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Ed Case

Ed Case

Member Business Solutions Manager

Advia Credit Union FKA First Community Federal Credit Union

Mattawan, MI

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Advia Credit Union formerly First Community Federal Credit Union

Member Business Solutions Manager

Management of business department staff across three regions
- Evaluate and decision loan requests ($150,000 individual approval limit)
- Hiring, training and supervising business department personnel
- Solicit and develop new commercial loan relationships
- Presenting loan requests to the business loan committee and/or board of directors
- Business product research and development
- Maintain existing commercial loan relationships
- Portfolio risk management (approximately 45 million)
- Portfolio risk assessment for potential mergers/acquisitions

Career medium 05
Career
Career medium 06

First Community Federal Credit Union

Business Development Representative

Responsible for receiving, reviewing, and evaluating business loan requests.
- Presenting loan requests to the business loan committee and/or board of directors
- Business product research and development
- Portfolio risk management (approximately 18 million)
- Hiring, training and supervising business department personnel
- Successful business calls to current members and prospects
- Servicing existing commercial lending portfolio
- Initiated and developed dealer relationships to strengthen indirect loan program

Career

Ameriprise Financial Services formerly American Express Financial Advisors

Associate Financial Advisor

Engage in client acquisition and prospecting activities
- Research and analyze client portfolios
- Complete transaction requests on behalf of clients and advisors with Series 7/63 Licenses
- Maintain compliance and supervisory procedures

Career medium 04
Career

Grand Valley State University

Bachelors of Business Administration, Business