Southwest Bank
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Southwest Bank Employees
SouthWest Bank June 2015 - Present
Rockwater Energy Solutions June 2013 - June 2015
Barbara O'Neal, PC January 2000 - June 2013
Skills
Accounting, General Ledger, QuickBooks, Account Reconciliation, Financial Reporting, Accounts Payable, Journal Entries, Tax Preparation, Accounts Receivable, Financial Accounting, Tax, Bookkeeping, Financial Statements, Fixed Assets, Income Tax, Bank Reconciliation, Corporate Tax, Tax Returns, Payroll, Sarbanes-Oxley Act, Cost Accounting, SEC filings
Education
University of Texas of the Permian Basin 2009 — 2013
Master of Professional Accountancy, Accounting
Texas Tech University 2002 — 2008
Bachelor's degree, Personal Financial Planning
Southwest Bank August 2007 - Present
Agile Software Corp February 2007 - August 2007
Summit Bank April 2003 - February 2007
Prodika August 2002 - April 2003
Renaissance IT April 1997 - August 2002
Barnett Bank April 1996 - April 1997
ARGO Data Resource Corporation August 1994 - March 1996
Skills
Banking, Commercial Banking, Commercial Lending, Financial Reporting, Consumer Lending, Loans, Mergers & Acquisitions, Finance, Cash Management, Credit Analysis, Small Business Lending, Retail Banking, Financial Analysis
Education
Graduate School of Banking at Colorado 2004 — 2006
GSBC, Banking
Texas A&M University 1990 — 1994
Reliance Standard September 2015 - Present
J.W. Terrill October 2012 - Present
Lockton Companies November 2009 - October 2012
Monsanto April 2008 - August 2009
Monsanto Company May 2006 - April 2008
Psychological Associates March 2005 - April 2006
Southwest Bank March 2001 - March 2005
Skills
Project Management, Contract Negotiation, Purchasing, Staff Management, Employee Benefits, Strategic Planning, Insurance, Account Management, Process Improvement, Microsoft Excel, Data Analysis, Brokers, Life Insurance, Disability Insurance, Health Insurance, Sales, Management, Training
Education
Washington University in St. Louis 2001 — 2004
Bachelor of Science, Industrial & Organizational Psychology
St. Louis Community College 1999 — 2001
Associate of Arts
Allied Affiliated Funding August 2009 - Present
Factor Source April 2008 - August 2009
Liquid Capital September 2006 - December 2007
Comresco Capital May 2003 - September 2006
Southwest Bank May 2002 - May 2003
Guaranty Business Credit August 1995 - August 2001
Skills
Factoring, Asset Based Lending, Commercial Finance, Underwriting, Credit, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Policy Writing, Funding, Finance, Financial Services, Structured Finance, Financial Structuring, Financial Risk, Mortgage Lending, Relationship Management, Investments, Sales, Restructuring, Strategy, Commercial Banking, Managerial Finance, Accounts Receivable, Credit Risk, Loan Origination, Business Planning, Training, Executive Management, Financial Modeling, Corporate Finance, Working Capital...
Education
The University of Texas at Dallas 1995 — 2001
BBA, Economics and Business
Wade College 1993 — 1994
Associate of Arts (A.A.), Merchandising and Buying Operations
Southwest Bank May 2014 - August 2014
JCPenney May 2013 - May 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Baylor University 2012 — 2015
BMO Harris Bank March 2013 - Present
US Bank 2008 - 2013
UMB Bank 2006 - 2008
Southwest Bank 1999 - 2006
Skills
Financial Analysis, Sales, Portfolio Management, Business Development, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Consumer Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Credit Risk, Loan Origination, Underwriting, Commercial Mortgages, Treasury Management, Cash Management, Mortgage Banking, Refinance, SBA, Commercial Lending, Small Business Lending
Education
Saint Louis University 1995 — 1999
Bachelor's degree, Major in Marketing, Minor in Finance
Bishop DuBourg High School
Independent Bankers Association of Texas July 2009 - Present
Independent Bankers Association of Texas July 2009 - January 2012
NAIFA-Texas June 2006 - June 2009
Alsbury Baptist Church August 2001 - May 2006
Southwest Bank August 2003 - December 2005
Skills
Public Speaking, Social Media, Problem Solving, Research, Event Management, Marketing Communications, Project Management, Event Planning, Blogging, Podcasting, New Media, Marketing Strategy, Strategic Planning, Advertising, Nonprofits, Social Networking, Business Development, Social Media Marketing, Team Building, Budgets, Fundraising, Leadership, Marketing, Strategic Communications, Public Relations, Media Relations, Internal Communications
Education
Texas Christian University 2004 — 2006
Masters, Theological Studies
Texas Christian University 2000 — 2003
BA, Religion
Southwest Bank February 2008 - Present
Fidelity Investments January 2007 - January 2008
Wells Fargo March 2002 - February 2006
Skills
Retail Banking, Banking, Consumer Lending, Credit, Loans, Commercial Banking
Education
Texas A&M University 1998 — 2001
Bachelor of Arts, Psychology/ English
JPS Health Network June 2015 - Present
UNT Health Science Center (UNTHSC) July 2014 - Present
UNT Health Science Center (UNTHSC) December 2014 - May 2015
Texas A&M University School of Law January 2013 - June 2014
Southwest Bank June 2012 - January 2013
Texas Christian University January 2012 - June 2012
Southside Bank February 2007 - May 2012
Skills
Data Entry, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Administrative..., Customer Satisfaction, Outlook, Budgets, Finance, Spreadsheets, Financial Reporting, Bookkeeping, Invoicing
Education
University of North Texas 2009 — 2015
Bachelor of Applied Science (BASc), Psychology, 3.35
Tarrant County College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Texas Christian University 2010 — 2011
Psychology
Tarleton State University
Master of Business Administration (MBA), Health/Health Care Administration/Management
BBVA Compass January 2013 - Present
BBVA Compass May 2010 - January 2013
Southwest Bank May 2009 - May 2010
Washington Mutual September 2006 - November 2008
Skills
Real Estate Financing, Real Estate, Real Estate Investment, Loans, Underwriting, Commercial Lending, Credit, Commercial Mortgages, Mortgage Lending, Real Estate Economics, Banking, Portfolio Management, Loan Origination, Financial Analysis, Mortgage Underwriting, Risk Management, Credit Risk, Due Diligence, Debt Restructuring
Education
Texas A&M University at Galveston 2002 — 2006
B.S., Maritime Business Administration
High School 1998 — 2002
Southwest Bank June 2010 - Present
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Investments, Underwriting, Banking, Financial Analysis, Loan Origination, Mortgage Lending
Education
Texas Christian University 2004 — 2007
Finance with Real Estate Emphasis
Washington and Lee University 2003 — 2004
Federal Deposit Insurance Corporation August 2010 - Present
UHY LLP 2009 - 2010
Stone Advisors 2008 - 2010
Southwest Bank 2007 - 2008
AACM LLC 2003 - 2007
Skills
Loans, Commercial Lending, Underwriting, Business Analysis, Commercial Banking, Commercial Real Estate, Project Management, C&I Lending, Relationship Management, Risk Management, Credit, Credit Risk, Small Business Lending, Loan Origination, Strategic Planning, Team Leadership, Financial Institutions, Portfolio Management, Commercial Mortgages, Credit Analysis, Banking, Consumer Lending, Mortgage Lending, Loan Servicing, Mortgage Banking, Finance, Financial Risk, Cash Management, Loss Mitigation
Education
Stephen F. Austin State University 1997 — 2002
Bachelor's Degree
EY August 2014 - Present
Destiny Church January 2014 - September 2014
Connally ISD August 2013 - January 2014
Baylor Bruins 2010 - 2013
Southwest Bank June 2011 - August 2012
Baylor University January 2011 - May 2012
INROADS 2011 - 2012
Skills
Microsoft Excel, QuickBooks, SAS E-Miner, Team Building, Access, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Data Analysis, Event Planning, Data Entry, Financial Analysis, Public Speaking, Time Management, Outlook, Finance, Customer Service, Spreadsheets, Facebook, Leadership, Teamwork, Research
Education
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and MIS
BBVA Compass December 2012 - Present
BBVA Compass September 2011 - December 2012
BBVA Compass January 2011 - September 2011
BBVA Compass July 2006 - January 2011
Southwest Bank May 2005 - July 2006
SCM Real Estate Services August 2004 - May 2005
Skills
Commercial Banking, Portfolio Management, Underwriting, Business Development, Commercial Lending, Middle Market, Credit, Credit Analysis, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Real Estate, Loan Origination
Education
Texas Christian University 1999 — 2004
BBA, Finance, Real Estate Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1999 — 2004
BBA, Finance; Real Estate Finance; Accounting
Southwest Bank August 2015 - Present
Keller Williams Realty, Inc. January 2015 - July 2015
Texas Trust Credit Union January 2011 - November 2011
HSBC July 2008 - May 2009
LMI Funding June 2007 - June 2008
Bank of America March 2006 - June 2007
SMI Mortgage September 2002 - February 2006
Countrywide Home Loans October 1996 - August 2002
F & M Alliance Bank May 1995 - September 1996
