Melissa Hama-Wardle, MBA in

Melissa Hama-Wardle, MBA

Planner · DISC type Sc
Agency Banking Commercial Portfolio Manager II at Westfield Bank
📍 Greater Cleveland, United States

Melissa Hama-Wardle is an Agency Banking Commercial Portfolio Manager at Westfield Bank, where she specializes in providing financing solutions for insurance agents and investment advisors. With an MBA from Cleveland State University, she manages a commercial loan portfolio, supports lenders, and ensures compliance.

During her university studies, Melissa was an active member of the American Marketing Association and the Beta Gamma Sigma business honor society. These experiences reflect her early interest in business leadership and marketing principles, which she applies to building client trust in her current role.

She holds multiple securities and insurance licenses, including the Series 24 General Securities Principal qualification, a distinctive credential for a portfolio manager.

Read the full overview →
Experience
9 Years
Current Role
Agency Banking Commercial Portfolio Manager II
Job Level
Middle
Location
Greater Cleveland, United States
Personality Overview

How Melissa shows up

Analytical & Cautious
Slower Adopter
Overcautious

They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Melissa cares about

Agency Banking
Her team at Westfield Bank exclusively works with insurance agents and registered investment advisors, providing specialized financial products and services.
Team Growth
Her recent social media activity indicates a strong focus on recruitment and expanding her agency banking team to support a growing loan portfolio.
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Career

Work history

10-2022
Agency Banking Commercial Portfolio Manager II
Westfield Bank
6-2021 - 10-2022
Analyst, Insurance Marketing
Valmark Financial Group
9-2020 - 6-2021
Relationship Banker
Chase
8-2019 - 9-2020
Lead Associate Operations
Chase
1-2016 - 8-2019
Bank Teller/Personal Banker
Chase
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2020
Master of Business Administration
Cleveland State University
2018
Bachelor of Business Administration
Cleveland State University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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