CoastalStates Bank
Founded: 2004 Parent organization: CoastalSouth Bancshares Subsidiary: CoastalStates Mortgage, Inc.
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CoastalStates Bank Employees
CoastalStates Bank September 2014 - Present
Ameris Bank September 2013 - September 2014
BankMeridian, NA September 2006 - December 2011
CBC National Bank December 2001 - September 2006
PulteGroup - Del Webb Communities, Inc. 1995 - 2001
Skills
Loans, Credit, Underwriting, Portfolio Management, Financial Analysis, Business Development, Financial Services, Investment Properties, Real Estate Development, Loss Mitigation, Property Management, Customer Service, Marketing, Negotiation
Education
Lafayette College 1977 — 1981
Bachelor of Arts (B.A.), Government and Law
The Hill School 1974 — 1977
BA - Government and Law
Self Employed September 2012 - Present
Park Cities Bank September 2012 - March 2014
CoastalStates Bank June 2004 - September 2012
Northern Trust Retirement Consulting 1995 - 2003
Taylor Manufacturing Systems 1994 - 1995
Skills
Risk Management, Retail Banking, Banking, Process Improvement, Mortgage Banking
Education
WGU Texas 2014 — 2015
Master's degree, Information Security & Assurance
Georgia Institute of Technology 1983 — 1988
Bachelor's degree, Industrial & Systems Engineering
Clarkston High School
CoastalStates Bank 2010 - 2014
Ohio Savings Bank/AmTrust Bank 2002 - 2009
Koch Industries 2001 - 2002
Providian Financial 1999 - 2001
Citigroup 1990 - 1999
MGIC 1982 - 1990
Skills
Credit, Mortgage Lending, Credit Cards, Credit Risk, Risk Management, Loans, Portfolio Management, Banking, Retail Banking, Financial Modeling, Process Improvement, Capital Markets, Credit Analysis, Commercial Banking, Mortgage Banking, Consumer Lending, Securitization, Enterprise Risk..., Loss Mitigation, Financial Risk, Structured Finance, Mergers & Acquisitions, Investments, Leadership, Residential Mortgages, Executive Management, Loan Origination, Basel II, Small Business Lending, Mortgage Underwriting, AML, Treasury Management, Financial Analysis, Financial Services, Cross Selling, Financial Institutions, Financial Structuring, Fixed Income, Credit Scoring, Commercial Lending, Finance, Operational Risk, Operational Risk..., Market Risk, Investment Banking, Relationship Management, Underwriting, Management, Due Diligence, Strategic Planning
Education
Indiana University Bloomington
BS, Finance, Marketing
University of Southern California
MS, Systems Management
Synovus December 2011 - Present
Jester Communications February 2011 - November 2011
CoastalStates Bank December 2005 - January 2011
Skills
Mortgage Lending, Real Estate, Portfolio Management, Investments, Customer Relations, Customer Service, Government Loans, Construction Loans, Sales, Selling, Business Development, Sales Management, Loans, Home Equity Lines of..., Negotiation, Credit, Banking, Foreclosures, Investment Properties, FHA, Refinance, Loan Origination, USDA, Credit Analysis, VA loans, Mortgage Banking, First Time Home Buyers
Education
College of Charleston
Business
Orthopaedic Specialists of North Carolina June 2014 - Present
South University January 2012 - March 2014
Hilton Head Hospital June 2009 - January 2012
Coastalstates Bank January 2006 - December 2009
Skills
Patient Education, BLS, Internal Medicine, Emergency Medicine, ACLS, Healthcare, Family Medicine, EKG, Medical Terminology, Pediatrics, Medicine, Cpr Certified
Education
South University 2012 — 2014
