New Century Bank
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New Century Bank Employees
BMO Harris Bank March 2013 - August 2015
Harris Bank November 2010 - March 2013
Harris Bank November 2008 - November 2010
Harris Bank August 2008 - November 2008
Harris Bank October 2007 - August 2008
New Century Bank November 2006 - September 2007
LaSalle Bank/ABN AMRO March 2006 - November 2006
Illinois Department of Transportation January 2004 - March 2005
Chicago Transit Authority 2002 - 2004
Skills
Credit Analysis, Microsoft Excel, SAP, PowerPoint, ERP, Lean Operations, Lexis-Nexis, Financial Analysis, Data Analysis, Analytics, KPI Dashboards, Risk Management, Analysis, Finance, Leadership, Management, Credit, Budgets, Loans, Customer Service, Process Improvement, Business Analysis, Lexis, Strategy, Financial Services, Banking, Accounting, Commercial Lending, Project Planning, Negotiation
Education
Roosevelt University 2005 — 2007
MBA, Finance and Real Estate
DePaul University 2000 — 2003
BA, Political Science
Lincoln Park High School 1995 — 1999
Hallmark Cards July 2015 - Present
Hallmark Cards December 2013 - June 2015
KPMG July 2012 - December 2013
KPMG January 2010 - June 2012
New Century Bank May 2008 - August 2008
KPMG June 2007 - August 2007
Skills
Tax Accounting, Corporate Tax, Accounting, Income Tax, Tax Research, Financial Reporting, Partnership Taxation, Microsoft Excel, Tax Return Preparation, Tax Compliance, GoSystems, eForms, Essbase, MicroStrategy, Financial Analysis, Financial Modeling
Education
Kansas State University 2008 — 2009
MAcc, Accounting
Kansas State University 2004 — 2008
Bachelor, Accounting
New Century Bank June 2013 - Present
Tracy Zellers February 2012 - October 2012
Skills
Microsoft Office, Organizational Design, Accountability, Calyx Point, Customer Service, Financial Analysis
Education
University of Southern Indiana 2010 — 2012
Bachelor's degree, Accounting and Finance
Illinois Eastern Community Colleges-Wabash Valley College 2009 — 2010
Associate's degree, Accounting
PNC April 2014 - Present
Bank of America December 2005 - April 2014
Broadway Bank August 2004 - December 2005
New Century Bank August 2003 - August 2004
Skills
Banking, Real Estate, Loans, Financial Analysis, Credit, Credit Analysis, Underwriting, Negotiation, Mortgage Lending, Asset Management, Portfolio Management, Investment Properties, Microsoft Office, Risk Management, Commercial Mortgages, Real Estate Finance, Investments, Commercial Lending, Loan Origination, Construction Loans, Commercial Real Estate, Commercial Banking, Due Diligence, Disposition
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
University of Newcastle
Newcastle, Australia, Study Abroad Program
Flagstar Bank August 2014 - Present
Talmer Bank and Trust January 2014 - August 2014
Flagstar Bank August 2012 - January 2014
Flagstar Bank March 2011 - August 2012
Community Central Bank September 2002 - March 2011
New Century Bank July 1999 - June 2002
Huntington National Bank June 1997 - June 1999
GMAC Mortgage October 1996 - June 1997
GMAC July 1995 - October 1996
Old Kent Bank - Macomb August 1992 - July 1995
Skills
Portfolio Management, Mortgage Lending, Loans, Credit Analysis, Credit, Accounting, Analysis, Cash Flow, Cross Selling, Commercial Lending, Loan Origination, Financial Services, Refinance, Auditing, Accounts Receivable, Banking, Finance
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Master of Business Administration (MBA)
Oakland University 1989 — 1994
Bachelor of Science (BS), Finance Major, Accounting Minor
Big Wave Trading Company August 2014 - Present
The Stout Family July 2014 - Present
Mid Continent Engineering May 2010 - July 2014
New Century Bank July 2008 - May 2010
Sephora February 2006 - July 2008
Apple Computer June 2003 - October 2005
Skills
Customer Service, Process Improvement, Microsoft Excel, Photoshop, Problem Solving, Graphic Design, Microsoft Office, Management, Technical Support, PowerPoint, Strategic Planning, Leadership, Analysis, Time Management, Teamwork, Project Management, Troubleshooting, Mac, Computer Hardware, OS X, Software Documentation, Windows, Adobe Creative Suite, HTML, Adobe Acrobat, Web Design, Illustrator, Dreamweaver, Windows 7, Manufacturing, Project Planning, Databases, Digital Photography, Budgets, Microsoft SQL Server, Vendor Management, iPhone Support, iPad, Mac OS, iOS, Marketing, Networking, Team Leadership, ERP, iPhone, Microsoft Word, Retail, Windows XP, Outlook, CSS
Education
Columbia College Chicago 2001 — 2005
B.F.A., Graphic Design
South Saint Paul High School 1994 — 2001
Harris & Harris, Ltd. Vendor ManagerDTE EnergyMarch 2008 - February 2011
Strategic Staffing Solutions 2008 - 2011
Medical Financial Solutions 2005 - 2008
New Century Bank 2000 - 2005
Skills
Call Centers, Process Improvement, Team Building, Leadership, Business Analysis, Operations Management, Program Management, Customer Service, Strategic Planning, Management, Project Management, Business Process..., Training, Recruiting, Team Leadership, Performance Management, Employee Relations, CRM, Change Management, Risk Management, Business Development, Forecasting, Human Resources, Strategy, Customer Satisfaction
Education
University of Munich
New Century Bank 2012 - 2013
First Federal Bank 2005 - 2010
Skills
Credit, Customer Service, Underwriting, Loans, Finance, Insurance
Education
East Carolina University 2012 — 2015
