I moved from Cincinnati to Atlanta in 2013 with my now husband, Andrew. I love being outside in the summer. I enjoy spending time with friends, going to concerts and working out at Orange Theory. I love tropical vacations and spending time with family.
Member
Development
Endorsement Letters I've Given
404-969-4421
712 W Peachtree Street NW
Suite 120
Atlanta, GA 30308
It is a priority to make every client feel valued no matter their size or request. Business loan and deposit requests should be simple so the owner can focus on their business. I provide value to my clients by being easily accessible and knowledgeable.
Company
Corey Wimpey
Kim Green
Zach Carr
Sponsorship
Financial Services | Money
Banker
Filing Cabinet
I'm Lisa, Business Banker at SouthState Bank.
Prime Rate increased by a quarter percent making Prime Rate 8%; one year ago Prime was 3.25%. Every time Prime increases, SBA loan payments increase. Rates have increased 9 times in a year, a potential problem for businesses.
I give my business clients two options for their financing.
Chris financed his dream of starting a marketing consulting business with the Small Business Administration 5 years ago and this year, his interest rate has increased from 4.25% to 9% taking his payment from $3,096 to $4,499 on his $500,000 loan. I offered him an option removing the variable Wall Street Journal Prime Rate to a fixed rate option. In return, now Chris can focus on expansion and not quarterly payment changes.
A marketing consultant who just hired their 3rd employee wants to talk to me.
His goal is to create a thriving business that can be passed to the next generation.
Next time you're talking to a business owner, ask them how's business going?
InfoMinute
In banking, client tools are the systems. At SouthState we have highly competitive online systems that provide clients with a secure platform to access their accounts and transact business. Our systems partner with accounting software, allow owners to grant access to non-signers, and provides access to services that clients need to do business. These services include ACH, wire transfer, fraud protection, and customizable features our clients need.
We provide our clients hands on training of the systems but also provide a reference guide in the event they may need it.
Prior to plating, we take their order. We review the prior bank statements to determine what services are already in place at their financial institution and discuss this with the client. Once we confirm the order of services, we plate it by having them sign documents, giving them access, training them on the system (if necessary), and then walking them through their learning curve. Not every client has a customizable platform need but as they grow, they may; and as their banker, I am here to help plate their order when they need me.
Referral Trigger Response
