robert wonsor

conusultant

About

SENIOR FINANCIAL SERVICES PROFESSIONAL Extensive, varied experience within the financial services industry in the areas of Small Business Lending, Portfolio Management, Private Banking and Retail Branch Banking. Expertise in organizational development, customer service, problem solving, change management and linking an individual’s contribution to the overall focus of the company. Proven record of success in managing diverse talent pools and consistently exceeding goals, utilizing a positive, energizing and motivational leadership style. Highly successful at partnering with external team members to increase the efficiency and effectiveness of the unit and achieve common objectives.

Country

united states

City

philadelphia

Industry

banking

Skill

Experience

assistant vice president and branch manager

marine midland bank

1982-1 - 1985-1 · 3 yrs 1 mo

branch manager and assistant branch manager

city federal savings and loan association

1978-1 - 1982-1 · 4 yrs 1 mo

conusultant

ddemarco consulting

2013-6 - Present · 13 yrs 4 mos

Branch Banking and Small Business Lending Consultant working various Branch Audit and Loan Operations projects for small, New England Bank with a focus on operational effectiveness and efficiency.

senior vice president and lending manager

wells fargo

2008-1 - 2012-6 · 4 yrs 6 mos

Manage 5 Lending Officers supporting Pennsylvania/Delaware Business Banking Division; 67 Business Bankers. Responsible for production, quality, customer satisfaction, and development of resources. Developed and motivated a high performing team to consistently exceed production goals; ranked within top 30% of Eastern division. Maintained a team focus for providing high levels of customer service and achieved average Customer Satisfaction scores of 6.83 out of 7 over 3 years. Effectively coached staff to attain Satisfactory scores (vs. Needs Improvement, Unsatisfactory) on all quality assurance reviews.

assistant vice president and branch manager

wells fargo

1985-1 - 1987-1 · 2 yrs 1 mo

formerly First National State Bank)

senior vice president and portfolio management site manager

wells fargo

1996-1 - 2008-1 · 12 yrs 1 mo

formerly Wachovia, First Union National Bank) Led 37 employees responsible for the renewal, servicing and collection of a $7B small business loan portfolio; oversaw centralized file room containing credit files for entire $16B division. Managed both local and remote teams (Charlotte, NC). Key contributor on a project with Division leadership and internal IT partners to design, implement and train staff on a new Portfolio Management System, which prioritized work queues and increased efficiency of the department. Developed highly successful partnerships across divisions, thereby insuring department involvement on projects and initiatives regarding process development and refinement. Developed and maintained relationship with Wealth Management segment, positioning department as channel of choice for underwriting Wealth small business loans.

vice president and commercial loan center site manager

wells fargo

1992-1 - 1996-1 · 4 yrs 1 mo

formerly First Fidelity Bank) Managed a centralized lending unit providing loan products to small business customers through branch network. Responsible for the origination, documentation, collection and servicing of portfolio, portfolio quality and adherence to department budget.

vice president and loan underwriter

wells fargo

1991-1 - 1992-1 · 1 yr 1 mo

formerly First Fidelity Bank) Underwriter responsible for restructure / workout of personal loans with an emphasis on retaining banking relationship.

vice president and private banking officer

wells fargo

1987-1 - 1991-1 · 4 yrs 1 mo

formerly First National State Bank, NJ) Private Banking Officer to various company executives, and partners of legal and accounting firms headquartered in the greater Essex County, NJ area.