Jesse Ortega

Jesse Ortega Email and Phone Number

VP- Senior Business Relationship Manager @ JPMorganChase
new york, new york, united states
Jesse Ortega's Location
Keller, Texas, United States, United States
Jesse Ortega's Contact Details

Jesse Ortega personal email

n/a
About Jesse Ortega

21 years of financial experience specializing in all facets of Business Banking.I manage, retain and deepen a portfolio of approximately 100 business clients in stable/ mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals.

Jesse Ortega's Current Company Details
JPMorganChase

Jpmorganchase

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VP- Senior Business Relationship Manager
new york, new york, united states
Employees:
286575
Jesse Ortega Work Experience Details
  • Jpmorganchase
    Vp-Senior Business Relationship Manager
    Jpmorganchase Nov 2024 - Present
    Dallas-Fort Worth Metroplex
    Manage, retain and deepen a portfolio of approximately 100 business clients in stable/ mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
  • Wells Fargo
    Senior Business Relationship Manager
    Wells Fargo Jul 2021 - Present
    250 E. John Carpenter Freeway, Irving Tx
    Effectively on boards, manages and grows profitable account relationships with less complex business customers that have annual gross sales up to $10MM. Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and managing risk. Continually partners with existing customers in order to fully understand their businesses, objectives, strategies, and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially. Understands, supports, and may perform effective financial analysis in the areas of credit, cash flow, and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells Fargo products and services. May structure and complete straight forward secured and unsecured business loans with an aggregate exposure of up to $5MM.
  • Wells Fargo Business Payroll
    Business Payroll Consultant
    Wells Fargo Business Payroll Jun 2015 - Jul 2021
    Dallas/Fort Worth Area
    I assist new and existing WF Business customers with outsourcing their payroll needs to our premier payroll service. This includes a Payroll Demo and collecting the necessary documentation to transition them to our full service organization.
  • Wells Fargo Treasury Management
    Business Consultant-Payments, Virtual Solutions And Innovation
    Wells Fargo Treasury Management Mar 2017 - Jul 2021
    201 Main St. Fort Worth, Tx
  • Wells Fargo Bank
    Business Specialist
    Wells Fargo Bank Jan 2007 - Jun 2015
    Fort Worth
  • Mid-Cities Chl
    Owner/Instructor
    Mid-Cities Chl Jan 2008 - Jan 2013
    Mid-Cities Tx
    Lead instructor for 10hr State mandated Licensing program for Concealed Handgun Licensing.
  • United States Marine Corps
    Marine Security Guard
    United States Marine Corps May 1994 - May 1998
    Marine Corps Security Forces Bangor Wa, (Former) 3Rd Batallion 4Th Marines
    -Provided physical security for the US Navy's ballistic submarines and their nuclear payloads. Specialized in Close Quarter Battle and Quick Reactionary Forces. Primary objective was the elimination of terroristic threats towards nuclear payload. -Assigned to Helicopter Unit Specializing in Fast Roping from CH-46 and CH-53, Quick Reactionary Force tasked with Recovery of Downed Aircraft Personnel, extraction of Spec Ops and support.

Jesse Ortega Skills

Enforcement Military Law Enforcement Management Microsoft Excel Microsoft Office Sales Finance Leadership Customer Service Banking Analysis Process Improvement Risk Management Credit Analysis

Jesse Ortega Education Details

Frequently Asked Questions about Jesse Ortega

What company does Jesse Ortega work for?

Jesse Ortega works for Jpmorganchase

What is Jesse Ortega's role at the current company?

Jesse Ortega's current role is VP- Senior Business Relationship Manager.

What is Jesse Ortega's email address?

Jesse Ortega's email address is je****@****rgo.com

What schools did Jesse Ortega attend?

Jesse Ortega attended Tarrant County College.

What are some of Jesse Ortega's interests?

Jesse Ortega has interest in Economic Empowerment.

What skills is Jesse Ortega known for?

Jesse Ortega has skills like Enforcement, Military, Law Enforcement, Management, Microsoft Excel, Microsoft Office, Sales, Finance, Leadership, Customer Service, Banking, Analysis.

Who are Jesse Ortega's colleagues?

Jesse Ortega's colleagues are Ruth Htut, Mark Spencer, Ma. Victore Gabriel, Louise Paliferro, Ashutosh Semwal, Prasasti ., Mike Murphy.

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