Business Banking Officer at National City Bank
Greater Chicago Area
Business Banking Officer at National City Bank
Greater Chicago Area
As a small business banking officer I assist companies with revenues under $10 million to finance growth and acquisition, manage cash flow, support working capital and reduce operating cost by restructuring debt and improving their return on deposit balances.
Underwriting, Cash Flow Management, Business Banking, Financial Planning, Investment Advisor, Credit Repair, Real Estate Sales, Real Estate Investing, Financing growth and acquisitions, Growing Wealth, Reducing Operating Costs, Reducing Risk, Managing personal finances, Business strategy
(Public Company; PNC; Banking industry)
August 2008 — Present (1 year 4 months)
As a Business Banking Officer, I assist business owners and entrepreneurs in reaching their objectives by focusing on six priorities:
1. Managing Cash Flow
2. Financing Growth and Acquisitions
3. Growing Wealth or Increasing Financial Security
4. Reducing Operating Costs
5. Reducing Risk
6. Managing Personal Finances
(Public Company; 10,001 or more employees; NCC; Banking industry)
February 2007 — August 2008 (1 year 7 months)
My main objective is to ensure the efficient utilization of your company’s global cash resources in a manner consist with strategic objectives. We specialize in time-critical functions such as: collection, concentration, disbursement, liquidity management and information management.
(Public Company; PNC; Banking industry)
June 2005 — January 2007 (1 year 8 months)
As an underwriter I provided financing for commercial & industrial businesses and investment real estate customers.
National City's Investment Real Estate Group provides construction, acquisition, bridge, mini-perm and mezzanine financing to developers and investors alike in connection with the following types of real estate: multi-family, retail, office, industrial, office/warehouse, land development, mini-storage, condominium and single-family development.
(Privately Held; Financial Services industry)
December 2004 — June 2005 (7 months)
As a Portfolio Managers my responsibility were to conduct quarterly reviews on our clients’ investment portfolios to ensure proper portfolio diversification. Depending on the client’s risk tolerance we rebalanced their portfolios, re-evaluated current equity investments and recommended new investment alternatives.
(Privately Held; Hospitality industry)
September 2003 — December 2004 (1 year 4 months)
Bachelors in Business Administration , Finance & Accounting , 2001 — 2005
Double major in Finance and Accounting. Minor and Economics. Candidate for Certified Financial Planner (CFP) Certification and Certified Public Accountant (CPA) Certification.
Investing, Personal Finance, Financial Planning, Real Estate, Money Management, Wealth Building, Networking, Relationship Building