Heritage Bank, NA
Description
Founded: 1964 Parent organization: Heritage Bancshares Group, Inc. Subsidiary: Heritage Bank, National Association (Willmar, MN)
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Heritage Bank, NA Employees
Employee
Years
Job
Industry
Duaine Amundson Duaine Amundson's Heritage Bank, NA Experience November 1991 - November 2012
Job
Industry
Experience
N/A - Retired November 2012 - Present
Heritage Bank NA November 1991 - November 2012
Skills
Leadership, Customer Service, Project Management, Sales, Microsoft Office, Microsoft Excel, Training, Process Improvement
Education
Minnesota State University, Moorhead
Bachelor of Arts (BA), Accounting
N/A - Retired November 2012 - Present
Heritage Bank NA November 1991 - November 2012
Skills
Leadership, Customer Service, Project Management, Sales, Microsoft Office, Microsoft Excel, Training, Process Improvement
Education
Minnesota State University, Moorhead
Bachelor of Arts (BA), Accounting
Dan Anderson Dan Anderson's Heritage Bank, NA Experience September 2014 - Present
Job Business Relationship Manager at Heritage Bank NA
Industry Financial Services
Experience
Heritage Bank NA September 2014 - Present
Wells Fargo October 2013 - September 2014
Rush Creek Golf Club March 2009 - October 2009
Skills
Sales, Management, Customer Service, Customer Retention, Compliance, Volunteering, Networking, Banking, Finance, Loans, Credit, Leadership, Financial Analysis, Small Business Lending, Commercial Lending, Credit Analysis, Commercial Banking
Education
St. Cloud State University
BES, Biology, Chemistry
Heritage Bank NA September 2014 - Present
Wells Fargo October 2013 - September 2014
Rush Creek Golf Club March 2009 - October 2009
Skills
Sales, Management, Customer Service, Customer Retention, Compliance, Volunteering, Networking, Banking, Finance, Loans, Credit, Leadership, Financial Analysis, Small Business Lending, Commercial Lending, Credit Analysis, Commercial Banking
Education
St. Cloud State University
BES, Biology, Chemistry
Thomas Zens Thomas Zens's Heritage Bank, NA Experience March 2013 - March 2014
Job Business Banking Officer at Center National Bank
Industry Banking
Experience
Center National Bank March 2014 - Present
Heritage Bank N.A. March 2013 - March 2014
Wells Fargo November 1999 - March 2013
AM Miller & Assoc April 1995 - November 1999
Skills
Customer Service, Commercial Lending, Loans, Credit, Small Business Lending, Commercial Banking, Banking, Loan Origination, Portfolio Management, Lines Of Credit, Financial Analysis, Credit Risk, Underwriting, SBA, Commercial Mortgages
Education
Alexandria Technical College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), Finance and Credit Management
Graduate School of Banking at the University of Wisconsin - Madison
Graduate School of Banking at the University of Wisconsin - Madison
Center National Bank March 2014 - Present
Heritage Bank N.A. March 2013 - March 2014
Wells Fargo November 1999 - March 2013
AM Miller & Assoc April 1995 - November 1999
Skills
Customer Service, Commercial Lending, Loans, Credit, Small Business Lending, Commercial Banking, Banking, Loan Origination, Portfolio Management, Lines Of Credit, Financial Analysis, Credit Risk, Underwriting, SBA, Commercial Mortgages
Education
Alexandria Technical College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), Finance and Credit Management
Graduate School of Banking at the University of Wisconsin - Madison
Graduate School of Banking at the University of Wisconsin - Madison
Darrel Posegate Darrel Posegate's Heritage Bank, NA Experience November 2012 - Present
Job COO CFO at Heritage Bank N.A.
Industry Banking
Experience
Heritage Bank NA November 2012 - Present
Home Federal Bank (HFFC) January 2002 - October 2011
Home Federal Bank (HFFC) 2002 - October 2011
West Des Moines State Bank January 1998 - January 2002
Liberty Services, Inc January 1994 - January 1998
DaLore Leasing January 1993 - January 1994
First Citizens Financial Corporation January 1983 - January 1993
R.W. Cox and Company January 1980 - January 1983
Skills
Mergers, Accounting, Compliance, SEC reporting, Restructuring, Investor Relations, Private Equity, Debt, Financial Management, Strategic Planning, Corporate Finance, IPO, Investments, Executive Management, Financial Reporting, Start-ups, Business Strategy, Business Planning, Banking, Capital Markets, Risk Management, Budgeting, Forecasting, Negotiation, Tax, Operations Management, Strategy Development, Change Management, Team Building, Contract Negotiation, Planning, Leadership Development, Financial Analysis, Corporate Development, M&A experience, Turn Around Management, Corporate Governance, Treasury, Strategic Financial..., Treasury Management, Finance, Asset Managment, Mergers & Acquisitions, Loans, SOX 404 Internal..., Growth Management, Bank experience, Collaborative Problem...