IBM Credit Union October 1992 - April 1995
Skills
Mortgage Lending, Loans, Management, Sales, Credit, Banking, Financial Analysis, Finance, Investments, Financial Services, Real Estate, Contract Negotiation
Education
Clemson University 1986 — 1990
Bachelor's Degree, Financial Management
BNSF Railway June 2015 - Present
BNSF Railway November 2010 - Present
Southwest Bank March 2010 - November 2010
HOLT CAT August 2006 - August 2009
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Training
Education
University of North Texas 2003 — 2006
Amarillo College 2001 — 2003
Southwest Bank August 2008 - Present
Texas State Bank March 2003 - August 2008
Frost Bank 1999 - 2003
Overton Information Systems December 1996 - January 1999
Fiserv September 1996 - December 1996
Outsourcing Center of America April 1994 - September 1996
Overton Bank & Trust October 1992 - April 1994
Education
University of North Texas 2000 — 2003
Accounting
DeVry University - Irving 1997 — 2000
Account Information Systems
City Bank January 2014 - Present
SouthWest Bank January 2012 - January 2014
US Representative Randy Neugebauer June 2009 - January 2012
First Bank & Trust March 2007 - July 2009
Skills
Portfolio Management, Investments, Commercial Banking, Loans, Strategic Financial..., Wealth Management, Asset Managment, Small Business Lending, Financial Analysis, Commercial Lending, Banking, Retirement Planning, Loan Origination, Credit, Asset Management, Private Banking, Credit Analysis, Finance, Real Estate, Financial Advisory, Due Diligence, Risk Management, Lines Of Credit, Mortgage Lending, Insurance, Wealth Management..., Cash Management, Underwriting, Investment Strategies, Financial Services, Refinance, Mortgage Banking, Investment Advisory, Small Business, Securities, Estate Planning, Mutual Funds, Consumer Lending, Retail Banking, Financial Modeling, Equities, Treasury Management, Commercial Mortgages, Asset Allocation
Education
Texas Tech University 2006 — 2008
MS, Personal Financial Planning
Angelo State University 1998 — 2002
BBA, Finance
Looking for a new career challenge September 2015 - Present
Interstate National Corporation March 2014 - June 2015
BancVue February 2012 - January 2014
CCG Catalyst Consulting Group September 2009 - February 2012
Compushare September 2008 - July 2009
Fidelity National Information Services April 2003 - September 2008
First National Bank 1990 - 2003
Southwest Bank 1985 - 1989
Skills
Banking, New Business Development, Financial Services, Sales Operations, Sales, Business Development, Sales Process, Selling, Customer Service, Business Strategy, Executive Management, Vendor Management, Finance, Strategy, Leadership, CRM, Consulting, Retail Banking, Account Management, Project Management, SaaS, Sales Management, Solution Selling, Payments, Salesforce.com, Relationship Management, Customer Relations, Customer Satisfaction
Education
College of Saint Benedict
Communications
Southwest Bank October 2013 - Present
Highlands Bank/ViewPoint Bank January 2007 - October 2013
Sovereign Bank March 2005 - January 2007
Regions Bank November 2002 - March 2004
Office of the Comptroller of the Currency January 1998 - November 2002
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Mortgage Lending, Underwriting, Portfolio Management, Commercial Mortgages, Credit Risk
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Class 46, Graduate School of Banking
Texas Tech University - Rawls College of Business 1996 — 1998
MBA, International Business
Texas Tech University - Rawls College of Business 1988 — 1991
BBA, General Business
Southwest Bank May 2012 - Present
Credit Union 1 2010 - 2012
Premier Bank Texas May 2008 - December 2009
State National Bank July 2004 - May 2008
Skills
Branch Management, Commercial Loan..., Commercial Real Estate..., Consumer Lending, Retail Sales Coaching, Administrative Support, Commercial Real Estate, Administrative..., Mortgage Lending, Commercial Lending, Loans, Banking, Finance, Portfolio Management, Credit, Small Business Lending, Investments, Real Estate, Retail Banking, Branch Banking, Credit Analysis, Commercial Banking
Education
Northwest High School
Tarrant County College
Associate of Arts (AA), Elementary Education and Teaching
Visionary Financial Group July 2012 - Present
NEXT Financial Group May 2005 - Present
Southwest Bank July 2001 - July 2012
Southwest Securities July 2001 - May 2005
Merrill Lynch June 1995 - July 2001
Bank of America April 1990 - June 1995
Chase/Bank One May 1988 - April 1990
Piper Jaffray June 1987 - May 1988
Southwest Securities June 1986 - June 1987
Skills
Investments, Securities, Wealth Management, Estate Planning, Series 7, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Management, Financial Planning
Education
The University of Texas at Dallas 1991 — 1997
Bachelor, Economics & Finance
Cannon Financial Institute
Certified Wealth Strategist®
Southwest Bank August 2007 - Present
Shady Oaks Country Club February 2001 - July 2007
Shady Oaks Country Club November 1990 - January 2001
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Banking, Portfolio Management, Commercial Banking, Small Business Lending, Consumer Lending, Refinance, Loan Origination, Underwriting, Cash Management, Finance, Mortgage Lending
Education
Texas Christian University 1990 — 1995
BBA, Business
Sunbelt Lending Services June 2015 - Present
PHH Home Loans March 2013 - Present
Coldwell Banker March 2013 - Present
Southwest Bank September 2011 - March 2013
Brenner Mortgage January 2008 - September 2011
Brenner Mortgage May 2004 - December 2007
Skills
Loan Origination, Mortgage Lending, Customer Service, Communication, Business Development, Loans, Underwriting, Processing, Ninja Skills, Analysis, Management, Sellers, Credit, Marketing, First Time Home Buyers, Investment Properties, Residential Homes, Short Sales, Foreclosures, Real Estate, Single Family Homes, Relocation, Referrals, REO, Investors, New Home Sales, Real Estate Transactions, Condos, Sales, FHA, Buyer Representation, Buyers, Listings, Refinance, Real Property, HUD, Real Estate Financing, Banking, Residential Mortgages
Education
Oklahoma State University 2003 — 2007
Bachelors, Industrial Engineering and Management
Edmond Memorial High School 1999 — 2003
Frost Bank February 2012 - Present
Frost Bank January 2011 - February 2012
Frost Bank February 2009 - January 2011
Frost Bank April 2008 - February 2009
Scottrade January 2008 - April 2008
Southwest Bank November 2006 - December 2007
Skills
Credit, Credit Analysis, Loans, Finance, Underwriting, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Commercial Real Estate, Consumer Lending, Credit Risk, Customer Service, Portfolio Management, Relationship Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Finance
Southwest Bank
Skills
Commercial Lending, Loans, Business Development, Commercial Banking, Investment Properties, Credit Analysis, Refinance, Credit, Small Business Lending, Real Estate, Cash Management, Commercial Mortgages, Mortgage Lending, Banking
Education
The University of Texas at Arlington
MBA
Southwest Bank May 2013 - Present
Trane November 2012 - May 2013
State Farm Insurance March 2012 - November 2012
Southside Bank March 2008 - March 2012
Skills
Banking, Loans, Consumer Lending, Financial Analysis, Finance, Insurance, Health Insurance, Term Life Insurance, Life Insurance, Retail Banking, Cash Management
Education
Tyler Junior College 2007 — 2009
St. Charles County Government July 2015 - Present
City of Belleville January 2015 - July 2015
City of Keller October 2013 - January 2015
City of Cedar Hill June 2013 - September 2013
Southwest Bank December 2011 - August 2013
Houlihan's Restaurants, Inc. August 2011 - December 2011
Lifeguards Unlimited May 2011 - July 2011
Smithton Business Center February 2011 - May 2011
Lifeguards Unlimited May 2010 - September 2010
Smithton Business Center November 2009 - April 2010
Skills
Access, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, SketchUp, ArcGIS, InDesign, PowerPoint, Land Use Planning, Presentations, Quality Assurance, EDGE, Scheduling, Organization, Data Analysis, Event Planning, Leadership, Public Speaking, Training, Payroll, Social Media, Community Outreach, Research, Analysis, Strategic Planning
Education
The University of Texas at Arlington 2011 — 2013
Master's Degree, City and Regional Planning-Environmental Planning, 3.7
Texas A&M University 2004 — 2008
Bachelor of Science, Psychology
Columbia High School, Columbia IL 2000 — 2004
High School
XTO Energy Inc. April 2012 - Present
Southwest Bank October 2010 - March 2012
Texas Rangers Baseball Club May 2010 - October 2010
Dallas Mavericks August 2009 - April 2010
Bryan-College Station Convention & Visitors Bureau June 2008 - July 2009
Integrated Ocean Drilling Program August 2006 - May 2008
Skills
Event Planning, Photography, Adobe Creative Suite, Social Media, Photoshop, Microsoft Office, Event Management, Marketing, Illustrator, Web Design, Editing, Community Development, Access, Customer Service, Facebook, Management, Public Relations, Social Networking
Education
Texas Christian University 2013 — 2015
Master of Business Administration (M.B.A.)
