Grace Jackson Email & Phone Number

Atlanta, Georgia, United States

Greater Atlanta Area

A national non-profit organization that provides talented low income young adults with technical and life skills training that will empower them to obtain a professional career and higher education. Our young adults, ages 18-24, are currently under or unemployed and not enrolled in a post-secondary educational institution.

Tampa/St. Petersburg, Florida Area

• Appointed to develop strategy, establish risk governance, and formalize operational processes. Reported to Chairman of Raymond James Bank.
• Managed Loan, Branch Deposit Operations and Bank Technology – 106 professionals, $24B
• Led Fraud Management, Cybersecurity, Money Movement, Business Continuity, Supplier Risk
• Developed and implemented Enterprise Framework for Regulation W
• Established agenda and governance for Board of Directors Audit and Risk Committee
• Developed CECL compliance and implementation strategy

Greater Atlanta Area

• Consult and Educate Individuals, Small Businesses, Medical Practices, and Foundations on Capital Needs
• Partner to obtain financing with competitve structure, pricing, and terms
• Faciliate preparation of documents required for financing

Atlanta, GA

Appointed to increase and drive loan demand in 18 markets. Reported to Head of PWM.∙Managed Credit Sales Production across all Private Wealth Segments∙Drove $1.9Billion in new loan production on $8.1Billion loan portfolio∙Developed and Executed Sales Strategies to create loan demand∙Delivered credit advice and solutions for PWM Clients∙Led a team of 31.

Atlanta

Appointed to restructure and build national and international credit delivery system for High Net Worth clients. Reported to Head of PWM∙Lead seven credit teams 130+ Credit Professionals; High Net Worth, Medical, Legal, Sports and Entertainment, International, Consumer, Family Office∙Managed $8.1Billion loan portfolio; $330MM P&L∙Transformed PWM Credit.

Georgia, Alabama, Mississippi, Texas

Appointed to integrate merger and drive credit and operational excellence in 12 Markets∙Led daily operation of 29-person team providing strategic direction and loan approvals for $3.1Billion portfolio for High Net Worth clients. ∙$75MM in loan approval authority ∙Integrated successful merger of $400 million Southtrust wealth credit portfolio∙Facilitated.

Greater Atlanta Area

∙$75 million loan approval- Highest in state∙Managed a team of credit professionals and trained credit team to maximize effectiveness and efficiency. Partnered with sales teams to achieve double digit growth goals∙Awarded President's Circle for Outstanding Credit Sales Performance ∙Merger integration following First Union and Wachovia Bank∙Performed.

Greater Atlanta Area

∙Syndicated large dollar commercial transactions ranging from $200MM to $1.2B∙Performed financial modeling and generated credit packages for approval∙Analyzed and gathered due diligence on syndicated transactions∙Prepared pitch book for Bank Group

Greater Atlanta Area

Internal business consultant to 26 Commercial Bank Managers regarding all human capital needs including customized training, staffing, and performance management.

Greater Pittsburgh Area

∙Managed a portfolio generating annual income in excess of $1.5 million. ∙Established eight new relationships within twelve months∙Exceed goals by 110% for loan growth and 213% for fee income

Greater Pittsburgh Area

Mba, Finance

Activities and Societies: Class President, Member of the Finance Club

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services