Education
Boston University 2014 — 2016
Master's degree, Banking and Financial Services Management
CPA Certificate
CPA Certificate
Luther College 1978 — 1980
BA, Accounting, Economics and Management
Heritage Bank NA November 2012 - Present
Home Federal Bank (HFFC) January 2002 - October 2011
Home Federal Bank (HFFC) 2002 - October 2011
West Des Moines State Bank January 1998 - January 2002
Liberty Services, Inc January 1994 - January 1998
DaLore Leasing January 1993 - January 1994
First Citizens Financial Corporation January 1983 - January 1993
R.W. Cox and Company January 1980 - January 1983
Skills
Mergers, Accounting, Compliance, SEC reporting, Restructuring, Investor Relations, Private Equity, Debt, Financial Management, Strategic Planning, Corporate Finance, IPO, Investments, Executive Management, Financial Reporting, Start-ups, Business Strategy, Business Planning, Banking, Capital Markets, Risk Management, Budgeting, Forecasting, Negotiation, Tax, Operations Management, Strategy Development, Change Management, Team Building, Contract Negotiation, Planning, Leadership Development, Financial Analysis, Corporate Development, M&A experience, Turn Around Management, Corporate Governance, Treasury, Strategic Financial..., Treasury Management, Finance, Asset Managment, Mergers & Acquisitions, Loans, SOX 404 Internal..., Growth Management, Bank experience, Collaborative Problem...
Education
Boston University 2014 — 2016
Master's degree, Banking and Financial Services Management
CPA Certificate
CPA Certificate
Luther College 1978 — 1980
BA, Accounting, Economics and Management
Bob Mathiasen Bob Mathiasen's Heritage Bank, NA Experience May 2008 - Present
Job Chief Credit Officer / Chief Banking Officer at Heritage Bank, N.A.
Industry Banking
Experience
Heritage Bank N.A. May 2008 - Present
Wells Fargo Bank February 1996 - May 2008
U.S. Bank 2003 - 2005
U.S. Bank 2003 - 2005
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, SBA, Credit Analysis, Lines Of Credit, Credit, Financial Analysis, Commercial Mortgages, Credit Risk, Consumer Lending, Underwriting, Financial Structuring, Cash Management, Asset Based Lending, Banking, Financial Risk, Mortgage Lending, Retail Banking, Portfolio Management, Loan Origination, Investments, Risk Management, Finance, Treasury Management
Education
St. Cloud State University 1997 — 1999
MBA, Banking, Corporate, Finance, and Securities Law
St. Cloud State University 1989 — 1993
BS, Finance
Heritage Bank N.A. May 2008 - Present
Wells Fargo Bank February 1996 - May 2008
U.S. Bank 2003 - 2005
U.S. Bank 2003 - 2005
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, SBA, Credit Analysis, Lines Of Credit, Credit, Financial Analysis, Commercial Mortgages, Credit Risk, Consumer Lending, Underwriting, Financial Structuring, Cash Management, Asset Based Lending, Banking, Financial Risk, Mortgage Lending, Retail Banking, Portfolio Management, Loan Origination, Investments, Risk Management, Finance, Treasury Management
Education
St. Cloud State University 1997 — 1999
MBA, Banking, Corporate, Finance, and Securities Law
St. Cloud State University 1989 — 1993
BS, Finance
Eric Saari, CFA Eric Saari, CFA's Heritage Bank, NA Experience 1983 - 1985
Job Investment Management Professional
Industry Financial Services
Experience
AXA Advisors, LLC June 2013 - September 2015
TIAA-CREF 2007 - 2011
TIAA-CREF 2006 - 2007
TIAA-CREF 1997 - 2006
TIAA-CREF 1995 - 1997
TIAA-CREF 1988 - 1995
NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS 1985 - 1987
Heritage Bank, NA 1983 - 1985
Education
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS 1986 — 1988
M.B.A, Finance
University of Massachusetts, Amherst 1979 — 1983
B.B.A, Finance
AXA Advisors, LLC June 2013 - September 2015
TIAA-CREF 2007 - 2011
TIAA-CREF 2006 - 2007
TIAA-CREF 1997 - 2006
TIAA-CREF 1995 - 1997
TIAA-CREF 1988 - 1995
NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS 1985 - 1987
Heritage Bank, NA 1983 - 1985
Education
NEW YORK UNIVERSITY GRADUATE SCHOOL OF BUSINESS 1986 — 1988
M.B.A, Finance
University of Massachusetts, Amherst 1979 — 1983
B.B.A, Finance
Jennifer Waldner Jennifer Waldner's Heritage Bank, NA Experience June 2013 - Present
Job Retail Credit Processor at Heritage Bank
Industry Banking
Experience
Heritage Bank NA June 2013 - Present
United Prairie Bank November 2000 - June 2013
Skills
Banking, Loans, Credit, Customer Service, Financial Analysis, Loan Origination
Education
Minnesota State University, Moorhead 1997 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Heritage Bank NA June 2013 - Present
United Prairie Bank November 2000 - June 2013
Skills
Banking, Loans, Credit, Customer Service, Financial Analysis, Loan Origination
Education
Minnesota State University, Moorhead 1997 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Shelli Wilson's Heritage Bank, NA Experience October 2013 - Present
Job VP, Loan Operations
Industry Banking
Experience
Bear State Bank February 2015 - Present
Heritage Bank, NA October 2013 - Present
Liberty Bank of Arkansas July 2007 - September 2013
Arvest Bank May 2006 - June 2007
Skills
Credit Analysis, Credit Risk, Credit Management, Retail Banking, Commercial Banking, Internal Audit, Risk Management, Risk Assessment, Branch Banking, Auditing, Loans, Banking, Team Building, Customer Service, Management
Education
