Jefferson Bank of Florida
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Jefferson Bank of Florida Employees
On Q Financial, Inc. April 2015 - Present
Jefferson Bank of Florida September 2013 - April 2015
Coldwell Banker Wallace & Wallace October 2011 - July 2013
Commercial Bank August 2011 - June 2013
Commercial Bank August 2011 - June 2013
Realty Executives Associates March 2000 - October 2011
Title Services, Inc. April 2004 - July 2010
Prudential Volunteer Realy January 1998 - March 2000
Volunteer Realty July 1989 - December 1997
Security Trust Savings Bank July 1988 - July 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Negotiation, Real Estate, ABR, Buyer Representation, Condos, Relocation, Customer Satisfaction, First Time Home Buyers, Investment Properties, Foreclosures, Referrals, Sellers, Short Sales, Single Family Homes, Residential Homes, Residential Mortgages
Education
University of Tennessee-Knoxville
Belmont University 1974 — 1975
Aquinas College 1975 — 1976
Middle Tennessee State University
Jefferson Bank of Florida September 2013 - Present
Hancock Bank June 2002 - September 2013
Skills
Loans, Credit, Banking, Commercial Banking, Commercial Lending, Relationship Management, Small Business Lending, Cross Selling
Education
St. Petersburg College
Business
Jefferson Bank of Florida December 2008 - Present
Whitney National Bank November 2005 - December 2008
Sky Bank 1997 - 2005
Skills
Commercial Banking, Treasury Management, Loans, Credit, Commercial Lending, Small Business Lending, Banking, Cash Management, Deposits, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Certified Treasury..., Underwriting, Lines Of Credit, Consumer Lending, Customer Service, Small Business, Mortgage Lending, Risk Management, Investments, Retail Banking, FHA, Asset Based Lending, Finance, Refinance, Real Estate Financing, Mergers & Acquisitions, Financial Risk, Real Estate Economics, Strategic Financial...
Education
Capella University 2012 — 2015
Doctor of Philosophy (PhD), Phd in Education with a speciality in Training & Performance Improvement
Westminster College (PA) 1993 — 2003
BA, Accounting
Westminster College (PA) 1993 — 2003
MA, Counseling
FIS November 2010 - Present
Jefferson Bank of Florida January 2007 - April 2010
AaSys Group, Inc. January 2006 - January 2007
Whitney National Bank April 2002 - December 2005
Various Banks April 1974 - April 2002
Skills
Banking, Retail Banking, Security, Information Security, Management, Disaster Recovery, Vendor Management, Training, Loans, Project Management, Risk Management, Internet Banking
Education
Eckerd College 2002 — 2005
None, Information Systems
Harvard University
None, Economics
Trinity Odessa Chamber of Commerce February 2014 - Present
Jefferson Bank of Florida November 2013 - February 2014
Cadence Bank, N.A. May 2007 - November 2013
Skills
Banking, Loans, Deposits, Consumer Lending, Cash Management, Retail Banking, Customer Service, Microsoft Excel, Accounting, Cross Selling, Lines Of Credit, Branch Banking, Commercial Banking, Credit, Team Building, Management, Social Media, Public Speaking, Marketing, Loan Origination, Marketing Strategy
Education
River Ridge High School 1992 — 1996
Ashworth College
Bookkeeping & Accounting
DSM Technology Consultants March 2015 - Present
Jefferson Bank of Florida February 2014 - March 2015
Bank United January 2013 - November 2013
SunTrust Bank July 2005 - August 2012
SunTrust Bank July 2005 - March 2009
K-mart March 2000 - December 2004
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Loans, Customer Service, Credit, Banking, Lines Of Credit, Sales Management, Small Business, Retail Banking, Team Building, Credit Analysis, New Business Development, Loan Origination, Financial Analysis, Commercial Mortgages, Branch Management, Underwriting, Strategic Planning, Portfolio Management, Cash Management, Account Management, Risk Management, Coaching, Budgets, Relationship Management, Credit Risk, Refinance, Business Planning, Cross Selling, Cash Flow, Financial Reporting, Private Banking, Corporate Finance, Credit Cards, Customer Relations, IT Management, Budgeting, Commercial Credit, Problem Solving, IT Service Management, IT Strategy, IT Solutions, Disaster Recovery, Insurance, Mortgage Lending
Education
Coastal Carolina University 1996 — 1999
Psychology
Coastal Carolina University
BS Physiology, Minor in Biology
Jefferson Bank of Florida May 2009 - Present
Synovus January 2008 - May 2009
My Mortgage Source August 2006 - January 2008
Skills
Loan Servicing, Banking, Customer Service
Education
St. Petersburg College 2015 — 2018
Bachelor's degree, Business Management and Organizational Leadership
Pasco-Hernando State College 2010 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Flagstar Bank April 2014 - Present
Citi July 2012 - April 2014
Bank of Manhattan July 2010 - July 2012
Charles Schwab Bank October 2001 - June 2010
City National Bank of Florida June 1998 - September 2001
Korea Exchange Bank December 1996 - May 1998
Jefferson Bank of Florida January 1994 - December 1996
Bank of America June 1991 - April 1993
Seattle First National Bank October 1990 - June 1991
