Hagai Herman

About Hagai Herman

At JPMorganChase, my role as a Commercial Banker and Vice President involves being a trusted advisor, offering a comprehensive suite of financial services tailored to the diverse needs of businesses. My competencies are deeply rooted in credit analysis, financial structuring, and delivering customized solutions that enhance clients\' financial health and facilitate their strategic ambitions.The team and I have successfully provided education, advice, and an exceptional banking experience, fostering long-term relationships through our expertise in treasury and risk management solutions. Our mission is to empower businesses, ensuring a seamless financial journey that aligns with their visions for growth and success.

Experience

1. Senior Business Relationship Manager

   Chase

   Feb 2026 — Present · Miami, FL, US

   Managed a diverse client portfolio, focusing on client retention and growth strategies. • Provided tailored financial solutions and advisory services, enhancing client experience and satisfaction. • Developed strong relationships while ensuring compliance with risk management protocols.

Education

• University at Albany

  of '00, Business Administration; Finance and Management Information Systems

  1996 — 2000

Skills

• Asset Based Lending
• Retirement
• Strategic Financial Planning
• Commercial Mortgages
• Residential Mortgages
• Lines of Credit
• Credit Risk
• High Net Worth Individuals
• Deposits
• Treasury Management
• Consumer Lending
• Commercial Banking
• Refinance
• Branch Management
• Investments
• Series 63
• Cash Management
• Branch Banking
• Mortgage Lending
• Credit Analysis
• Banking
• Mutual Funds
• Finance
• Wealth Management
• Loan Origination
• Credit
• Insurance
• Capital Markets
• Series 7
• Credit Cards
• Financial Risk
• Small Business Lending
• Underwriting
• Mortgage Banking
• Valuation
• Wealth Management Services
• Relationship Management
• Small Business
• Financial Advisory
• Private Banking