Arkansas State University 2000 — 2004
Bachelor's of Science, Finance with an Emphasis in Banking
Bear State Bank February 2015 - Present
Heritage Bank, NA October 2013 - Present
Liberty Bank of Arkansas July 2007 - September 2013
Arvest Bank May 2006 - June 2007
Skills
Credit Analysis, Credit Risk, Credit Management, Retail Banking, Commercial Banking, Internal Audit, Risk Management, Risk Assessment, Branch Banking, Auditing, Loans, Banking, Team Building, Customer Service, Management
Education
Arkansas State University 2000 — 2004
Bachelor's of Science, Finance with an Emphasis in Banking
Paul Thronson's Heritage Bank, NA Experience September 2013 - Present
Job Senior VP IT Services and Support
Industry Information Technology and Services
Experience
Heritage Bank NA September 2013 - Present
D.A. Davidson & Co. September 2010 - January 2013
Great Western Bank October 1998 - October 2010
Eide Bailly LLP October 1996 - October 1998
Gateway April 1993 - August 1995
Skills
Finra Certified..., IT Management, Network Design, Network Architecture, IT Solutions, Network Administration, IT Service Management, Vendor Management, IT Strategy, Troubleshooting, Staff Development, Staff Management, Talent Acquisition, Disaster Recovery, Active Directory, VoIP, WAN, Managed Services, Telecommunications, Data Center, Cloud Computing, VMware, Firewalls, Information Technology, Storage, Technical Support, Servers, ITIL, System Administration, Microsoft Exchange, Windows Server, Cisco Technologies, Networking, Security, Virtualization, Network Security, LAN-WAN, System Deployment, Help Desk Support, IT Operations, Infrastructure, Management, Leadership, Strategic Planning
Education
The University of South Dakota 1989 — 1993
Bacherlors of Science, English Language and Literature, Biology
Roncalli High School 1984 — 1989
Diploma
Heritage Bank NA September 2013 - Present
D.A. Davidson & Co. September 2010 - January 2013
Great Western Bank October 1998 - October 2010
Eide Bailly LLP October 1996 - October 1998
Gateway April 1993 - August 1995
Skills
Finra Certified..., IT Management, Network Design, Network Architecture, IT Solutions, Network Administration, IT Service Management, Vendor Management, IT Strategy, Troubleshooting, Staff Development, Staff Management, Talent Acquisition, Disaster Recovery, Active Directory, VoIP, WAN, Managed Services, Telecommunications, Data Center, Cloud Computing, VMware, Firewalls, Information Technology, Storage, Technical Support, Servers, ITIL, System Administration, Microsoft Exchange, Windows Server, Cisco Technologies, Networking, Security, Virtualization, Network Security, LAN-WAN, System Deployment, Help Desk Support, IT Operations, Infrastructure, Management, Leadership, Strategic Planning
Education
The University of South Dakota 1989 — 1993
Bacherlors of Science, English Language and Literature, Biology
Roncalli High School 1984 — 1989
Diploma
Tanner Winterhof Tanner Winterhof's Heritage Bank, NA Experience 2007 - 2007
Job Vice President Commercial Banker at VisionBank
Industry Banking
Experience
VisionBank September 2014 - Present
Peoples Trust & Savings Bank November 2013 - September 2014
B & W Lawn Care March 2005 - August 2014
Peoples Trust & Savings Bank January 2012 - November 2013
Peoples Trust and Savings Bank September 2010 - December 2011
Peoples Trust & Savings Bank December 2008 - September 2010
Great Western Bank September 2007 - December 2008
Heritage Bank N.A. 2007 - 2007
Skills
Agribusiness, Agricultural Lending, Banking, Credit, Credit Rating, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Consumer Lending, Microsoft Office, Underwriting, Customer Service, Retail Banking, Finance, Sales, Microsoft Excel, Microsoft Word
Education
AG Credit School 2011 — 2012
AIB College of Business 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
VisionBank September 2014 - Present
Peoples Trust & Savings Bank November 2013 - September 2014
B & W Lawn Care March 2005 - August 2014
Peoples Trust & Savings Bank January 2012 - November 2013
Peoples Trust and Savings Bank September 2010 - December 2011
Peoples Trust & Savings Bank December 2008 - September 2010
Great Western Bank September 2007 - December 2008
Heritage Bank N.A. 2007 - 2007
Skills
Agribusiness, Agricultural Lending, Banking, Credit, Credit Rating, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Consumer Lending, Microsoft Office, Underwriting, Customer Service, Retail Banking, Finance, Sales, Microsoft Excel, Microsoft Word
Education
AG Credit School 2011 — 2012
AIB College of Business 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Beth Toland Beth Toland's Heritage Bank, NA Experience February 2008 - August 2011
Job Office Administrator
Industry Accounting
Experience
Land O'Lakes 2012 - Present
Heritage Bank NA February 2008 - August 2011
Freedom Valu Center February 2005 - November 2006
Skills
Customer Service, Auditing, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Microsoft Office, Access, Accounts Payable, Outlook, Leadership, Finance
Education
Minnesota School of Business 2012 — 2014
Management Accounting Degree, Accounting
Central Lakes College-Brainerd 2001 — 2003
Landscape Design Diploma, Landscape Design
Land O'Lakes 2012 - Present
Heritage Bank NA February 2008 - August 2011
Freedom Valu Center February 2005 - November 2006
Skills
