Micheal Leone
TEJ Agency
Natchitoches
10
years of professional experience
Results-driven Vice President of Sales with a strong background in insurance, banking, and financial services, dedicated to helping financial institutions protect their customers, employees, and assets through trusted insurance solutions. Recognized for combining analytical expertise, relationship management, and leadership experience to identify opportunities, solve complex challenges, and support the evolving needs of financial institutions.
Work History
Assistant Vice President, Sales
6 Months- Maintain client relationships and identify follow-up opportunities to support ongoing sales pipeline activity.
- Analyze sales performance data to highlight trends, risks, and opportunities for account growth.
- Coordinate with internal teams to align proposals, pricing details, and client expectations throughout the sales cycle.
- Prepare and review sales reports to support forecasting, planning, and leadership discussions.
Operations and Process Analyst
3 Years 2 Months- Analyzed operational data to identify bottlenecks and support process adjustments across daily workstreams.
- Prepared clear summaries and supporting documentation for internal reviews and stakeholder discussions.
- Reviewed recurring workflows to spot inconsistencies and recommend practical improvements.
- Maintained organized records in Excel to support accurate tracking and quick retrieval of information.
Loan Credit Specialist
1 Year 9 Months- Verified borrower information and supporting documents against internal credit requirements before submission.
- Prepared credit summaries and supporting notes for loan review teams.
- Tracked application statuses and followed up on outstanding items to keep files moving through review.
- Entered loan data into tracking systems and maintained organized records for ongoing reference.
Graduate Assistant
1 Year 4 Months- Assist professors with research materials, class preparation, and academic analysis during the COVID-19 pandemic.
- Collaborate with the department head on curriculum and education projects, supporting planning and coordination.
- Handle daily administrative tasks, maintain department areas, and support routine operations consistently.
Credit Department Assistant
2 Months- Assessed financial statements and cash flows to determine borrower creditworthiness.
- Oversaw suspect and delinquent account handling through closing and resolution.
- Monitored collateral documentation to reduce ownership risk and support loan security.
- Applied Microsoft Excel to organize credit records and routine reporting.
- Researched account histories to flag issues early and support follow-up decisions.
Data Processor
1 Month- Supported insurance tracking projects for the VP of Operations, contributing detailed follow-through on system tasks.
- Maintained collateral data in Microsoft Excel to support reporting and internal review processes.
- Reviewed coverage information and flagged gaps that required lender-protective policy action.
Commercial Intern
3 Years 5 Months- Created polished marketing packets for commercial properties listed for sale or lease across Louisiana.
- Conducted demographic research to inform market positioning and property presentation.
- Built maps in Esri ArcGIS tools to visualize property locations and surrounding market context.
- Researched contact information for property owners and prospective buyers to support outreach efforts.
- Supported commercial property analysis by combining demographic data, mapping, and owner research.
Assembly Line Worker
2 Months- Managed crawfish from arrival through departure, maintaining careful handling across each stage.
- Sorted and moved product along the assembly line to keep production moving steadily.
- Maintained a clean work area throughout the shift to support safe, efficient operations.
- Coordinated with team members to keep tasks aligned with production needs.
- Supported quality control by watching for issues during routine handling and cleanup.
Education
Master of Business Administration
GPA: 4.0
Bachelor of Science - Finance
GPA: 3.45
Skills
Microsoft Excel
Research
Tableau
Analysis
Leadership
Data analysis
Financial analysis
Market research
Reporting
Stakeholder management
Community Involvement
- Jaycee’s Natchitoches Chapter, President, 2026-01, Present
- Jaycee’s Natchitoches Chapter, Vice President, 2025-01, 2025-12
Timeline
Assistant Vice President, Sales
TEJ Agency
05.2026 - CurrentRead More
Operations and Process Analyst
TEJ Agency
03.2023 - 05.2026Read More
Loan Credit Specialist
Hancock Whitney
06.2021 - 03.2023Read More
Credit Department Assistant
BOM Bank
06.2020 - 08.2020Read More
Data Processor
TEJ Agency
05.2020 - 06.2020Read More
Graduate Assistant
University of Louisiana at Lafayette
01.2020 - 05.2021Read More
Assembly Line Worker
Louisiana Crawfish Company
05.2017 - 07.2017Read More
Commercial Intern
NAI Latter & Blum
09.2016 - 02.2020Read More
University of Louisiana at Lafayette
Bachelor of Science from Finance
Read More
University of Louisiana at Lafayette
Master of Business Administration
Read More