Elementary Education Degree, Elementary Education and Teaching
Johnston Community College 2011 — 2012
Transfer, Elementary Education and Teaching
Rabo AgriFinance December 2014 - Present
PNC Bank, NA October 2012 - December 2014
New Century Bank March 2008 - September 2012
Cape Fear Farm Credit June 2005 - March 2008
Skills
Commercial Lending, Loans, Credit Analysis, Small Business Lending, Portfolio Management, Commercial Banking, Microsoft Excel, Business Development, Banking, Credit, Financial Analysis, Retail Banking, Credit Risk, Consumer Lending, Underwriting, Relationship Management, Risk Management
Education
East Carolina University - College of Business 2002 — 2005
Managerial Finance, Finance
New Century bank October 2013 - Present
CapStone Bank January 2006 - July 2012
Triangle Bank April 1990 - April 2001
Education
North Carolina State University 1968 — 1972
Bachelor of Arts (BA), Economics
Mortgage Solutions of Colorado/Freedom Financial Services November 2012 - Present
Glenn Pawlak CPA (Consultant) January 1991 - Present
Black Diamond Financial Group May 2011 - November 2012
CHFA (Colorado Housing Finance Authority) January 2011 - April 2011
Summit Oil Field Services May 2010 - September 2010
New Century Bank 2005 - 2010
Guaranteed Rate 2005 - 2005
Lakeshore Athletic Club 1999 - 2005
Near North Insurance Group 1998 - 1999
JMB Realty/Heitman Financial Group 1991 - 1998
Skills
Microsoft Excel, Real Estate, Budgeting, Financial Reporting, Financial Analysis, Accounting, Budgets, Auditing, Account Reconciliation, Customer Service, Payroll, QuickBooks, Finance
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor, Accounting
Byline Bank October 2011 - Present
First Chicago Bank & Trust 2009 - July 2011
Independent Commercial Real Estate Finance and Banking January 2009 - May 2009
New Century Bank January 2007 - January 2009
Capital Chicago, LLC March 2004 - January 2007
Builders Bank June 2001 - March 2004
Fremont Investment & Loan May 1997 - June 2001
GE Capital August 1988 - May 1997
The Balcor Company 1983 - 1987
Skills
Real Estate, Dispositions, Banking, Asset Management, Loans, Commercial Mortgages, Commercial Lending, Underwriting, Asset Managment, Real Estate Transactions, Due Diligence, Portfolio Management, Investments, Disposition, Real Estate Financing, Financial Analysis, Private Equity, Mortgage Lending, Real Estate Economics, Commercial Banking, Valuation, Credit Analysis, Loan Origination, Credit, Investment Properties, Finance
Education
Indiana University Bloomington 1977 — 1981
BS, Real Estate Finance
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - Present
Travelers July 2010 - Present
Accountemps October 2009 - October 2009
Yetter Consulting Services July 2008 - February 2009
New Century Bank 2007 - 2008
Loyola University Chicago 2006 - 2008
Motorola May 2007 - August 2007
Motorola May 2006 - October 2006
Education
Loyola University Chicago 2005 — 2008
Finance, Human Resource Management
UTC Aerospace Systems June 2015 - Present
UTC Aerospace Systems July 2013 - June 2015
MB Financial Bank March 2007 - May 2013
MB Financial Bank April 2010 - November 2012
New Century Bank May 2009 - September 2010
Edens Bank January 2006 - March 2007
Skills
Banking, Loans, Customer Service, Credit, Real Estate, Financial Analysis, Risk Management, Sales Management, Credit Analysis, Commercial Lending, Finance, Commercial Banking
Education
DePaul University 2009 — 2012
Politcal Science
Truman College 2005 — 2007
Associates, Philosophy
Christine Huston, Practical Wisdom January 2011 - Present
Christine Huston, Life Coaching January 2007 - Present
Camphill Soltane 2007 - Present
Camphill communities in USA September 1989 - October 2011
New Century Bank 2004 - 2008
Camphill Special School September 1989 - March 2000
Skills
Non-profits, Fundraising, Public Speaking, Volunteer Management, Community Outreach, Editing, Event Planning, Social Media, Program Development, Coaching, Writing, Grants, Budgets, Strategic Planning, Leadership, Nonprofits, Grant Writing, Teaching, Public Relations, Community Development, Newsletters, Program Management, Staff Development, Event Management, Research
Education
AAP Three-Year Course in Anthroposophical Psychology Counseling 2014 — 2017
Certificate, Counseling Psychology
Pennsylvania Center for Gestalt Therapy 2009 — 2010
Gestalt Therapy
Northeastern University
English/Language Arts Teacher Education
First Eagle Bank February 2013 - Present
North Shore Community Bank & Trust/Wintrust Corporation July 2010 - January 2013
New Century Bank October 2000 - May 2010
ABN AMRO August 1999 - September 2000
TCF Bank February 1998 - August 1999
Bank Of America June 1996 - January 1998
Skills
Loans, Small Business Lending, Credit Analysis, Financial Services, Banking, Mortgage Lending, Real Estate, Commercial Banking, Portfolio Management, Finance, Commercial Lending, Sales, Commercial Mortgages, Loan Origination, Treasury Management, Real Estate Economics, Refinance, Underwriting, Consumer Lending, Mortgage Banking, FHA, Real Estate Financing, Retail Banking, Credit, SBA, Asset Based Lending, Lines Of Credit, Construction Loans, Residential Mortgages, Cash Management, SBA 504, Due Diligence, Credit Risk, Middle Market, Branch Management, Asset Management, Financial Structuring, Commercial Real Estate, Financial Analysis, Investments, Debt Restructuring, Funding, Workout, Home Equity Lines of...
