Driven Business Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 20+ years' experience in the Financial Industry.
Overview
15
15
years of professional experience
Work History
Vice President, Business Relationship Manager
JPMorgan Chase
07.2008 - Current
Facilitate new hire credit training, since 2020, for NJ Market
Manage, retain and deepen a portfolio of 100 + business clients with annual revenue over $5 million
Build and maintain relationships to understand financial goals and needs of business owners
Manage risk by using sound judgement by adhering to policies and regulatory requirements to implement solutions to clients and business
Build relationships with partners across JPMC (Branch, Home Lending, CWM, Merchant Services, Card, Commercial and Private Bank)
Currently exceeding 3 out of 4 metrics by over 150%
National Achiever in 2016 and Outstanding Performer in 2018
Senior Loan Officer
Empire Mortgage
08.2007 - 07.2008
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Submitted loan applications to underwriter for verification and recommendations.