Jordan Irwin Email & Phone Number

Usa

Usa

Transitioned from ATR International contract to JPMorgan Chase full-time.

Las Vegas, Nevada, United States

Partner with local business owners to discuss financial needs, business priorities, and growth opportunities resulting in new booked loans and treasury products. In addition to working with the SBA for start-up, equipment, and commercial real estate financing, I act as a financial advisor for my customers providing analysis of financial statements and performing pre-underwriting duties to help determine the financial strength of my customers. Prospecting, building relationships, and keeping an organized schedule of meetings are all key responsibilities in getting the job done right.

Las Vegas, Nevada, United States

Manage risk reviewing and approving complex credit requests for Fortune 500 firms through research and financial analysis completing written reports to communicate decision rationale, benefits, and potential risks. Function as team lead managing day-to-day operations including staffing, training, technical support, operational advice, audit review, queue management, technology enhancements, return to office procedures, write-up review, escalation handling, administrative tasks, strategic planning, and exceptions review including signing authority approval up to $350,000. Exemplify corporate values, leveraging partnerships to exceed targets resulting in Winners Circle 2021 award. Identify gaps and partner with leadership including internal strategy and business process partners to collect data, recommend, and pilot new initiatives leading to new efficiency and growth of the credit underwriting team. Implement project management principals to plan, forecast, and deliver on a wide range of projects including UAT, audits, templates, process document creation, and implementation of Enterprise team. Present in Sales Partnership Roadshow reaching over 600 sales associates to provide advice and answer questions to improve relationship between sales and underwriting team partnership. Leverage tools such as Oracle SQL and other database lookup software to pull and record customer records.

Sacramento, California

Meet small business owners to discuss business priorities. Help clients identify and prepare for potential risks that could impact their company. Provide commercial real estate and equipment financing, lines of credit, vehicle loans, card, merchant, and digital services to help clients manage cash flow and grow responsibly. Perform outbound calling and prospecting routines to target appropriate industries and grow book of business. Leverage CRM Salesforce to track and record interactions including client outreach attempts and meeting details. Maintain updated credit pipeline to forecast performance results. Review financial packages to help determine eligibility for loans and provide counsel to help clients structure debt efficiently.

Sacramento, California

Work with small business clients in the financial center to help with everyday banking and borrowing needs. Provide small line of credit and term loan financing options alongside new accounts, merchant, credit card, and payroll services. Lead weekly business brief to share performance updates and promotions available with financial center staff. Coach and develop relationship managers to improve business acumen and drive higher quality referrals. Attend monthly integration meetings to improve referral flows between all lines of business. Serve on Pacific-Northwest Executive Board as Sacramento team representative. Earned prestigious Bank of America Pinnacle awards for annual performance results in 2017 and 2018.

Sacramento, Ca

Lead the financial center by managing daily routines and handling client escalations. Trained new-hire operations managers. Owned routines including daily huddle and weekly market operations call. Drove low-risk audit outcomes with year over year improvement. Focused sales meetings to engage team while instilling company core-values and best practices. Awarded top financial center for "One-Team" referrals from consumer bank to home loan, small business, and investment partners. Fostered culture of recognition for talented teammates resulting in six associate promotions. Proactively audit and organize all legal documents and required reports. Resolved complex client escalations acknowledging bank risk culture. Developed a team that wins and prosper in my absence.

Sacramento, Ca

Handle new account and service transactions for consumer and small business clients. Ask questions to identify financial needs and make referrals to appropriate business, investment, or home loans specialist. Act as ambassador of the bank to help clients connect with the right resources to solve problems, thereby deepening their relationship and confidence in Bank of America. Lead team meetings and assist in operational tasks while maintaining exceptional scorecard performance for revenue generation, client experience, and risk-management.

Rancho Cordova, California

Education record

Bachelor Of Science, Business Administration - Finance, Risk Management And Insurance

Associate Of Science, General Science; Physical Science And Mathematics; Business Transfer Program