Texas A&M University 2006 — 2009
Bachelor of Science, Sport Management, Business Minor
Elite Staffing Inc June 2014 - Present
Church's Chicken September 2011 - April 2015
Missouri Sportservice, LLC sudsidary of DNC August 2010 - October 2013
St Louis Baseball, LLC subsidary of DNC August 2009 - October 2013
McMurphy's Grill October 2009 - March 2010
Todays Office Professionals April 1993 - September 2007
Southwest Bank July 2005 - September 2006
Mary "One" Johnson Home Team Realty, LLC November 2004 - June 2005
TelTemps Training Resources January 2001 - September 2004
Vantage Credit Union July 2002 - May 2003
Skills
Customer Service, Typing, 10 Key, Microsoft Excel, Food & Beverage, Microsoft Office, Microsoft Word, Organization, Office Management, Office Administration, Administration, Filing, Inventory Management, Time Management, Cashiering, Data Entry, Leadership, Social Networking, Facebook, Telephone Skills, Sales, Customer Satisfaction
Education
Mers/Goodwill Training Institute 2009 — 2009
Certificate, Office Computer and Administrative Skills
Job Corps/TCU Training Center 1992 — 1992
Certificate, Transportation/Communications Skills
Dillard University 1987 — 1991
Business Administration and Management, General
Southwest Bank Credit AnalystPacific Continental BankJune 2006 - April 2007
Bank of the West January 2004 - June 2006
Education
University of Oregon
Business Administration
MCLR, LLC - Property Management & Liquidation July 2009 - Present
Premier Bank August 2009 - 2010
Southwest Bank November 2006 - May 2009
Pioneer Bank June 2003 - November 2006
First Integrity Mortgage August 2001 - June 2003
Gateway Federal Employee Credit Union June 1998 - August 2001
Citicorp Mortgage 1988 - 1992
Norwest Finance 1987 - 1989
Education
Lindenwood University 1988 — 1991
BS, Finance & MIS
Hazelwood Central
SouthWest Bank June 2008 - December 2010
PlainsCapital Bank November 2000 - June 2008
City Bank October 1996 - June 2000
Skills
Strategic Financial..., Portfolio Management, Trust Services, Business Analysis, Financial Analysis, Commercial Banking, Estate Planning, Securities, Credit Analysis, Mergers, Banking, Financial Modeling, Investment Management, Asset Managment, Risk Management, Investments, Business Strategy, Insurance, Wealth Management, Retirement Planning, Asset Allocation, Finance, Trust Management, Loans, Asset Management, Financial Planning
Education
Texas Tech University 1996 — 2000
Family Financial Planning, Retirement Planning, Estate Planning, Insurance (Risk)
Lubbock-Cooper
Southwest Bank May 2009 - Present
Compass Bank February 2006 - May 2009
JPMorgan Chase January 2000 - February 2006
Skills
Commercial Banking, Credit, Banking, Risk Management, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Credit Analysis, Strategic Financial..., Mergers, Underwriting, Commercial Lending, Real Estate, Project Management, Insurance, Investments, Customer Service, Team Leadership, Leadership, Middle Market, Loans, Relationship Management, Treasury Management, Asset Management, Retail Banking, Mergers & Acquisitions, Corporate Finance, Finance, Lines Of Credit, Mortgage Lending, Loan Origination, Consumer Lending, Small Business Lending, Cash Management, Mortgage Banking, Commercial Mortgages, Private Banking, Asset Based Lending, SBA, Credit Risk, Wealth Management
Education
The University of Texas at Arlington 2000 — 2004
MBA, Finance
Sewanee-The University of the South 1990 — 1994
Economics
Lakewood Village Christian Care Center June 2013 - Present
Legacy Reverse Mortgage August 2009 - January 2010
Supreme LendingYEARS EMPLOYED February 2009 - July 2009
Southwest Bank April 2003 - June 2008
CENTEX HOME EQUITY CORPORATION February 2002 - February 2003
Fieldstone Mortgage Company March 2000 - January 2002
CENTEX HOME EQUITY CORPORATION March 1999 - January 2000
Skills
Leadership, Finance, Underwriting, Loans, Credit
Education
The University of Texas at Arlington 2010 — 2013
Baccalaureate of Social Work, Social Work
Westinghouse Electric Company 1979 - Present
ABB 1977 - 1978
GAI Engineering Consultants 1974 - 1977
Southwest Bank 1973 - 1974
Kennametal 1969 - 1973
Skills
Engineering, Energy, Procurement, Power Generation, Contract Management, Strategic Sourcing, SAP R/3, New Business Development, Contract Negotiation, Six Sigma, Project Planning, Supply Chain Management, Project Engineering, Process Engineering, Power Plants, Nuclear, Engineering Management, EPC, Manufacturing, Maintenance Management, Instrumentation, Electricians, Electrical Engineering, Commissioning, Inspection, Root Cause Analysis, Mechanical Engineering, Supervisory Skills, Continuous Improvement, Materials Management, Lean Manufacturing
Education
Seton Hill University
Bachelor of Science (B.S.)
Southside Bank December 2014 - Present
Omni American Bank September 2012 - December 2014
Southwest Bank January 2011 - August 2012
Bank of America August 2001 - November 2010
Skills
Loan Origination, Loans, Mortgage Banking, Refinance, Residential Mortgages, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FHA, Mortgage Lending
Education
Tarleton State University
Southwest Bank April 2009 - Present
Southwest Bank September 2004 - September 2009
Southwest Bank November 2001 - September 2004
Skills
Loans, Commercial Lending, Credit Analysis, Commercial Banking, Construction Loans, Credit, Mortgage Lending, Loan Origination, Banking, Consumer Lending, Credit Risk, Mortgage Banking, Residential Mortgages
Education
Texas A&M University-Commerce 1998 — 2001
BBA, Mgt. of Information Systems
Evolve Bank & Trust March 2014 - Present
Patriot Bank Mortgage February 2013 - March 2014
Southwest Bank September 2012 - February 2013
Wells Fargo Home Mortgage July 2004 - September 2012
Land Mortgage 2006 - 2007
Associates First Capital Mortgage/ Citimortgage 1998 - 2004
Associates First Capital Mortgage 1992 - 1998
Skills
Mortgage Lending, REO, Loan Origination, Mortgage Banking, Leadership, Relocation, Loans, Real Estate, Team Building, Sales, Certified Mortgage..., CRM, Marketing, Investments, Residential Mortgages, VA loans, Banking, USDA, FHA financing, FHA, Construction Loans, Finance, Refinance, Non-Conforming, Reverse Mortgages, Government Loans, VA Loans, FHA Financing
Education
Texas A&M University 1987 — 1991
BS, Economics
FullyYours January 2007 - Present
Ideal Impact Inc April 2013 - February 2015
Southwest Bank May 2011 - April 2013
Starbucks February 2008 - May 2011
Camp Thurman August 2001 - August 2007
Skills
Music, Retail, Retail Banking, Retail Sales, Retail Marketing, Sales Management, Banking, Commercial Banking, Internet Banking, Food & Beverage, Food Safety, Food Service, Beverage Industry, Worship Music, Praise & Worship, Church Music, Church Media, Outdoor Recreation
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Management
The University of Texas at Arlington 2008 — 2010
Business, Management
Tarrant County College 2006 — 2010
Associates, Arts
Texas A&M University 2007 — 2008
FTS International January 2011 - April 2014
Southwest Bank January 2004 - December 2010
Skills
Financial Analysis, Credit, Financial Modeling, Banking, Customer Service, Management, Leadership, Strategic Planning, Microsoft Excel, Risk Management, Finance, Credit Analysis, Microsoft Office
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Master of Science (M.S.)
