BUSINESS RELATIONSHIP MANAGER
Kasey Nafzger
CHASE
DELAWARE,OH
27
years of professional experience
Results-driven Strategic Business Relationship Manager with a focus on stakeholder engagement, conflict resolution, and strategic planning to drive revenue growth. Demonstrated ability to foster collaboration and develop partnerships across diverse business units, leveraging strong communication and problem-solving skills.
Work History
BUSINESS RELATIONSHIP MANAGER
3 Years 9 Months- Managed and expanded relationships with business clients by assessing financial needs and delivering tailored banking solutions
- Cultivate strong relationships with partners, and stakeholders. Act as a primary point of contact for business clients.
- Researched and analyzed market trends to identify actionable opportunities for business clients
- Prepared regular reports on business development activities, tracked key performance indicators, and analyzed effectiveness of business strategies to refine approaches and enhance client outcomes
- Recognized as an Outstanding Performer, achieving a top 2% ranking among peers nationally for 2024.
- Ranked in the top 15% of peers nationally for performance during the first full year as BRM.
HOME LENDING ADVISOR
7 Years 6 Months- Ranked in top 1/3 of production at Chase among purchase bankers, reflecting strong sales performance
- Funded just over $21M in 2021 working with Veterans and FHA clients
- Achieved "OUTSTANDING" Customer Service Rating in 2017, demonstrating commitment to client needs
- Managed pipeline of over 50 units consistently, ensuring timely processing and client satisfaction
Shipping Team Lead
1 Year 2 Months- Managed an enthusiastic team of 25 personnel to ensure deliveries are shipped internationally on time
- Coordinated with sales and global purchasing to ensure timely, cost-effective, and error-free shipments
- Trained personnel to enhance shipping processes and improve team performance
- Monitored shipping timelines through preparation and maintenance of various reports
TEAM TRAVEL COORDINATOR
2 Years- Oversaw transportation operations to enhance efficiency in cost reduction and third-party logistics scheduling
- Developed program for inspecting goods and controlling inventory for items shipped to player personnel and staff
- Collaborated on Major League Baseball security protocols and procedures
SUPPLY JOURNEYMAN
7 Years 8 Months- Supervised and coordinated storage and distribution of Air Force equipment to ensure operational readiness.
- Received Air Expeditionary Medal for exceptional service during deployment, reflecting dedication and commitment.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Bachelor of Science - Business Administration minor
- Collegiate Athlete/ 4 year letter winner in Baseball
- Completed internship under the Director of Athletics
Skills
Client relationship management
Client acquisition
Pipeline management
Portfolio management
Revenue generation
KYC/AML compliance
Lending analysis
Credit analysis
Financial statement analysis
Cash flow assessment
Treasury solutions
KPI reporting
Competitive analysis
Lead generation
Portfolio growth
CRM software
CRM systems
Accomplishments
- JP Morgan Chase 2024 Outstanding Performer
Timeline
BUSINESS RELATIONSHIP MANAGER
CHASE
02.2023 - CurrentRead More
HOME LENDING ADVISOR
CHASE / ALLIED FIRST BANK
06.2015 - 12.2022Read More
Shipping Team Lead
Mettler Toledo
04.2014 - 06.2015Read More
TEAM TRAVEL COORDINATOR
WASHINGTON NATIONALS
11.2011 - 11.2013Read More
SUPPLY JOURNEYMAN
UNITED STATES AIR FORCE
02.2000 - 10.2007Read More
University of West Alabama
Bachelor of Science from Business Administration minor
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