James Jackson Email and Phone Number
I am seeking a business role because I have the following relevant skills: strategic development, pipeline analysis, stakeholder communications, data analysis, documentation, project, data, and account management, sales & support and corporate planning. I gained data-driven decision-making skills by cultivating and sustaining robust relationships with policyholders and community members, forming partnerships with industry stakeholders, and driving a 9% monthly rise in referral business. I have also demonstrated strategic decision-making skills by participating in corporate financial planning and analysis, including budgeting and forecasting while orchestrating sales and financial strategies that led to remarkable company growth from $13 million to $68 million over 5 years.I also can enhance productivity and process efficiencies gained by preparing and delivering ongoing financial reports to C-Level leadership, offering insightful analysis, while conducting thorough financial analysis to identify trends, opportunities, and risks for the acquisition of a $6 million company.In addition, I have the following qualifications: Cross-functional collaborator Conducted thorough financial analysis to identify trends, opportunities, and risks for the acquisition of a $6 million company, further exemplified by working successfully with 6 teams including on projects related to strategic planning and increasing overall individual sales growth. Strong work ethic and initiative by conducting comprehensive market trend analysis to identify new business prospects, leading to a 15% monthly enhancement in market standing.Knowledge of current industry trends leveraged to oversee and guide a team of 15 employees, delivering effective leadership, training, and direction that enhanced productivity levels and achieved a 97% client satisfaction rateI want to serve an organization that prizes communication, collaboration and honesty among its employees. I’m excited to be on a team built around work-life balance, contribution and transparency. I know I will thrive at a company where candor is valued, as well as self-empowerment and flexibility. I want to be a part of an organization that infuses impact into their brand, culture and market and who I can help make a difference in the world.Please connect with me here: dr.james.jackson.s09@gmail.com
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Internal Sales RepresentativeLobel FinancialFresno, Ca, Us
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Internal Sales RepresentativeLobel Financial Dec 2024 - PresentUnited States -
Director Of Sales And Business DevelopmentZinc Financial, Inc. Feb 2019 - Dec 2024Fresno, California, United StatesLed financial strategy and sales growth initiatives, driving company growth from $13M to $68M over five years.Conducted financial analysis to identify trends, risks, and opportunities for the acquisition of other auto receivable portfolios.Managed cross-functional teams to enhance productivity, achieving $10M in monthly sales for POS auto loans and B2B real estate.Participated in budgeting, forecasting, and corporate financial planning, leading to a 10% reduction in overall risk exposure.Presented financial reports and analysis to C-Level executives, influencing key strategic decisions. -
Agency OwnerFarmers Insurance Jun 2018 - Feb 2019Fresno, California AreaCultivated and sustained robust relationships with policyholders and community members.Achieved monthly client acquisition and revenue growth of 10% through strategic marketing initiatives.Oversaw and guided a team of 15 employees, delivering leadership, training, and direction to enhance productivity levels and attain a 97% client satisfaction rate.Formed partnerships with industry stakeholders, driving a 9% monthly rise in referral business.Conducted comprehensive market trend analysis to pinpoint new business prospects, leading to a 15% monthly enhancement in market standing. -
Adjunct InstructorState Center Community College District Jan 2009 - Jun 2018Fresno, California AreaPresented and contributed to the established curriculum base, including distance learning courses, and oversaw work study courses. -
Division Director, Business And General Education InstructorInstitute Of Technology Clovis Sep 2010 - Dec 2017Provided subject-specific content to help students through drop-in assistance.Recognized the different learning styles and student preferences.Created a professional and welcoming environment by modeling respect for students’ diverse cultures, language skills, and experiences.Used active listening strategies to allow student to determine content and pace of tutoring.Utilized listening and questioning strategies as the primary tutoring method to diagnose student needs and monitor progress.Participated in professional development activities to improve tutorial skill and continue to grow cultural competence and reflection skills.Utilized feedback and reflection to improve practice.Recognized primary role to help students become more confident, more successful, self-directed learners.Was direct and kind with students using Emotional Intelligence.Served