Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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BRYAN MARSCOVETRA

Phoenix

Summary

Results-driven Middle Market Banking Professional, with experience in prospecting, analysis, business development, and leadership. I'm seeking a new challenge where I can use my insight, experience, and sense of strategy to provide excellent results for Zenith Private Bank and Trust. I hold the highest standards for myself and others, and I am looking to participate in helping build something special for Zenith Bank in AZ. I'm excited for the challenge that the Senior Lending Leader position represents, and I'm looking forward to maximizing my positive impact to the bank.

Overview

21
21
years of professional experience

Work History

Middle Market Banking Relationship Manager

Umpqua Bank
12.2022 - Current
  • Responsible for new account acquisition and balanced growth targets in a denovo market for Umpqua Bank
  • Focused on C&I business with complete relationships to build a balanced, well-performing portfolio, including real estate, treasury management, and depository accounts
  • Generated $24MM in total loan volume in 2023 across 6 new complete relationships

Business Banking Sales Manager

US Bank
12.2019 - 12.2022
  • Helped to create an open, inclusive culture that promoted creativity, a positive mindset, and top-level production.
  • Led a team of 12 Relationship Managers and 2 Portfolio Managers covering all of AZ territory.
  • Finished as #1 Revenue producing team in AZ Market in 2020 & 2021, and 2022 as top revenue producing team in the AZ/NV market
  • Managed every job function in Business Banking, working closely with key partners, including SBA, Equipment Finance, MVS, and our Credit Approval Center.
  • Created annual Leader's Circle Award for outstanding performance and leadership in the market to recognize bankers that demonstrate excellence in the field.
  • Provided leadership and direction to grow team portfolio and increase revenue. Ranked #1 nationally in deposit growth and #2 in lending growth in 2022.

Business Banking Officer / Client Manager

U.S. Bank
09.2017 - 12.2019
  • Recognized as Top Performer (Top 5 Nationally) in 4 consecutive quarters: Q4 2018, and Q1, Q2, Q3 2019
  • Managed a portfolio of approximately $35MM in average balances, while bringing new commercial clients to the bank
  • Responsible for finding new opportunities with existing clients, and becoming more central to their lives.
  • Prospected and sourced outside business opportunities including CRE, lines of credit, equipment financing and SBA opportunities, and deposit gathering.

Founding Partner

RADISH, LLC
03.2014 - 12.2017
  • Founder and COO of Radish, LLC, a healthy, fast-casual restaurant concept and juice manufacturing company inside Desoto Central Market in Downtown Phoenix
  • Developed all processes, responsible for all hiring/firing and service levels
  • Oversaw all phases of construction, financing, branding, strategy, staffing, reporting, and sales generation
  • Established retail and wholesale partnerships with local businesses throughout the Valley
  • First and only juice company in AZ to offer a shelf-stable cold-pressed juice product, sold bottled juices at a velocity of approximately 100,000 units annually, becoming one of the largest juice manufacturers in AZ.

Lending Manager

JP MORGAN CHASE
05.2008 - 02.2014
  • Managed a team of 13 Mortgage Bankers ranging in experience levels
  • Finished 2nd in National Leaders Club rankings 2009, 2010
  • Funded $1.4B in loan volume (record) and produced over $1B every year 2010 - 2013
  • Was 1 of 5 Lending Managers nationwide to manage 5 product types simultaneously, all with different processes
  • At the time I left in 2013, we ranked #2 in customer satisfaction, #3 in funded volume rankings and 98% application quality nationally out of 86 teams.

Mortgage Banker

JP MORGAN CHASE
03.2006 - 05.2008
  • Responsible for originating and funding mortgage loans for JP Morgan Chase
  • Team Lead position obtained August, 2006
  • Provided leadership for new-hires and was involved in development and training Created training program, "Anatomy of a Top Funder," giving insight to new-hires of common mis-steps and proven strategies for better efficiency in sales
  • Member of Employee Advisory Committee, 2007
  • Spokesperson for Mortgage Bankers to help address current issues and areas of improvement to senior leaders

Risk Management Education Consultant

ARIZONA FEDERAL CREDIT UNION
08.2003 - 03.2006
  • Responsible for all team development and inter-departmental training
  • Liason between credit union members and corporate attorneys in legal cases
  • Member of MVD Project Committee, 2006
  • 3-time Superior Service Award winner 2004, 2005

Education

Bachelor of Arts - Literature

University of Arizona
Tucson, AZ
05.2003

Skills

  • Positive attitude
  • Excellent leadership skills
  • Purpose driven
  • Established team player
  • Extremely fast learner
  • Great communication skills
  • Determination and drive
  • Enjoy a challenging, fast-paced and competitive atmosphere

Accomplishments

  • Finished #1 in revenue generation in AZ market in 2020, 2021, & 2022 in AZ/NV market.
  • As a Client Manager, I was recognized as Top Performer with U.S. Bank (Top 5 Ranking Nationally) for 4 consecutive quarters (Q4 2018, Q1, Q2, and Q3 2019)
  • With Chase, I created a build-out team of new Mortgage Bankers into one of the premier sales groups in total Chase Mortgage Banking
  • Finished 2nd in National Leader's Club rankings 2009, 2010
  • Funded $1.4 billion in total volume in 2010, ranking #2 in Chase nationally
  • 2013 was our 4th consecutive year funding over $1 billion in volume (Ranked #3 out of 86 existing teams nationally)
  • In 2014, I started Radish - a healthy restaurant and cold-pressed juice company. We were runner-up in Best of Phoenix and still maintained a 4.5 star rating until its closure in 2018

Timeline

Middle Market Banking Relationship Manager

Umpqua Bank
12.2022 - Current

Business Banking Sales Manager

US Bank
12.2019 - 12.2022

Business Banking Officer / Client Manager

U.S. Bank
09.2017 - 12.2019

Founding Partner

RADISH, LLC
03.2014 - 12.2017

Lending Manager

JP MORGAN CHASE
05.2008 - 02.2014

Mortgage Banker

JP MORGAN CHASE
03.2006 - 05.2008

Risk Management Education Consultant

ARIZONA FEDERAL CREDIT UNION
08.2003 - 03.2006

Bachelor of Arts - Literature

University of Arizona
BRYAN MARSCOVETRA