Summary
Overview
Work History
Education
Skills
Certification
Websites
Languages
Timeline
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Kate Habel

Deer Park,IL

Summary

Strategic and client-focused Senior Business Relationship Manager with 19 years at Chase Bank, managing a portfolio of over 150 business relationships. Specializes in commercial lending, portfolio growth, and tailored financial strategies for small to mid-sized businesses. Completed Advanced Credit Training in 2023, strengthening credit and risk assessment capabilities. Demonstrated leadership in client experience strategy development and execution. Known for strong communication, client advocacy, and consistent top-tier performance.

Overview

19
19
years of professional experience
1
1
Certification

Work History

VP-Senior Business Relationship Manager/Business Relationship Manager II/Business Banker

Chase Bank (JPMorgan Chase & Co.)
Chicago Western Suburbs, IL
06.2006 - Current
  • Managed a portfolio of over 150 active business clients, serving companies with average annual revenues from $1M to $20M.
  • Delivered tailored financial solutions including business loans, deposit accounts, lines of credit, and treasury management services.
  • Originated and structured complex credit deals, backed by Advanced Credit Training completed in 2023.
  • Held a lead role in the coordination and execution of both Visit Reaction and Promoter/Detractor exercises to evaluate and improve client sentiment.
  • Spearheaded the implementation of newly created client experience strategies within the peer team.
  • Effectively communicated client experience vision and goals to both peer team members and leadership.
  • Consistently exceeded revenue and acquisition targets; recognized in the top 10% in the Midwest.
  • Mentored junior Relationship Managers and supported best practices in client engagement and credit quality.

Education

Bachelor of Science - Psychology

Loyola University
Chicago, IL
01.2005

Skills

  • Commercial Lending & Credit Structuring
  • Portfolio Management
  • Client Experience Strategy & Execution
  • Project Leadership & Team Coordination
  • Treasury Solutions & Cash Flow Analysis
  • Sales Growth & Cross-Selling Strategy
  • Regulatory Compliance & Risk Mitigation
  • Executive Communication & Peer Mentoring

Certification

  • Commercial Credit Training Program, JPMorgan Chase
  • Advanced Credit Training, JPMorgan Chase, 2023

Languages

  • Polish Fluent

Timeline

VP-Senior Business Relationship Manager/Business Relationship Manager II/Business Banker

Chase Bank (JPMorgan Chase & Co.)
06.2006 - Current

Bachelor of Science - Psychology

Loyola University

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