Kelli Carpenter
About Kelli Carpenter
Kelli Carpenter serves as the SBA and Texas Credit Delivery Manager at Chase in Dallas, Texas. With a background in banking that includes roles at Umpqua Bank and California Bank & Trust, she has over a decade of experience in credit management and underwriting.
Current Role at Chase
Kelli Carpenter serves as the SBA and Texas Credit Delivery Manager at Chase, a position she has held since 2019. Based in Dallas, Texas, she oversees the Small Business Administration lending operations and credit delivery processes for the Texas region. Her role involves managing credit assessments and ensuring compliance with SBA guidelines, contributing to the bank's commitment to supporting small businesses.
Previous Experience at Chase
Before her current role, Kelli Carpenter worked at Chase as an SBA Credit Manager from 2015 to 2019. In this position, she was responsible for evaluating and approving SBA loan applications, managing client relationships, and ensuring adherence to lending policies. Her experience in this role laid the foundation for her current responsibilities in credit delivery management.
Career Background in Banking
Kelli Carpenter has a diverse background in the banking sector. She began her career as an SBA Underwriter at California Bank & Trust from 2005 to 2007. She then transitioned to Rabobank as a GGLD Loan Coordinator for 11 months in 2009, followed by a position as a Commercial Assistant Relationship Manager at Umpqua Bank from 2009 to 2013. This extensive experience in various banking roles has equipped her with a comprehensive understanding of credit and lending processes.
Education and Academic Background
Kelli Carpenter earned her Bachelor of Arts degree in History from the University of California, Davis, where she studied from 1994 to 1998. Her academic background has provided her with critical thinking and analytical skills that are beneficial in her professional roles within the banking industry.