Customer Service, Auditing, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Microsoft Office, Access, Accounts Payable, Outlook, Leadership, Finance
Education
Minnesota School of Business 2012 — 2014
Management Accounting Degree, Accounting
Central Lakes College-Brainerd 2001 — 2003
Landscape Design Diploma, Landscape Design
Wayne Nelson Wayne Nelson's Heritage Bank, NA Experience January 1997 - December 2014
Job Retired and volunteering
Industry Banking
Experience
Working for myself and Linda January 2015 - Present
Heritage Bank N.A. January 1997 - December 2014
Bremer Bank September 1985 - December 1996
Skills
Loans, Small Business Lending, Commercial Lending, Credit, Financial Analysis, Commercial Banking, Credit Analysis, Customer Service, Risk Management, Accounting, Leadership, Public Relations, Financial Reporting, Marketing, Microsoft Excel, Microsoft Word, Event Planning, Budgets, Project Management, Mortgage Lending, Strategic Planning, Advertising, Banking, Small Business, Microsoft Office, Outlook, Leadership Development, Access, Portfolio Management, PowerPoint, Accounts Payable, Sales Management, Project Planning
Education
Concordia College 1967 — 1971
University of Wisconsin Graduate School of Banking 2000 — 2002
Working for myself and Linda January 2015 - Present
Heritage Bank N.A. January 1997 - December 2014
Bremer Bank September 1985 - December 1996
Skills
Loans, Small Business Lending, Commercial Lending, Credit, Financial Analysis, Commercial Banking, Credit Analysis, Customer Service, Risk Management, Accounting, Leadership, Public Relations, Financial Reporting, Marketing, Microsoft Excel, Microsoft Word, Event Planning, Budgets, Project Management, Mortgage Lending, Strategic Planning, Advertising, Banking, Small Business, Microsoft Office, Outlook, Leadership Development, Access, Portfolio Management, PowerPoint, Accounts Payable, Sales Management, Project Planning
Education
Concordia College 1967 — 1971
University of Wisconsin Graduate School of Banking 2000 — 2002
Jamie Thole Jamie Thole's Heritage Bank, NA Experience January 2014 - Present
Job Customer Service Representative at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA January 2014 - Present
Rice Memorial Hospital July 2010 - January 2014
Skills
Customer Service
Education
Ridgewater College 2006 — 2009
Associate of Science (AS), Chemistry
Heritage Bank NA January 2014 - Present
Rice Memorial Hospital July 2010 - January 2014
Skills
Customer Service
Education
Ridgewater College 2006 — 2009
Associate of Science (AS), Chemistry
Ann Winge Johnson Ann Winge Johnson's Heritage Bank, NA Experience April 2010 - Present
Job Marketing & Public Relations Director/AVP
Industry Banking
Experience
Heritage Bank N.A. April 2010 - Present
Lakes Area Review newspaper October 2008 - April 2010
Paynesville Press March 1996 - September 2008
Skills
Advertising, Customer Service, Marketing Communications, Marketing, Marketing Strategy, Public Relations, Event Planning, Graphic Design, Email Marketing, Event Management, Sales, Social Media Marketing, Strategic Planning, Management, Online Marketing, Public Speaking, Banking
Education
St. Cloud State University 1991 — 1994
Bachelor's, Mass Communications
Minnesota State University, Moorhead 1989 — 1991
New London-Spicer High School 1986 — 1989
Diploma
Heritage Bank N.A. April 2010 - Present
Lakes Area Review newspaper October 2008 - April 2010
Paynesville Press March 1996 - September 2008
Skills
Advertising, Customer Service, Marketing Communications, Marketing, Marketing Strategy, Public Relations, Event Planning, Graphic Design, Email Marketing, Event Management, Sales, Social Media Marketing, Strategic Planning, Management, Online Marketing, Public Speaking, Banking
Education
St. Cloud State University 1991 — 1994
Bachelor's, Mass Communications
Minnesota State University, Moorhead 1989 — 1991
New London-Spicer High School 1986 — 1989
Diploma
Heather Elwood Heather Elwood's Heritage Bank, NA Experience May 2001 - January 2003
Job Revenue Cycle Operations & Compliance Analyst at Rice Memorial Hospital
Industry Hospital & Health Care
Experience
Rice Memorial Hospital April 2006 - Present
Heritage Bank N.A. May 2001 - January 2003
Heritage Bank N.A. August 2000 - May 2001
Skills
Revenue Cycle, Healthcare Management, Healthcare Information..., Hospitals, Healthcare, Epic Systems, Medical Billing, HIPAA, Medicare, EMR, Managed Care, Microsoft Excel, Training, Revenue Cycle Management, Team Building, Accounts Receivable, Leadership, Analytics, Reporting & Analysis, Provider Relations, Healthcare Industry
Education
Ashworth University
Associate of Arts and Sciences (AAS), Accounting
Rice Memorial Hospital April 2006 - Present
Heritage Bank N.A. May 2001 - January 2003
Heritage Bank N.A. August 2000 - May 2001
Skills
Revenue Cycle, Healthcare Management, Healthcare Information..., Hospitals, Healthcare, Epic Systems, Medical Billing, HIPAA, Medicare, EMR, Managed Care, Microsoft Excel, Training, Revenue Cycle Management, Team Building, Accounts Receivable, Leadership, Analytics, Reporting & Analysis, Provider Relations, Healthcare Industry
Education
Ashworth University
Associate of Arts and Sciences (AAS), Accounting
Dave Henle Dave Henle's Heritage Bank, NA Experience September 1999 - Present
Job Vice President Business Banking at Heritage Bank N.A.
