Casey Cooper

About Casey Cooper

I have been working in banking and finance for over 20 years. I work for Wells Fargo, a company that prides themselves on supporting the local communities in which we do business. We have an amazing team at Wells Fargo and we are one of the nation’s leading lenders and banking providers combined with unmatched service excellence. We pride ourselves on the relationships that we have built with our clients and being there to support them as they grow.

Experience

1. Executive Director, Principal Relationship Manager

   Wells Fargo

   May 2017 — Present · Orange County, CA, US

   As a relationship manager, my goal is to provide strategic insights and proactive ideas to my clients to help them run their business more efficiently. Our credit products include floor plan, revolving lines, real estate, construction lending, acquisition and expansion financing with flexible rates, terms and structures as well as interest rate risk management and foreign exchange options. Our banking products include a full suite of treasury management services to help my clients manage cash flow, merchant services, and a dynamic commercial purchasing card program with expense management capabilities, and a dedicated service professional to assist you and your staff. My goal is provide our clients with the best products and personalized service available in the that will help them run their business more efficiently.

Education

• San Diego State University

  BS, International Economics emphasis in Finance

  2001 — 2003

Skills

• Analysis
• Leadership
• Customer Retention
• Credit
• Customer Service
• Sales
• Consumer Lending
• Strategy
• Underwriting
• Portfolio Management
• Loans
• Finance
• Cross Selling
• Financial Analysis
• Commercial Lending
• Loss Mitigation
• Credit Analysis
• Management
• Team Building
• Negotiation
• Relationship Management
• Credit Risk
• Marketing
• Business Development
• Loan Origination
• Banking
• Risk Management