Nancy Lee
About Nancy Lee
Nancy Lee serves as a Vice President Relationship Manager at Chase, where she has worked since 2019. Previously, she held the position of Vice President Commercial Loan Officer at Wells Fargo Bank for nine years in San Jose, California.
Work at Chase
Nancy Lee serves as a Vice President Relationship Manager at Chase, a position she has held since 2019. In this role, she is responsible for managing client relationships and providing tailored financial solutions to meet their needs. Her work is focused on fostering long-term partnerships with clients in the San Francisco Bay Area, ensuring that they receive comprehensive support and guidance in their financial endeavors.
Previous Experience at Wells Fargo
Prior to her current role at Chase, Nancy Lee worked at Wells Fargo Bank as a Vice President Commercial Loan Officer. During her nine-year tenure from 2010 to 2019 in San Jose, CA, she specialized in commercial lending, where she managed a portfolio of clients and facilitated various loan transactions. Her experience at Wells Fargo provided her with a strong foundation in commercial finance and client relationship management.
Professional Background
Nancy Lee has over a decade of experience in the banking and finance industry. Her career began with a focus on commercial lending, where she developed expertise in assessing client needs and structuring financial solutions. This extensive background has equipped her with the skills necessary to excel in her current role at Chase, where she continues to build on her experience in relationship management.
Education and Expertise
While specific educational details are not provided, Nancy Lee's professional roles indicate a strong background in finance and banking. Her expertise in commercial lending and relationship management reflects a deep understanding of financial products and services, as well as the ability to navigate complex client needs effectively.