KYLE KELLY
Dallas,Texas
Summary
High-performing financial services professional within Consumer and Community Banking, with demonstrated leadership across client delivery, cross-functional collaboration, and enterprise initiatives. Known for driving measurable outcomes through influence, coaching, and strategic execution, and has a proven record of representing the firm to a high standard in high-visibility internal, industry, and community engagements. MBA candidate pursuing the Chase Associate Program to further develop analytical and business acumen, strengthening the ability to serve the firm at an enterprise level, and amplify impact by pairing disciplined analysis with established leadership and sales expertise.
Overview
6
6
years of professional experience
Work History
SENIOR HOME LENDING ADVISOR, CPC
JPMorgan Chase
Dallas, Texas
01.2024 - Current
Serve as a Senior Advisor within Consumer & Community Banking, partnering cross-functionally to drive growth, improve operational effectiveness, and deliver integrated solutions aligned with the One Chase strategy.
Key Contributions:
- Operational Effectiveness & Metrics: Increased assigned branch home-lending production 10x in 6 months through coaching and educating bankers on opportunity identification, consultative questioning, and referral best practices, improving conversion of day-to-day DDA client interactions into lending opportunities.
- Cross-Functional Collaboration: Partnered with Wealth Management and Business Banking teams to deliver integrated client solutions, contributing to deeper market penetration, bringing over $6 million in Net New Money to the firm outside of mortgage production.
- Client and Stakeholder Value: Selected to represent the firm at internal, community, and industry engagements, demonstrating executive presence and consistent alignment with Chase values and brand standards.
Loan Officer
Citizens Bank
Frisco, Texas
01.2020 - 01.2024
Delivered end-to-end lending solutions while managing a high-volume pipeline in a competitive market.
Key Contributions:
- Top Producer: Four-time recipient of "Top Producer, Purchase", recognizing performance and results.
- Product Knowledge Seminars: Identified underutilized bank-specific lending products and analyzed performance outcomes to develop actionable selling frameworks, which were delivered though division-wide seminars to improve conversion and competitive positioning.
Education
MBA - Organizational Leadership
Southern New Hampshire University
05.2026
Bachelor of Science - Political Science
University of Oklahoma
Norman, OK05-2020
Skills
- Brand representation
- Relationship management
- Data-driven decision making
- Executive communication
- Operational analysis
- Cross-functional collaboration
- Stakeholder engagement
- Value proposition development
- Strategic problem solving
- Microsoft Office proficiency
References
- Brandon Hilliard, Lending Manager, JPMorgan Chase, brandon.x.hilliard@chase.com
- Belinda Disotell, Branch Manager, JPMorgan Chase, Belinda.disotell@chase.com
Leadership Experience
- Selected participant, 2025 Central Division Leadership Development Academy.
- Member, Home Lending Culture Council (Communications Pillar): Developed and delivered original content for division-wide communications, including the recurring segment 'Kyle's Mortgage Minute', which translated complex information into actionable insights.
- Cross-Functional & Enterprise Leadership: Hand-picked to represent JPMorgan Chase at local and national engagements, partnering cross-functionally with Chase colleagues to present firm products and financial-wellness initiatives.
- Leadership Through Influence: Selected to present to newly onboarded Home Lending Advisors on strategies for early success and sustained performance - the first call of its kind.
- BRG Collaboration: Collaborated with the Business Resource Groups BOLD and ADELANTE during National Home Ownership Month to create and present workshops supporting inclusive growth and colleague education of homeownership.
- Mentorship & Development: Completed the Chase Mentorship Program, strengthening leadership, coaching, and professional development capabilities.
- Community Engagement: Active volunteer in firm-supported initiatives, including food drives and community programming.
Timeline
SENIOR HOME LENDING ADVISOR, CPC
JPMorgan Chase
01.2024 - Current
Loan Officer
Citizens Bank
01.2020 - 01.2024
MBA - Organizational Leadership
Southern New Hampshire University
Bachelor of Science - Political Science
University of Oklahoma