Verified recordFinancial Services

Candice Roberts

Executive Director - Middle Market Lending at Jpmorganchase

Based in Charleston, United States

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Seniority

Director

Department

Finance & Accounting

Location

Charleston

Industry

Financial Services

Company size

222K

Contact information

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Email

1 credit

c•••••••@jpmorganchase.com

Phone

5 credits

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Background

About Candice Roberts

Commercial lending and banking professional with over 30 years of deep experience in all facets of commercial banking relationships and loan portfolio management. Currently, an Executive Director of Middle Market Lending at JP Morgan Chase & Co. calling on companies in the Charleston, SC area. “My personal goal as a Commercial Lender is to make the lending process as easy as it possibly can be for any prospect or existing customer. I believe that I am an honest upfront person which makes it easier to build a relationship with a Borrower. My number one goal is to get quick answers for my customers. Customer Service/Satisfaction is #1 for me. I also tend to think outside of the box when putting together a lending package. My goal is to deliver a “Yes” or a quick “No” to a Borrower. I do not drag out the lending decision process.” Specific skills include: development of commercial loan relationships, approval and analysis of credit facilities, cross selling of bank products, portfolio management, trust/ wealth client referrals, managing and mentoring younger associates.

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