Talent Vault: Banking & Financial Services : Client Resources: Over 20 years in staffing and executive recruitment: Morisey Dart

What is a Change Master?

Change masters are the leaders who motivate and drive the successful direction of their companies. They know that success starts and is sustained by excellence in staffing. Enlightened leaders create workplaces where people are the focus of the corporate culture and the customer is the focus of the people.

Precision Recruitment? Meet Morisey Dart.

Talent Vault: Banking & Financial Services

The #1 SBA BDO In Their Organization - Based in SE, Busts Out Sales Nationally

Summary

This entrepreneur has been a long-term connection for the Morisey-Dart Group on a professional level, and the time is NOW for them to make a change. They are poised to punish loan growth requirements for the full SBA Lending Product Suite on a country-wide scale, and have the credit background to stand behind their deals. This candidate is THE ONE to up the ante for your sales team - as a well-recognized player we anticipate a short and sharp hiring process - if YOU want to be involved, read on…

The Numbers & Nitty Gritty:

Production:
- #1 SBA producer companywide in 2015, 2016, and on track for 2017
- 2016 = 9MM (loan size was cut in half!!!)
- 2015 = 14MM
- 2017 = YTD 5MM
- Self-sources more than 40% of deals even though not tasked to do this type of business development
- Loan growth goal is 10% increase, consistently hits 20-25% WHILE nurturing 60+ Business Bankers

Deal Details:
- Works with ALL products (7a, 504, Express AND Export Express)
- Can work with floating or fixed pricing
- Currently charged with a SE footprint but has borrowers all over United States
  - Current CA prospect for a 1MM Spa Biz Acq Deal for repeat client

Credit Philosophy:
- Full training from a national lender including a 9-month rigorous program

The Extra Good Stuff:

FREE BUSINESS: Their Business Banker network is "referral-fee-free" = √
No aspirations to transition to management, wants to remain a strong and memorable BDO = √
Insightful market knowledge; involved in (and helped start) well-reputed small business organization = √
Owns a family business (purchased from former client!), can attest to borrower's challenges and rewards = √
Located in a market that is in an economic upswing = √
RECENT ALL-STAR ACTIVITY: CDC Referral was a "serial entrepreneur" who simultaneously started 5 companies. Finances were a mess, but this BDO managed to clean ALL of them up and bring ALL of them to their book = √
NO NON-COMPETE OR NON-SOLICIT = √
Exclusively working with The Morisey-Dart Group = √
Family-oriented with strong emphasis on providing a service that can change the lives of others = √

Why Is NOW The Time To Make A Change?

Looking to leave the red tape behind...will select an opportunity based on the ability to serve their borrowers with all product options and without tons of hoops to jump through. Territory for training others on SBA protocol was recently doubled with no leeway in terms of production requirements or sales support. Sick of saying "NO" based on credit box.

Their Resume, ability to present their skills, and commitment to ethics are even more impressive than this highlight sheet - contact Executive Recruiter Beth Terron via bterron@morisey-dart.com or 239-330-6965.

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The Panhandle Powerhouse With Credit, Sales & Consultative Skills - North FL & SE USA

ID# 719992

Summary

Working exclusively with the Morisey-Dart Group, this SBA/GGL professional needs to make a triumphant transition to a solid lender that allows for borrower satisfaction. Well-versed in all aspects of specialty finance, and carries a strong credit core. This is a change that needs to happen NOW - there is 8MM+ in business that needs a home.

The Numbers & Nitty Gritty

Production:
- Has hit a 30MM year when things are well-oiled and she can work a modest footprint.
- With a tighter shop, average production has still hit 10-16MM.
- Hit 130% of her goal in 2016; was the #1 Producer for the bank.

Deal Details
- Personal commitment to closing 15-20 loans per year.
- Average deal size hovers around 800K to 1MM.
- Can work with brokers but only works with the “big boys”; very selective.
- Enormous stable of repeat and prospective borrowers due to her tenure.
- Credit Philosophy:
  - Formal training from Day 1; Makes no assumptions, just lets the numbers and the history tell the story.
  - Fully underwrote her own deals at many positions.

The Extra Good Stuff:

Understands the value of being with a shop that is PLP status = √

Doesn’t need to be in a “rainmaker” environment, not looking for an environment where expectations and goals are set just to please BOD or investors then they are not obtainable = √

RECENT ALL-STAR ACTIVITY: Beach wedding venue that was a Biz Acq deal for 500K; tons of lenders wanted the project, but she secured it without breaking a sweat due to her reputation = √
Franchise lending comes naturally to her, and the local market is exploding in a safe way = √
No Non-Compete or entertainment of a Counter Offer; can pull in new SBA professionals to your team = √

Why Is NOW The Time To Make A Change?

