Robert DeVries
San Diego,CA
Summary
Energetic and personable individual with strong interpersonal and communication skills. Possesses in-depth understanding of SBA and C&I with proficiency in building and maintaining Commercial Relationships. Proven ability to drive client satisfaction and business growth through targeted relationship management and strategic planning.
Overview
15
15
years of professional experience
Work History
Senior Relationship Manager
American Business Bank
03.2023 - 07.2024
- Increased Commercial Middle Market and SBA portfolio growth by effectively identifying new business opportunities throughout the San Diego market.
- Established strong referral networks with internal partners such as commercial banking, CPA's, and wealth management teams to identify potential new clients.
SBA Liquidators
Self Employed
05.2013 - 03.2023
- Increased client satisfaction by providing tailored solutions for their unique business needs during the SBA 7(a) liquidation process.
- Reduced overhead costs with efficient disposal of excess inventory, ensuring optimal financial returns.
Relationship Manager
Banc of California
07.2018 - 10.2019
- Focused on SBA, C&I and CRE for companies in San Diego and Orange County
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Regional Manager
East West Bank
10.2017 - 06.2018
- Managed a Commercial Banking Center in San Diego that includes a staff of 10 including 2 Senior Relationship Managers
- Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
SBA RM
BBVA
12.2015 - 11.2016
- Responsible for generating SBA and Real Estate loans throughout the San Diego and Orange County Markets
- Skilled at working independently and collaboratively in a team environment to promote SBA Lending
SBA Portfolio Manager
US Bank
11.2009 - 04.2013
- Managed the SBA 504 portfolio of SBA originated credits of direct commercial Loans representing approximately 200 relationships in the US Bank footprint
- Supervised a staff of 13 involved in the underwriting, portfolio management, insurance, file maintenance and closing involved in proactive management in Covenant Monitoring
- Facilitated portfolio performance review and implemented new strategies.
Special Assets RM
US Bank
11.2009 - 10.2011
- Develop and Maintain Problem Credit Management governance framework, policies and procedures specific to SBA and Commercial Real Estate 504 loans for the US Bank footprint
- Monitor portfolio, ongoing performance and condition of borrowers and collateral to ensure ratings, LGDs and Loan Modifiers or Classifications are maintained accurately and timely
Education
Some College (No Degree) - Economics
San Diego State University
San Diego, CASkills
- BUSINESS DEVELOPMENT
- SPECIAL ASSETS
- SBA 7(a) and 504 EXPERIENCES
- SALES MANAGEMENT LEADERSHIP
- RELATIONSHIP BUILDING
- ADVANCED COMMERCIAL & SBA CREDIT
Professional Development
- US Bank and Moody’s Analytics advanced credit training
- US Bank credit study and training on managing credit exposure, advanced underwriting to a Global Cash Flow and Fixed Charge Coverage methodology, advanced cash flow analysis and stress testing for appropriate Risk Rating
- RMA | Robert Morris and Associates on Commercial Real Estate and advanced cash flow analysis
- Wells Fargo formalized 8-week credit training classes
Timeline
Senior Relationship Manager
American Business Bank
03.2023 - 07.2024
Relationship Manager
Banc of California
07.2018 - 10.2019
Regional Manager
East West Bank
10.2017 - 06.2018
SBA RM
BBVA
12.2015 - 11.2016
SBA Liquidators
Self Employed
05.2013 - 03.2023
SBA Portfolio Manager
US Bank
11.2009 - 04.2013
Special Assets RM
US Bank
11.2009 - 10.2011
Some College (No Degree) - Economics
San Diego State University
Similar Profiles
Wes SchaeferWes Schaefer
Executive Vice President at American Business BankExecutive Vice President at American Business Bank
SUSAN COZARTSUSAN COZART
Sourcing and Meeting Manager at American Express Global Business TravelSourcing and Meeting Manager at American Express Global Business Travel
LIVIA SOKCICLIVIA SOKCIC
CORPORATE TRAVEL AGENT at American Express Global Business TravelCORPORATE TRAVEL AGENT at American Express Global Business Travel