Jonathan O'Dell Email & Phone Number

San Francisco, CA, US

New York, NY, US

• Led a cross-functional team, comprising members from Risk Analytics, Liquidity Risk, and Model Risk divisions, to ensure a seamless transition.
• Acted as SME on quantitative risk, offering critical insights on risk tracking methodologies and frameworks to JPMorgan Chase stakeholders.
• Designed and executed risk-tracking reports and tools, significantly enhancing the visibility and comprehension of various risk dimensions.
• Developed a comprehensive reporting package, integrating key tracking reports for monthly distribution to an audience of over 100 stakeholders.
• Collaborated closely with Marketing to address customer address discrepancies across systems, safeguarding data integrity and ensuring consistency in regulatory communications to clients.
• Facilitated the product mapping between FRB and JPMorgan Chase, aiming for a seamless customer experience and product integration.

San Francisco, CA, US

• Redesigned the risk metrics system from the ground up using Archer, the Bank's eGRC tool, to create a more effective and efficient enterprise risk management program.
• Developed and implemented comprehensive risk tools and dashboards in Archer and Tableau for the risk inventory and risk metrics, enabling more informed decision-making across the organization.
• Built and managed a high-performing analytics team, improving risk management capabilities and analysis outcomes.
• Led the risk inventory and risk metrics program for enterprise risk management by working with Risk Officers and business units to create and maintain a list of specific risks and related key risk indicators.
• Conducted annual risk metric reviews and provided recommendations for thresholds that accurately measured the Bank's appetite for risk.
• Forecasted metric breaches of the Bank's most critical metrics, thereby enhancing early warning indicators and enabling prompt action to be taken before a breach occurred.Improved the overall risk management knowledge.

San Francisco, CA, US

• Analyzed portfolio data and identified trends and potential risks, providing insights for decision-making and mitigation.
• Minimized credit losses by successfully assessing financial hardships and negotiated payment restructuring with borrowers.
• Completed unique loan modifications by partnering with loan servicing, accounting, in-house legal counsel, and underwriting teams.
• Developed an internal database using Access and SQL to track various aspects of the portfolio, improving data accuracy and centralizing monitoring content.

Houston, Texas, US

• Successfully managed and deployed over $800 million in six Residential Solar Tax Equity Fund Partnerships with high-profile partners.
• Formed and led Fund Management Department, setting policies and assembling high-performing team.
• Ensured compliance with Fund requirements by training and collaborating with engineering, accounting, operations, finance, sales teams, and FP&A to deliver accurate financial and performance reporting.
• Calculated and delivered monthly cash distributions and maintenance monitoring fees, improving operations and investor satisfaction.

• Managed a portfolio of 30+ asset-based commercial relationships with $50 million.
• Developed customized solutions that met clients' financial needs and improved satisfaction and loyalty.
• Efficiently monitored all asset-based lines of credit, ensuring compliance with credit facility requirements and minimizing potential losses.

• Improved the efficiency of the credit analysis process by collaborating directly with account officers and clients.

Santa Clara, CA, US

• Taught 7th and 8th-grade pre-algebra and algebra, utilizing hands-on learning experiences and mathematical manipulatives to enhance student engagement and understanding of mathematical concepts.

Bachelor Of Science - Bs, Finance, General

First Republic Bank Leadership Development - Level 2

First Republic Bank Leadership Development - Level 1