Abilene Christian University 1999 — 2003
BBA
Logix Communications March 2014 - Present
Logix Communications March 2014 - May 2015
Time Warner Cable Business Class 2012 - 2014
FiberLight, LLC 2011 - 2012
Airband Communications 2010 - 2011
Logix Communications 2007 - 2010
Washington Mutual June 2004 - March 2007
Southwest Bank June 2001 - June 2004
Skills
Consultative Selling, Technical Analysis, Telecommunications, MPLS, Ethernet, Fiber, Solution Selling, IP, WAN, Private Line, B2B, Colocation, SIP Trunking, Managed Security..., Data Center, DDoS Mitigation, Business Process..., Disaster Recovery, Business Continuity..., E-commerce Consulting, Network Design, IT Operations, VMware, Web Applications, VoIP, Business Communications, Business Growth..., Co-location, Optical Fiber, SaaS, Selling, Unified Communications, Security, Wireless, Managed Services, Cloud Computing, Hosted Services, Internet Services, Direct Sales, SIP, Professional Services, LAN-WAN, Call Centers, Sales Process, Dark Fiber, Cold Calling, Avaya, Video Conferencing, MPLS VPN, Strategic Partnerships
Education
The University of Texas at Arlington 1998 — 2001
Bachelor's Degree, Business/Information Systems Management
Tarrant County College 1996 — 1998
Associate of Applied Science, Business Administration and Management, General, 3.6
North Central Texas Council of Governments September 2015 - Present
Southwest Bank 2007 - 2015
DCT at Lockheed Martin Aeronautics March 2006 - March 2007
Skills
Software Installation, DHCP, Microsoft Exchange, Hardware, Servers, Backup Exec, Networking, VMware, Group Policy, VMware ESX, DNS, Server Administration, Data Center, Security, IIS
Education
Tarrant County College 1998 — 2002
Associate’s Degree, Applied Science - Electronics Technology
Nolan Catholic H.S. 1994 — 1998
High School
Security Bank January 2011 - Present
Commercial State Bank October 2004 - January 2011
Southwest Bank December 1999 - September 2004
Skills
Banking, Credit, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Consumer Lending, Underwriting, Community Outreach, Sales, Cross Selling, SBA, Mortgage Lending, Small Business Lending, Lines Of Credit, Financial Analysis, Risk Management, Financial Risk, Retail Banking, Asset Based Lending, Portfolio Management, Cash Management, Credit Risk, Loan Origination, @Risk
Education
Angelo State University 1981 — 1985
BBA, Finance
Permian High School 1979 — 1981
Southwest Bank 2015 - Present
OmniAmerican Bank 2003 - 2014
Lenscrafters 1990 - 1996
Skills
Operations, Office Administration, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Regulation CC, Auditing, Policy Writing, Procedure Development, System Testing, Problem Solving, Troubleshooting, Quality Assurance, Inventory Control, Employee Training, Layout Design, Graphic Design, Photography, Optician, Customer Satisfaction, Customer Service
Education
ATI Career Training Center-Dallas
Associate's degree, Graphic Design
U.S. Bank January 2014 - Present
Commerce Bank July 2012 - December 2013
US Bank June 2008 - July 2012
Southwest Bank November 2006 - December 2007
GE Commercial Finance September 1999 - November 2006
Skills
Loan Origination, Financial Statement..., C&I Lending, Cold Calling, Relationship Development, Commercial loan..., Building Referral..., Forecasting, New Markets Tax Credits, Historic Rehabilitation..., Asset Management, Compliance Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit Analysis, Finance, Lines Of Credit, Relationship Management, Small Business, Underwriting
Education
Saint Louis University 2001 — 2004
MBA, Finance
Southeast Missouri State University 1992 — 1996
BS, Marketing
Daiichi Sankyo September 2013 - Present
Philadelphia Insurance Companies January 2013 - September 2013
Bayer HealthCare October 2006 - January 2013
Southwest Bank September 2005 - July 2006
Skills
Training, Business Development, Sales, Pharmaceutical Industry, Veterinary Medicine, Strategy, Marketing Strategy, Pharmaceutical Sales, Customer Retention, B2B, Business Planning, Account Management, Customer Satisfaction, Customer Service, Market Planning, Marketing, Sales Management, Sales Operations, Sales Presentations
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science, Journalism, 3.3
PlainsCapital Bank March 2014 - Present
Southwest Bank October 2013 - March 2014
JPMorgan Chase June 2011 - August 2013
Skills
Banking, Treasury Management, Retail Banking, Cash Management, Finance, Credit
Education
Tarrant County College 2006 — 2007
Southwest Bank Vice PresidentWells Fargo2004 - 2012
JPMorgan Chase 1991 - 2004
Skills
Banking, Credit Analysis, Commercial Lending
Education
Southern Methodist University Graduate School of Banking 1983 — 1985
Graduate, Banking and Financial Support Services
Stephen F. Austin State University 1968 — 1970
Bachelor of Science (BS), Political Science and Government
Texas Christian University 1966 — 1967
Political Science and Government
Enertech Industries February 2013 - Present
SouthWest Bank February 2010 - January 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, English, Sales, Management, Windows, New Business Development, Account Management, Leadership, Energy, Operations Management
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Baylor University 2001 — 2005
Bachelor\'s Degree, Business
Burnett Oil Co. Inc. July 2013 - Present
Burnett Oil Co. Inc. March 2008 - July 2013
Southwest Bank July 2007 - February 2008
Skills
Accounting, Petroleum, Analysis, Upstream, Energy Industry, Budgets, Oil/Gas, Microsoft Excel, Internal Audit, Internal Controls, Financial Audits, Variance Analysis, Finance
Education
The University of Texas at Austin 2011 — 2013
Master of Business Administration (MBA)
Texas Tech University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Aledo High School 1999 — 2003
Southwest Bank July 2015 - Present
Southwest Bank June 2013 - Present
Sewell Automotive Companies May 2011 - September 2011
Skills
Finance, Financial Analysis, Loans, Commercial Lending, Credit, Financial Modeling, Microsoft Office, Public Speaking
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's degree, Finance, 3.1
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Management, 3.6
Chevron/ Oronite July 2009 - Present
ConocoPhillips October 2004 - April 2009
Southwest Bank January 2002 - October 2004
Washington Mutual Bank January 2001 - January 2002
Skills
Operations &..., Supervisory Management, Business Analysis &..., Training, Supervision..., Policy & Procedure..., Export Control..., Contract Drafting and..., FCPA, Antitrust, Data Privacy, Antiboycott, Training, Policy, SAP, Export, Management, Program Management, International Business, Customs Regulations, Procurement, Contract Negotiation, Analysis, Negotiation, Contract Management, Oil & Gas, Sarbanes-Oxley Act, Petroleum, Auditing, Leadership, Customer Service, Risk Management, Logistics
Education
University of St. Thomas (TX) 1992 — 1997
Psychology, Theology, Philosophy
Franklin College Switzerland 1989 — 1992
International Relations and Affairs
Franklin University Switzerland
McGlinchey Stafford and Youngblood & Associates August 2015 - Present
McGlinchey Stafford and Youngblood & Associates September 2012 - August 2015
Southwest Bank June 2009 - September 2012
Generation Mortgage Co. July 2008 - June 2009
Nancy J. Schriedel, P.C. January 2007 - June 2008
PeirsonPatterson July 1998 - January 2007
Skills
Mortgage Lending, Compliance, Team Leadership, Communication, Employee Training, Banking, Loans, Real Estate, FHA, VA loans, USDA Rural Housing, IDS, Notary Public, Funding
Education
Texas A&M University-Commerce 2011 — 2012
Business
University of Southern Mississippi 1996 — 1997
Accounting
Hinds Community College 1986 — 1988
General Studies
Dierbergs Markets April 2013 - Present
Schnurbusch & Associates, LLC December 2007 - April 2013
Southwest Bank May 2005 - November 2007
Renaissance Financial September 2004 - May 2005
Schnuck Markets, Inc. September 2003 - May 2004
Education
University of Missouri-Saint Louis
Master, Accounting
Saint Louis University
Bachelor of Science (BS), Accounting and Finance