Master's Degree, Physician Assistant Studies
University of Delaware 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Franklin American Mortgage Company December 2013 - Present
Primary Residential Mortgage September 2013 - December 2013
Amerisave Mortgage Corporation August 2012 - September 2013
CoastalStates Bank October 2010 - May 2012
South Carolina Mortgage Associates April 2009 - October 2010
Harobor LIght Lending Group March 2008 - March 2009
LIghthouse Community Bank/SunTrust Mortgage October 2000 - March 2008
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Loans, Refinance, FHA, USDA, Banking, Finance, Real Estate, Mortgage Underwriting, Financial Analysis, Construction Loans, FHA financing, Government Loans, Residential Mortgages, Credit, Consumer Lending, VA loans, Investments
Education
Kennesaw State University
BA, Finance
Pickens High School
Michigan First Credit Union December 2014 - Present
CoastalStates Bank April 2014 - December 2014
Flagstar Bank May 2013 - August 2013
Citizens Bank - Flint December 2005 - April 2013
ABN AMRO Bank N.V. April 2004 - December 2005
ABN AMRO Bank N.V. October 2001 - April 2004
National Australia Bank September 1998 - October 2001
Michigan National Bank NA 1983 - 1998
Skills
Project Management, Management, Data Center, Banking, Vendor Management, IT Operations, Retail Banking, Leadership, Business Analysis, Portfolio Management, Forecasting, Strategic Planning, Governance, ITIL, Budgets, Software Development, Process Improvement, Program Management, Change Management, Risk Management, MS Project, Customer Service, Management Consulting, Call Centers, Business Strategy, IT Strategy, Outsourcing, Executive Management, Project Portfolio..., CRM, Infrastructure, Enterprise Software, Cross-functional Team..., SDLC, IT Service Management, Information Technology, Strategy, PMP, Enterprise Architecture, Business Continuity, Security, PMO, Disaster Recovery, Business Intelligence, IT Management, Financial Services, Business Process..., Team Leadership, Cloud Computing, Operations Management
Education
Cleary University
Bachelor of Business Administration, Business Management
J. Thomas Mikell, Attorney May 2015 - Present
Harvey & Battey, PA June 2014 - March 2015
Southeastern Fire, LLC 2013 - 2013
CoastalStates Bank June 2009 - July 2011
BankMeridian 2007 - 2009
Skills
Office Management, Outlook, Administrative..., Process Scheduler, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Data Entry, PowerPoint, Invoicing, Office Administration, Spreadsheets
Education
Ashford University 2012 — 2014
Health/Health Care Administration/Management
Armstrong Atlantic State University 1975 — 1978
Medical Technology
Synovus December 2014 - Present
CoastalStates Bank February 2013 - December 2014
MEDHOST May 2011 - February 2013
Vincit Group February 2005 - May 2011
Main Street Bank (BB&T Acquired) September 2003 - February 2005
FIS October 1997 - September 2003
Skills
Business Intelligence, Process Improvement, Business Analysis, Project Management, Cross-functional Team..., Analysis, Data Analysis, Strategy, Leadership, Healthcare Information..., Financial Analysis, Strategic Planning, Business Strategy, Banking, Management, Analytics, SQL, Microsoft SQL Server, Executive Management, Forecasting, EHR, Training, Budgets, Risk Management, Finance, IBM iSeries, Software Implementation, IBM AS/400, RPG, Healthcare IT, Project Implementation, SNLBanker, SSRS, SQL Server Management...
