Greg Diaz Email and Phone Number
Greg is a dynamic leader in SBA and franchise lending, with over a decade of expertise in driving innovation, growth, and operational excellence. As the West Coast Leader for the Franchise Solutions Specialty Initiative—the second specialty group within the Business Banking Organization after Practice Solutions—Greg has spearheaded transformative programs that deliver tailored financial solutions across diverse industries, including childcare, automotive, beauty, shipping, and healthcare.In his current role, Greg has: • Pioneered General Franchise Lending (GFL), an innovative initiative enabling brands and industries outside traditional credit appetites to undergo underwriting. Leveraging findings from Franchise Disclosure Documents (FDD) and franchisor data, Greg has expanded market opportunities and redefined business banking credit culture. • Designed and implemented franchise-specific “Approved Programs,” utilizing advanced analytics to enhance performance, mitigate risk, and drive portfolio growth. • Led the integration of SBA SOP changes, driving significant growth in the 7(a)-to-7(a) refinance market share while aligning regulatory updates with strategic goals. • Advocated for alternative channel market share growth through direct-to-brand partnerships, online strategies, and digital integration. • Mentored over 270 Small Business Bankers across Western markets, fostering a culture of collaboration and accountability that drives measurable results.Greg’s leadership style emphasizes innovation, inclusivity, and collaboration. A former Vice Chair of the LGBT+ Employee Network for San Diego, Inland Empire, and Orange County chapters, he has actively championed workplace inclusivity through impactful initiatives like the San Diego Pride Parade.A proud New Jersey native and B.B.A. graduate of Kean University, Greg is known for his ability to translate strategic vision into actionable outcomes. His deep expertise in SBA 7(a) and 504 lending, combined with his passion for innovation, positions him as a forward-thinking leader capable of driving market expansion and delivering exceptional client value.
Bank Of America Merrill Lynch
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- bofaml.com
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- 23988
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Business Banking Franchise SolutionsBank Of America Merrill Lynch Oct 2022 - PresentSan Diego Metropolitan Area• Serve as the West Coast Leader for the Franchise Solutions Specialty Initiative, the second specialty group in the Business Banking Organization after Practice Solutions, driving strategic growth in franchise financing across California, Hawaii, and other key western markets. • Indirectly manage the performance of the entire West Coast General Business Banking population while leading integration across eight additional business lines to align strategies and enhance operational outcomes. • Spearheaded the creation of General Franchise Lending (GFL), a groundbreaking initiative that enabled underwriting for brands outside traditional credit appetites, utilizing Franchise Disclosure Documents (FDD) and franchisor data to identify new opportunities and expand into untapped industries. • Designed and implemented franchise-specific “Approved Programs,” leveraging advanced data analytics to drive measurable portfolio growth, mitigate risk, and enhance performance across industries such as early childhood education, automotive, restoration, shipping, medical practices, leisure, and wellness. • Directed the integration of SBA SOP changes to grow 7(a)-to-7(a) refinance market share, aligning regulatory changes with business strategy to deliver significant results. • Partnered with National Sales and Program Development teams to enhance client acquisition and retention, consistently achieving top performance across product lines and driving approval rate increases. • Delivered comprehensive financial solutions, integrating SBA loans, 504 loans, conventional credit, treasury solutions, and deposit products to elevate client satisfaction and engagement with franchise entities. • Positioned Bank of America as a leader in franchise finance by leveraging market insights and trend analysis to drive continuous innovation and outpace competitors. -
Bbva Acquisition & Treasury Management RetentionPnc Aug 2021 - Oct 2022San Diego Metropolitan Area• Strategized the seamless integration of legacy BBVA treasury clients into PNC’s product suite and technology platform as part of PNC’s West Coast expansion, ensuring operational continuity and preserving high client satisfaction. • Advocated for extended support during the migration, securing a longer grace period before sunsetting BBVA’s platform. Championed retaining BBVA technology associates on a contract basis to provide an additional year of client support, significantly reducing operational disruptions. • Exceeded projected client retention targets by leveraging tailored transition strategies, resulting in a retention rate of 75%, well above initial forecasts. • Boosted treasury deposit balances by 23%, driving financial growth through innovative client retention strategies and personalized service models tailored to middle-market clients. • Developed an interim coverage framework to retain former BBVA associates and safeguard client relationships, maintaining service excellence during the acquisition process. -
National Small Business PerformanceBank Of America Merrill Lynch Feb 2015 - Sep 2021San Diego Metropolitan Area• Directed national small business banking sales performance, integrating innovative digital solutions to enhance branch productivity, increase in-person client meetings, and support fintech-style online platform growth. • Developed a hybrid strategy combining digital tools and in-person engagement, driving seamless collaboration between Small Business Bankers, branch teams, and digital platforms to maximize client acquisition and retention. • Optimized branch and field-based resource allocation by identifying high-potential locations through data-driven market analysis, enabling the deployment of Small Business Consultants and Small Business Bankers to high-growth territories. • Innovated digital solutions to amplify client outreach, including implementing tools that supported customer needs remotely while driving branch sales growth through increased client-facing opportunities. • Strengthened SBA lending and treasury management capabilities by building partnerships with SBA Business Development Officers, equipping teams with the tools to deliver tailored lending solutions and robust treasury products. • Championed integration of fintech-style platforms, enabling small businesses to access banking solutions online while fostering collaboration with local branches, bridging the gap between digital innovation and in-person client engagement. • Delivered measurable improvements in client experience and business performance by combining data-driven decision-making, cross-functional collaboration, and forward-thinking digital innovation strategies. -
Partnership Development & Corporate PerformanceRuth'S Chris Steak House Jun 2012 - Aug 2014Princeton, New Jersey, United States• Strengthened franchise alignment with corporate objectives, enhancing brand synergy across metropolitan and local markets through strategic partnership development.• Pioneered a scalable framework for franchise expansion, laying the foundation for sustainable growth that aligned with the brand’s core values and ensured consistency across operations.
Greg Diaz Education Details
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Business Administration And Management, General
Frequently Asked Questions about Greg Diaz
What company does Greg Diaz work for?
Greg Diaz works for Bank Of America Merrill Lynch
What is Greg Diaz's role at the current company?
Greg Diaz's current role is Business Banking Franchise Solutions.
What schools did Greg Diaz attend?
Greg Diaz attended Kean University.
Who are Greg Diaz's colleagues?
Greg Diaz's colleagues are Eshita Sethi, Ríona Molloy, Cynthia Wong, Kevin P., Shawn Campbell, Edward Wei, Paul Caskey.
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Greg Diaz
President - International Frontier Forwarders, Inc. | Ocean & Air Freight | Breakbulk | Imports/Exports | Packing/Rigging | Logistics | Ship Chartering | Drill Rig & Heavy Machinery Transportation | Logistics ConsultingHumble, Tx1frontierforwarder.com -
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