Summary
Overview
Work History
Education
Skills
Timeline
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Natasha Vargason

Fairfax,VA

Summary

Dynamic Business Relationship Manager with a proven track record in driving revenue growth and cultivating strategic partnerships. Expertise in relationship management and financial acumen, ensuring high client retention and satisfaction. Accomplished professional with extensive experience in business development and client relationship management. Known for strategic thinking and team leadership, successfully generating millions in revenue while maximizing cross-selling opportunities within diverse portfolios.

Overview

20
20
years of professional experience

Work History

Business Relationship Manager

JPMorgan Chase
Fairfax, VA
11.2024 - Current
  • Conducted research on industry trends to inform client discussions and recommendations.
  • Identified market developments, uncovering growth opportunities within customer base.
  • Recognized cross-selling and upselling potential for financial products to meet client objectives.
  • Managed acquisition and development of new business relationships through diverse leads and referrals.
  • Maximized relationship growth by leveraging cross-sell opportunities across various products.
  • Acquired and retained portfolio of 125 business clients generating annual revenue between $1 million and $10 million.
  • Provided business deposits, cash management solutions, and managed business credit opportunities.
  • Applied expertise in business, finance, banking, and risk management to recommend optimal solutions.

Lending Manager and Home Lending Advisor

JPMorgan Chase
Tysons Corner, Virginia
07.2018 - 11.2024
  • Originated, reviewed, processed, and closed up to 50 customer loan proposals annually.
  • Led a high-performing team in assessing loan application risks and optimizing resource allocation.
  • Facilitated meetings with teams, realtors, title companies, and processors to enhance collaboration.
  • Forecasted loan closings and adjusted schedules to address unexpected issues effectively.
  • Achieved $41 million in funded volume for 2021; reached $26 million in 2020.

Regional Mortgage Manager

BB&T
Fairfax, VA
08.2017 - 07.2018
  • Closed $261.4 million in managed production, consisting of 824 units.
  • Led high-performing team of 15 mortgage loan originators and 2 juniors.
  • Oversaw daily operations to ensure optimal performance and compliance.
  • Developed training programs for junior loan originators to enhance productivity.

Mortgage Loan Officer

BB&T
Fairfax, VA
04.2013 - 08.2017
  • Achieved $25 million in closed loans across 85 units in 2016, ranking in top 20% of bank.
  • Generated actual income of $732,405 through strategic client engagements.
  • Closed $23 million with 65 units in 2015, placing in top 17% of bank.
  • Realized actual income of $567,721 by optimizing loan processes.
  • Secured $21.8 million with 73 units in 2014, achieving top 15% ranking at bank.
  • Participated in three BB&T merger and acquisition teams, mentoring new Mortgage Loan Originators.

Financial Center Leader III

BB&T
Herndon, Virginia
08.2005 - 04.2013

Managed $85 million deposit and $10 million loan portfolios effectively.

Achieved 15% growth in non-interest income, 20% in loans, and 18% in deposits.

Led Northern Virginia's first De Novo branch, attaining $18 million in deposits within seven months.

Oversaw all branch financials with a focus on retail lending, deposit acquisition, and expense management.

Sourced new business clients, securing deposit, lending, cash management, payroll, and treasury relationships.

Developed long-term client relationships through proactive outbound calling and strategic business development.

Provided leadership and coaching to branch employees to enhance performance and career advancement.

Participated in three merger and acquisition teams for BB&T to drive organizational growth.

Education

Certificate Program - Project Management 360

Cornell University
Ithaca, NY
09-2024

Certificate - Mastering Leadership Dynamics

FARR Associates Inc
High Point, NC
06-2011

Leadership Development Program

BB&T University
Winston-Salem
06-2006

Bachelor of Science - Management

George Mason University
Fairfax, VA
05-2005

Skills

  • Business development
  • Customer relationship management
  • Financial analysis
  • Cash management
  • Portfolio management
  • Risk assessment

Timeline

Business Relationship Manager

JPMorgan Chase
11.2024 - Current

Lending Manager and Home Lending Advisor

JPMorgan Chase
07.2018 - 11.2024

Regional Mortgage Manager

BB&T
08.2017 - 07.2018

Mortgage Loan Officer

BB&T
04.2013 - 08.2017

Financial Center Leader III

BB&T
08.2005 - 04.2013

Certificate Program - Project Management 360

Cornell University

Certificate - Mastering Leadership Dynamics

FARR Associates Inc

Leadership Development Program

BB&T University

Bachelor of Science - Management

George Mason University