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.600 / 4.000
The University of Georgia 1993 — 1997
Bachelor of Science (BS), Physics
Auburn University 2015 — 2018
Master of Science (MS), Information Systems
Northwestern University 2014 — 2014
Predictive Analytics, 3.650 / 4.000
FirstBank Mortgage Partners November 2013 - Present
Ameris Bank August 2012 - November 2013
CoastalStates Bank December 2001 - August 2012
Skills
Mortgage Banking, Mortgage Lending, FHA, Credit, Residential Mortgages, Credit Analysis, Loans, Refinance, USDA, Investment Properties, Credit Risk, Mortgage Marketing, Customer Service, Executive Management, VA loans, Mortgage Underwriting, Real Estate Financing, Construction Loans, FHA financing, Sales, Sales Management, Commercial Lending, Consumer Lending, Loan Origination, Real Estate
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), HRTA
CoastalStates Bank March 2013 - Present
First Federal November 2010 - February 2013
First Federal October 1999 - November 2010
Anchor Bank January 1993 - October 1999
Nations Bank 1991 - 1992
NCNB of South Carolina 1989 - 1991
NCNB of South Carolina 1987 - 1989
Skills
Customer Service, Commercial Banking, Private Banking, Microsoft Office, Business Development, Staff Management, Management, Training, Research, Microsoft Excel, Customer Acquisition, Microsoft Word, PowerPoint, Sales, Leadership
Education
The University of Georgia 1974 — 1976
BA Business & Finance, General Business and Finance
Furman University 1972 — 1974
Business & Finance
CoastalStates Bank October 2009 - Present
Tall Tree Investment Management, LLC June 2005 - October 2009
Morgan Stanley Investment Management February 1997 - June 2005
EVEREN Securities January 1990 - January 1997
Standard & Poor's August 1987 - August 1989
Skills
Loans, Fixed Income, Risk Management, Risk, Credit, Enterprise Risk..., Banking, Credit Risk, Portfolio Management, Investments, Structured Finance, Credit Analysis, Investment Management, Financial Modeling, Asset Management, Financial Risk, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Brown University 1983 — 1987
BA, Economics
The River Group, Inc April 2011 - Present
Long Cove Club August 2005 - Present
CoastalStates Bank November 2009 - July 2010
CoastalStates Bank April 2009 - November 2009
BankMeridian, N.A. June 2007 - October 2008
Regions Bank July 2006 - July 2007
Cross Island Parkway November 2002 - April 2004
Education
Hilton Head High School 1997 — 2000
Dipolma
Technical College of the Lowcountry
Pursuing a Degree in, Nursing
LCG Associates December 2014 - Present
LCG Associates March 2008 - December 2014
CoastalStates Bank June 2007 - February 2008
Skills
Portfolio Management, Corporate Finance, Finance, Investments, Alternative Investments, Capital Markets, Credit, Analysis, Accounting, Microsoft Excel, Asset Allocation, Valuation, Asset Management, Financial Modeling, Bloomberg, Equities, Investment Strategies, Mutual Funds, Due Diligence
Education
University of Georgia - Terry College of Business 2004 — 2006
BBA, Finance
The University of Georgia 2002 — 2006
Bachelor of Business Administration, Banking and Finance
CoastalStates Bank Lieutenant Colonel
1 CAV DIV 2011 - 2012
MaxHil LLC, dba Marble Slab Creamery 2003 - 2005
Prudential Financial 2001 - 2003
Merrill Lynch 2000 - 2001
Synovus Financial Corporation 1995 - 2000
US Army 1987 - 1995
Skills
Risk Management, Finance, Strategic Planning, Leadership, Management, Banking, Loans, Team Building, Credit, Financial Analysis, Program Management, Financial Risk, Customer Service, Insurance, Risk Analysis, MIS, Mortgage Lending, Operations Management, Training, Credit Analysis, Project Management, Leadership Development, Process Improvement, Portfolio Management, Sales, Business Strategy, Team Leadership, Crisis Management, Risk Assessment, Financial Modeling, Enterprise Risk..., Microsoft Office, Analysis, Operational Risk..., Investments, Budgets, Business Development, Mergers & Acquisitions, Executive Management
Education
US Army Civil Affairs Qualification Course 2011 — 2011
Civil Affairs
US Army Command & General Staff College 2008 — 2010
ILE
College for Financial Planning 1998 — 2000
Certificate, Financial Planning
Texas Tech University 1982 — 1987