Education
Elmhurst College 1995 — 1999
New Century Bank 2006 - Present
Padgett & Associates, Inc. 1983 - 2005
Skills
Loan Origination, FHA, Loans, Banking, USDA, Mortgage Lending, Credit Analysis, Financial Services, Mortgage Banking, Underwriting, Construction Loans, Credit, Refinance, Credit Risk, SBA, Home Equity Loans, FHA financing, Commercial Lending, Real Estate Financing, Residential Mortgages, Small Business Lending, VA loans, Mortgage Underwriting, Commercial Mortgages, Investment Properties, VA Loans, FHA Financing
Education
Kansas State University 1973 — 1978
Business, Finance and Management
Catapult Real Estate April 2012 - Present
Real Estate Consultant May 2009 - Present
Hinsdale Bank & Trust April 2005 - May 2009
New Century Bank November 1998 - April 2005
First Chicago Bank, fka NBD Bank, Chicago January 1989 - November 1998
Balcor 1987 - 1989
Skills
Credit, Loans, Portfolio Management, Due Diligence, Real Estate, Banking, Credit Analysis, Valuation, Underwriting, Negotiation, Financial Structuring, Commercial Lending, Mortgage Lending, Commercial Real Estate, Commercial Banking
Education
University of Illinois at Chicago
BS, Finance
Jordan Capital Finance, LLC May 2013 - Present
M. Shayle Epstein Managing Broker January 1977 - Present
Sagas Enterprises Inc. September 2007 - May 2010
New Century Bank 1999 - 2007
Skills
Rainmaker, Profit Improvement, sales/marketing, Real Estate Economics, Real Estate, Loans, Commercial Real Estate, Investments, Due Diligence, Mortgage Lending, Asset Managment, Investment Properties, Underwriting, Commercial Lending, Portfolio Management, Loan Origination, Real Estate Development, Credit Analysis, Banking, Deal Closure, Credit, Disposition, Valuation, Profit Maximization, Brokerage, Real Estate Financing, Real Estate Transactions, Apartments, Property Management, Residential Homes, Leases, Tenant, Location Intelligence, Corporate Real Estate, Condos, Commercial Mortgages, Investors, Funding, Financial Structuring, Shopping Centers, Sales, Landlords, Acquisitions, Short Sales, FHA, Business Development, Mortgage Banking, Foreclosures, Commercial Banking, REO
Education
Latin School Of Chicago
The John Marshall Law School
Contracts
University Of Denver
B.A., Psychology
Wells Fargo SBA September 2014 - Present
MB Financial Bank February 2004 - September 2014
CommonCentsBanking.com 2011 - 2012
New Century Bank February 2004 - April 2010
United States Army Reserve November 1998 - November 2006
First Midwest Bank September 1999 - January 2003
Skills
SBA, Commercial Lending, Loans, SBA 7A, SBA 504, Small Business Lending, Commercial Real Estate, Banking, Equipment Loans, Financial Services, Finance, Commercial Banking, Small Business, Credit, General Business Advice, Entrepreneurship, C&I Lending, Treasury Management, Asset Based Lending, Mortgage Lending
Education
Joliet Junior College 1996 — 2003
Associate's degree, General Studies
Select Bank (formerly New Century Bank) July 2014 - February 2015
New Century Bank July 2012 - July 2014
New Century Bank September 2009 - August 2012
Four Oaks Bank & Trust February 2003 - September 2009
Farm Credit June 1989 - February 2003
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit, Banking, Credit Analysis, Underwriting, Financial Analysis, Credit Risk, Microsoft Excel, Risk Management, Loan Origination, Mortgage Lending, Portfolio Management, Commercial Real Estate, Consumer Lending, Finance, Lines Of Credit, Commercial Mortgages, Customer Service, Financial Risk, Treasury Management
Education
UNC Banking School 2006 — 2009
East Carolina University 1985 — 1989
BSBA, Finance/Accounting
JPMorgan 2005 - 2012
National City Bank 2000 - 2005
New Century Bank 1999 - 2000
Firstar Bank, NA 1995 - 1999
American National Bank 1991 - 1995
Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Allocation, Commercial Lending, Loans, Series 7, Banking, Credit, Alternative Investments, Hedge Funds, Investment Banking, Private Equity, Financial Services, Trading, Private Banking, Finance, Relationship Management, Risk Management, Strategic Financial..., Securities
Education
DePauw University 1987 — 1991
BA
Clay High School
Select Bank and Trust, Dunn, NC May 2008 - Present
New Century Bank May 2008 - March 2012
New Century Bank May 2008 - February 2012
Four Oaks Bank and Trust February 2005 - May 2008
Centura Bank 1990 - 1995
Skills
Banking, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Credit, Small Business Lending, Underwriting, Portfolio Management, Risk Management, Financial Analysis, Loan Origination
Education
Appalachian State University 1976 — 1979
BT, Business Education
Professional Bank Services, Inc July 1988 - Present
Office of the Comptroller of the Currency January 1978 - July 1988