Citibank - Arizona April 1990 - October 1990
Skills
Compliance Management, Risk Management, AML, Bank Secrecy Act, OFAC, Financial Risk, Credit, Financial Services, Mortgage Lending, Banking, HMDA, Finance, Corporate Governance, RESPA, Privacy Law, Regulations, USA PATRIOT Act, Fairs, FCRA, Loans, FDCPA, TILA, Anti Money Laundering
Education
Michigan State University
Jefferson Bank of Florida July 2015 - Present
BNI - Millionaire Makers March 2012 - Present
BB&T December 2012 - December 2014
Fifth Third Bank March 2011 - December 2012
The Walt Disney Company September 2009 - February 2011
BankAtlantic November 2007 - August 2009
Wells Fargo June 2005 - November 2007
Bank of America February 2002 - June 2004
AEGON Americas 1995 - 2000
PNC 1992 - 1995
Skills
Leadership, Management, Marketing, CRM, Marketing Strategy, Sales, Business Planning, Project Management, Customer Service, Customer Retention, Loans, Credit, Mortgage Lending, Retail Banking, Banking, Customer Satisfaction, Small Business Lending, New Business Development, Small Business, Insurance, Commercial Lending, Finance, Identity Management
Education
University of Phoenix 2002 — 2004
MBA, Business Administration and Management, General
McKendree College 1997 — 2000
BBA, Marketing
Trinity High School 1985 — 1989
Jefferson Bank of Florida Accounting AssistantFCBMarch 2006 - September 2011
Skills
Loans, Microsoft Office, Banking, Credit, Customer Service, Outlook, Microsoft Word, Accounts Payable, Data Entry, Accounts Receivable
Education
Hogeschool van Amsterdam
Bachelor's degree, Dietetics and Clinical Nutrition Services
First Home Bank April 2015 - Present
Jefferson Bank of Florida April 2012 - April 2015
Jefferson Bank of Florida 2012 - 2012
Progressive Mortgage Lending,Inc September 2005 - February 2010
Skills
Refinance, Residential Mortgages, Loans, Referrals, Investors, Sellers, FHA, Mortgage Lending, Credit, Underwriting, Investment Properties, Loan Origination, Credit Analysis, First Time Home Buyers, Mortgage Banking
Education
Northwestern University 1991 — 1995
BS, Organizational Studies
Chamberlain Senior High School 1989 — 1991
Wikle Inc. September 2015 - Present
Wollinka - Wikle Title Insurance Agency July 1993 - Present
Wikle Properties Management Services January 1993 - Present
Jefferson Bank of Florida 2007 - Present
FGCAR/ PRO 1985 - Present
Coldwell Banker Commercial Wikle Properties June 1992 - November 2009
Skills
Real Estate Transactions, Sales, Real Estate, Sellers, Investment Properties, Retail, First Time Home Buyers, Commercial Real Estate, Residential Homes, Disposition, Property, Location Intelligence, REO, Brokerage, Investors, Real Estate Development, Property Management, Real Estate Financing, Real Property, Dispositions
Education
Florida State University 1983 — 1985
Bachelor Science, Real Estae
Jefferson Bank of Florida 2007 - Present
Copperhead Charities, Inc 2011 - Present
Morton Plant Mease Healthcare February 1994 - December 2012
Madison Bank September 1990 - September 2005
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Treasury Management, Commercial Lending, Underwriting, Small Business Lending, Banking, FHA, Asset Based Lending, Consumer Lending, Commercial Mortgages, Financial Institutions, Retail Banking
Education
Southern Methodist University
Southern Methodist University
St. Mary's University
SunTrust Bank January 2014 - May 2014
JC3 & Associates June 2013 - October 2013
Jefferson Bank of Florida July 2012 - February 2013
Wells Fargo July 2011 - June 2012
Wachovia Bank August 1996 - July 2011
Skills
Banking, Loans, Staff Development, Customer Service, Sales Management, Retail, Retail Banking, Customer Satisfaction, Coaching, Leadership, CRM, Marketing, Strategic Planning, Wealth Management, Small Business, Team Leadership, Team Building, Recruiting, Treasury Management, Finance, Management, Risk Management
Education
St. Petersburg College 1976 — 1978
Institute of Financial Education
Degree of Merit, Banking
Jefferson Bank of Florida March 2008 - March 2010
Education
East Tennessee State University 1992 — 1998
BBA, Accounting
Jefferson Bank of Florida December 2012 - Present
Synovus Bank 2001 - December 2012
SunTrust Bank 1995 - 2000
Skills
Loans, Banking, Commercial Banking, Consumer Lending, Retail Banking, Branch Management, Team Building, Customer Service, Cross Selling, Branch Banking, Credit, Deposits, Lines Of Credit
Education
Sinclair Community College
St. Petersburg College
Jefferson Bank of Florida February 2014 - Present
Platinum Bank September 2011 - February 2013
Old Harbor Bank January 2003 - September 2011
Mercantile Bank September 1991 - October 2002
Raytheon October 1989 - September 1991
Goldome Savings Bank October 1982 - September 1989
Dearolf and Ziegler, CPA's July 1980 - September 1982
Skills
Banking, Financial Analysis, Portfolio Management, Risk Management, Mergers & Acquisitions, Accounting, Auditing, Budgets, Analysis, Financial Institutions, Retail Banking, Credit Risk, Financial Risk, Strategic Financial..., Due Diligence, Internal Controls, Finance, Financial Modeling
Education
University of Florida 1976 — 1980
Bachelor of Science in Accounting (BsAcc), Accounting