BA, Advertising
Synovus August 2015 - Present
Synovus July 2014 - August 2015
CTT Consulting, Inc. 2002 - July 2014
CoastalStates Bank October 2012 - January 2014
First Reliance Bank May 2012 - October 2012
First Reliance Bank June 2010 - May 2012
Woodlands Bank January 2007 - July 2010
Main Street Bank 2002 - 2006
Alltel Information Services 1997 - 2002
Skills
Strategic Technology..., Finance, Technology Policy, Software Acquisition, Risk Management, Business Continuity, Project Management, Leadership, Executive Management, IT Strategy, Banking, IT Management, Business Analysis, Data Center, Management, Mergers & Acquisitions
Education
ABA Stonier Graduate School of Banking 2013 — 2015
The University of Georgia 1992 — 1997
Bachelor of Science, Physics
CoastalStates Bank October 2012 - Present
Staples, Inc. July 2008 - February 2010
TravelHost Magazine/Orlando May 2004 - July 2008
Skills
Business Development, Management, Sales, Marketing, Marketing Strategy, Salesforce.com, Selling, Sales Operations, Solution Selling, B2B, Sales Management, Sales Process, Account Management, Cold Calling, Lead Generation, Accounts Payable, New Business Development
Education
University of South Carolina-Columbia 2002 — 2004
CoastalStates Bank July 2010 - Present
RSM McGladrey May 2006 - July 2010
First Reliance Bank May 2001 - April 2006
Skills
Bank Secrecy Act, Financial Regulation, AML, Banking, Risk Management, Financial Risk, Mortgage Lending, Mortgage Banking, Finance, Commercial Banking, Loans, Compliance Management, Quality Control
Education
Francis Marion University 1997 — 2001
Bachelor of Science, Economics
Francis Marion University 1997 — 2001
Bachelor of Business Administration, Finance
Cannon Financial Institute- Internal Audit School 2003 — 2005
CoastalStates Bank June 2008 - Present
Skills
Portfolio Management, Credit Analysis, Credit Risk, Banking, Commercial Lending, Credit, Finance, Financial Analysis, Financial Risk, Loans
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2006
MBA, Real Estate
University of Central Florida 1996 — 1999
BSBA - Finance, Finance
South State Bank August 2014 - Present
BB&T July 2010 - August 2014
First State Bank December 2009 - July 2010
Harbourside Community Bank January 2008 - 2008
CoastalStates Bank February 2005 - October 2007
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, Refinance, VA loans, FHA, USDA, Credit, Banking, FHA financing, Jumbo Mortgage, Construction Loans, Commercial Lending, Consumer Lending, Credit Analysis, VA Loans
Education
Marshall University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Bank of the Ozarks March 2015 - Present
CoastalStates Bank April 2007 - March 2015
Harbourside Community Bank June 2005 - April 2007
Beachfirst National Bank May 2005 - May 2005
Lighthouse Community Bank November 1999 - April 2003
Skills
Commercial Lending, Real Estate, Sales, Credit, Credit Analysis, Banking, Loan Origination
Education
Emory University - Goizueta Business School 1982 — 1986
BBA, General Business
CoastalStates Bank 2009 - Present
Security Bank February 2004 - June 2008
SunTrust July 1997 - May 2003
Barnett Banks July 1982 - June 1997
Education
Rollins College - Crummer Graduate School of Business 1987 — 1990
MBA, Integrated MBA
Vanderbilt University 1978 — 1982
Bachelor of Science, Economics
CoastalStates Bank January 2007 - Present
US Bank May 2005 - January 2007
Education
University of Nebraska-Lincoln 2001 — 2005
BSBA, Accounting
Congaree State Bank June 2006 - Present
Congaree State Bank January 2009 - June 2010
CoastalStates Bank June 2004 - June 2006
Coastal Banking Company September 1999 - June 2004
Education
Auburn University, College of Business 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Tech Heads August 2011 - Present
CoastalStates Bank November 2005 - May 2012
Beaufort County Council November 2003 - October 2005
Playtex Products August 2000 - October 2003
Elizabeth Arden October 1997 - July 2000
Skills
XP, VMware ESX, Windows Vista, Troubleshooting, Switches, Active Directory, Windows, Process Improvement, Help Desk Support, Microsoft Office, VMware, Networking, Project Management, SQL, Software Documentation, Customer Service, Software Installation, Access, Microsoft Excel, Virtualization, Windows Server, Apple OS, VMware Fusion, DHCP, Windows 7, Antivirus, Laptops, Routers, WSUS, System Deployment, Wireless Networking, Microsoft Technologies, Information Technology, Sonicwall, Cisco Nexus, Terminal Services, Windows XP