Industry Banking
Experience
Heritage Bank N.A. September 1999 - Present
Willmar May 1983 - August 1999
Skills
Small Business Lending, Loans, Credit, Commercial Banking, Commercial Lending, Financial Analysis, Consumer Lending, Loan Origination, SBA, Lines Of Credit, Credit Risk, Credit Analysis, Banking, Retail Banking, Mortgage Lending
Education
Minnesota State University, Mankato 1982 — 1986
Bachelor of Science (BS), Finance and Accounting (Minor)
GSB
Heritage Bank N.A. September 1999 - Present
Willmar May 1983 - August 1999
Skills
Small Business Lending, Loans, Credit, Commercial Banking, Commercial Lending, Financial Analysis, Consumer Lending, Loan Origination, SBA, Lines Of Credit, Credit Risk, Credit Analysis, Banking, Retail Banking, Mortgage Lending
Education
Minnesota State University, Mankato 1982 — 1986
Bachelor of Science (BS), Finance and Accounting (Minor)
GSB
Angela Kettner Angela Kettner's Heritage Bank, NA Experience March 2011 - Present
Job Deposit Compliance & Implementation Specialist at Heritage Bank
Industry Banking
Experience
Heritage Bank NA March 2011 - Present
Holiday Companies May 2009 - May 2011
Skills
Customer Service, Sales, Accounting, Finance, Time Management, Microsoft Word, Customer Satisfaction, Data Entry, PowerPoint, Outlook, Access, Banking
Education
Rasmussen College-Minnesota 2010 — 2013
Bachelor's degree, Accounting, 3.59 GPA
Ridgewater College 2008 — 2010
Associate of Arts (AA)
Heritage Bank NA March 2011 - Present
Holiday Companies May 2009 - May 2011
Skills
Customer Service, Sales, Accounting, Finance, Time Management, Microsoft Word, Customer Satisfaction, Data Entry, PowerPoint, Outlook, Access, Banking
Education
Rasmussen College-Minnesota 2010 — 2013
Bachelor's degree, Accounting, 3.59 GPA
Ridgewater College 2008 — 2010
Associate of Arts (AA)
Dylan Bogenrief's Heritage Bank, NA Experience May 2012 - August 2012
Job Farm Marketing Consultant at Hurley & Associates
Industry Farming
Experience
Hurley & Associates May 2013 - Present
Iowa State University August 2009 - May 2013
Heritage Bank NA May 2012 - August 2012
Skills
Agriculture, Agribusiness, Customer Service, Market Research, Strategic Planning, Sales, Farms, CRM, Time Management, Agronomy
Education
Iowa State University 2009 — 2013
BS, Agricultural Business
Hurley & Associates May 2013 - Present
Iowa State University August 2009 - May 2013
Heritage Bank NA May 2012 - August 2012
Skills
Agriculture, Agribusiness, Customer Service, Market Research, Strategic Planning, Sales, Farms, CRM, Time Management, Agronomy
Education
Iowa State University 2009 — 2013
BS, Agricultural Business
Marcus Galvin's Heritage Bank, NA Experience February 2014 - October 2014
Job The Elements by: K. Sorbe
Industry Design
Experience
Heritage Bank NA February 2014 - October 2014
The Elements by K. Sorbe August 2013 - October 2014
Heritage Bank N.A. August 2012 - February 2014
Iowa State University Extension and Outreach May 2012 - November 2012
Nordstrom May 2011 - August 2011
First Cooperative Association June 2010 - July 2010
Kings Pointe Waterpark & Resort May 2009 - August 2009
Bomgaars June 2006 - August 2008
Skills
Microsoft Office, Word, Photoshop, Illustrator, Excel, Visual Merchandising, Microsoft Word, Microsoft Excel, Sales, Customer Service, Recruiting, Management, Event Planning, Outlook, PowerPoint
Education
Iowa State University 2009 — 2012
Bachelor of Science (B.S.), Apparel Merchandising, Design, and Production
Kirkwood Community College 2008 — 2009
Liberal Arts and Sciences/Liberal Studies
Heritage Bank NA February 2014 - October 2014
The Elements by K. Sorbe August 2013 - October 2014
Heritage Bank N.A. August 2012 - February 2014
Iowa State University Extension and Outreach May 2012 - November 2012
Nordstrom May 2011 - August 2011
First Cooperative Association June 2010 - July 2010
Kings Pointe Waterpark & Resort May 2009 - August 2009
Bomgaars June 2006 - August 2008
Skills
Microsoft Office, Word, Photoshop, Illustrator, Excel, Visual Merchandising, Microsoft Word, Microsoft Excel, Sales, Customer Service, Recruiting, Management, Event Planning, Outlook, PowerPoint
Education
Iowa State University 2009 — 2012
Bachelor of Science (B.S.), Apparel Merchandising, Design, and Production
Kirkwood Community College 2008 — 2009
Liberal Arts and Sciences/Liberal Studies
Amy Mortensen Amy Mortensen's Heritage Bank, NA Experience
Job Personal Banker at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA
Skills
Banking, Credit, Loans, Retail Banking, Financial Analysis
Education
St. Cloud State University 2003 — 2006
Bachelor's Degree, Business Management with Human Resource Emphasis and Psychology
Heritage Bank NA
Skills
Banking, Credit, Loans, Retail Banking, Financial Analysis
Education
St. Cloud State University 2003 — 2006