Turned in over 14MM since January, only 1MM has gone through. ALL loans that didn’t make it at current bank were closed quickly with competitors; she can’t justify continuing to disappoint her borrowers. Current LSP is overly prudent, and her ability to assist business owners has come to a halt. Bank promised PLP status and compensation structure that fell flat.

Her Resume, ability to present her skills, and commitment to ethics are even more impressive than this highlight sheet – contact Executive Recruiter Beth Terron via bterron@morisey-dart.com or 239-330-6965.

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The TRIED & TRUE SBA Advocate To Drive Your Government Guaranteed Lending Platform

Location: Ft. Lauderdale area

(ID#635630)

SUMMARY

The Morisey-Dart Group chooses to represent only those that have enhanced the Specialty Finance space. We are managing the career change of a diversely tenured SBA professional located in FL, with access to repeat borrowers country-wide.

They have twice started, from the ground floor, successful GGL programs at well-reputed organizations - we have rarely seen a combination of sales and procedure knowledge that creates this level of profit.

Only available due to an organizational decision from above to ditch the SBA platform; they hung on and hung in with a credit box that had considerably shifted towards the impossible.

This is NOT a banker looking to suck up your overhead. Proven performance in a remote/LPO environment and they live in the nation's most densely populated concentration of entrepreneurs.

THE MUST HAVES:

Extensive network covering FL, GA, SC, NC and AL + entity potential across the country = √
22MM in production for 2016, with 9.6MM closed for 2017 already = √
(ALL production was made while having to simultaneously handle 100% of non-sales SBA functions)
Deal sizes in the profitable 2.5-3M space, with client revenues averaging 10M = √
Formal credit training and extensive continued education in SBA protocol = √
Extensive involvement as a liaison for one of the country's top SBA industry organizations = √

THE EXTRAS:

Ability to manage 100% of sales to the secondary market.
Extremely well-referenced in the SBA space due to the integrity of transactions.
Balanced book of credits; does not myopically pigeonhole into CRE, start-ups or franchises only.
When with a private capital firm, brought in 47M in a single year.
Close connections to several top SBA LSP's.
Average deal size larger than most Southeast SBA BDO's; therefore higher revenue potential per credit.
No Non-Compete or Non-Solicit.

Their Resume, ability to present their skills, and future potential are even more impressive than this highlight sheet - to gain a TRUE resource in fully developing your SBA platform, contact Executive Recruiter Beth Terron via bterron@morisey-dart.com or 239-596-7280, Ex. 24. to set up a conversation. You make the connection, I'll make it easy.

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(ID # 55183)

The Commercial Loan Officer Who Knows NO Boundaries In Business Development

Southeast North Carolina

Summary:

The Morisey-Dart Group is exclusively representing a Vice President of Commercial Lending who has demonstrated their hustle and destroyed their goals. A progressive career path has been combined with proven numbers and rapid challenge completion. They have a personal reason to make a professional change, and are open for immediate interview with a nimble organization.

The Numbers (These are YEAR 1 at current organization with a full 2 months spent in training!):

- 19MM in New Loans

- Close to 4MM in Commercial Deposits

- 70K in Fee Revenue

- An ROE on their Portfolio of 19.3%

The Must Haves For YOUR Operation:

Formal Credit Training through OMEGA and Commercial Lending School = √

Business development for both CRE (2/3 of their portfolio) and C & I (1/3 of their portfolio) = √

High-level education with Masters in Organizational Leadership and BA in Business Administration = √

Fervent execution of loans in the Industrial/Manufacturing/Medical industries = √

No Non-Compete or Non-Solicit and will NOT consider a Counter Offer = √

The Exciting Extras:

- Digs into specific industry resources to fully understand the vastly diverse businesses of borrowers.

- Verified drive to develop not 1 but 2 new markets for banks that needed firepower in new market share.

- Can be a liaison to sourcing, fielding and finish SBA loans (currently with a PLP lender).

- Ability to work closely with Loan Committee to present a full picture and facilitate tricky decisions.

- Well-referenced due to accomplishments like winning a 10MM development deal when having ZERO portfolio.

- Knows what networking activities lead to success versus those that just lead to getting business cards from other bankers.

