Adaliz Gimenez

VP Commercial Banker at Bell Bank

Phoenix, Arizona, United States Contact Info
880 followers 500+ connections

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About

My specialty area at Bell Bank is in developing account relationships for commercial customers, including my niche expertise in working with professional medical and legal businesses. I’ve done a lot of work with professional segments including physician groups, surgery and imaging centers, dentists, veterinarians, legal firms and accounting firms.

I provide continued financial guidance as appropriate, focusing on customers’ commercial loans and deposits and acting as their advocate in securing suitable credit, as well as treasury management or other financial services they need. My goal is to structure and complete straightforward business loans, both secured and unsecured.

I love the sense of accomplishment in knowing that as we help our clients fulfill their dreams, we are also allowing them to do what they do best: improving the quality of life of their clients or patients and contributing to stronger, healthier communities.

My experience as a business banker and commercial lender spans nearly 20 years.

Activity

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Experience

  • Bell Bank Graphic

    VP Commercial Banker

    Bell Bank

    - Present 4 years 10 months

    Phoenix, Arizona

  • Wells Fargo Capital Finance

    Wells Fargo Capital Finance

    14 years 10 months

    • Wells Fargo Capital Finance Graphic

      Vice President - Healthcare Financial Services

      Wells Fargo Capital Finance

      - 1 year 4 months

      Healthcare Equipment Finance

    • Wells Fargo Bank Graphic

      Vice President & Principal Relationship Manager

      Wells Fargo Bank

      - 13 years 7 months

      Mesa/Phoenix, Arizona

      Experienced commercial banker with extensive knowledge in business lending and cash management. As a Relationship Manager with Wells Fargo Professional Banking Services she specializes in Healthcare lending and has been able to assist hundreds of medical practices and healthcare professionals achieve their financial goals.

      Adaliz's areas of expertise include Healthcare Financial Lending, Business Acquisition, Growth & Retention, Credit Structuring and Pricing Negotiating.

  • Scotiabank Graphic

    Business Account Officer

    Scotiabank

    - 2 years

    Fajardo, Puerto Rico

    Successfully managed a business portfolio of about 60 small/medium businesses within numerous industries including healthcare professionals, tourism, manufacturing and auto dealers. Responsibilities included credit management and underwriting, account & cash management sales and services, retention and new business acquisition.

  • BBVA Graphic

    Management Trainee

    BBVA

    - 2 years 9 months

    San Juan, Puerto Rico

    Successfully completed an 18-month Management Trainee Program. The program consisted of a combination of training and hands-on working rotation through several areas of the bank including retail, operations, legal, marketing and commercial credit risk.

Education

  • University of Puerto Rico, Río Piedras Graphic

    University of Puerto Rico-Rio Piedras

    Bachelor’s Degree Business Administration - Major in Marketing & Minor in Accounting

    -

    Activities and Societies: Pi Sigma Epsilon - Public Relationships Vice President (1999-2000)

  • University of Phoenix Graphic

    University of Phoenix

    Master of Business Administration (M.B.A.) Business Administration and Management, General

    -

Volunteer Experience

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