Bachelor's Degree, Business Management with Human Resource Emphasis and Psychology
Sera Sietsema Sera Sietsema's Heritage Bank, NA Experience March 2014 - Present
Job Universal Banker at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA March 2014 - Present
Jamberry Nails March 2014 - Present
Heritage Bank NA April 2012 - March 2014
Fair Oaks Farms, LLC December 2008 - April 2012
Algrim Chiropractic November 2006 - September 2008
Skills
Customer Service, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Call Centers, PowerPoint, Customer Satisfaction, Sales, Data Entry, Credit, Access, Accounting, Leadership, Event Planning, Analysis, Public Relations, Budgets, Process Improvement, Inventory Management, Accounts Payable, Team Building, Coaching, Editing, Public Speaking
Education
Pensacola Christian College
Heritage Bank NA March 2014 - Present
Jamberry Nails March 2014 - Present
Heritage Bank NA April 2012 - March 2014
Fair Oaks Farms, LLC December 2008 - April 2012
Algrim Chiropractic November 2006 - September 2008
Skills
Customer Service, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Call Centers, PowerPoint, Customer Satisfaction, Sales, Data Entry, Credit, Access, Accounting, Leadership, Event Planning, Analysis, Public Relations, Budgets, Process Improvement, Inventory Management, Accounts Payable, Team Building, Coaching, Editing, Public Speaking
Education
Pensacola Christian College
Nick Andresen's Heritage Bank, NA Experience August 2014 - Present
Job Ag Relationship Manager at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA August 2014 - Present
Crown Prairie LLC 2012 - August 2014
Skills
Swine, Agriculture, Agribusiness, Farms, Rural Development, Strategic Planning, Management, Business Planning, Sales, Leadership, Sop
Education
Iowa State University
Bachelor of Science (B.S.), Animal Sciences
Heritage Bank NA August 2014 - Present
Crown Prairie LLC 2012 - August 2014
Skills
Swine, Agriculture, Agribusiness, Farms, Rural Development, Strategic Planning, Management, Business Planning, Sales, Leadership, Sop
Education
Iowa State University
Bachelor of Science (B.S.), Animal Sciences
Jen Whipple's Heritage Bank, NA Experience October 2013 - Present
Job Business Associate Team Lead/ AVP at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA October 2013 - Present
Heritage Bank NA September 2009 - October 2013
Vantus Bank January 2006 - September 2009
Skills
Banking, Loans, Credit Analysis, Commercial Banking, Customer Service, Commercial Lending, Sales, Loan Documentation, Marketing, Supervisory Management, Mortgage Lending
Education
St Luke's College 2002 — 2004
RN
North High 1998 — 2002
Heritage Bank NA October 2013 - Present
Heritage Bank NA September 2009 - October 2013
Vantus Bank January 2006 - September 2009
Skills
Banking, Loans, Credit Analysis, Commercial Banking, Customer Service, Commercial Lending, Sales, Loan Documentation, Marketing, Supervisory Management, Mortgage Lending
Education
St Luke's College 2002 — 2004
RN
North High 1998 — 2002
Harold Orcutt's Heritage Bank, NA Experience December 2011 - July 2012
Job SVP/Chief Financial Officer at Highland Bank
Industry Financial Services
Experience
Highland Bank July 2012 - Present
Heritage Bancshares Group, Inc. December 2011 - July 2012
Heritage Bank N.A. December 2011 - July 2012
Highland Bank October 2010 - December 2011
GMAC 2004 - 2010
PlanAnalytics, Inc. 2002 - 2004
US Bancorp Equipment Finance 1998 - 2001
US Bank Institutional Trust Group, formerly First Bank Trust & Investment Group 1994 - 1998
US Bank, formerly Zapp National Bank 1985 - 1994
Skills
Tactical Planning, Risk Management, Financial Analysis, Portfolio Management, Credit, Loans, Financial Risk, Credit Analysis, Capital Markets, Treasury, Asset Managment, Accounting
Education
St. Cloud State University 1975 — 1979
BS, Business Administration/Accounting
St. Cloud State University
MBA, Finance/Accounting
Highland Bank July 2012 - Present
Heritage Bancshares Group, Inc. December 2011 - July 2012
Heritage Bank N.A. December 2011 - July 2012
Highland Bank October 2010 - December 2011
GMAC 2004 - 2010
PlanAnalytics, Inc. 2002 - 2004
US Bancorp Equipment Finance 1998 - 2001
US Bank Institutional Trust Group, formerly First Bank Trust & Investment Group 1994 - 1998
US Bank, formerly Zapp National Bank 1985 - 1994
Skills
Tactical Planning, Risk Management, Financial Analysis, Portfolio Management, Credit, Loans, Financial Risk, Credit Analysis, Capital Markets, Treasury, Asset Managment, Accounting
Education
St. Cloud State University 1975 — 1979
BS, Business Administration/Accounting
St. Cloud State University
MBA, Finance/Accounting
Johanna Witkovich's Heritage Bank, NA Experience Processor/Admin. Asst.Heritage Bank N.A.February 1999 - Present
