JASON SWAN
CHICAGO,IL
Summary
Experienced business development strategist and program manager with exceptional skills in strategic planning, financial management, and stakeholder engagement.
Overview
23
23
years of professional experience
Work History
Vice President of Community Banking
WINTRUST
09.2018 - 12.2024
- Developed and implemented strategies that enhanced value propositions for customers and partners, while balancing margin goals and market competitiveness
- Built and scaled membership models that drove client acquisition, engagement, and retention. Optimized incentives and promotions to ensure sustained membership growth.
- Partnered with stakeholders across Regional Operations, Product, Strategic Finance, Marketing, Data Science, and other teams to ensure successful implementation of pricing and membership strategies
- Originated over $30MM in new commercial loans
Community Lending Manager
ACCION
01.2017 - 09.2018
- Increased loan portfolio growth by developing and implementing strategic lending initiatives, originating over 90 loans within 18 months
- Negotiated favorable terms with third-party vendors for outsourced services related to the lending process
- Identified areas for optimization and iterated processes to improve client satisfaction and business performance.
- Approved and underwrote consumer loans for lines of credit and home equity.
Program Development Manager
INDEPENDENT CONSULTANT/CHATHAM BUSINESS ASSOCIATION
07.2014 - 01.2017
- Collaborated with stakeholders to develop strategies for promoting new programs to potential customers and clients, creating
plans for 38 active businesses within 7 months. - Ensured deals served the company's strategy while accounting for risk appropriately, monitoring competitive developments, identifying KPIs, and estimating financial impacts
- Distilled large volumes of information and presented them back to the stakeholders in the form of succinct business insights
- Revitalized underperforming programs through careful analysis of existing issues followed by the implementation of targeted improvement measures
Project Manager
CHICAGO NEIGHBORHOOD INITIATIVES
06.2009 - 06.2014
- Originated over $400K in closed micro loans within 16 months, with average loan sizes of $9,500
- Performed various functions as loan officer, underwriter, servicer, relationship manager and program representative
- Sourced potential deals and performed preliminary and secondary review and analysis of New Market Tax Credit transactions while a project manager for a $50MM award allocation
- Community Engagement Strategist and Implementation Coordinator for major capital development projects requiring local resident support for zoning approval
Retail Banker, Mortgage Loan Officer, Assistant Branch Manager, Branch Manager, Credit Analyst, Commercial Loan Representative
PARK NATIONAL BANK/US BANK
05.2002 - 06.2009
- As a retail banker with Park National Bank, exceeded internal sales and service thresholds
- Promoted internally to Branch Manager of newly converted branch and grew deposits by $4.5MM
- Maintained strong civic presence and served as community liaison sitting on governing boards for Proviso Leyden Council for Community Action, Maywood Economic Development Council and Christ the King
- Awarded NAACP Commendation for young business person
- Voluntarily resigned and moved to Las Vegas and originated $5MM in residential mortgages for US Bank within 13 months before assuming Branch Management responsibilities earning internal sales and service recognition in the form of Pinnacle Award for deposit and loan growth
- Voluntarily transferred to US Bank branch in Chicago as Assistant Manager responsible for internal service standards and operational integrity
- Received minimum satisfactory scoring on branch audits
- Voluntarily transferred to return to Park National Bank as Credit Analyst
- Analyzed, underwrote and submitted formal loan presentations for board review of commercial loan requests for new money and refinancing during one 9 month and two 6 month rotations through the bank's Commercial, Commercial Real Estate and Purchased Assets Divisions
- Performed visual and submitted written property inspections reports of Bank collateral locally and nationally to monitor and assess the quality of Bank assets
- Promoted to Commercial Loan Representative for Banks Community Development Division
Education
Bachelor of Science - Political Science, Sociology
DOMINICAN UNIVERSITY
RIVER FOREST, ILSkills
- Sales and Account Management
- Organizational Development Strategist
- Data Collection and Analytic Proficiency
- Excellent interpersonal skills
Communication Skills
- University of Chicago Polsky Center Visiting Lecturer
- John Marshall School of Law Visiting Lecturer
- ComEd Smart Meter Program Workforce Readiness Workshop Facilitator
- Provided Key Testimony on behalf of Ride Share Community at City Council Ordinance Hearing
Leadership Experience
- Member Illinois Tollway Diversity Advisory Committee
- Sub Committee Chair - Community Engagement
Timeline
Vice President of Community Banking
WINTRUST
09.2018 - 12.2024
Community Lending Manager
ACCION
01.2017 - 09.2018
Program Development Manager
INDEPENDENT CONSULTANT/CHATHAM BUSINESS ASSOCIATION
07.2014 - 01.2017
Project Manager
CHICAGO NEIGHBORHOOD INITIATIVES
06.2009 - 06.2014
Retail Banker, Mortgage Loan Officer, Assistant Branch Manager, Branch Manager, Credit Analyst, Commercial Loan Representative
PARK NATIONAL BANK/US BANK
05.2002 - 06.2009
Bachelor of Science - Political Science, Sociology
DOMINICAN UNIVERSITY
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