Jim Marcelak
Manager, Institutional and Vendor Relations @Equity Trust Company
Fort Myers, FL, US
EMAILS
j••••••••@trustetc.com
MOBILE NUMBERS
+12•••••••05
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WORK HISTORY
Jan 2025 — Present
Manager, Institutional and Vendor Relations @Equity Trust Company
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Fort Myers, FL, US
EDUCATION
1994 — 1996
Tennessee State University
BBA, Economics and Finance
1984 — 1987
Augustana College
Accounting
SKILLS
Mortgage BankingSeries 7Commercial BankingCredit CardsPortfolio ManagementLoansCommercial MortgagesSmall Business LendingLeadershipMerchant ServicesTreasury ManagementStrategic Financial PlanningSecuritiesCredit AnalysisFinanceFinancial PlanningMortgage LendingManagementWealth ManagementLoan OriginationBankingInvestmentsCash ManagementStrategic PartnershipsAsset Based LendingCreditSalesRelationship ManagementFinancial AnalysisCommercial LendingRetail BankingConsumer LendingLines of CreditCross SellingFinancial ServicesCredit RiskUnderwriting
ABOUT JIM MARCELAK
Passionate and dedicated sales and service professional with over 25 years experience.…
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