Jada Okhiria
San Clemente
Summary
Dynamic and relationship-driven financial professional with a proven ability to lead client engagement, process improvement, and cross-functional collaboration within high-performance banking environments. Skilled at leveraging data-driven insights and persuasive communication to build strong internal and external partnerships. Experienced in commercial lending, client retention, and project management. Committed to delivering innovative solutions that enhance efficiency, client satisfaction, and sustainable growth.
Overview
4
4
years of professional experience
Work History
Senior Relationship Banker
Simmons Bank
Memphis
07.2024 - 05.2025
- Manage and deepen high-value client relationships, leveraging consultative selling and financial analysis to identify growth opportunities, and deliver tailored banking solutions across deposits, lending, and cash management products.
- Collaborate with internal stakeholders in Wealth, Credit, and Technology to drive process innovation, enhance operational resilience, and improve client satisfaction scores by over 20% within the first six months.
- Lead client engagement initiatives focused on retention, satisfaction, and cross-sell penetration through data-backed relationship strategies and proactive risk assessment reviews.
- Coach and mentor junior bankers on client communication, account management, and performance excellence, cultivating a culture of collaboration and accountability.
Commercial Lending Specialist
Grey Leaf Lending
Remote
05.2021 - 07.2024
- Originated and managed commercial loan portfolios under $2M, ensuring credit quality and compliance.
- Collaborated with underwriting and credit teams to streamline deal structuring, improving approval turnaround by 25%.
- Established strategic partnerships with business owners and brokers, achieving a 15% annual increase in new accounts.
Education
M.S. - Physiology
University of Louisville
Louisville, KY06.2024
B.S. - Biology
Pepperdine University
Malibu, CA05.2023
Skills
- Client relationship management
- Commercial lending
- Cross-functional leadership
- Process improvement
- Data literacy and technology
- Strategic planning and execution
- Stakeholder engagement
- Project management
- Financial solutions development
Leadership And Community Involvement
- Co-Founder, Lend A Voice, Pepperdine University, Developed interpreter program addressing language barriers in healthcare; led multicultural communication training for 75+ students and clinicians.
- Vice President, Inter-Club Council (ICC), Oversaw $60K semester budget allocation across 90+ student organizations; increased participation 20% year-over-year through inclusive leadership.
Affiliations
- 2019-2023 Christian Leadership Scholarship Recipient
- 2019-2020 Pepperdine University Scholar-Athlete
Timeline
Senior Relationship Banker
Simmons Bank
07.2024 - 05.2025
Commercial Lending Specialist
Grey Leaf Lending
05.2021 - 07.2024
M.S. - Physiology
University of Louisville
B.S. - Biology
Pepperdine University