Teams at Associated Bank

Supports underwriting, credit monitoring, and portfolio management for data center project finance relationships. Analyzes financial statements, models, project information, and diligence materials; prepares credit packages and recommendations; monitors covenants, risk ratings, amendments, and annual reviews; supports transaction closings, KYC, onboarding, reporting, and regulatory compliance. Partners with relationship managers and credit teams to manage portfolio risk and deliver sound lending decisions.

Leads day-to-day Community Reinvestment Act program operations, ensuring regulatory compliance, accurate reporting, examination and audit readiness, and effective policies. Partners with business lines on community development lending, investments, services, and outreach. The role coordinates regulatory reviews, supports enterprise initiatives, analyzes CRA data, delivers training, and prepares management reporting while providing cross-functional leadership and oversight.

Leads FP&A for the Consumer Lending business, including forecasting, budgeting, long-range planning, reporting, and financial modeling. Partners with senior leaders on performance, investments, resource allocation, and strategy. Oversees financial analysts, presents executive-level insights, improves planning processes, and establishes consistent financial standards and reporting accuracy.