Their resume, references, ability to present their skills, and commitment to ethics are even more impressive than this highlight sheet – for a connection contact Executive Recruiter Beth Terron via bterron@morisey-dart.com or 239-330-6965

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The Revenue-Driven SBA Advocate With A Triumphant Trifecta:
Relevant Market Location, Potential Team Lift-Out & Solid Credit/Operations Background
Located In Tri-State Area (NY, NJ) - Able to Relocate or Lend Nationally(ID # 674383)

The Morisey-Dart Group has solidified an exclusive relationship with a well-heeled and highly motivated Specialty Finance professional that spans 7a, 504, USDA and Express. They have the potential to generate, underwrite, or create a platform for a whole Government Guaranteed program from Day 1.

This professional just took an organization from ZERO to PLP in less than 9 months, and is poised for an opportunity where they can make a continued and profitable impact. They are only available due to recent M & A Activity and are NOT shopping themselves, or their potential team, around.

WHO ARE THEY PROFESSIONALLY?

Production: This is a banker that if their goal is 10MM, they'd aim for 20MM.
- Most recently looked at 100MM per year with 1 other BDO and approved around 65MM.
- Has hit a 90MM approved year where they looked at 125MM AND had to act as Support Staff.

Current personal pipeline that DOESN'T count what they are trying to hold off includes:
- 1MM Multi-use deal in NJ, Owner Occupied plus another that is 1MM.
- 4MM ALF in NJ plus Strong network in Manufacturing/Distribution/ Tool & Dye/ Fuel & Oil.
- Killer referral source with Accountants and brokers - after 9/11 they became skilled at ONLY working with those that were hard workers, not just "phone-inners".

Credit Prowess
- Starts by the book then follows with common sense (Various Formal Credit Trainings).
- Looks at how much people DISCLOSE versus how much they have to personally DISCOVER.
- Will say NO even if high-net worth Doctor/Lawyer/etc.; holds people to financial standards.

EXTRA VALUE:

WILL take any organization to PLP status within a year and produces CLEAN volume; 8-person Team did 20MM/quarter with spotless audits.
Has a strategy that can make 4 to 5 points on 504 loans through the use of CMBS for sale.
Strong connections and on the BOD for the top rated local CDC in market.
Establishes STRONG rapport with underwriting teams and has acted as a 1-person LSP for several lenders.
Driving force behind a 300% to 900% increase in Tier Capital Ratio for recent employer.

ALL STAR ACTIVITY:

1) A client that owned a 12-location staffing operation in NJ had an inoperable brain tumor - insurance didn't cover it! This lender helped the borrower get the surgery, receive several successful loans and be able to pay ON TIME, EVERY TIME. Several other lenders turned down the deals due to what they thought was poor asset quality but really, they were just scared!

2) Immediately after 9/11, NY and NJ were seeing tons of small business borrowers fail. This advocate worked 7 days a week to help them maintain their businesses. One was a 10MM/year coffee distributor that supplied 80% of their goods to the Twin Towers…they asked this banker to be their CFO after their strong performance in keeping them afloat!

- No Non-Compete and heavily vetted/clean background check assured.

SBA SPECIFICS:

KNOWS the difference between an SBA professional that has to hustle, and one that has a large branch system that gives them referrals.
Unique platform to help banks start their SBA groups as separate subsidiaries.
Has held one of the largest (and smartest!) CRE portfolios on the East Coast in recent years.
Can help a bank looking to enhance their SBA efforts to understand that the use of LSP's is currently garnering more attention from regulators and harming their PARRiS Score for oversight.

TEAM POTENTIAL:

IF an opportunity was in the NJ/NY area, potential to bring over 2-3 BDO's (8-10MM in production EACH per year) + 1-2 Underwriters and 1 Closer.

IF they were able to be spread out, their national SBA network is strong enough to get a larger, skilled team together.

FINAL THOUGHTS/AS A PERSON:

This is a strong BUSINESS mind that wants no part of a peripheral team. They stick to goals that were made with an educated and experienced SBA thought-process, and know there are many banks poised to either jump into SBA blind or do it the right way; they feel they can save the former and roll with the latter.

Their ability to present their skills and commitment to ethics are even more impressive than this highlight sheet – contact Executive Recruiter Beth Terron via – bterron@morisey-dart.com or 239-596-7280, Ex. 24.

