Michael P.

Background

About Michael P.

Customer Experience and Diversity Advocate; multi-disciplined financial services professional with experience managing an organization's P&L, creating, implementing and executing department plans, and coaching sales teams. A strategic leader with expertise in commercial relationship management, project management, mortgages, consumer lending, wealth management, and retail banking.Highlights and Projects:• Solid connections with centers of influence in the manufacturing, health arena, and start ups, where the focus is on improving cash flow for C&I and owner occupied commercial real estate clients, as well as private real estate investors. Target companies and individuals with the following needs: SBA 7a and 504 financing, working capital, equipment purchases, refinances maturing loans, debt restructuring, business acquisition and divestiture.• Project manager team lead for development of new sales platform model; coordinated efforts with key stakeholders of underwriting, operations, compliance, IT, training, sales and third party vendors for on-target launch. • Managed sales performance of teams and individuals through one on one coaching, sales meetings and webinars, and by overseeing focus groups with managers/peers in other lines of business to increase cross-sales and referrals.• Engineered training programs by creating a case-studies curriculum and incorporating best practices for sales force to utilize when making exceptions or restructuring transactions.Areas of Excellence:• Senior Leadership Roles •Financial Analysis •Cash Flow Analysis• Portfolio Management •Loan Committee •Treasury Management• Pipeline Management •Product Development •Coaching & Training