Manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards.
October 02, 2022
Create, train, and coach a successful sales team through the development of associates with the primary goal to serve the clients' total financial needs resulting in greater market share, wallet share, and profitability.
December 15, 2022
Lead large complex integrated audits of the Commercial Bank, including planning, development of audit scope, design of testing plan, testing execution, review of work completed by team members, and identification and reporting of audit issues.
March 21, 2023
Act as a key point of contact for clients, teaming closely with other partners to uncover the full wallet share of financial needs and providing solutions directly, or indirectly through referrals.
March 23, 2023
Build and maintain effective relationships with business leaders as well as partners across the Bank including the Campaigns, Creative, Events & Experiences, and Executive Communications teams as well as HR, Chief of Staff teams, and others.
March 31, 2023
Develop and execute multi-channel campaigns, providing ongoing messaging and writing support for communicating key initiatives to associates and other stakeholders, maintain key communications channels such as intranet, newsletters, podcasts, and more.
April 30, 2023
Provides informed, meaningful and constructive guidance on regulatory matters and is involved in the review and approval of marketing, advertising, social media and other internal and external communications, to help ensure regulatory and JPMC global compliance and supervisory procedures are met.
May 06, 2023
Demonstrated leadership experience with multiple cross-functional teams including Product, Operations, Service, Sales, Marketing and across management levels on simultaneous projects.
May 06, 2023
Assist in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals.
May 13, 2023
Drive Quality, Cost, and Service Delivery projects to completion using formal process improvement methodologies such as Lean, Six Sigma and Capacity Planning.
May 14, 2023