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Passionate SBA Lender With A BALANCED Book Of Business

Florida Based – SE Footprint
(ID # 631449)

The Morisey-Dart Group is representing a BDO that helps people get BETTER through their borrowing experience. They have survived economic disaster and weathered M & A as best as possible - most recent bank evaporated and pulled completely out of the SE market without warning. This BDO is highly sought after - find out why below:

Production Snapshot: (proven track record of success in each position)

• Did over 12.5MM in 2 years even when given a small market and having to do closing and underwriting

• Completed 9.7MM+ in 2.5 years while having to go through TWO merger conversions

• Closed 5.5MM+ in 18 months despite the fact that is was during the market crash

• Completed 53MM+ in new loans in a 4-year span with one of the country’s top lenders at the time

• Did 9.9MM+ in SBA and Real Estate/Mortgage loans in their FIRST lending position

Extra Value Adds:

• Recognizes an underserved segment of the FL market that others tend to ignore

• NO non-compete or non-solicit, AMAZING relationships with local CDC’s to drive referrals, and USDA experience

• Deal target is 1-3MM in size but adept at smaller or larger exposures; has worked with fixed AND floating pricing

• Broad scope: Re-finance projects/Business Acquisition/daycare, ALS/hotels/franchises

• Forward thinking: Future focus will be distribution companies, technology, insurance and software

• Knows that business development is NON-linear, it is more of a spider web of focused effort

• Cash flow focus over collateral but will investigate all angles of repayment potential

• Sends borrowers to their own educational version of “SBA College”; helps them SBA value and requirements

• Current Pipeline includes (but is NOT limited to):

Chiropractor re-finance with great cash flow
Insurance Tech company that needs re-financing help and has a strong story
2MM daycare deal that is looking for a new location
A trucking company that seeks re-finance has a national focus

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Midwest SBA ADVOCATE & Revenue DRIVER
Location: California
(ID # 682441 )

SBA BDO With A Niche Focus & A Documented Revenue Path

California Based – National Footprint

This Government Guaranteed Lending professional has diligently discovered a niche that others were ignoring while maintaining complementary deals in other industries. They are open to 100% specializing into their niche nationwide, or remaining more general to suit YOUR portfolio concentration restrictions.

NUMBERS SNAPSHOT:

SELF-SOURCED 20MM in business since August 2016.
5MM was funded and approved already.
Had to broker out 15MM in business since August 2016 that will be FULLY FUNDED in January through both banking and non-banking sources:
- 6MM in Transportation & Titled Equipment (***See Niche Details below)
- 4MM in Manufacturing (Strong in Molding and Chemicals)
- 3MM in Information Technology
- 2MM in Health Care
- Typical Target for a deal includes:
  - 7a, looking for 70% LTV for seller financing
  - 401k Rollover component for the right borrower
  - Larger than 8,100K in deal size, 25% down
  - Multi-component deals including Biz Ac, Debt Refi and Equipment purchase
  - Strong working capital or operating cost structure
  - Core footprint includes (and is limited to by current employer)
    - IL, MI, OH, NY, VA and SC
    - DESPERATE to target and ready to kill
      - GA, FL, TN and CA

*** Niche Details: Sees the value in the national network of package delivery drivers. They are essentially their own small business owners who need financing for their trucks and their routes. This BDO has just begun to scrape the surface with this borrowing base, and if allowed to get into states where their hubs are (TN, CA, etc.) they could blow it up. This is a strong word-of-mouth referral opportunity. They are able to speak intelligently and evocatively to drivers due to a background in trucking and tire sales.

WHAT STANDS OUT FOR VALUE ADDING POTENTIAL?

- CREDIT:

~ Does ALL of own initial underwriting including DSCR, Cash Flow, Global Cash Flow, LTV

~ Created own spreading excel sheet to do so

~ If you tell them the “rules”, they’ll identify prospects that keep you in that space

- Does NOT rely on any paid loan broker referrals. Personally contacted all top 14 non-bank lenders in the USA and got access to their business broker network, within 3 months had names and contact numbers of over 1800 individuals.

- Knows how to get things done through technology; MBA and a degree that has most of its graduates with that course set get into “Data Science” (hence the detective work they were able to do above with the business broker contact info). Also created a CRM from scratch.

- RECENT ALL-STAR ACTIVITY! They will be able to share about a fantastic deal with one of the country’s most well-reputed crane companies (their FIRST SBA deal that was also the hairiest). It included elements like debt refi, biz ac, property ac, titled equipment and working capital. One owner hadn’t filed taxes in flippin’ 5 years! This BDO managed to piece everything together, refi two large cranes, buy one new crane, and help one partner buy out the other after some HEAVY business appraisal work that they were closely involved in. It was close to a 900K deal.

