Commercial Excellence Leader
Current
Jan 2022 - Present
AeroLeads people directory · profile
Jim Held Email & Phone Number
Innovative and forward-focused executive leader with a depth of experience within the financial industry. Applies strong business acumen and analytical skills to review processes and transform organizations.
at
TIAA Bank
2 work emails found
@tiaabank.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Innovative and forward-focused executive leader with a depth of experience within the financial industry. Applies strong business acumen and analytical skills to review processes and transform organizations.
Location
New Smyrna Beach, Florida, United States
Company size
Who is Jim Held? Overview
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Quick answer
Jim Held is listed as Innovative and forward-focused executive leader with a depth of experience within the financial industry. Applies strong business acumen and analytical skills to review processes and transform organizations. at TIAA Bank, a with 2809 employees, based in New Smyrna Beach, Florida, United States. AeroLeads shows a work email signal at tiaabank.com and a matched LinkedIn profile for Jim Held.
Jim Held previously worked as Commercial Excellence Leader at Tiaa Bank and Performance & Quality Manager - Retail Home Lending at Tiaa Bank. Jim Held holds Ccim 101, Accounting And Finance from Ccim Institute.
Company email context
Email format at TIAA Bank
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jheld@tiaabank.com
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AeroLeads found 2 current-domain work email signals for Jim Held. Compare company email patterns before reaching out.
Profile bio
About Jim Held
Jim Held is a Innovative and forward-focused executive leader with a depth of experience within the financial industry. Applies strong business acumen and analytical skills to review processes and transform organizations. at TIAA Bank. He possess expertise in mortgage lending, mortgage banking, loans, banking, fha and 21 more skills.
Listed skills include Mortgage Lending, Mortgage Banking, Loans, Banking, and 22 others.
Current workplace
Jim Held's current company
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Tiaa Bank
7 roles
Jim Held work experience
A career timeline built from the work history available for this profile.
Performance & Quality Manager - Retail Home Lending
Partner with senior leadership to manage strategic priorities and operational routines. Provide thought leadership and best practices and serve as central point of coordination for division level efforts in operational execution, operational improvements, expense management, site visits, system automation, customer experience, staffing forecasts, and operational performance. Manage shared services support group for home-lending vertical. Provide executive support for projects of high sensitivity.
Aug 2017 - Jan 2022
Vice President: Global Delivery
Executive support for the office of COO. Provided oversight, insight, and thought leadership across 30 clients, 40 scopes of work, and 1,500 US-based employees. Primarily focused on optimizing underperforming verticals. Additional focus directed to, client visits, board presentations, and operational health of the organization.
Aug 2016 - Aug 2017
Vice President: Process And Performance
Reported directly to the CTO. Using my unique business acumen (in mortgage banking, data, leadership operational metrics) I provided leadership and assisted the application development team in the design, build, and re-design of internal applications. Played a critical role for new client onboarding and developing digital solutions for fortune 500 companies.
Dec 2012 - Aug 2016
Vice President | Divisional Fulfillment Performance Manager
Supported divisional fulfillment executive in staffing, production, quality, customer escalations, and sales presentations and prepared monthly, quarterly, and yearly reviews. Performed onsite audits to validate adherence to process standards. At peak, operational staffing divisions contained 2,000 employees across 25 fulfillment locations.
Aug 2009 - Dec 2012
Fulfillment Team Lead:
Dec 2006 - Aug 2009
Mortgage Underwriter:
Underwrote Non-Conforming, Conforming, FHA, Bond and Rural Housing
Jun 2003 - Dec 2006
Team & coworkers
Colleagues at TIAA Bank
Other employees you can reach at tiaabank.com. View company contacts for 2809 employees →
BA
Breanna Aikins-Washington
Colleague at Tiaa BankDallas-Fort Worth Metroplex, United States
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MJ
Melita Jara
Colleague at Tiaa BankJacksonville, Florida, United States
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LB
Lori Breitenfeld
Colleague at Tiaa BankJacksonville, Florida, United States
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RH
Renee Holmes
Colleague at Tiaa BankMetro Jacksonville, United States
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JN
Jerry Newcomb
Colleague at Tiaa BankPortsmouth, New Hampshire, United States
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MW
Mona Wilson
Colleague at Tiaa BankJacksonville, Florida, United States
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LG
Lisa Goggins
Colleague at Tiaa BankJacksonville, Florida, United States
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JA
Joseph Albano
Colleague at Tiaa BankNew York City Metropolitan Area, United States
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MA
Mary Anne Fiduccia
Colleague at Tiaa BankPalm City, Florida, United States
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SS
Sandhya Shetty
Colleague at Tiaa BankPune, Maharashtra, India
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Breanna Aikins-Washington
Colleague at Tiaa BankDallas-Fort Worth Metroplex, United States
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MJ
Melita Jara
Colleague at Tiaa BankJacksonville, Florida, United States
View →
LB
Lori Breitenfeld
Colleague at Tiaa BankJacksonville, Florida, United States
View →
RH
Renee Holmes
Colleague at Tiaa BankMetro Jacksonville, United States
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JN
Jerry Newcomb
Colleague at Tiaa BankPortsmouth, New Hampshire, United States
View →
MW
Mona Wilson
Colleague at Tiaa BankJacksonville, Florida, United States
View →
LG
Lisa Goggins
Colleague at Tiaa BankJacksonville, Florida, United States
View →
JA
Joseph Albano
Colleague at Tiaa BankNew York City Metropolitan Area, United States
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MA
Mary Anne Fiduccia
Colleague at Tiaa BankPalm City, Florida, United States
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SS
Sandhya Shetty
Colleague at Tiaa BankPune, Maharashtra, India
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1 education record
Jim Held education
FAQ
Frequently asked questions about Jim Held
Quick answers generated from the profile data available on this page.
What company does Jim Held work for?
Jim Held works for TIAA Bank.
What is Jim Held's role at TIAA Bank?
Jim Held is listed as Innovative and forward-focused executive leader with a depth of experience within the financial industry. Applies strong business acumen and analytical skills to review processes and transform organizations. at TIAA Bank.
What is Jim Held's email address?
AeroLeads has found 2 work email signals at @tiaabank.com for Jim Held at TIAA Bank.
Where is Jim Held based?
Jim Held is based in New Smyrna Beach, Florida, United States while working with TIAA Bank.
What companies has Jim Held worked for?
Jim Held has worked for Tiaa Bank, Digital Risk, and Bank Of America.
Who are Jim Held's colleagues at TIAA Bank?
Jim Held's colleagues at TIAA Bank include Breanna Aikins-Washington, Melita Jara, Lori Breitenfeld, Renee Holmes, and Jerry Newcomb.
How can I contact Jim Held?
You can use AeroLeads to view verified contact signals for Jim Held at TIAA Bank, including work email, phone, and LinkedIn data when available.
What schools did Jim Held attend?
Jim Held holds Ccim 101, Accounting And Finance from Ccim Institute.
What skills is Jim Held known for?
Jim Held is listed with skills including Mortgage Lending, Mortgage Banking, Loans, Banking, Fha, Credit Analysis, Underwriting, and Credit.
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