Josh Gerlach

Source, process and close residential equity lending requests to include Home Equity Loans, Lines of Credit and Bridge Financing. Work closely with both internal and external centers of influences such as mortgage originators, bank employees and realtors.

Prior to the acquisition of Peoples Bank by National Bank Holdings (Community Banks of Colorado), with a focus on Relationship Banking I handle Home Equity requests along with Bridge financing, auto finance and other consumer lending requests. I also serve as a voting member of Peoples Bank Loan Committee.

As a Private Banker, my responsibilities were focused on growing and maintaining the relationships of the local markets High Value Customers as well as prospecting and meeting with new potential customers. Daily role to serve as the customers main point of contact and be able to handle all of their banking needs (deposits, lending, account maintenance, etc.) as well as working with Wealth Management partners on any investment and retirement needs.

As Branch Manager, I was responsible for the daily operation of the local branch, exceeding target goals in sales and growth along with providing the highest levels of customer service. It was also a primary function to train and develop my staff of employees to advance to the next stage of their careers.