“WHY NOW”

- Pain Point # 1: Organization pulled back on support for SBA loans; they want them to stay BELOW 8MM in production for 2017; in California, that will barely buy groceries. They also take about 70 days to get a loan through the process.

- Pain Point # 2: They can’t handle their volume...has had to turn away 17 deals for over 12MM in volume AFTER full app has been collected – borrower fatigue and frustration! They are also full up in their 25% concentration rule for construction so this BDO can’t land these types of deals there.

- Pain Point # 3: Wants to be compensated fairly for the work they have done; they will only receive 50K in commissions when they technically could have made 240K should they have been able to absorb the volume promised.

- Pain Point # 4: Would love to have at least the OPPORTUNITY to work on some Real Estate deals in the 504 space, huge potential in the area of California that they live in to steal business away from 100% 504 lenders in CA. Spouse is also a Real Estate agent and can provide a strong (and free!) referral source.

- Pain Point # 5: Current organization is….slightly messy. They have let go 3 people since August out of a roughly 15-person original team. Let’s just say the vibe is not positive or entrepreneurial.

COMPENSATION DETAILS & EXPECTATIONS

- Currently at a base salary of 100K plus commission.

- Understands a flatter salary and larger incentive plan is what is the norm.

- Would target 90K as a base plus opportunity to triple that in incentive

- No Non-Compete or Non-Solicit.

- Clean credit/personal/criminal/drug background

- Honeymoon already scheduled for May but could start ASAP after resignation, will receive commission in March even if they make a transition.

FINAL THOUGHTS/AS A PERSON

Witty and savvy yet able to have a fully 2-sided conversation. If you want hunger, they have it. Looking to support spouse and plan for a family. Their day starts at 5 am on the phone so they can reach decision makers all across the country. They are working exclusively with The Morisey-Dart Group, not shopping their Resume around. We are sincerely proud to be the Talent Management Professional to represent them – we would have them to a company BBQ AND trust them to handle our business.

Their ability to present their skills and commitment to ethics are even more impressive than this highlight sheet – contact Beth Terron via bterron@morisey-dart.com or 239-596-7280, Ex. 24 to set up a conversation.

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Midwest SBA ADVOCATE & Revenue DRIVER
Location: Ohio
(ID # 677631)

Summary

This Government Guaranteed Lending Specialist currently covers some of the most affluent areas of Ohio, and is savvy in the business acquisition space. They dig into precursory underwriting to manage deal flow and get as many touches in up front so that a credit can get approved with efficiency.

THE KNITTY-GRITTY & THE NUMBERS:

Production Snapshot
- 2016 = 16MM with 8MM in the pipe
- 2015 = 24MM
- 2014 = 11MM
Full SBA Product Suite including 7a and 504
Core footprint includes Cincinnati, Dayton and Columbus
Formal Credit Training that included 6 months of observation with a well-heeled underwriting team
Average loan size hovers between 1MM and 2MM with a handful settling into 500K

EXTRA VALUE ADDS:

Excellent borrower education tactic of side-by-siding different options for different SBA products
Avoids duplication of efforts in underwriting by presenting full, clear and story-based packages up front
Well-versed in helping family owned businesses transition ownership between generations
Utilizes technology and local conversations to stay on top of M & A activity
Doesn't rely on Broker referral fees

RECENT ALL-STAR ACTIVITY:

Secured a 4MM SBA loan in the billboard industry by taking the initiative to do some heavy research when the company needed a true and fair appraisal.

FINAL THOUGHTS/AS A PERSON:

Thoughtful, accountable and not shopping around. Chose to work with a Talent Management Professional to maintain level of integrity and professionalism. Seeks a down-to-earth lending environment where they can share their SBA prowess and continue to serve small business borrowers.

If YOU need secondary market revenue & strong borrower education, contact Executive Recruiter Beth Terron: via - bterron@morisey-dart.com or 239-596-7280, Ex. 24.

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The LOCAL Ag Banker You CAN’T Afford To Overlook:
A “Boots Over Suits” Revenue Generator With Demonstrated Lending Integrity
Location: Indianapolis
(ID # 624302)

SUMMARY

This Indianapolis-based Loan Officer has close to 15 years of experience and well-reputed banks on their Resume. Focus has been Highway 70 and above, stretching into Lafayette, but they DO cover the whole state for seasoned borrowers.

WHY NOW? Forced changes at current bank were unexpected and may lead to more adjustments in structure that would hinder ability to take care of legacy borrowers.