New Century Bank August 1976 - January 1978
Skills
ALM, Credit Administration, Credit Review, Loans, Credit, ALLL Methodology, Stress Testing, Credit Risk, Portfolio Management, Risk Management, Financial Risk, Mortgage Lending, Credit Analysis, Commercial Lending, Financial Institutions, Commercial Banking, Management, Small Business Lending, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and marketing
University of Wisconsin-Madison 1972 — 1976
BBA, Finance, Investments and Banking
MB Financial Bank May 2014 - Present
MB Financial Bank February 2011 - May 2014
MB Financial Bank April 2010 - February 2011
New Century Bank August 2008 - April 2010
Endora Digital Solutions February 2007 - March 2008
Skills
Adobe Creative Suite, Adobe Acrobat, SEO, Web Analytics, Website Development, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, HTML emails, Email Marketing, Graphic Design, Logo Design, CSS, JavaScript, PowerPoint, Outlook, Marketing, Facebook, Public Relations, Management, Google Analytics
Education
Columbia College Chicago 2002 — 2006
Bachelor of Fine Arts (BFA), Graphic Design and Web Development
Kingsbury Capital Investment Advisors November 2012 - Present
Bank Leumi May 2010 - Present
New Century Bank September 2005 - April 2010
JPMorgan Chase May 2003 - September 2005
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Investments
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2009
MBA, Finance / Risk Management
Indiana University Bloomington 1996 — 2000
Public Finance, Finance
The National Bank & Trust Co. May 2014 - Present
The National Bank & Trust Co. May 2012 - May 2014
Citizens First National Bank August 2010 - May 2012
BMO Harris Bank January 2008 - August 2010
Elgin State Bank August 2005 - January 2008
New Century Bank November 2004 - August 2005
WUSN-FM US99.5 1999 - 2004
Oak Bank 1996 - 1999
Skills
Retail Banking, Bank Compliance, Business Account..., Leadership, Fraud, Teller Operations, Depository Operations, Employee Training, Customer Service, Problem Solving, Consumer Lending, Adaptability, Bank Operations, Banking, Loans, Mortgage Banking, Lines Of Credit, Cross Selling, Internet Banking, Commercial Banking, Sales
Education
Columbia College Chicago 1999 — 2000
Communication and Media Studies
Berkson and Sons October 2014 - Present
Foresite Realty Partners, LLC March 2010 - November 2013
Citibank January 2005 - December 2009
New Century Bank January 2002 - December 2005
Cook County Treasurer's Office January 1999 - December 2001
Education
Loyola University Chicago 2000 — 2002
Master of Business Administration (M.B.A.), Finance
DePaul University 1994 — 1999
Bachelor of Science (B.S.), Finance
Urban Partnership Bank October 2010 - Present
Urban Partnership Bank October 2010 - March 2013
MB Financial Bank May 2010 - October 2010
FDIC April 2010 - April 2010
New Century Bank April 2009 - April 2010
Midwest Bank and Trust Company August 1990 - March 2009
Midwest Financial and Investment Services 2002 - 2009
Midwest Banc Holdings Inc (MBHI) 1990 - 2009
Fiona Fitzpatrick Benefit Fund 2007 - 2008
Skills
Banking, Financial Analysis, Financial Reporting, Credit Risk, SEC filings, Sarbanes-Oxley Act, Financial Accounting, CPA, GAAP, Loans, Accounting, Due Diligence, Cash Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Executive Management, Finance, Internal Controls, Leadership, Real Estate, Real Estate Economics
Education
Elmhurst College 1996 — 1998
BS, Accounting
Commonwealth Credit Union June 2015 - Present
TruMark Financial Credit Union July 2012 - June 2015
Dover Federal Credit Union 2009 - August 2012
New Century Bank 2006 - 2008
Umpqua Bank 2004 - 2006
Umpqua Holdings, Inc. 2001 - 2004
Gifts.com (Formerly Good Catalog Company) 2000 - 2001
SunTrust Mortgage 1997 - 1999
SunTrust Bank, Atlanta 1995 - 1997
SunTrust Banks, Inc. 1993 - 1995
Skills
Leadership Central..., Cost Accounting, Budgets, Accounting, Finance, Account Reconciliation, Forecasting, Managerial Finance, Mergers & Acquisitions, Credit, Payroll, Accounts Payable, General Ledger, Auditing, Management, Banking, Risk Management, Portfolio Management
Education
University of California, Los Angeles 2003 — 2006
Certificate, Personal Financial Planning
University of Toledo 1983 — 1988
BBA, Finance
The Ohio State University
FIG Partners April 2013 - July 2014
Plantation Financial Corp. 2010 - 2012
New Century Bank May 2008 - April 2010
Howe Barnes Hoefer & Arnett 2003 - 2006
Wachovia Securities June 1999 - June 2001
Wachovia Securities June 1993 - June 1999
The Chicago Corporation June 1992 - June 1993
First Colonial Bankshares Corporation May 1983 - June 1992
Skills