St. John's Jesuit High School
Enterprise Bank & Trust November 2011 - Present
M&I, a part of BMO Financial Group September 2006 - November 2011
Southwest Bank 2006 - 2009
Skills
Small Business Lending, Banking, Commercial Banking, Loans, Lines Of Credit, Customer Service, Relationship Management, Consumer Lending, Commercial Lending, Business Relationship..., Credit, Credit Analysis, Portfolio Management, Commercial Mortgages, Treasury Management, Financial Analysis, Retail Banking
Education
University of Colorado Colorado Springs 1998 — 2002
University of Colorado Colorado Springs
Continuity Housing December 2013 - Present
Texans Credit Union--one of DFW's largest credit unions! November 2012 - December 2013
Texans Credit Union--one of DFW's largest credit unions! January 2012 - November 2012
Perception February 2011 - January 2012
Southwest Bank May 2009 - February 2011
Washington Mutual/JPMorgan Chase January 2008 - May 2009
Washington Mutual/JPMorgan Chase November 2006 - January 2008
Wells Fargo November 2004 - November 2006
Vinson and Elkins May 2001 - November 2004
Skills
Strategy, CRM, Leadership, Press Releases, Sales, Program Management, Product Development, Budgets, Sales Management, Newsletters, Team Building, Web Design, Multi-channel Marketing, Sponsorship, Retail, Project Planning, Nonprofits, Customer Acquisition, Banking, Mergers & Acquisitions
Education
University of Houston 1994 — 1996
MBA, Business
The University of Texas at Austin 1987 — 1991
Bachelor of Science, Advertising
Software Engineer in San Diego June 2009 - Present
EOS International October 1990 - June 2009
Southwest Bank July 1983 - November 1989
Lorain County Savings & Trust August 1980 - July 1983
Skills
Microsoft SQL Server, Databases, Accountability, SQL, .NET, Programming, Software Documentation, Quality Assurance, Scrum, Software Development, HTML, JavaScript, Windows, C#, Software Engineering, IIS, Visual Studio, Visual Basic, Web Development, Requirements Analysis, T-SQL, jQuery, SDLC, Web Applications, CSS, AJAX, Technical Support, VB.NET, Program Management, Oracle, COBOL, Agile Methodologies, Cloud Computing, Management, SSRS, Enterprise Software, Web Services, Project Management, ASP.NET, XML, Data Center
Education
Bowling Green State University 1976 — 1978
Computer Science, Business Management
Professional Training 1980 — 1996
COBOL, IPS, Data Communications
Lorain County Community College 1978 — 1980
Business, Banking, Accounting
Parkside Financial Bank & Trust January 2008 - Present
Southwest Bank May 2000 - January 2008
Education
University of Missouri-Columbia
Bachelor of Business Administration (B.B.A.), Finance, General
Washington University in St. Louis
Master of Business Administration (M.B.A.)
Best Buy May 2014 - Present
Sears June 2011 - March 2014
McBride & Son Homes, Inc April 2010 - December 2010
Southwest Bank January 2004 - September 2009
Ambassador Mortgage, INC May 2000 - January 2004
Conseco Finance Company April 1999 - May 2000
Famous Barr April 1990 - April 1999
Skills
Sales, Selling, Mortgage Lending, Training, Sales Management, Management, Recruiting, Retail, Leadership, Loans, Merchandising, New Home Sales, Marketing, Credit, Account Management, Cold Calling, Real Estate, Customer Service, Customer Satisfaction, Banking, Loan Origination, Store Management, Retail Sales, Business Development, Team Building, Inventory Management, Coaching, Big Box, Store Operations, Profit, Inventory Control, Retail Management, Interviews, Networking, Team Leadership
Education
Southern Illinois University, Edwardsville
Business/Marketing
Southwest Bank November 2013 - Present
Southwest Bank October 2010 - October 2013
Frost Bank April 2010 - August 2010
Frost Bank January 2008 - March 2010
Wells Fargo Bank April 2007 - October 2007
Skills
Banking, Underwriting, Real Estate Financing, C&I, Credit Analysis, Financial Analysis, Cash Flow, Finance, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Loan Origination
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance & Economics
Southwest Bank, An M&I Bank Loan processorThe CIT Group2000 - 2009
The CIT Group St Louis, Mo 2000 - 2009
The CIT Group of St Louis, Mo 2000 - 2009
Southwest Bank 2000 - 2009
Nations Title 1998 - 2009
IKON Office Solutions 1995 - 2009
IKON Office Solutions in St Louis, MO 1995 - 2009
Macy's 1990 - 2009
CIT Group 2000 - 2008
Conseco 1995 - 2007
Education
Southern Illinois University, Edwardsville 1979 — 1981
High School 1975 — 1979
Southwest Bank June 2013 - Present
Southwest Securities August 2010 - May 2013
Highlands Bank September 2006 - July 2010
Frost Bank June 2003 - September 2006
Wells Fargo Bank September 1993 - June 2003
BankOne (Formally MBank Dallas) August 1984 - February 1992
Bank One 1989 - 1992
Skills
Credit Risk, Banking, Loans, Commercial Banking, Financial Services, Underwriting, Credit, Finance, Business Development, Commercial Lending, Risk Management, Management
Education
Texas A&M University 1978 — 1982
B.S., Agriculture Economics
The University of Texas at Austin 1982 — 1984
MBA, Finance
Rosebud-Lott High School
Charter Communications January 2012 - Present
Bunzl Distribution NA August 2009 - February 2012
Reliv International 2006 - 2009
Southwest Bank 2001 - 2003
Skills
Sarbanes-Oxley Act, Process Improvement, Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Internal Audit, Financial Reporting, Accounting, Auditing, Team Building
Education
University of Missouri-Saint Louis 1989 — 1993
BS, Business Administration
Search Solution Group February 2015 - Present
Search Solution Group September 2013 - February 2015
J.A. White & Associates, Inc May 2013 - August 2013
AppleOne August 2011 - April 2013
W Promotions May 2010 - September 2011
Holtzman Bechtel Company, Inc August 2001 - May 2010
Southwest Bank August 2000 - August 2001
Skills
Recruiting, Account Management, Temporary Staffing, Customer Service, Interviews, Human Resources, Sales, Temporary Placement, CRM, Sales Operations, Talent Management, Leadership, Project Management, Marketing Strategy, Management, Cold Calling, New Business Development, Staffing Services, Retail, Contract Recruitment, Screening Resumes, Applicant Tracking..., Time Management, Employee Benefits, Technical Recruiting, Sourcing, Internet Recruiting, Training, Business Development, Employee Relations, Sales Management, Start-ups, Trade Shows, Screening, Talent Acquisition, Hiring, Program Management, Permanent Placement, College Recruiting, Employee Training, Onboarding, Customer Retention, Executive Search, Direct Sales, Business Networking, Dog Walking, Restaurants, Travel, Vacation Homes, CUTE
Education
Missouri Baptist University 1997 — 2001
Bachelors of Science, Business Communications
Westminster Christian Academy 1993 — 1997
Horizon Bank Austin, Texas October 2008 - Present
Horizon Bank 2008 - Present
BIG Austin Micro Lender 2005 - March 2009
Noble Capital / Streamline Funding May 2008 - August 2008
Business Lenders, LLC September 2007 - March 2008
UPS Capital Business Credit December 2004 - September 2007
Southwest Bank December 2003 - December 2004
Washington Mutual April 2003 - December 2003
BCL of Texas March 2001 - April 2002
Lower Colorado River Authority April 1993 - March 2001
Skills
Portfolio Management, Property Management, Professional Services, Commercial Lending, Loans, Marketing Research, Underwriting
Education
Southwest Graduate School of Banking (SWGSB at SMU) 2014 — 2014
Southwest Graduate School of Banking
Texas State University 1993 — 1995
MS, Master of Applied Geography and Planning
The University of Texas at Austin 1988 — 1991
BA, Economics and Business
ACS Hillingdon, London, England 1984 — 1987
International Bac, English, Math, Economics
Southwest Bank August 2015 - Present
Southwest Bank October 2012 - August 2015
Wells Fargo August 2006 - April 2010
Skills
Banking, Credit, Credit Analysis, Retail Banking, Commercial Banking, Financial Analysis, Finance, New Account Opening, Customer Service, Teller Operations
Education
University of North Texas 2001 — 2005
Musical Theatre