Job Operations Specialist at Heritage Bank NA
Industry Banking
Experience
Heritage Bank N.A. Processor/Admin. Asst.Heritage Bank N.A.February 1999 - Present
Heritage Bank NA February 1999 - Present
Education
Phoenix College 1973 — 1974
N/A, Business
Heritage Bank N.A. Processor/Admin. Asst.Heritage Bank N.A.February 1999 - Present
Heritage Bank NA February 1999 - Present
Education
Phoenix College 1973 — 1974
N/A, Business
Dave Eiesland's Heritage Bank, NA Experience July 2014 - Present
Job Vice President Business Banking at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA July 2014 - Present
MetaBank March 2006 - July 2014
Gabriel Group, Inc. March 1996 - March 2006
SD Rural Enterprise, Inc 2002 - 2006
Skills
Mortgage Lending, Commercial Lending, Loans, Financial Analysis, AML, Commercial Banking, Credit, Commercial Real Estate, Loan Origination, Consumer Lending, Small Business Lending, Mortgage Banking, Banking, Portfolio Management, Credit Analysis
Education
South Dakota State University 1970 — 1974
Bachelor of Science, Agricultural Business, Economics and Math
Canton High
Heritage Bank NA July 2014 - Present
MetaBank March 2006 - July 2014
Gabriel Group, Inc. March 1996 - March 2006
SD Rural Enterprise, Inc 2002 - 2006
Skills
Mortgage Lending, Commercial Lending, Loans, Financial Analysis, AML, Commercial Banking, Credit, Commercial Real Estate, Loan Origination, Consumer Lending, Small Business Lending, Mortgage Banking, Banking, Portfolio Management, Credit Analysis
Education
South Dakota State University 1970 — 1974
Bachelor of Science, Agricultural Business, Economics and Math
Canton High
Dana Rucker's Heritage Bank, NA Experience August 1992 - Present
Job Registered Representative at Heritage Bank NA
Industry Financial Services
Experience
Heritage Bank NA August 1992 - Present
Skills
Public Speaking, Retirement Planning, Fixed Annuities, Retirement, Financial Analysis, Strategic Planning, Credit, Small Business Lending, Loans, Variable Annuities, Risk Management, Series 6, Series 63, Commercial Banking
Education
St. Ambrose University 1968 — 1971
BA, Communications/Education
Heritage Bank NA August 1992 - Present
Skills
Public Speaking, Retirement Planning, Fixed Annuities, Retirement, Financial Analysis, Strategic Planning, Credit, Small Business Lending, Loans, Variable Annuities, Risk Management, Series 6, Series 63, Commercial Banking
Education
St. Ambrose University 1968 — 1971
BA, Communications/Education
Cory Koster's Heritage Bank, NA Experience November 2010 - July 2011
Job Associate BI Developer at PRA Group
Industry Information Technology and Services
Experience
PRA Group (Nasdaq: PRAA) September 2015 - Present
PRA Group (Nasdaq: PRAA) February 2015 - July 2015
PRA Group (Nasdaq: PRAA) December 2013 - February 2015
Minnetonka School District April 2013 - August 2013
St. Jude Medical March 2013 - April 2013
Luther Seminary October 2012 - February 2013
Sanford Health April 2012 - August 2012
Daktronics December 2011 - March 2012
Buena Vista Regional Medical Center July 2011 - November 2011
Heritage Bank N.A. November 2010 - July 2011
Skills
Troubleshooting, Business Intelligence, Business Objects 4.1, Active Directory, Technical Support, System Administration, Hardware, VPN, Microsoft Exchange, Customer Service, Computer Hardware, Windows 7, Software Documentation, Help Desk Support, OS X, Software Installation, Printers, Operating Systems, Microsoft Office, Citrix, Laptops, SCCM, DHCP, Group Policy, Remote Desktop, Reporting & Analysis
Education
University of Illinois Springfield 2013 — 2014
Master of Science (MS), Computer Science
Luther Seminary 2012 — 2013
Master of Divinity (M.Div.)
South Dakota State University 2006 — 2009
Bachelor's degree, Interdisciplinary Studies
PRA Group (Nasdaq: PRAA) September 2015 - Present
PRA Group (Nasdaq: PRAA) February 2015 - July 2015
PRA Group (Nasdaq: PRAA) December 2013 - February 2015
Minnetonka School District April 2013 - August 2013
St. Jude Medical March 2013 - April 2013
Luther Seminary October 2012 - February 2013
Sanford Health April 2012 - August 2012
Daktronics December 2011 - March 2012
Buena Vista Regional Medical Center July 2011 - November 2011
Heritage Bank N.A. November 2010 - July 2011
Skills
Troubleshooting, Business Intelligence, Business Objects 4.1, Active Directory, Technical Support, System Administration, Hardware, VPN, Microsoft Exchange, Customer Service, Computer Hardware, Windows 7, Software Documentation, Help Desk Support, OS X, Software Installation, Printers, Operating Systems, Microsoft Office, Citrix, Laptops, SCCM, DHCP, Group Policy, Remote Desktop, Reporting & Analysis
Education
University of Illinois Springfield 2013 — 2014
Master of Science (MS), Computer Science
Luther Seminary 2012 — 2013
Master of Divinity (M.Div.)
