Citizens South Bank
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Citizens South Bank Employees
NewBridge Bank August 2012 - Present
Citizens South Bank November 2010 - July 2012
Paragon Commercial Bank 2006 - 2010
CCB / SunTrust September 1998 - October 2006
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Credit, Banking, Underwriting
Education
Louisiana State University 2009 — 2011
Graduate School of Banking
Appalachian State University 1994 — 1998
BS
Stepp Law Group, PLLC 2014 - Present
Stepp Lehnhardt Law Group, PC May 2011 - 2014
Citizens South Bank May 2008 - August 2011
Skills
Microsoft Office, Financial Analysis, PowerPoint, Event Planning, Public Speaking, Leadership, Customer Service, Microsoft Excel, Microsoft Word
Education
Charlotte School of Law 2012 — 2014
Doctor of Law (J.D.)
Appalachian State University 2008 — 2011
BS, Political Science
Aston Properties August 2012 - Present
Modern Brokerage October 2014 - April 2015
Coldwell Banker Commercial MECA April 2012 - August 2012
Citizens South Bank October 2010 - December 2011
Wells Fargo Financial March 2009 - February 2010
Skills
Inside Sales, Outside Sales, Business Process..., Strong Leadership..., Financial Analysis, High Impact Sales..., Lead Generation, Credit Analysis, Marketing Strategies, Management, Real Estate Transactions, Negotiation, Sales Presentations, Real Estate, Marketing Strategy, Brokerage
Education
Appalachian State University 2005 — 2008
Bachelors, Communications and Marketing
Myers Park High School
Yadkin Bank April 2012 - Present
Community Bank of Rowan 2011 - April 2012
Community Bank of Rowan 2005 - 2011
Citizens South Bank 2002 - 2005
Citizens South Bank 1998 - 2002
Skills
Small Business Lending, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Financial Analysis, Investment Properties, Loans, Portfolio Management, Risk Management, Sales, Sales Management, Underwriting, Construction Loans, Lines Of Credit, Mortgage Lending
Education
East Carolina University 2000 — 2001
Commercial School of Banking
UNC Charlotte 1993 — 1997
B.A., History and Political Science
Covenant Village Inc March 2012 - Present
Citizens South Bank November 1989 - March 2012
Liberty Life Insurance Company June 1984 - November 1989
Skills
Accounts Payable, Account Reconciliation, Accounting, Auditing, Cash Management, Financial Reporting, Banking, Financial Analysis, Microsoft Excel, Outlook, Credit, Finance, General Ledger, Accounts Receivable, Bank Reconciliation, Journal Entries, Financial Statements, Cash Flow, Bookkeeping, Invoicing, QuickBooks, Accruals, Fixed Assets, Deposits, Payroll, Financial Accounting, Employee Benefits, 403b, 403 b, Customer Service, Management, Budgets, Microsoft Office
Education
University of North Carolina at Charlotte 1975 — 1979
Bachelor of Science Degree, Accounting
Carolina Trust Bank May 2014 - Present
Park Sterling Bank October 2012 - May 2014
Citizens South Bank August 2003 - October 2012
First Gaston Bank 1995 - 2002
Skills
Banking, Credit, Retail Banking, Risk Management, Mortgage Lending, Consumer Lending, Loans, Commercial Banking, Credit Risk, Credit Analysis, Deposits, Financial Analysis, Management
Education
Gardner-Webb University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Gardner-Webb University
Bachelor of Business Administration (BBA)
Time Warner Cable Media April 2015 - Present
A Company October 2014 - January 2015
A Company May 2014 - June 2014
Wells Fargo September 2012 - March 2014
Citizens South Bank September 2010 - December 2011
Citizens South Bank September 2010 - December 2011
Bulldog Financial Service, Inc January 2010 - March 2010
Bulldog Financial Services, Inc August 2009 - December 2009
Skills
QuickBooks, Accounting, Microsoft Excel, Auditing, Credit, Financial Risk, Risk Management, Microsoft Office, Accounts Receivable, Microsoft Word
Education
Gardner-Webb University 2005 — 2010
BS, Accounting
Gardner-Webb University 2005 — 2010
Bachelor of Science, Accountancy
PwC September 2012 - Present
Diversified Holdings of Dallas May 2010 - September 2012
Delta Sigma Phi - Alpha Delta October 2009 - November 2010
Steve K. Sisk, CPA May 2009 - August 2009
NC General Assembly May 2009 - June 2009
Citizens South Bank May 2008 - August 2008
Advanced Properties and Development January 2005 - May 2008
Skills
Auditing, Financial Analysis, Accounting, Leadership, Entrepreneurship, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Financial Accounting, Time Management, Strategic Planning, Project Management, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting, Audit
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science, Business Administration & Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science in Business Administration and Economics, Consulting
CommunityOne Bank, Matthews, NC April 2013 - Present
Carolina Premier Bank April 2011 - April 2013
Citizens South Bank 2007 - 2011
Fifth Third Bank, Tampa Bay, Florida April 2006 - October 2007
SunTrust Mortgage August 2001 - April 2006
Skills
Mortgage Lending, Loans, Mortgage, Customer Service, FHA, Mortgage Banking, Conventional, Real Estate, Customer Relations, Credit, Credit Analysis, Banking, Underwriting, Compliance, New Business Development, VA, Negotiation, Problem Solving, Financial Analysis, Budgeting, Residential Mortgages, Fixed Income Analysis, REO, Construction Loans, Loan Modifications, Mortgage Loan Processing, Escrow Analysis, FHA Mortgage Loans, USDA Rural Housing, Foreclosures, Refinance, Budgets, Loan Origination, Commercial Lending, Risk Management, USDA, VA loans, Loan Servicing, Mortgage Underwriting, FHA financing, Small Business Lending, Finance, Consumer Lending, Certified Mortgage..., Government Loans, Funding, Credit Risk, Mortgage Servicing, Escrow, FHA Financing
Education
Hillsborough Jr. College, Tampa Florida 1973 — 1975
Associate of Science (A.S.)