Hernandez Consulting May 2015 - Present
First Financial Bankshares, Inc. 2011 - 2013
Southwest Bank 2008 - 2011
First National Bank Weatherford 2000 - 2008
Skills
Credit, Loans, Risk Management, Financial Analysis, Training, Customer Service, Commercial Lending, Credit Analysis, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Loan Origination, Commercial Banking, Business Development, Retail Banking, Lines Of Credit, Credit Risk, Finance, Branch Management, Construction Loans, SBA, Refinance, Financial Risk, Portfolio Management, Loan Servicing, Loss Mitigation, Real Estate Financing, Financial Structuring, Funding, Operations Management, Cash Management, Underwriting, Treasury Management, Asset Management, Mortgage Banking, Commercial Mortgages, Cross Selling, Deposits, Middle Market
Education
Texas Christian University 2013 — 2014
EMBA Program, Business
Midwestern State University 1994 — 1998
Bachelor's degree, Finance, General
JPMorgan Chase September 2010 - Present
Southwest Bank January 2009 - September 2010
Washington Mutual - Commercial Real Estate Lending June 2008 - January 2009
Washington Mutual - Commercial Portfolio Management November 2006 - June 2008
Washington Mutual - Commercial Real Estate Lending April 2006 - November 2006
Skills
Credit Risk, Financial Analysis, Underwriting, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Banking, Commercial Banking, Risk Management, Asset Management, Due Diligence, Real Estate Economics, Real Estate
Education
University of Nebraska-Lincoln 1996 — 2000
BSBA, Finance
Arlington High School 1993 — 1996
TJD CONSULTING 2015 - Present
CTG Health Solutions 2013 - 2015
Comerica Bank 2007 - 2012
JJL Consulting 1998 - 2007
Check Processing Resources, Inc. 1995 - 1998
Unisys 1985 - 1995
Southwest Bank 1977 - 1985
Skills
COBOL, Banking, Requirements Analysis, Business Analysis, Integration, Payments, Software Development, Disaster Recovery, Software Project..., Mainframe, SDLC, Program Management, Databases, IT Strategy, Enterprise Architecture, MS Project, PMO, Analysis, Visio, Agile Methodologies, Vendor Management, Requirements Gathering, SQL, SharePoint, Project Management, Access, Business Process..., Business Requirements, Business Intelligence, Systems Analysis, IT Management, Project Portfolio..., Solution Architecture, Agile Project Management, Software Documentation, Data Warehousing, Business Process, ITIL
Education
Oakland University
BS, Management
Honeywell Institute
Post Graduate courses, Data Processing
Southwest Bank March 2013 - Present
First Command Financial Planning August 2005 - March 2013
INFOHEALTH Management, Inc January 1999 - January 2005
Skills
VMware, SharePoint, Disaster Recovery, Agile Methodologies, Microsoft Exchange, Project Management, Team Building, Requirements Analysis, ITIL, System Administration, Business Analysis, Enterprise Architecture, Customer Service, SDLC, Network Security, PMP, Servers, Active Directory, IT Management, Integration, IT Strategy, Microsoft SQL Server, Process Improvement, Program Management, Risk Management, SQL, Security, Software Documentation, Testing, Vendor Management, Visio
Education
The University of Texas at Arlington 2009 — 2010
MSINSY, Information Systems
The University of Texas at Arlington 2001 — 2007
MBA
Viejas Enterprises 2006 - 2011
Indian Gaming Services January 2003 - October 2006
First National Bank San Diego 1991 - 2003
Bank of Southern California 1990 - 1997
Southwest Bank 1983 - 1989
Education
University of California, Los Angeles
BA, Economics
Southwest Bank July 2000 - Present
Southwest Bank, an M&I Bank 2000 - Present
Education
Illinois Wesleyan University 1996 — 2000
CapitalSource April 2011 - Present
JPMorgan Chase August 2010 - March 2011
Bank of Texas February 2009 - August 2010
Southwest Bank September 2007 - January 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Temucula Valley Bank 2004 - 2005
Bank United 1999 - 2001
Inwood National Bank 1997 - 1999
Skills
Loans, Small Business Lending, Credit, Commercial Lending, Commercial Banking, Small Business, SBA, Underwriting, Business Development, Financial Structuring, Portfolio Management, Banking, Loan Origination, Asset Based Lending, Investment Properties, Commercial Mortgages, Mortgage Lending, Credit Analysis, Real Estate, Finance, Commercial Real Estate, Lines Of Credit
Education
Texas A&M University 1990 — 1993
B.S., Agricultural Economics
Tarleton State University
Southwest Bank May 2009 - Present
Compass Bank June 2005 - May 2009
Skills
Commercial Lending, Banking, Credit Analysis, Commercial Banking, Financial Analysis, Credit, Loans, Portfolio Management, Mortgage Lending, Small Business Lending
Education
ABA Stonier Graduate School of Banking 2014 — 2015
Texas Tech University - Rawls College of Business 2001 — 2005
Master of Business Administration (M.B.A.), Accounting
Carrollton Bank August 2009 - Present
Southwest Bank, an M&I Bank February 2006 - August 2009
Southwest Bank February 2003 - February 2006
Southwest Bank May 2002 - February 2003
Southwest Bank December 2000 - May 2002
Southwest Bank May 1999 - December 2000
Education
Saint Louis University 2006 — 2008
Master, Business Administration (Finance)
Saint Louis University 1998 — 2002
Bachelor, Business Adminstration (Finance)
Jesuit College Preparatory School 1994 — 1998
High School
Southwest Bank January 2012 - Present
Southwest Bank July 2007 - January 2012
Frost Bank August 2004 - July 2007
Wells Fargo January 2000 - August 2004
Skills
Loans, Underwriting, Credit, Portfolio Management, Banking
Education
Stonier Graduate School of Banking at University of Pennsylvania 2013 — 2014
The University of Texas at Arlington - College of Business 1997 — 1999
MBA, Finance
Texas Christian University 1990 — 1994
BBA, Finance
Illinois Coalition Against Domestic Violence June 2015 - Present
Memorial Medical Center August 2013 - June 2015
Commerce Bank June 2005 - April 2013
Southwest Bank January 2004 - June 2006
Webster University August 2002 - December 2003
Skills
Customer Service, Training, Sales, Leadership, Public Speaking, Event Planning, Marketing, Cross-functional Team..., Sales Management, Higher Education, Community Outreach, CRM, Loans, Management, Business Development, Relationship Management
Education
Webster University
Master of Business Administration (M.B.A.), Finance
Webster University 2002 — 2004
Bachelor of Arts (B.A.), International Business
Southern Illinois University, Edwardsville 2000 — 2002
Southwest Bank June 2007 - Present
Midwest BankCentre March 2004 - May 2007
Bank of America 2000 - 2002
Merrill Lynch 1997 - 2000
Education
Washington University in St. Louis 1985 — 1988
B.S., Psychology
Denison University 1983 — 1985
N/A, Undergaduate studies
Southwest Bank October 2012 - Present
United Community Bank August 2001 - October 2012
Texas Capital Bank 1998 - 2001
TIB - The Independent Bankers Bank 1995 - 1998
Skills
Banking, Credit, Team Building, Auditing, Funding, Leadership, Commercial Lending, SBA, Commercial Real Estate, Management, Portfolio Management, Real Estate, Customer Service, Software Documentation, Small Business Lending, Commercial Banking, Lines Of Credit, Credit Risk, Credit Analysis, Loan Origination, Consumer Lending, Loans, Finance
Education
Our Lady of the Lake University 1976 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
St Gerard Regional HS 1972 — 1976
Independent Bank June 2014 - Present
Southwest Bank December 2003 - April 2011
Skills
Mortgage Lending, Residential Homes, Loans, Credit, Mortgage Banking, Loan Origination, Real Estate Economics, Sales, Refinance, Short Sales, Reverse Mortgages, Mortgage Underwriting, USDA, Selling, Residential Mortgages, Mortgage Marketing, FHA financing, FHA, Government Loans, Insurance, Investors, Certified Mortgage..., Investment Properties, Loss Mitigation, Real Estate Financing, Referrals, Commercial Banking, Rates, Credit Analysis, Commercial Lending, VA loans, Sales Management, Foreclosures, Underwriting, Real Estate, First Time Home Buyers, REO, Home Equity Loans, Sellers, Investments, Mortgage Servicing, Commercial Mortgages, HUD, Consumer Lending, Loan Servicing, Closings, Construction Loans, Coaching, Finance, Banking