THE NUMBERS:

• SELF-SOURCED 80MM in Ag Loans in the span of 2 years with current organization = √

• With previous bank, built over 200MM in 5 years while working out 20MM inherited = √

• Strong deal size averages 7MM, with handful in the 20MM range = √

• Covers ALL of Indiana with almost 50MM in deals waiting in the wings in Illinois = √

• Borrowers have 5000+ acre farms with a focus on CASH GRAIN (Corn, Beans, etc.) = √

The Extras:

• NO Non-Compete or Non-Solicit of any kind to hinder transitioning relationships to the right lending institution = √

• Sees HUGE potential in both estate-planning and refinancing components for 2017 business = √

• Networks affords relationships with borrowers that can WITHSTAND any dips in the Ag Lending cycle = √

• Accustomed to being held accountable on total portfolio revenue, not just loan growth = √

• Hand selected to complete diverse and well-reputed Management Training Program early in career = √

• Views credit evaluation as a multi-component exercise that combines spreads AND stories = √

• Knows how to help borrowers leverage their (well-built only) balance sheets in the right way = √

• Adept at working with Crop Insurance professionals to capture full relationships = √

• Does NOT need to rely on branch referrals or a finite brick and mortar presence to source or close deals = √

DON’T WAIT UNTIL Q1

Their Resume, ability to present their skills, and ethics commitment are even more impressive than this highlight sheet – contact Executive Recruiter Beth Terron via – bterron@morisey-dart.com or 239-596-7280, Ex. 24.

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The Stuff SBA Resume DREAMS Are Made Of -
Operations Professional – Remote Location Possible
Remote OR Orlando, FL
(ID # 589353)

SUMMARY

Progressive SBA career spanning Portfolio Management, Compliance Analysis, Audit, Packaging, Documentation and Closing. Open to non-sales related positions that still drive revenue and efficiency, this professional has proven success helping organizations either OBTAIN or ENHANCE their preferred lending status with various government agencies.

They know that it is the minute details that save financial lives and allow the program to be successful. Thrives on “helping the little guy” and has SBA SOP coming out of their pores. At one time helped an institution obtain their goal of being the top SBA lender in the country in less than 4 years.

Their Resume speaks for itself, but some of our chosen highlights include:

The Must Haves For YOUR Operation:

• Work with all SBA products (7a, Express, 504) during all facets of loan cycle (pre, post, you name it) = √

• Expertise in a variety of financial software including E-Tran, T-Soft, HotDocs, FDES and AFS = √

• Bachelor’s Degree with extensive continued education through varies Banking Institutes = √

• Swift ability to liaison between legal professionals and bank teams = √

• Extensive experience working with Credit Analysts in determining the financial health of a credit = √

• Stringent respect for quarterly reporting and title responsibilities = √

The Extras:

• Fearlessness when working with business acquisition deals and start ups = √

• Previous exposure to conventional loans up to $100,000 in size = √

• Adept at managing both borrower and lender expectations up front = √

• Experience in UCC matters, staff training and site visits in addition to secondary market sale management = √

Why Is NOW The Time To Make A Change?

This professional is open to new opportunities due to organization changes with their former institution. They seek the opportunity to contribute OVER an inflated title or specific management designation.

Their ability to present their skills and commitment to ethics are even more impressive than this highlight sheet – contact Beth Terron via – bterron@morisey-dart.com or 239-596-7280, Ex. 24.

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BOTTOM Line Contribution with TOP Level Performance CFO Candidate - Florida
(ID # 557532)

SUMMARY

A track record of financial success is hard to ignore, therefore The Morisey-Dart Group is proud to be managing the career advancement of a current CFO with a strong Audit and Controller background and the right reasons to make a professional change.

This candidate literally wrote the book on compliance, having developed a BSA program from the ground up AND contributing to product design that to this day is touted by the Jack Henry organization. They are a “make you money” by “saving you money” banker that in 2015 leveraged a capital utilization plan which generated income outweighing 2013 and 2014 figures COMBINED. Their Resume speaks for itself, but some of our chosen highlights include:

The Must Haves For YOUR Operation:

• Completed recent SEC action plan that reduced expenses by almost half a million dollars = √

• Doubled their current bank’s asset size in less than 4 years with minimal compliance headaches = √

• Turned around a failing bank through a 25-point plan within 1 year leading to 1MM revenue potential = √

• Core Processor skills unmatched in terms of technology selection/contract negotiation/cost savings = √

• Master’s Degree and Audit Certificate = √

The Extras:

• Spearheaded a specialized lending program that brings 1/3 of monthly profit while only 10% of loan volume = √

• Experience at a Credit Union to expand their compliance prowess and increase Employee Recognition success = √

• Exposure to non-banking manufacturing management allows for a clear understanding of client viewpoint = √

• Looks beyond a traditionally myopic CFO strategy to contribute to credit culture and loan structure = √

• Recently managed up a line banker to a SVP-Risk position through their mentorship = √

• Skilled at working with AVM (Automated Valuation Model) statistics to manage home equity loan quality = √

• Importance placed MORE on contribution than title = √

Why Is NOW The Time To Make A Change?