Equities, Corporate Finance, Capital Markets, Securities, Financial Management, Mergers and Acquisitions, Asset & Liability..., Investor Relations, Portfolio Management, Investments, Investment Banking, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Financial Institutions, Commercial Banking, Financial Reporting, Private Equity, Banking, Finance, Executive Management, Due Diligence
Education
Columbia University School of Bank Executive Management
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
BA, International Politics
Wayland Academy
People's Light & Theatre May 1998 - Present
Customers Bank 1997 - April 2014
Villanova University 2012 - 2013
Franklin & Marshall College 2006 - 2013
New Century Bank June 1997 - June 2009
Association for the Colonial Theatre 1996 - 2009
Skills
Leadership, Nonprofits, Risk Management, Fundraising, Banking, Public Speaking, Customer Service, Financial Risk, Grant Writing, Financial Analysis, Strategic Planning, Asset Managment, Portfolio Management, Strategic Partnerships, Budgets, Executive Management, Start-ups, Asset Management, Management
Education
Villanova University 2012 — 2015
MA (candidate), Candidate for Masters of Liberal Studies
Villanova Law School 1980 — 1983
JD, Law
Franklin & Marshall College 1976 — 1980
BA, Philosophy
Northern Trust Corporation July 2015 - Present
Northern Trust December 2012 - June 2015
Hyde Park Bank April 2011 - December 2012
MB Financial Bank April 2010 - April 2011
New Century Bank December 2007 - April 2010
LaSalle Bank July 2007 - November 2007
LaSalle Bank September 2006 - July 2007
USG 2005 - 2005
Skills
Credit, Loans, Commercial Banking, Underwriting, Commercial Lending, Commercial Real Estate, Due Diligence, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Credit Risk, Investments, Real Estate, Small Business Lending, Financial Modeling, Treasury Management, Financial Reporting, Real Estate Economics, Financial Risk, Structured Finance, Cash Flow
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Alabama Agricultural and Mechanical University 2002 — 2006
Bachelor of science, Finance
Morgan Park 1998 — 2002
American Enterprise Bank August 2010 - Present
New Century Bank April 2008 - January 2011
Inland Bank and Trust March 2006 - March 2008
Builders Bank October 2003 - March 2006
LaSalle Bank 1998 - October 2003
National Bank of Detroit 1995 - 1998
Skills
Commercial Banking, Credit, Asset Managment, Commercial Real Estate, Loans, Commercial Lending, Credit Analysis, Underwriting, Portfolio Management, Banking, Financial Analysis, Small Business Lending, Loan Origination, Real Estate, SBA, SBA 504, Workout, ALLL, OREO, Management, Real Estate Economics, Risk Management, Asset Management, Mortgage Lending, Credit Risk, Finance, Financial Modeling, Treasury Management, Financial Risk, Retail Banking, Commercial Mortgages, Lines Of Credit, Construction Loans, Asset Based Lending, Consumer Lending, Financial Structuring, Financial Institutions, Cash Flow Lending, Middle Market, Cash Management
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Finance, Strategic Management, Accounting, Entrepreneurship, Human Resource Management
University of Michigan-Dearborn 1991 — 1994
BBA, Management, Finance
JP Morgan Chase Bank, NA July 2014 - Present
Web312 June 2012 - July 2014
GHA Technologies February 2012 - January 2013
CDW May 2007 - February 2012
AXA Equitable January 2006 - May 2007
New Century Bank September 2003 - December 2005
Skills
Solution Selling, Sales Process, Direct Sales, Account Management, Salesforce.com, Cold Calling, Sales Management, New Business Development, Sales, SaaS, Managed Services, Storage, Business Development, Enterprise Software, Channel, Selling, Software Industry, Channel Partners, HP, Sales Presentations, B2B, Management, Key Account Management, Unified Communications, Lead Generation, Professional Services, Servers, Partner Management, Cloud Computing, Sales Operations
Education
Bradley University 1999 — 2003
Bachelor's Degree, Finance
Lincoln-Way High School 1994 — 1998
High School
FirstMerit Bank April 2014 - Present
Bank of America October 2011 - February 2014
Wintrust Financial Corporation February 2010 - October 2011
New Century Bank May 2005 - February 2010
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Loans, Consumer Lending, Mortgage Banking, Banking, Commercial Mortgages, Real Estate, Due Diligence, Financial Analysis, Loan Origination, Mortgage Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit, Series 7, Commercial Real Estate, Credit, Portfolio Management, Retail Banking, Investments, Cash Management, Refinance, Asset Based Lending, Asset Management, FHA, Financial Services, Relationship Management, SBA, Financial Risk, Cross Selling, Real Estate Economics, Capital Markets, Private Banking, Wealth Management
Education
University of Iowa 1999 — 2002
New Century Bank
Skills
Credit Analysis, Financial Analysis, Banking