Education
Skidmore College 1998 — 1999
Microtek
VMware ESX Server
OnTrack Training Centers
Windows Server 2000 -2003
CoastalSouth Bancshares, Inc. June 2011 - Present
Allianz Funds June 2004 - Present
Sykes Enterprises, Inc April 2004 - Present
CoastalStates Bank January 2004 - Present
CoastalStates Bank January 2004 - Present
Homeowners Mortgage Enterprises, Inc June 2007 - September 2012
MGIC June 1982 - January 2004
Skills
Mortgage Lending, Mortgage Banking, Loans, Banking, Loan Origination, Residential Mortgages, Refinance, Credit, Commercial Lending, FHA, Real Estate Economics, Underwriting, Capital Markets, Risk Management, Commercial Real Estate, Investments, Real Estate Development, Residential Homes, Real Estate Financing, Real Estate, Loss Mitigation, Due Diligence, Structured Finance, Real Estate Transactions, Investment Properties, Mergers & Acquisitions, Credit Analysis, Finance, Portfolio Management
Education
Georgia Institute of Technology 1980 — 1982
MCP, Urban Planning
Georgia State University - J. Mack Robinson College of Business 1980 — 1982
MS Real Estate
University of Tampa 1966 — 1970
BS Economics
CoastalStates Bank 2004 - Present
Skills
Risk Management, Credit, Banking, Financial Analysis, Loans
Education
Sewickley Academy 1972 — 1978
University of Arizona
CoastalStates Bank April 2010 - Present
Nexity Bank August 2003 - April 2010
Wachovia Bank (fka First Union National Bank) September 2000 - August 2003
First Union National Bank June 2000 - September 2000
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Small Business Lending, Management, Underwriting, Risk Management, Mortgage Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit
Education
Kennesaw State University 1998 — 2000
Bachelor of Science (BS), Economics
Armstrong Atlantic State University 1996 — 1998
Pre Law, Criminal Justice
CoastalStates Bank November 2003 - Present
Skills
Mergers, Credit, Mergers & Acquisitions, Financial Analysis, Investments, Loans, Banking, Portfolio Management, Commercial Banking, Commercial Lending, Small Business Lending, Strategic Planning, Mortgage Lending, Finance, Risk Management
Education
The University of Georgia 1972 — 1977
Bachelor of Arts, Business Admistration/Finance
University of Georgia - Terry College of Business 1972 — 1977
BBA, Finance
CoastalStates Bank February 2004 - Present
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
B.S., Accounting
CoastalStates Bank Banking SpecialistCoastalStates Bank, Hilton Head Island, SC2006 - Present
Skills
Credit Analysis, Loans, Banking, Mortgage Lending, Investments, Finance, FHA, Credit Cards, Cross Selling
Education
Bethany College 1975 — 1979
Bachelor's degree, Economics
CoastalStates Bank November 2009 - Present
PNC January 1980 - June 2005
Skills
Leadership, Refinance, Loans, Credit Analysis, Credit, Banking, Commercial Lending, Lines Of Credit, Small Business Lending, Commercial Banking, Underwriting
Education
Indiana University Bloomington 1976 — 1979
Bachelor of Science (BS), Buisness
CoastalStates Bank 2009 - 2011
BankMeridian August 2007 - October 2008
Education
Ashford University 2012 — 2014
Health Informatics, Medical coding and billing, 3,83
CoastalStates Bank 2010 - 2011
Education
Park University 2012 — 2014
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Passaic County Community College 2003 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
CoastalStates Bank July 2015 - Present
The Coastal Bank October 2006 - January 2015
A-K Valley Federal Credit Union January 2004 - September 2006
Skills
Financial Analysis, Banking, Financial Reporting, Finance, Microsoft Excel, General Ledger, Account Reconciliation, Fixed Assets, Accruals, Internal Audit, Cash Management, Accounting, Accounts Payable, Accounts Receivable
Education
Penn State University 1999 — 2003
Bachelor's Degree, Accounting
CoastalStates Bank March 2012 - Present
Education
University of South Carolina-Beaufort 2014 — 2017
Bachelor's Degree, Bachelor of Science with a concentration in Management