Education
Texas Christian University 1984 — 1988
Bachelor of Science, Journalism
Southwest Bank January 2009 - Present
Skills
Banking, Credit, Mortgage Lending, Loans, Strategic Planning, Customer Service
Education
Texas Christian University 1985 — 1988
BS, Speech Communications in Human Relations
Downey Savings and Loan February 1989 - July 2009
Downey Savings 1989 - 2009
Southwest Bank 1972 - 1989
Education
San Diego State University-California State University 1977 — 1982
BS, Information Systems
St. Louis Produce Market March 2010 - Present
Oberweis Dairy August 2009 - August 2010
Circle K September 2008 - February 2009
Essence Healthcare January 2007 - February 2008
Essence Healthcare January 2007 - February 2008
Southwest Bank September 2004 - December 2006
Skills
Advertising, Management
Education
Christian Brothers University 2000 — 2004
Economics / Finance
Chaminade 1995 — 2000
Bank of America April 2012 - March 2014
Bank of America March 2011 - March 2012
Bank of America September 2010 - March 2011
Edward Jones November 2009 - September 2010
Southwest Bank April 2008 - November 2008
Pontus Industries June 2007 - April 2008
Bank of America May 2006 - February 2007
Bank of America August 2003 - May 2006
Bank of America September 2002 - August 2003
Bank of America January 2000 - June 2002
Skills
Retail Banking, Banking, Financial Risk, Core Banking, Cash Management, Credit Cards, Relationship Management, Loan Origination, Private Banking, Deposits, Lines Of Credit, Financial Analysis, Investment Banking, Customer Service, Mortgage Banking, Corporate Finance, Finance, Project Management, Sales, Team Building, Trade Finance
Education
Missouri State University 1990 — 1994
Bachelor's degree, Finance, General
Oak Ridge National Laboratory June 2010 - Present
Cook Children's Health Care March 2003 - October 2009
Southwest Bank December 1997 - September 2008
Cook Children's Health Care April 2004 - October 2006
Skills
Active Directory, Disaster Recovery, Data Center, Servers, Troubleshooting, DNS, Microsoft Exchange, System Administration, Security, SharePoint, Operating Systems, DHCP, Network Security, Hardware, Software Documentation
Education
Tarrant County Junior College 1994 — 1996
Associate of Arts, Business/Commerce, General
The University of Texas at Arlington
Public Relations
Southwest Bank CSR ManagerSouthwest BankJanuary 2006 - January 2008
Education
Maryville University of Saint Louis 2008 — 2010
Business, Business/Accounting
Southwest Bank July 2003 - Present
SouthTrust Bank February 2001 - July 2003
Wells Fargo Bank September 1993 - February 2001
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Finance, Portfolio Management, Cash Management, Risk Management, Underwriting, Retail Banking, Loans, Credit, Financial Analysis, Loan Origination, Due Diligence
Education
The University of Texas at Arlington 1997 — 1998
MBA, Finance
The University of Texas at Arlington 1989 — 1993
Bachelors, Finance
Southwest Bank October 2007 - Present
BBVA Compass October 2003 - October 2007
Skills
Commercial Banking, Credit, Commercial Lending, Banking, Loans, Mortgage Lending, Small Business Lending, Real Estate, Credit Analysis, Underwriting, Strategic Financial..., Portfolio Management, Consumer Lending, Sales, Management, Retail Banking, Financial Analysis, Treasury Management, Commercial Mortgages, Loan Origination, Middle Market, Mortgage Banking, SBA
Education
Dallas Baptist University
BBA, Management
Southwest Bank April 2013 - Present
Wells Fargo Mortgage October 2010 - March 2013
Deford's July 2009 - September 2010
Stock Building Supply 2007 - 2009
Skills
Credit, Banking, Contract Negotiation, Credit Analysis, Customer Service, Finance, Financial Analysis, Investment Properties, Investments, Loans, Management, Real Estate, Sales, Team Building, Mortgage Lending, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
BBA, Finance
The University of Texas at Arlington 2004 — 2006
MEdT, Mathematics Education
Cendera Bank, N.A. August 2015 - Present
Cendera Funding December 2014 - July 2015
Southwest Bank July 2013 - November 2014
Southwest Bank September 2012 - April 2014
Colonial National Mortgage May 1998 - July 2012
CU Members Mortgage 1998 - 2010
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Industry, Loans, Mortgage, Real Estate, Banking, Compliance, VA loans, Conforming, FHA, VA, Conventional, Customer Service, Foreclosures, Account Management, USDA, Credit, Customer Relations, REO, Risk Management, Refinance, Portfolio Management, Underwriting, Loan Origination, Secondary Market, Mortgage Marketing, Mortgage Servicing, Commercial Lending, Loan Servicing
Education
MBA School of Mortgage Banking 2011 — 2011
Accredited Mortgage Professional
MBA's School of Mortgage Banking (II) 2008 — 2008
The University of Texas at Arlington - College of Business Administration 1990 — 1993
Bachelor of Business Administration (BBA), Business Management with minor in Marketing & Production Operations
MBA Education Residential CMB Prep Course
MBA Education Residential CMB Prep Course
Residential CMP Prep Course
Residential CMP Prep Course
Southwest Bank 2007 - Present
Skills
Credit Analysis, Commercial Lending, Loans, Banking, Financial Analysis, Credit, Portfolio Management, Commercial Banking, Small Business Lending, Oil & Gas
Education
Texas A&M University 1983 — 1987
Bachelor's Degree, Finance
H.M. Dunn Aerospace June 2015 - Present
Fielder Church February 2012 - Present
Progressive Incorprated a PCC Aerostructure Company July 2014 - June 2015
Progressive Incorporated A PCC Aerostructure Company January 2014 - July 2014
Carlisle & Gallagher Consulting Group July 2012 - November 2013
Southwest Bank October 2007 - February 2012
Southlake Focus Group 2012 - 2012
Southwest Securities March 2006 - October 2007
BBVA Compass October 1998 - March 2006
Skills
Business Analysis, Data Analysis, Credit, Banking, Loans, Customer Relations, Compliance, Customer Satisfaction, Team Leadership, Team Management, Consumer Lending, Operations Management, Security, Sales Management, Sales Process, Manuals, Fraud Prevention, Cash Management, People Management, Fast Learner, Profit Center Management, Financial Analysis, Training, Software Implementation, SharePoint, Access, Communication, Technical Support, VBA, Customer Service, Branch Management, Team Building, Mortgage Servicing, Core Banking, Cross Selling, Relationship Management, Deposits, Loan Origination, Retail Banking, Management, Financial Services, Underwriting, Portfolio Management, Visio, Project Management, PowerPoint, Small Business Lending, Mortgage Banking, Business Development, Sales
Education
Dallas Baptist University 1995 — 2001
BBA, Marketing
Southwest Bank November 2010 - Present
United Community Bank June 2006 - November 2010
Woodforest National Bank October 2004 - June 2006
Citizens National Bank October 2000 - October 2003
Compass Bank 1996 - 2000
Independent National Bank 1995 - 1996
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Commercial Banking, Banking, SBA, Underwriting, Credit, Portfolio Management, Financial Analysis, Commercial Mortgages, Mortgage Lending, Credit Risk, SBA 504, Risk Management, Construction Loans, Finance, Consumer Lending, Retail Banking, Loan Servicing, Loan Origination, Cash Management, Asset Based Lending
Education
Texas A&M University 1992 — 1995
BBA, Finance
Sutherland Global Services February 2011 - Present
Southwest Bank August 2009 - January 2011
Wells Fargo Bank June 2004 - August 2009
Skills
Credit, Loans, Underwriting, Banking, Training, Mortgage Lending, Credit Analysis, FHA, Financial Risk, Loan Origination, Loan Servicing, Management, Marketing, Mortgage Underwriting, New Business Development, Portfolio Management, Risk Management, Selling
Education
Huston-Tillotson University 1982 — 1986
BA, Business
Jared the Galleria of Jewelry November 2011 - Present
Things Remembered September 2010 - November 2011
Parkway Hotel July 2010 - August 2010