Greenville Technical College
Bachelor Of Science
M.C. Summers Interpreting Services March 2013 - Present
Independent 2013 - 2014
Citizens South Bank January 2005 - July 2005
Cooperative Extention October 2004 - January 2005
Skills
Cultural Sensitivity, Microsoft Office, Customer Service, Confidentiality, Communication, Critical Thinking, Independent, Cooperative, Focused Execution, Knowledge of Spanish, Time Management, Microsoft Excel, Public Speaking, Leadership, Psychology, Management, SPSS, Human Resources, PowerPoint, Microsoft Word, Data Entry, Outlook
Education
Penn State University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Gaston College 2002 — 2005
Associate of Arts (A.A.), Psychology
North Gaston
North Gaston
Florida State College at Jacksonville October 2014 - Present
Florida State College at Jacksonville May 2013 - March 2014
Residence Inn by Marriott Amelia Island May 2011 - March 2013
Citizens South Bank August 2007 - March 2011
Skills
Higher Education, Student Affairs, Customer Service, Microsoft Word, Microsoft Office, Critical Thinking, Teller Operations, Teaching, PowerPoint, Hospitality Industry, Social Media, Training, Data Entry, Policy, Leadership Development, Public Speaking, Leadership
Education
Florida State College at Jacksonville 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Supervision and Management, Junior
Florida State College at Jacksonville 2011 — 2013
Associate of Arts (A.A.), Office Management and Supervision, High Honors
TCHS
IOU Central May 2014 - June 2015
Wells Fargo Home Mortgage February 2013 - May 2014
MRN cubed, LLC April 2012 - February 2013
Robert Half International February 2012 - June 2012
Citizens South Bank November 2010 - February 2012
Indecomm Global Services August 2010 - November 2010
GMAC Mortgage April 2009 - August 2010
HomeServices Lending/affiliate of Wells Fargo September 2008 - April 2009
First Franklin January 2003 - December 2007
Wells Fargo Home Mortgage 1998 - 2002
Skills
Sales Management, Underwriting, Mortgage Lending, Mortgage Banking, Loans, Real Estate, Refinance, Management, FHA, Business Strategy, Leadership, Sales, Banking, New Business Development, Marketing, FHA financing, Strategic Planning, First Time Home Buyers, Networking, Customer Service, Training, Team Building, Financial Analysis, Loan Servicing, Investments, Commercial Lending, Insurance, Negotiation
Education
Rollins College - Crummer Graduate School of Business 1989 — 1992
Masters, Business
University of North Carolina at Chapel Hill 1979 — 1980
Park Sterling Bank March 2014 - Present
AXA Equitable May 2013 - March 2014
Time Warner Cable Business Class February 2012 - May 2013
Citizens South Bank October 2006 - February 2012
Sylvan Learning Center July 2004 - October 2006
Skills
Sales, Telecommunications, Retail Banking, Management, Consumer Lending, Customer Service, Volunteer Management, Public Speaking, Training Facilitation, Fundraising, Microsoft Office, Leadership Development, Microsoft Excel, Risk Management, Training, Banking, Customer Satisfaction, Selling
Education
Lee University 1999 — 2003
Bachelor of Science (B.S.), Business Administration
BB&T July 2011 - Present
GA Lions Lighthouse Foundation July 2010 - June 2012
a good team to join May 2011 - June 2011
Citizens South Bank April 2011 - May 2011
New Horizons Bank March 2010 - April 2011
Community Bank List September 2009 - February 2010
General Bank Supply, Inc April 2009 - September 2009
United Community Bank September 2004 - March 2009
Skills
Small Business Lending, Financial Analysis, Branch Management, Banking, Event Planning, Commercial Lending, Loans, Consumer Lending
Education
University of North Georgia 1981 — 1985
SMITH AND NEPHEW ORTHOPEDICS August 2015 - Present
Smith & Nephew September 2013 - Present
Smith & Nephew September 2011 - September 2013
USAA (via Millennium Group) April 2011 - September 2011
WACHOVIA BANK July 2008 - August 2010
Wachovia December 2007 - July 2008
Wachovia Bank January 2007 - December 2007