Location, location, location. This professional ONLY available for conversation due to family obligations pulling them to the Florida market. They seek an environment that is FOCUSED on forward momentum and revenue generation.

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SVP Level Commercial Credit Professional - Metropolitan Chicago
(ID # 518651)

SUMMARY

SVP level top performing senior credit professional, with 25+ years of progressive experience in the banking industry.

Experience in national and community banking includes credit/portfolio risk management, credit underwriting, credit approval, administration, and personnel management and development (11+ years of direct managerial responsibilities).

Lines of business supported include Middle Market, Business Banking, SBA (i.e. 504), CRE (i.e. owner-occupied, investor), construction, and land development lending.

Additional experience includes working with manufacturers, distributors/wholesalers, retailers, and service providers (i.e. doctors, lawyers, accountants). Other core skills include the development and revision of credit policies and procedures, ALLL methodology, development, and analysis, workout/trouble asset resolution, primary liaison to external bank examiners (i.e. OCC, FDIC, and State of Illinois) and loan review.

To learn more about this candidate...contact Executive Recruiter Tom Morley via tmorley@morisey-dart.com or 239-596-7280, Ex. 15.

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SVP Level TOP Performing Middle Market Lender - Metropolitan Chicago
(ID # 498317)

SUMMARY

Metropolitan Chicago-SVP level top performing middle market lender working with businesses with revenues between $50 and $500 million. Possesses an incomparable track record of consistent new business development over a 20+ year career. Core skills include client acquisition and retention, team building, financial data analysis and full service cross-selling. Is a multiple award wining relationship manager combining high performance and professionalism. Holds an MBA in Finance and had completed a major bank formal credit training program.

To learn more about this candidate...contact Executive Recruiter Tom Morley via tmorley@morisey-dart.com or 239-596-7280, Ex. 15.

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Business Development Officer - Raleigh-Durham
(ID # 654784)

Local, Well-Referenced Business Development Officer

EXPERIENCE MEETS INTEGRITY TO DRIVE YOUR BRAND

SUMMARY

The Morisey-Dart Group has secured the interest and investment of a NC based banker with the right reasons to make a professional change. Their book is strong, their convictions are stronger and their shelf-life as available is short. Why is NOW the time to talk? Their current organization is focusing more on their stock price than the future of their team and their market share.

The Numbers & The Knowledge:

• MBA-carrying Commercial Lender at a multi-billion dollar bank; 10+ years of experience = √

• Numbers At A Glance:

o Generated 47M in 2015
o On track to out-pace that by 5M+ in 2016
o Current Portfolio is 70M+ (Inherited 31M, had to scrub some loans)

• Concentrates on organizations in the 1-50M revenue space; loans usually in the 50K-10M arena = √

• #1 Producer in the entire organization; 60/40 portfolio split between CRE and C & I = √

• Lending prowess and pipeline covers Chatham County, Raleigh-Durham, Cary, Greensboro, etc. = √

• GAAP-savvy with a common sense, cash flow, “don’t chase what won’t work” attitude towards underwriting = √

The Extras:

• DOESN’T rely on Branch referrals; widespread COI network with strong Realtor connections.

• Understands where other banks have gone wrong; builds only CLEAN business relationships.

• Works to “marry” a borrower to an institution through Deposits, Treasury/Wealth Management and Merchant Services.

• DOESN’T try to fit ALL people with ONE product; advises to structure debt to match long-term plans.

• RECENT ALL-STAR ACTIVITY! Secured (and stole from large regional bank) a 5.5M Assisted Living Facility deal due to their creative work in structuring an interest only into an interest plus principle framework. Took the relationship from an LOC only to an expanded set of products with ACH, WM, and deposits.

• Extensive sports experience both on the player and coach side; contributes to a drive to succeed and a work ethic that can withstand dips in the market or economy.

