Sr Commercial Relationship Manager
Myles Yates
Tel:------------ MylesY------------ Alpharetta , Georgia 30005
Experience
Wells Fargo 11/2016- Current
Commercial Banking Relationship Manager
? Organically grew portfolio to 98MM since starting. Working with companies with rev- enues from 10MM- 150MM+
? Closed 10MM in new loans in the first 6 months
? Grown deposit portfolio to 102MM
? Interviews applicants and provides information regarding the Bank’s loan policies. ? Makes decisions on loans and terms within specific lending limits.
? Holds delinquencies to a minimum by aggressively collecting past due loans.
? Transitioned over with a 3.1M Portfolio of Business Relationships.
? Manages relationships with Commercial, Corporate, and Community Banking cus- tomers.
? Grows revenue as directed by senior management.
Fifth Third Bank 09/2014-10/2016
Business Banker II
? Cross-sells the bank’s products and services to customers.
? Builds and maintains productive relationships with people throughout the organization. ? Initiated 1.1M BLOC for assistance to furnishing the Mercedes Benz Stadium.
? Built 3 million dollar pipeline with business owners, and handling their personal fi- nances.
? Exhibited financial presentations for law firms, medical offices and large corporations. ? Drafts necessary documents and agreements.
Omni Financial Group 02/2011-09/2014
Senior Account Executive
? Evaluate customer’s information to determine product services.
? Up to date on regulations to keep clients in compliance with GAAP, SEC, and SOX. ? Closing deals with Fortune 500 companies resulting in an increase of revenue.
? Knowledgeable in bank reconciliation, budgeting, forecasting, payroll, taxes, and fi- nancial statements.
? Adheres to the rules, regulations and processes set-forth by company.
Myles Yates
Tel:------------ MylesY------------ Alpharetta , Georgia 30005
Experience
Wells Fargo 11/2016- Current
Commercial Banking Relationship Manager
? Organically grew portfolio to 98MM since starting. Working with companies with rev- enues from 10MM- 150MM+
? Closed 10MM in new loans in the first 6 months
? Grown deposit portfolio to 102MM
? Interviews applicants and provides information regarding the Bank’s loan policies. ? Makes decisions on loans and terms within specific lending limits.
? Holds delinquencies to a minimum by aggressively collecting past due loans.
? Transitioned over with a 3.1M Portfolio of Business Relationships.
? Manages relationships with Commercial, Corporate, and Community Banking cus- tomers.
? Grows revenue as directed by senior management.
Fifth Third Bank 09/2014-10/2016
Business Banker II
? Cross-sells the bank’s products and services to customers.
? Builds and maintains productive relationships with people throughout the organization. ? Initiated 1.1M BLOC for assistance to furnishing the Mercedes Benz Stadium.
? Built 3 million dollar pipeline with business owners, and handling their personal fi- nances.
? Exhibited financial presentations for law firms, medical offices and large corporations. ? Drafts necessary documents and agreements.
Omni Financial Group 02/2011-09/2014
Senior Account Executive
? Evaluate customer’s information to determine product services.
? Up to date on regulations to keep clients in compliance with GAAP, SEC, and SOX. ? Closing deals with Fortune 500 companies resulting in an increase of revenue.
? Knowledgeable in bank reconciliation, budgeting, forecasting, payroll, taxes, and fi- nancial statements.
? Adheres to the rules, regulations and processes set-forth by company.