Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Leslie Kovalesky

Wheeling,WV

Summary

Experienced financial professional with strong understanding of banking controls and management strategies. Skilled in identifying and mitigating risks associated with banking and financial service operations. Proactive, attentive, and responsive to evolving financial requirements and business needs. Adept at navigating complex financial landscapes to drive optimal outcomes.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Private Client Banker/Manager on Duty/Small Business Specialist

JP Morgan Chase
03.2007 - Current
  • Works with affluent bank and investment clients providing relationship-oriented approach to acquire and deepen client relationships
  • Maintains strong team orientation as a region leader in sales
  • Uses an advice based approach to ensure each client receives exceptional advice and service
  • Strong Compliance and controls skills
  • Anti-Money Laundering and Bank Secrecy Act knowledge with extensive training on recognizing and reporting

Senior Loan Officer, Sales Manager

Best Financial Services, Inc.
05.2000 - 03.2007
  • Team Leader/ Sales Manager for mortgage company
  • Worked with clients to help them refinance or purchase a home
  • Selected best lender for each individual circumstance
  • Always used a proactive and disciplined approach which allowed me to be a top producer

Lending Collections Administrator/ Assistant Manager

American General Finance
04.1995 - 04.2000
  • Handled entire real estate portfolio and retail financing programs
  • Assisted in the management of staff
  • Was the head lending collections administrator which involved keeping delinquency rates low on all loans issued

Education

Associates Of Applied Science -

Jefferson Community College
Steubenville, OH

Skills

  • Salesforce
  • Investment Portfolio Maintenance
  • Account Management
  • Leadership
  • Financial Analysis
  • Risk Management
  • Financial Services
  • Business Development
  • Relationship Management
  • Goal Based Planning
  • Cultivating Relationships
  • Task Prioritization
  • Detail Oriented
  • Self Motivated

Certification

  • Series 6
  • Life & Health Insurance License
  • Series 63

Timeline

Private Client Banker/Manager on Duty/Small Business Specialist

JP Morgan Chase
03.2007 - Current

Senior Loan Officer, Sales Manager

Best Financial Services, Inc.
05.2000 - 03.2007

Lending Collections Administrator/ Assistant Manager

American General Finance
04.1995 - 04.2000

Associates Of Applied Science -

Jefferson Community College

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Leslie Kovalesky