Information is powerful but conversation makes CHANGE. For an introduction contact Executive Recruiter Beth Terron via bterron@morisey-dart.com or 239-596-7280, Ex. 24.

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Controller/CFO - Western U.S. (ID # 626815)

25+ years of experience with community banks and credit unions ranging from about $100 million in assets to $10 billion. A divesity of core competencies include accounting, ALCO, Interest Rate risk analysis, M&A, capital raising, IPO, systems integration and conversion, establishing internal controls, strategic planning and custom dashboard design and implementation. Was responsible for performing his current bank's first loan portfolio stress test. Holds a BS degree in Accounting and is a CPA.

Contact

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- TOP TALENT AVAILABLE: VP-Senior Financial Reporting Manager - wants Southeast US- (ID # 620757)

The Morisey-Dart Group is exclusively representing this banking "A Player"!

VP-Senior Financial Reporting Manager for major regional bank. Currently responsible for the accurate preparation and timely filing of all externally distributed financial and regulatory reports in compliance with internal financial policies, SEC requirements, and US GAAP.

Skills Include:

• SEC Reporting

• Regulatory Reporting

• Mergers and Acquisitions

• SOX Testing and Reporting

• internal and external audits, budget and planning, and risk assessment

• BS and MS in Accounting, CPA, three years’ experience in Big 4 public accounting and 13 years in large regional banking

To learn more about this TOP TALENT contact Tom Morley via tmorley@morisey-dart.com or 239-596-7280, Ex. 15.

Contact

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Community Bank CFO-MBA - CPA Open to lower 48 states! (ID # 514892)

19 years in the banking industry with a steady progression of increasing responsible finance and accounting positions. Currently oversees all financial statement preparation, regulatory reporting, management reporting and analysis, interest rate risk management, federal and state taxation, payroll, and asset/liability management. Has been particularly effective in managing the bank's $200 million investment portfolio, including US Agency, Municipal Bonds, Jumbo CD's, Mortgage-Backed & CMO securities and Corporate Bonds. Currently manages a staff of 6 including the Controller.

Contact

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Business Banker - Phoenix Metro Area (ID # 572881)

Nine + years of banking experience; the last six as a top tier performing business banker calling on companies from $2 million to $20 million in revenues. Loan size is up to $2 million. BS degree with emphasis in Business and Economics. Has completed major bank formal credit training program.

Contact

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Director of Mortgage Services- Chicago Metro Area (ID # 573942)

Accomplished Mortgage Executive and Sales Professional with Profit & Loss management experience with three different mortgage start-up operations over a 20 year career. Has management experience with sales and operational personnel; extensive recruiting and training experience (has developed over 1000 successful mortgage professionals). Has been particularly effective at customizing mortgage systems to bring greater efficiencies to growing organizations.

Contact

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Healthcare Underwriter/Portfolio Manager - Chicago Metro Area (ID # 573920)

Seven + years of major bank experience in credit analysis, underwriting and portfolio management with primary focus in senior housing facilities financing over a multi-state Midwest footprint. Summa cum laude graduate from Big 10 honors college with BA degree in Finance. Was the top performer in a major bank 6-month formal credit training program. Has experience with complex credits ranging from $3 million to $30 million plus. Strong financial modeling skills. Currently manages a $200+ million portfolio.

Contact

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Sr. Commercial Relationship Manager - Metro Chicago (ID # 498887)

7 years of business banking and middle market lending experience with an impressive record of consistent new loan generation in C&I and CRE as well as significant success in developing Treasury Management opportunities for the bank. Has formal credit training from a major regional bank. More than doubled his fee income goal in the past 12 months to over $1 million.

Contact

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Commercial Loan Manager - U.S. (ID # 564297)

20 years of broad based experience in commercial banking and bank consulting including 14 years as a top performing commercial lender. Averaged $12 million in new loan production over that time while meeting or exceeding every quarterly and annual loan production and deposit goal. Additional experience includes credit and risk analysis, underwriting, loan review and special assets (collections). BS in Business Administration-major in Finance and minors in Accounting and Economics; MBA with emphasis in Finance-graduated with honors and a 3.75 GPA.

Contact

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CRE Relationship Manager (ID # 515075):

Ten years of banking experience including formal credit training. Skilled in credit/underwriting, lending and portfolio management. Manages a $62 million loan portfolio and $12 million workout portfolio.

Loans generally fall in the $750K - $3 million range. Primary focus is in construction and financing on apartment and office buildings in metropolitan Chicago. Has a BS degree in Business Administration with a major in Finance.

Contact

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