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Current Professional Information

 FIRSTRUST BANK, Conshohocken, PA          2007-Present

www.firstrust.com

Assistant Vice President/Business Banking  2011-Present                                                                                           

·         Underwrite and create Approval Memos for all loans <$750M

·         Manage Portfolio for Branch Loans, including Renewals and Risk Reviews

·         Manage all Dept Operations including Electronic Filing System and Pipeline Reporting

·         Facilitate Remote Deposit as well as other Treasury Management products

·         Report Dept productivity and results to SVP, Business Banking and EVP, Community Banking

·         Regular user of: MS Office Professional, SQL, Synergy, FSB/Miser

 

Assistant Vice President/Community Banking Operations Manager      2009-2011

·         Supervised Operations and Compliance for 14 Community Bank Branches

·         Conducted Audits, Appearance Inspections and Training

·         Increased Branch productivity by refining/reducing procedures

·         Created/revised Branch Policies and Procedures

·         Ensured compliance with all BSA, CIP, FDIC and Gov’t regulations

 

Assistant Vice President/Branch Manager, Market Financial Center Branch   2007-2009

·         Managed all Branch Sales & Operations with over $108M on deposit.

·         Developed consumer/commercial loan and deposit relationships

·         Increased Branch personnel’s achieved incentive goals by over 200%

                          

 

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