Jimmy Lee

Background

About Jimmy Lee

With over 20 years of banking experience in Commercial Real Estate, SBA, and C&I lending, combined with my MBA from Woodbury University, I bring both practical expertise and formal business training to deliver results and build strong client relationships. My background has prepared me to partner with executives and stakeholders across all levels of an organization while providing the analytical and interpersonal skills needed to grow a profitable commercial portfolio.In addition to industry experience, I bring:MBA-Level Training: My graduate studies provided me with both qualitative and quantitativeanalytical skills to evaluate financial performance, identify growth opportunities, andcommunicate effectively with executives and decision-makers.Relationship Building: A proven track record of developing long-term relationships with businessowners, referral partners, and internal teams, resulting in sustained production and client loyalty.People-Oriented Leadership: Known as a communicator and “people person,” I work seamlesslyacross all levels of management, coaching teams and partnering with executives to deliver value drivensolutions.Loan Production Expertise: Demonstrated ability to consistently exceed commercial loanorigination goals while balancing risk and profitability.