis
Florida - Member in Good Standing 1995 Massachusetts - Retired 1994 New Jersey - Administrative - Not authorized to practice 1993
Experience:
Senior Attorney at Florida Department of Children and Families - 2004-2005 Senior Attorney at Legal Aid Society of the Orange County Bar Association - 2002-2004 In House Counsel at Guardian Life Insurance Company of America - 1997-2002 Legal Consultant at MetLife - 1993-1997
Education:
New England School of Law Degree - law
Specialties:
Estate Planning - 50%, years Probate - 40%, years Contracts / Agreements - 5%, years, 25 cases Guardianship - 5%
Languages:
English
Associations:
General Practice, Solo and Small Firm Division - Member, 2009-present Wealth Counsel - Member, 2009-present Elder Law Section, Florida Bar - Member, 2008-present Real Property, Trust and Estate Law Section - Member, 2008-present Orange County Bar Association - Member, 2002-present