Jason Stapleton

Jason Stapleton Email and Phone Number

SVP, Commercial Banking @ Bank of America
Jason Stapleton's Location
Greater Chicago Area, United States, United States
Jason Stapleton's Contact Details

Jason Stapleton work email

Jason Stapleton personal email

n/a
About Jason Stapleton

Jason Stapleton is a seasoned commercial banker with over two decades of expertise in the financial industry, specializing in credit underwriting, sales performance, and relationship management. Based in the bustling financial hub of Chicago, Illinois, Jason has established himself as a trusted professional in the field.Throughout his illustrious career, Jason has consistently demonstrated a profound understanding of credit underwriting, employing his analytical acumen to assess risk and make sound lending decisions. His meticulous approach to evaluating financial data has not only safeguarded his institutions but has also fostered a reputation for reliability and prudence.Jason's commitment to excellence extends beyond the confines of credit analysis. He has consistently excelled in sales performance, consistently exceeding targets and driving revenue growth for his organizations. His ability to identify opportunities and develop strategic partnerships has been instrumental in his professional journey.Furthermore, Jason is renowned for his exceptional relationship management skills. He has cultivated and nurtured strong, lasting connections with clients, colleagues, and industry peers. His ability to communicate effectively, understand client needs, and provide tailored financial solutions has been a hallmark of his success.As a commercial banker, Jason Stapleton's unwavering dedication to his craft, coupled with his extensive experience, has not only fortified his own career but has also contributed significantly to the growth and prosperity of the financial institutions he has served. With his deep-rooted expertise and a passion for delivering value, Jason continues to be a driving force in the Chicago financial community, providing clients with the financial guidance they need to achieve their goals and fostering growth and success in the industry.

Jason Stapleton's Current Company Details
Bank of America

Bank Of America

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SVP, Commercial Banking
Jason Stapleton Work Experience Details
  • Bank Of America
    Svp - Senior Relationship Manager
    Bank Of America Apr 2015 - Present
    Charlotte, Nc, Us
    Manage a portfolio of commercial relationships who require financial services and products to meet their needs. Develop credibility and demonstrate the ability to dialogue with a variety of client contacts including business owners, Treasurers, CFOs and CEOs regarding topics such as the client industry, alternative capital structures, and general business issues. Understand clients business fully, serve as an advocate for the relationship, and act as a trusted advisor. Develop the overall relationship strategy through a thorough analysis of risks, opportunities and impacts to the bank. Lead a relationship team and partners with credit, treasury and other product partners to ensure quality assessment of the relationship and prospect needs and integrated design and execution of financial solutions.
  • Bank Of America
    Senior Vice President Relationship Manager
    Bank Of America Feb 2006 - Present
    Charlotte, Nc, Us
  • Bank Of America
    Vice President - Senior Relationship Manager Analyst
    Bank Of America Feb 2014 - Apr 2015
    Charlotte, Nc, Us
    • Responsible for providing market analysis and sales performance management in collaboration with Market Executives to aid their sales teams with revenue growth, relationship deepening, and evaluation of sales activities across multiple states within the US Central Region.• Researched and designed sales tools that targeted specific geographic markets to uncover underpenetrated areas in efforts of obtaining additional cross-sales opportunities and new relationships.• Performed benchmarking analysis and led resource sessions for Market Executives and their sales teams to raise awareness of various marketing collateral, product related questions, research tools, and sales strategy initiatives.
  • Bank Of America
    Vice President - Portfolio Management Officer
    Bank Of America Mar 2006 - Feb 2014
    Charlotte, Nc, Us
    • Oversaw a $350 million credit portfolio and exercised single signature approval authority for credit transactions up to $3 million in exposure in addition to participating in the internal credit approval process for credit transactions with exposure ranging from $3 million to $ 25 million through the fulfillment of commercial underwriting duties including; loan structuring and risk analysis in relation to new credit requests, renewals, periodic reviews and other credit actions for privately held businesses with gross revenues ranging from $5 million to $ 50 million. • Managed risk and minimize losses through various monitoring and control efforts ensuring compliance requirements, audits and verifications were completed in accordance with policies, procedures, and regulatory requirements.• Maintained acceptable asset quality within the portfolio by identifying deteriorating risk situations and material exceptions with timely advice to sales teams and escalate as appropriate to Management, Market Executives, and Risk Officers for further attention and regularization.
  • Fifth Third Bank
    Commercial Credit Analyst
    Fifth Third Bank Jun 2005 - Mar 2006
    Cincinnati, Ohio, Us
    • Assisted with the preparation of underwriting credit transactions that originated from various lending groups, recommended structural changes, and ensured all risks associated with the credit request had been appropriately assessed and mitigated.• Prepared financial statement analysis, developed projection models, and compiled credit risk ratings appropriate to policy and regulations.• Supported sales teams by providing company, industry, and market analysis in support of business development.
  • Jpmorgan Chase & Co.
    Commercial Credit Analyst
    Jpmorgan Chase & Co. Mar 2003 - Jun 2005
    New York, Ny, Us
    • Supported three underwriters and eight lenders in monitoring a middle market portfolio of 200 plus clients totaling two billion dollars in credit exposure.• Monitored financial convents, borrowing base availability, and spread financial statements in respect to scheduled reviews and audits.• Verified loan documents corresponded with credit approvals prior to scheduled loan closings.

Jason Stapleton Skills

Credit Commercial Banking Banking Portfolio Management Strategic Planning Financial Analysis Customer Service Leadership Loans Risk Management Team Building Credit Risk Public Speaking Credit Analysis Analysis Retail Banking Mortgage Lending Project Management Commercial Lending Financial Risk Finance Microsoft Office Underwriting Financial Modeling

Jason Stapleton Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    International Resource And Consumer Economics

Frequently Asked Questions about Jason Stapleton

What company does Jason Stapleton work for?

Jason Stapleton works for Bank Of America

What is Jason Stapleton's role at the current company?

Jason Stapleton's current role is SVP, Commercial Banking.

What is Jason Stapleton's email address?

Jason Stapleton's email address is ja****@****aml.com

What schools did Jason Stapleton attend?

Jason Stapleton attended University Of Illinois Urbana-Champaign.

What skills is Jason Stapleton known for?

Jason Stapleton has skills like Credit, Commercial Banking, Banking, Portfolio Management, Strategic Planning, Financial Analysis, Customer Service, Leadership, Loans, Risk Management, Team Building, Credit Risk.

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