Education
DePaul University 2008 — 2010
Masters, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
First Merit Bank April 2010 - Present
New Century Bank March 2009 - April 2010
Hudson Realty Capital June 2008 - August 2009
Capmark Finance Inc./GMAC Commercial Mortgage August 2000 - February 2008
Deutsche Banc Mortgage Capital October 1999 - April 2000
Wells Fargo Commercial Mortgage Origination April 1999 - October 1999
Capmark Finance, Inc./GMAC Commercial Mortgage December 1989 - April 1999
Skills
Commercial Mortgages, Construction Loans, Mortgage Underwriting, Funding, Loans, Commercial Lending, Real Estate Economics, Underwriting, Asset Management, Loan Origination, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Due Diligence
Education
University of Illinois at Urbana-Champaign
Bachelor's degree
FDIC May 2010 - Present
County Cork LLC December 2009 - May 2010
New Century Bank January 2005 - May 2009
LaSalle Bank September 2001 - September 2004
Bank One September 1999 - March 2001
The First National Bank of Chicago September 1979 - December 1999
American National Bank & Trust Company of Chicago September 1976 - August 1979
Skills
Commercial Real Estate, Debt Restructuring, Risk Management, Valuation, Financial Modeling
Education
University of Denver 1973 — 1975
BSBA, Finance
TrustAtlantic Bank May 2015 - Present
Atlantic Coast Bank February 2015 - May 2015
New Republic Savings Bank October 2013 - September 2014
Cornerstone Bank January 2008 - September 2013
New Century Bank July 2003 - September 2007
First South Bank August 2001 - June 2003
Capital Bank 1999 - 2000
Triangle Bank 1996 - 1999
Office of the Comptroller of the Currency 1991 - 1996
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Financial Risk, Credit, Portfolio Management, Risk Management, Investments, Underwriting, Financial Analysis, Credit Risk, Consumer Lending, Banking
Education
UNC Charlotte 1984 — 1991
Bachelor's degree, Business Administration and Management, General
Conestoga Bank June 2015 - Present
Conestoga Bank March 2006 - June 2015
New Century Bank February 2001 - March 2006
MAB Paints 1998 - 2001
Skills
Security, Information Technology, Business Continuity, IT Management, Information Security..., Disaster Recovery, Information Security, IT Audit, IT Strategy, IT Service Management, Active Directory, Risk Management, Enterprise Architecture, Network Security, Vendor Management, Data Center, PCI DSS, Computer Security, CISSP, IT Operations, Business Analysis, Banking, VMware, Virtualization, Network Administration, Governance, Vulnerability Assessment, IT Governance, Strategic Planning, Management, COBIT, Firewalls, Penetration Testing, Improvisational Comedy, Vulnerability Management, System Administration, Security Awareness, Cisco Technologies, Process Improvement, VPN, Enterprise Risk..., Mobile Banking, Computer Forensics, Servers, Citrix, Leadership
Education
Albright College
B.S., Business Administration, Management
Marple Newtown
New Century Bank June 2009 - Present
New Century Bank June 2009 - February 2014
Compass Bank October 2007 - February 2009
Community Bank of Rowan August 2006 - May 2007
Education
East Carolina University
New Century Bank June 2006 - Present
Dixon-Hughes PLLC 2003 - 2006
First Citizens Bank July 1997 - September 2003
Southern National Bank 1990 - 1993
Education
North Carolina State University
BA, Accounting
Thomson Reuteurs - Paisley Consulting
BMO Harris Bank December 2011 - Present
FDIC June 2010 - December 2011
Republic Bank October 2008 - June 2010
New Century Bank December 2006 - October 2008
First Chicago Bank & Trust April 2004 - December 2006
Skills
Loans, Credit, Commercial Lending, Banking, Portfolio Management, Underwriting, Asset Management, Financial Risk, Commercial Banking, Credit Analysis, Commercial Real Estate, Mortgage Lending, Financial Analysis, Credit Risk, Loan Origination, Risk Management, Analysis, Commercial Mortgages, Small Business Lending, Financial Structuring, Management, Asset Based Lending, Finance, Risk Assessment, Due Diligence, Asset Managment, Leadership, Financial Modeling, Lines Of Credit, Relationship Management, Dealer Finance, Oil and Gas Lending, Public Speaking, Construction, Project Management
Education
University of Illinois at Urbana-Champaign 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2003
Bachelor of Science in Finance, Finance
Parkland College 1999 — 2001
N/A, Business Administration
Bank of America April 2010 - Present
Merrill Lynch October 2005 - April 2010
Spectrum Business Resources September 2004 - October 2005
New Century Bank January 2003 - September 2004
Tucker Alan 2001 - 2002
Skills
Loans, Portfolio Management, Real Estate, Credit Analysis, Credit, Underwriting, Small Business Lending, Commercial Lending, Credit Risk, Financial Analysis, Banking
