Joann G. Pieropoulos
Downers Grove
Summary
Relationship-driven financial services leader with 20+ years of experience in investment banking, commercial lending, and B2B sales. Proven track record of managing client portfolios, leading cross-functional teams, and delivering tailored investment and lending solutions. Formerly licensed with Series 6, 63, and Life & Health Insurance, with deep experience across wealth advisory, mortgage origination, and treasury management. Recognized for exceeding goals, building loyalty, and driving revenue growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Product Implementation- Middle Market Banking
JPMorgan Chase
Chicago, IL
04.2023 - Current
- Manage treasury product implementation projects (50) for middle market clients by ensuring seamless and timely delivery, meeting deadlines with attention to excellent customer satisfaction resulting in a score of 100% from client surveys in 2025.
- Coordinate with internal partners and clients of all levels, building rapport and trust via telephone, zoom and email to gain an understanding of the goal and meet project deadlines with timely follow ups.
- Provide client education and service throughout the onboarding process making myself readily available and being responsive via email, telephone/zoom in a professional manner ensuring trust from the clients and internal partners.
- Managed project risks by identifying potential issues and implementing mitigation strategies from the beginning of the onboarding process through precise research and internal partner communication.
Home Lending Originator/Assistant
JPMorgan Chase
Downers Grove, IL
05.2021 - 03.2023
- Originated over $70MM annually in home loans with 111 total funded units (79 being purchase contracts) through needs-based consultative sales, consistent follow ups to answer any questions and through building rapport with clients.
- Served as a trusted advisor, guiding clients from application through funding with a customer satisfaction score of 91% for the year and meeting 45 days or less closing dates with a 95% first time pull through of documents submitted that avoids delays in the process of getting to closing.
- Managed communications and loan progress using MS Office tools (Excel) to stay organized and to meet closing deadlines while achieving excellent customer satisfaction.
- .Organized and attended networking events with and for realtors and real estate attorneys to provide knowledge of our process and incentives that we could offer to form a strong partnership and provide white glove service to each client, resulting in repeat business and referrals.
Senior Operations Analyst
PNC
Downers Grove, IL
04.2016 - 05.2021
- Oversaw loan processing pipelines and special projects, averaging 80–100 loans monthly, while maintaining a 95% customer satisfaction. This required excellent organization and communication with internal partners and clients.
- Cross-sold banking products and trained junior staff on reporting and client service to ensure timely follow ups to both internal and external partners and clients.
- Developed Excel tools to track operational performance and reduced inefficiencies by 50% resulting in more efficient reviews of loans and closing rates. This attributed to higher client satisfaction survey results.
Senior Mortgage Loan Originator
PNC Mortgage
Downers Grove, IL
02.2016 - 04.2016
- Originated both refinance and purchase loans while delivering exceptional client service.
- Maintained CRM records to manage relationships and future opportunities.
Senior Banker
First American Bank
Darien, IL
10.2012 - 01.2016
- Consulted with business clients on banking needs, including merchant services and lending.
- Conducted financial presentations, opened accounts, and ensured regulatory compliance.
Education
Bachelor of Science - Management, Minor in Communications
Purdue University
West Lafayette, INSkills
- Investment & Lending Solutions
- Client Relationship Management
- Wealth Advisory Support
- Commercial and Middle Market Banking
- Financial Services
- Building Rapport
- Research and Development
- Decision making
- Cross-functional Collaboration
- Branch & Sales Leadership
- Portfolio Management
- Client Onboarding
- Project Oversight
Certification
- Series 6 – Previously held
- Series 63 – Previously held
- Life & Health Insurance License – Previously held
LANGUAGES
English (Fluent)
Greek (Fluent)
Timeline
Product Implementation- Middle Market Banking
JPMorgan Chase
04.2023 - Current
Home Lending Originator/Assistant
JPMorgan Chase
05.2021 - 03.2023
Senior Operations Analyst
PNC
04.2016 - 05.2021
Senior Mortgage Loan Originator
PNC Mortgage
02.2016 - 04.2016
Senior Banker
First American Bank
10.2012 - 01.2016
Bachelor of Science - Management, Minor in Communications
Purdue University
ADDITIONAL EXPERIENCE
- JPMorgan Chase Commercial Bank – Managed Assets, AVP
- Bank One Commercial Bank – Capital Markets, AVP
- Bank One Commercial Bank – Treasury Management Consultant, AVP
- First Chicago NBD Bank – Branch Sales Manager, Officer
- First Chicago NBD Bank – Assistant Sales Manager
- First Chicago NBD Bank – Retail Sales Management Trainee