Ross Haskett
Wilmington
Summary
Performance-driven Vice President with 10 years of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
9
9
years of professional experience
Work History
Vice President - Agency Banking
Westfield Bank
08.2024 - Current
- Identified opportunities to improve business process flows and productivity.
- Increased company growth through collaboration with sales and marketing departments.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Formulated and executed strategic initiatives to improve product offerings.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Originated $40MM in Loan Growth since August 2024.
Vice President - Insurance Industry Lending
Live Oak Bank
01.2022 - 08.2024
- Specialized in SBA and Conventional financing regarding ranging from $200k - $25MM
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Met with current clients to assess needs and develop improvement plans.
- Arranged potential client contacts, cultivated relationships, and followed through all service needs.
- Marketed services to current clients as well as local and national businesses resulting in $100MM in Production.
AVP - Insurance Industry Lending
Live Oak Bank
10.2018 - 01.2022
- Collaborated with VPs in order to grow business partners through prospecting, customer visits, conferences and follow-up activities.
Relationship Manager
Live Oak Bank
01.2018 - 10.2018
- Managed and serviced the Pacific Northwest territory for Veterinary portfolio and managed the Independent Insurance Agents nationwide.
- Prepared financial analysis on a quarterly and annual basis
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Loan Closing Specialist
Live Oak Bank
12.2016 - 12.2017
- Closed 83 SBA Loans covering different industries such as Veterinarians, Pharmacy, Healthcare, Self-Storage, Funeral Home, Independent Insurance Agents, Investment Advisors, Poultry, and Wine Craft Beer
- Worked closely with lenders, underwriting, credit, and legal all on loans
- Communicated with clients on a daily basis.
Education
Bachelor of Science - Finance
University of North Carolina At Wilmington
Wilmington, NC06-2015
Skills
- Portfolio optimization
- Forecasting
- Data analysis
- Industry best practices
- Financial management
- Market trends and analysis
Timeline
Vice President - Agency Banking
Westfield Bank
08.2024 - Current
Vice President - Insurance Industry Lending
Live Oak Bank
01.2022 - 08.2024
AVP - Insurance Industry Lending
Live Oak Bank
10.2018 - 01.2022
Relationship Manager
Live Oak Bank
01.2018 - 10.2018
Loan Closing Specialist
Live Oak Bank
12.2016 - 12.2017
Bachelor of Science - Finance
University of North Carolina At Wilmington
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