Education
Indiana University - Kelley School of Business 2013 — 2017
Master of Science (M.S.), Finance
Indiana University - Kelley School of Business 1996 — 2001
Bachelor’s Degree, Finance, Real Estate and Legal Studies, 3.83
Blackford High 1992 — 1996
Hubbard Financial Group December 2011 - Present
New Century Bank February 2008 - April 2010
Diamond Bank, FSB 2004 - 2009
The Lefton Company 1999 - 2004
Fifth Third Bank 1998 - 1999
Chase/American National Bank 1996 - 1998
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Credit Analysis, Credit, Portfolio Management, Mortgage Lending, Loan Origination, Investments, Financial Analysis, Commercial Mortgages, Financial Institutions, Finance, Refinance, Commercial Real Estate, Accounting, Credit Risk, Asset Management, Financial Risk, Financial Services, Asset Based Lending, Financial Structuring, Internal Controls, Capital Markets, Real Estate Economics, Due Diligence, Valuation, Real Estate Financing, Financial Modeling, Real Estate, Investment Banking, Executive Management, Debt Restructuring, Corporate Finance, Property Management, Management, Relationship Management, SBA
Education
Southern Illinois University, Carbondale 1993 — 1995
MBA, International Finance
Southern Illinois University, Carbondale 1991 — 1993
Bachelor of Science, Finance
Boylan High School 1984 — 1988
Federal Reserve Bank of Chicago June 2008 - Present
New Century Bank September 2004 - May 2008
GMAC Commercial Mortgage May 2002 - September 2004
Capmark May 2002 - September 2004
Amalgamated Bank of Chicago 2000 - 2002
Lillibridge Healthcare Services 1999 - 2002
First Security Commercial Mortgage 1996 - 1998
Datastructures Realty Advisors 1993 - 1995
Equity Office Properties 1993 - 1995
CB Richard Ellis 1992 - 1993
Skills
Loans, Banking, Real Estate, Risk Management, Portfolio Management, Credit, Credit Analysis, Underwriting, Commercial Lending, Commercial Banking, Financial Analysis, Real Estate Economics, Asset Managment, Loan Origination, Credit Risk, Valuation, Financial Modeling, Due Diligence, Mortgage Lending, Investments, Commercial Real Estate, Financial Risk, Finance, Regulatory Compliance, Regulatory Guidelines, Financial Regulation, Stress Testing, Regulatory Affairs
Education
Loyola University Chicago 1993 — 1997
MBA, Business
DePaul University 1988 — 1992
BS, Finance with Concentration in Real Estate
Dick Edwards Ford January 2012 - Present
New Century Bank September 2009 - December 2011
HSBC formerly Beneficial Finance March 1989 - December 2008
Skills
Banking, Training, Quality Assurance, Mortgage Lending, Customer Service, Financial Risk, Insurance, Loans, Credit, Risk Management, Finance, Underwriting, Auditing, Retail Banking, Credit Analysis, Management
Education
Kansas State University 1985 — 1988
B.S., Education
Seward County Community College 1983 — 1985
Associates
New Century Bank October 2011 - Present
New Century Bank October 2011 - Present
NC Department of Correction January 2010 - October 2011
Polymer Group INC 1980 - 2009
Skills
Human Resources, Employee Relations, Management, Oracle Applications, Windows, Payroll, Microsoft Office, Inventory Management, System Administration, Continuous Improvement, Process Improvement
Education
Hardbarger Business College 1974 — 1975
Fashion Merchandising
Johnston Community College
Bank of America May 2007 - Present
Siemens Financial Services September 2006 - May 2007
Citi October 2005 - September 2006
De Lage Landen April 2003 - October 2005
MarCap Corporation July 2000 - April 2003
New Century Bank 1999 - 2000
Key Bank 1997 - 1999
Skills
Banking, Healthcare, Underwriting, Financial Analysis, Commercial Lending, Commercial Banking, Loans, Portfolio Management, Credit Risk, Executive Management
Education
University of Michigan 1900 — 1904
BA, Economics and Sociology
University of Oklahoma
Master of Business Administration (MBA), Finance, General
New Century Bank February 2011 - Present
New Century Bank October 2000 - January 2011
Skills
Loans, Small Business Lending, Credit Analysis, Banking, Credit, Underwriting, Credit Risk, Mortgage Lending
Education
Johnston Community College
Enova International December 2012 - Present
MB Financial Bank 2010 - 2011
New Century Bank September 2007 - April 2010
Skills
Loans, Commercial Banking, Employee Training, Customer Experience, Customer Service, Compliance, Project Management, Credit
Education
University of Illinois at Urbana-Champaign
New Century Bank VPBBVA CompassOctober 2007 - February 2009
Education
East Carolina University - College of Business
Bank of America Merrill Lynch June 2013 - Present
Newedge September 2012 - June 2013
Newedge July 2011 - September 2012
Citi November 2008 - February 2011