Parkway Hotel February 2009 - July 2010
Our365 October 2008 - February 2009
Things Remembered March 2008 - September 2008
Borders Bookstore September 2007 - March 2008
Southwest Bank February 2007 - September 2007
Southwest Bank February 2007 - September 2007
Borders Bookstore March 2005 - February 2007
Skills
Hospitality, Hotels, Microsoft Office, Hospitality Industry, Food & Beverage, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Missouri 2007 — 2010
Biology
Saint Charles Community College 2006 — 2007
AAS, Biology
Sussex County Community College 2006 — 2007
Associate of Arts and Sciences (AAS)
Southwest Bank December 2009 - Present
BBVA Compass September 2007 - October 2008
Citizens National Bank (CNB) January 2006 - January 2007
TexasBank September 2001 - January 2006
Mansfield Area Chamber of Commerce September 1999 - June 2001
General Growth Properties - The Parks at Arlington April 1996 - August 1999
Skills
Commercial Lending, Loans, Commercial Banking, Marketing Communications, Marketing Management, Marketing Strategy, Marketing Research, Public Relations, Media Relations, Business Development, New Business Development, Marketing Event Planning, Development of..., Community Outreach, Community Development, Community Partnership..., Building Relationships, Marketing, Sales Management, Account Management, Strategic Planning, Small Business, Customer Service, Sales, Real Estate, Management, Small Business Lending, Banking, Leadership, Credit Analysis, Commercial Mortgages, Consumer Lending, Mortgage Banking, Middle Market
Education
Texas Wesleyan University 1990 — 1992
Bachelor of Business Administration, Marketing
The University of Texas at Arlington
Inwood National Bank August 2012 - Present
Southwest Bank August 2007 - August 2012
Skills
Commercial Lending, Consumer Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Banking, Loan Origination, Credit, Mortgage Lending, Underwriting, Mortgage Banking, Risk Management, Portfolio Management, Financial Analysis, Credit Risk, Retail Banking, Residential Mortgages, Financial Structuring, Real Estate Economics, Construction Loans, Commercial Mortgages, Commercial Real Estate, Real Estate
Education
Landmark College
Texas Tech University
University of North Texas
Conestoga Bank January 2015 - Present
Conestoga Bank January 2012 - December 2014
Conestoga Bank November 2010 - January 2012
Southwest Securities, FSB August 2007 - November 2010
Southwest Bank 2005 - 2007
Nevada First Bank 2003 - 2005
CIT 1999 - 2001
Newcourt Capital 1999 - 2001
Valley National Bank 1997 - 1999
Skills
SBA, Credit Analysis, Underwriting, Management, Financial Analysis, Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit, Asset Based Lending, Portfolio Management, Loan Origination
Education
Penn State University 1994 — 1997
BS, Economics
Dublin Coffman High School
Dublin Coffman High School
Royal Banks of Missouri October 2013 - Present
BancorpSouth March 2007 - October 2013
The Signature Bank June 2004 - March 2007
Southwest Bank 1997 - 2004
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Financial Analysis, Portfolio Management, Loan Origination, Real Estate, Due Diligence, Credit Analysis, Investment Properties, Underwriting, Consumer Lending, Small Business Lending, Commercial Real Estate
Education
Sewanee-The University of the South 1993 — 1997
MICDS
MICDS
Southwest Bank January 2000 - Present
Texas Bank 1997 - 1998
Texas First Securities 1994 - 1997
Skills
Financial Analysis, Cash Management, Banking, Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Finance, Credit, Financial Modeling, Accounts Receivable, Credit Analysis, Risk Management, Loans, Treasury Management, Strategic Financial..., Credit Risk, Commercial Banking, Due Diligence, Payroll, Internal Audit
Education
The University of Texas at Arlington 1998 — 1999
Bachelor's degree, Accounting
Tarleton State University 1980 — 1985
MBA, Finance, General
Southwest Bank May 2013 - Present
Corinthian Colleges September 2010 - May 2013
Carter BloodCare August 2009 - September 2010
Allied Electronics 2007 - 2009
Texas Wesleyan University January 2004 - January 2007
Skills
Microsoft Office
Education
Tarrant County College 1996 — 2009
Information Technology
Pulaski Bank May 2014 - Present
Peoples National Bank May 2008 - August 2013
St.Louis Chinese Journal September 2004 - November 2009
Southwest Bank October 2005 - November 2006
Skills
Banking, Customer Service, Retail Banking, Sales, Teller Operations, Small Business Lending, Risk Management, Mortgage Lending, Mortgage Banking, Microsoft Office, Microsoft Excel, Loans, Project Management, Loan Origination, Lines Of Credit, Investments, Financial Analysis, Cross Selling, Credit Analysis, Credit, Consumer Lending, Commercial Lending, Commercial Banking, Cash Management, Cantonese
Education
St. Louis Community College
Business Administration and Management, General
Galderma August 2012 - Present
Barber & Associates January 2011 - Present
Southside Bank, formerly Fort Worth National Bank June 2006 - January 2011
Southwest Bank October 1994 - March 2006
Bank of America November 1985 - October 1994
Skills
Marketing Management, Market Planning, Marketing Strategy, Market Research, Brand Management, Marketing Research, Market Analysis, Marketing, Digital Marketing, Product Marketing, Marketing Communications, Project Management, Project Coordination, Project Portfolio...
Education
The University of Texas at Arlington 1985 — 1988
BBA, Marketing
Crowley High School 1979 — 1983
Southwest Bank March 2008 - Present
Education
Midwestern State University
Bachelors
Southwest Bank August 1996 - November 1997
Shoe Carnival August 1995 - August 1996
Famous Brand Shoes May 1990 - August 1995
Skills
5 + Years Customer..., 5 + Years Cash Handling..., Microsoft Works, Plan-O-Gram Experience
Education
Jefferson College 2007 — 2007
General Studies
St. Louis Community College 1992 — 1996
General Studies
Oakville Sr. High School 1988 — 1992
High School Diplomia, General Studies
Southwest Bank August 2008 - June 2012
Target February 2008 - April 2008
Skills
Microsoft Office, Typing, Customer Service
Education
University of North Texas 2004 — 2008
Bachelor of Science (B.S.), Fashion Merchandising
Bahlman Industries, Inc. December 2008 - Present
Bahlman Industries, Inc. November 1980 - December 2008
Bahlman Cleaners September 1978 - November 1980
Southwest Bank January 1976 - August 1978
Texas Bank 1976 - 1978
First City Bank January 1975 - November 1975
Texas Bank 1971 - 1974
Skills
Management, Personnel Management, Small Business, Customer Service, Strategic Planning, Team Building, New Business Development, Public Speaking, Marketing, Entrepreneurship, Budgets, Coaching, Leadership, Business Strategy, Business Planning, Leadership Development, Start-ups
Education
Angelo State University
Bachelor of Business Administration (BBA)
Southwest Bank January 2000 - Present
Education
Tarleton State University 1980 — 1985
Master of Business Administration (MBA), Finance, General
Tarleton State University 1980 — 1985
Master of Business Administration (MBA), Finance, General
Southside Bank September 2014 - Present
EverBank June 2013 - February 2014
Southside Bank January 2007 - June 2013
Southwest Bank June 2003 - December 2006
Skills
Loans, Banking, Credit
Education
Texas Christian University
Bachelor of Business Administration (BBA), Accounting and Entrepreneurship/Entrepreneurial Studies
Excela Health July 2008 - Present
Self Employed Attorney January 2003 - July 2008
Sugar Plum Chocolates January 2004 - January 2008
First Commonwealth Bank April 1998 - December 2002
Southwest Bank October 1988 - April 1998
PNC October 1987 - October 1988
Skills
Healthcare, Hospitals, Healthcare Management, Project Management, Corporate Governance, Contract Management, Legal Contract Review, Business Transactions, Real Estate Transactions, Trust and Estate..., Strategic Planning, Corporate Compliance
Education
University of Pittsburgh School of Law 1983 — 1986
Juris Doctor (J.D.)
Seton Hill University 1976 — 1980
Bachelor’s Degree, Industrial Management and Labor Relations