Citizens South Bank August 2005 - December 2006
Skills
Project Management, Customer Service, Technical Support, Training, Social Media, Data Analysis, Microsoft Office, Banking, Team Building, Marketing Communications, New Business Development, Windows, Call Center, Microsoft Excel, Team Leadership, Leadership Development, Microsoft Word, Sales, Financial Analysis, Business Development, Management, Public Speaking, Leadership, Software Documentation, Sales Management, Performance Management, SharePoint, Budgets, Negotiation, Coaching, Program Management, Process Improvement, Event Planning, Research, Operations Management, Business Analysis, Contract Negotiation, Troubleshooting, Visio, Change Management, Account Management, Analysis, System Administration, Outlook, Marketing Strategy, Strategic Planning, Project Planning, PowerPoint, Marketing, Market Research
Education
The University of Texas at San Antonio 2013 — 2016
Master of Business Administration (MBA), Management Science
Lee University 2001 — 2005
B.S., Business Administration, Computer Information Systems
blueharbor bank August 2013 - Present
Citizens South Bank March 2005 - August 2013
Wachovia / SouthTrust Bank March 2002 - March 2005
Skills
Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Loan Origination, Deposits, Credit Risk, Construction Loans, Cross Selling
Education
Georgia Southern University 1970 — 1973
BOA Management Training Program
University of North Carolina at Chapel Hill
School of Banking
Park Sterling Bank July 2012 - Present
Citizens South Bank June 2006 - July 2012
Skills
Troubleshooting, Banking, Management, Team Leadership, Business Analysis, Project Management, Customer Service, Process Improvement, Microsoft Office, Leadership, Team Building, Microsoft Excel
Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Industrial Engineering
North Hills High School 1974 — 1978
Citizens South Bank Vice PresidentBranch Banking and TrustJuly 1972 - December 2004
Education
Louisiana State University 1990 — 1993
Certificate, Graduate School of Banking in the South
Stearns Bank January 2013 - Present
Citizens South Bank April 2011 - January 2013
New Horizons Bank May 2005 - September 2011
Murphy Oil May 2003 - January 2009
Regions Bank February 2001 - May 2005
Skills
Financial Analysis, Customer Service, Microsoft Excel, Loans, Microsoft Word, Banking, Credit Analysis, Leadership, Mortgage Lending, Outlook, Microsoft Office, Portfolio Management
Education
University of North Georgia 2008 — 2010
MBA, Business Administration
University of North Georgia 1999 — 2005
BBA, Finance
Atlantic Bay Mortgage Group May 2013 - October 2013
Bank of America August 2012 - May 2013
Citizens South Bank April 2003 - August 2012
Skills
Mortgage Lending, FHA, VA, Conventional, USDA, Customer Service, Purchase, First Time Home Buyers, Excel, Microsoft Office, Word, Outlook, Mortgage Banking, PowerPoint, Residential Mortgages, Investment Properties, Loans, Loan Origination, Credit, Banking, Refinance, Credit Analysis, Referrals, Microsoft Excel
Education
Pfeiffer University 1999 — 2001
B.S., Business Administration
Citizens South Bank April 2007 - Present
Wachovia January 2001 - March 2007
Skills
Credit Analysis, Loans, Credit, Underwriting, Banking
Education
Gardner-Webb University 1996 — 1998
Master of Business Administration (MBA)
Appalachian State University 1979 — 1983
BSBA, Finance & Economics
Accenture Credit Services April 2013 - Present
Bank of America September 2012 - March 2013
Citizens South Bank September 2007 - August 2012
Citizens South Bank August 2007 - August 2012
Hometown Realty April 1992 - September 1999
Skills
Customer Service, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Residential Mortgages, Mortgage Servicing, Mortgage Lending, Construction Management, HMDA, Customer Experience, Customer Satisfaction, Outlook, Microsoft Excel, Microsoft Word, Wordperfect, Microsoft Publisher, Mail Merge, Ethics
Education
Cleveland Community College 1984 — 2000
Real Estate & Management, Office Management and Real Estate