New Century Bank October 2007 - July 2008
Fifth Third Bank 2004 - 2007
Bank of America 1997 - 2004
Professional Market Brokerage 1995 - 1997
Skills
Credit, Credit Analysis, Financial Services, Portfolio Management, Banking, Derivatives, Operational Risk, Back Office, Operational Risk..., Equities, Finance, Fixed Income, Risk Management, Financial Markets, Sales, Securities, Investment Banking, Series 7
Education
DePaul University
New Century Bank June 2009 - November 2013
New Century Bank, Dunn, NC June 2009 - November 2013
New Century Bank, Dunn, NC 2009 - 2011
Compass Bank October 2007 - February 2009
Skills
Banking
Education
East Carolina University
Business Administration
East Carolina University
Business Administration and Management, General
Pine Forest High School
Business
Alloya Corporate FCU January 2014 - Present
T. Curtis & Company, PC October 2012 - May 2013
Nova Bank January 2011 - October 2012
Nova Bank March 2006 - December 2010
New Century Bank January 2005 - March 2006
New Century Bank June 2004 - December 2004
Beard Miller Company, LLP November 2000 - June 2004
Skills
Portfolio Management, Microsoft Excel, Due Diligence, Executive Management, Process Improvement, Microsoft Word, Customer Service, Microsoft Office, Treasury Management, Financial Accounting, Regulatory Reporting, Liquidity Management, Finance
Education
Saint Joseph's University 1998 — 2002
Bachelor's Degree, Business Administration
Citibank September 2007 - Present
New Century Bank September 2006 - August 2007
New Century Bank April 2005 - September 2006
Skills
Commercial Banking, Commercial Lending, Credit, Credit Risk, Loans, Corporate Finance, Portfolio Management, Mortgage Lending, Investments, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Risk Management
Education
Loyola University Chicago 2003 — 2004
MBA, Management
University of Wisconsin-Madison 1995 — 1999
B.A., History, Philosophy
Resourceful Solutions Consulting Group, LLC December 2011 - Present
Faye T. Pantazelos Consulting, LLC July 2010 - December 2011
NCB Holdings, Inc. August 1997 - May 2010
New Century Bank January 1999 - April 2010
Corus Bank November 1994 - August 1997
The First National Bank of Chicago 1990 - November 1994
Skills
Banking, Executive Management, Loans, Commercial Banking, Commercial Real Estate, Commercial Lending, Small Business Lending, Portfolio Management, Credit Risk, Risk Management, Credit, Asset Managment, Underwriting, Real Estate, Loan Origination, Real Estate Financing, Customer Service, Credit Analysis, Investments, Real Estate Economics, Financial Analysis, Due Diligence, Mortgage Lending, Strategic Planning, Investment Properties, Financial Reporting, Treasury Management, Microsoft Excel, Finance, Microsoft Office, Corporate Governance, Mortgage Banking, Business Planning, Corporate Finance, Financial Structuring, Commercial Mortgages, Mergers & Acquisitions, Asset Management, Funding, Brokerage, Construction Loans, Private Equity, Real Estate Development, Investors, Financial Services, Negotiation, SBA, Capital Markets, Financial Modeling, Debt Restructuring
Education
University of Illinois at Chicago
BA, History
Select Bank March 2013 - Present
Law Office of David F. Mills, PA January 2007 - March 2013
New Century Bank 2013 - 2013
BB&T 2000 - 2001
Skills
Contract Negotiation, Strategic Planning, Marketing Communications, Customer Service, Budgets, Commercial Banking, Marketing Strategy, Social Media, Small Business
Education
Meredith College 1991 — 1993
Master of Business Administration (MBA)
The Ohio State University 1986 — 1988
Bachelor's of Science, Business Administration - Marketing
American Eagle Bank of Chicago June 2010 - Present
New Century Bank 2009 - June 2010
Education
MacCormac College
Associate's degree, Paralegal Studies
SAS August 2014 - Present
the little bank May 2013 - August 2014
New Century Bank January 2004 - March 2013
RBC Bank January 2002 - January 2004
Skills
Analytics Software, Banking, Data Management, Business Development, Visual Analytics, Data Integration, Business Intelligence, Mortgage Lending, Loans, Loan Origination, Credit, Commercial Banking, Business Analytics, Small Business Lending, Refinance, Commercial Lending, Mortgage Banking, Fraud Analytics, Basel III, Risk Management, Financial Services, Analytics
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (BA), English Language and Literature, General
Wayne Country Day School
TD June 2014 - Present
TD May 2013 - June 2014
TD September 2009 - April 2013
New Century Bank August 2008 - September 2009
Skills
Credit, Loans, Banking, Retail Banking, Treasury Management, Small Business Lending, Branch Banking
Education
Rowan University 2004 — 2006
Bachelor's degree, Business Administration and Management, General