South Dakota State University 2006 — 2009
Bachelor's degree, Interdisciplinary Studies
Mary Lynch Sheehan's Heritage Bank, NA Experience 2010 - 2012
Job Executive Office Professional
Industry Executive Office
Experience
Johnson, Moody, Schmidt & Kleinhuizen 2012 - Present
Heritage Bank NA 2010 - 2012
Wells Fargo Home Mortgage 2002 - 2009
Skills
Real Estate, Notary Public, Mortgage Lending
Education
Ridgewater College
Associate's degree, Mental and Social Health Services and Allied Professions
Johnson, Moody, Schmidt & Kleinhuizen 2012 - Present
Heritage Bank NA 2010 - 2012
Wells Fargo Home Mortgage 2002 - 2009
Skills
Real Estate, Notary Public, Mortgage Lending
Education
Ridgewater College
Associate's degree, Mental and Social Health Services and Allied Professions
Cliff Nystrom's Heritage Bank, NA Experience April 2009 - Present
Job Business Products Sales Representative at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA April 2009 - Present
Northstar Telcom now known as Be Mobile September 2007 - April 2009
McKinnon Company Inc June 2006 - September 2007
Northstar Telcom now known as BeMobile February 2005 - June 2006
Skills
Commercial Banking, Leadership, Credit, Sales, Customer Service, Product Marketing, Sales Management, Small Business Lending, Commercial Lending, Financial Analysis, Banking, Customer Retention, Outlook, Credit Analysis, Marketing, Team Building
Education
Saint Mary's University of Minnesota 2015 — 2017
Master of Arts (M.A.), Human Resource Management
The University of North Dakota 1999 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Red River High School 1995 — 1999
Saint Mary's University of Minnesota
Heritage Bank NA April 2009 - Present
Northstar Telcom now known as Be Mobile September 2007 - April 2009
McKinnon Company Inc June 2006 - September 2007
Northstar Telcom now known as BeMobile February 2005 - June 2006
Skills
Commercial Banking, Leadership, Credit, Sales, Customer Service, Product Marketing, Sales Management, Small Business Lending, Commercial Lending, Financial Analysis, Banking, Customer Retention, Outlook, Credit Analysis, Marketing, Team Building
Education
Saint Mary's University of Minnesota 2015 — 2017
Master of Arts (M.A.), Human Resource Management
The University of North Dakota 1999 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Red River High School 1995 — 1999
Saint Mary's University of Minnesota
Marc Peele's Heritage Bank, NA Experience January 2013 - January 2014
Job Mortgage Loan Officer at North American State Bank
Industry Financial Services
Experience
North American State Bank February 2015 - Present
U.S. Bank January 2014 - February 2015
Heritage Bank N.A. January 2013 - January 2014
BB&T July 2007 - December 2009
State Employees' Credit Union 2006 - 2007
Skills
Loans, Credit Analysis, Cross Selling, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Leadership, Banking, Loan Servicing, Branch Management, Training, Risk Management, Loan Origination, Branch Banking, Residential Mortgages, Relationship Management, Financial Services, Loss Mitigation, NMLS Licensed, Real Estate Financing, Financial Analysis, Mortgage Servicing, Real Estate Lending, Community Banking, Credit Evaluation, Mortgage Banking
Education
Barton College 2007 — 2009
BS, Business Management, Finance
North American State Bank February 2015 - Present
U.S. Bank January 2014 - February 2015
Heritage Bank N.A. January 2013 - January 2014
BB&T July 2007 - December 2009
State Employees' Credit Union 2006 - 2007
Skills
Loans, Credit Analysis, Cross Selling, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Leadership, Banking, Loan Servicing, Branch Management, Training, Risk Management, Loan Origination, Branch Banking, Residential Mortgages, Relationship Management, Financial Services, Loss Mitigation, NMLS Licensed, Real Estate Financing, Financial Analysis, Mortgage Servicing, Real Estate Lending, Community Banking, Credit Evaluation, Mortgage Banking
Education
Barton College 2007 — 2009
BS, Business Management, Finance
Russ Weeks's Heritage Bank, NA Experience February 2009 - Present
Job Sr. Credit Officer at Heritage Bank, NA
Industry Banking
Experience
Heritage Bank, NA February 2009 - Present
American National Bank May 2005 - February 2009
Bremer Bank March 1999 - May 2005
Skills
Credit, Commercial Lending, Financial Analysis, Loans, Commercial Banking, Small Business Lending, Credit Risk, Banking, Risk Management, Credit Analysis, Loan Origination, Underwriting, Retail Banking, Mortgage Lending
Education
North Dakota State University 1978 — 1982
BS, Agricultural Economics
American Bankers Association
Gradute Commercial Lending
Heritage Bank, NA February 2009 - Present
American National Bank May 2005 - February 2009
Bremer Bank March 1999 - May 2005
Skills
Credit, Commercial Lending, Financial Analysis, Loans, Commercial Banking, Small Business Lending, Credit Risk, Banking, Risk Management, Credit Analysis, Loan Origination, Underwriting, Retail Banking, Mortgage Lending
Education
North Dakota State University 1978 — 1982
BS, Agricultural Economics
American Bankers Association
Gradute Commercial Lending
Kathy Fritz's Heritage Bank, NA Experience
Job Credit Associate at Heritage Bank NA
Industry Banking
Experience
Heritage Bank NA
Skills
Financial Analysis, Commercial Lending, Loans, Banking, Credit Analysis, Customer Service, Consumer Lending, Small Business Lending
Education
Minnesota West Community and Technical College
Heritage Bank NA
Skills
Financial Analysis, Commercial Lending, Loans, Banking, Credit Analysis, Customer Service, Consumer Lending, Small Business Lending
Education
Minnesota West Community and Technical College