Stephen Tartaglia

Stephen Tartaglia

Vice President Senior Business Relationship Manager @JPMorganChase

New York, NY, US
EMAILS
s••••••••@jpmorgan.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2024 — Present

Vice President Senior Business Relationship Manager @JPMorganChase

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Shelton, CT, US

Manages an extensive portfolio of clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needsAcquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationshipsUnderstands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

EDUCATION

2006 — 2010

Western Connecticut State University

B.B.A, Finance

SKILLS

BankingRisk ManagementPortfolio ManagementLoansPowerpointMicrosoft ExcelInsuranceOutlookFinancial Statement AnalysisMortgage BankingLeadershipCommercial LendingSalesWealth ManagementLoan OriginationManagementConsumer LendingForecastingMarket ResearchMortgage LendingFinancial ReportingAnalysisFinancial RiskUnderwritingCustomer ServiceMarketingRetailRelationship ManagementStrategic Financial PlanningCorporate FinanceCommercial BankingAccountingSmall Business LendingTime ManagementCredit RiskCreditFinancial ModelingLines of CreditCash ManagementFinance

ABOUT STEPHEN TARTAGLIA

A seasoned commercial banking credit and sales professional with almost 15 years of experience in the global commercial banking sector. Skilled in commercial lending, underwriting, client relationship management, and loan structuring for clients with annual sales between $5 Million and $2 Billion.Currently, a Vice President Sr. Business Banking Relationship Manager at JPMorgan Chase working with Business clients throughout Connecticut. Prior to this role I was Commercial Underwriter / Portfolio Manager at Santander Bank, responsible for in-depth commercial underwriting and structuring of straightforward and complex credit transactions for Middle Market credit clients. Partner with client teams on new credit requests, renewals, and expansions of existing credit facilities, exceeding client expectations and delivering industry and economic analysis. Previously, a Vice President Commercial Credit Underwriter II at Bank of America, leading the credit approval process, documentation, and closing for syndicated and corporate lending deals. A trusted advisor to management and C-suite executives within the NYC Metro Area and Connecticut Market.

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