as an instructor for business and work-experience courses while assisting students in formal writing skills and oral communication skills.Skillfully developed student’s understanding the process of effective business writing, student’s ability to write effective business and sales letters/memos and effective business reports, and student’s ability to give effective individual and group oral presentations.Proficiently developed curriculum for Accounting, Business Communication, Administrative Office Professional, Speech, Psychology, Microsoft Office and QuickBooks courses.Expertly presented in Accounting (basic and advanced), Business Communication, Administrative Office Professional, Professional Development, Speech, Psychology, Algebra, Microsoft Office and QuickBooks courses.Developed curriculum for other campuses, focusing on computerizing the subject matter, worked as a mentor to new instructors helping develop instructing techniques, and consistently maintained a 99% satisfactory survey average every 5 weeks. -
Senior Loan AnalystLobel Financial Jul 2009 - Sep 2010Developed and implemented systems to analyze and underwrite complex financial products, including credit lines, term loans, auto loans, and real estate loans.Managed branch and company portfolios by designing effective risk structures and implementing rigorous evaluation processes.Analyzed credit data and financial statements of individuals and businesses to assess and mitigate lending risks, ensuring sound credit decisions.Created and executed customer-focused buying strategies, resulting in consistent service delivery and optimized branch performance. Collaborated with corporate leadership to refine buying criteria and enhance decision-making.Established a sales tracking system, improving operational efficiency and increasing branch sales by 65% within three weeks.Developed employee training and development programs, boosting office productivity and ensuring staff aligned with company standards and best practices.
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Senior Tax AnalystInternal Revenue Service Feb 2009 - Jun 2009Fresno, California AreaSpecialized in operational areas and tax law, providing expertise to internal and external stakeholders.Collaborated with cross-functional teams to research, negotiate, and implement project objectives, ensuring alignment with organizational goals.Collected and analyzed tax return data to support research initiatives and inform strategic decision-making.Edited and reviewed research reports, ensuring accuracy and compliance with tax laws and project requirements.Adeptly verified accuracy of information, correcting errors and corresponding with taxpayers, worked in a team-orientated environment, to correct issues associated with taxpayers.Attained a consistent average of 86 – 90% accuracy, a first for a first year employee and conserved complex returns such as net-operating losses and pension orientated returns, again a first for a first year employee. -
Senior Credit Risk AnalystWells Fargo 2007 - 2009Clovis, CaLed complex initiatives to identify and implement risk mitigation strategies within Credit Risk, enhancing overall risk management efforts.Monitored credit performance and emerging risks, providing insights to improve decision-making and ensure proactive risk responses.Reviewed and analyzed complex processes, projects, and challenges, conducting in-depth evaluations of business, operational, and technical variables.Collaborated with peers, colleagues, and managers to resolve issues and achieve goals, while supporting credit risk governance for the line of business.Interacted with internal teams and external customers, ensuring clear communication of credit risk objectives and requirements.Maintained a consistent credit risk profile across the organization.Guided understanding and following established credit risk requirements, ensuring compliance and minimizing risk exposure. -
Regional ManagerFinance And Thrift Company, Inc. 2005 - 2007Managed the financial performance, operations, and growth strategies of multiple bank branches within the assigned region to ensure alignment with corporate objectives.Developed and implemented strategic plans to increase regional profitability by driving sales, increasing loan portfolios, and expanding market share.Ensured compliance with banking regulations, financial laws, and corporate policies. Conduct regular audits and risk assessments to maintain compliance.Oversaw the underwriting and approval of loans, ensuring that credit risk is evaluated and mitigated. Monitored loan portfolios to identifying trends, emerging risks, and opportunities for improvement.Created and managed regional budgets, ensuring financial resources are allocated effectively and provided forecasts and reports to senior management.Led, coached, and mentored branch managers and financial teams. Develop training programs and set performance goals to ensure high standards of services, compliance, and productivity.Worked closely with corporate executives to align regional goals with broader business objectives. Provided strategic input on regional performance, market conditions, and growth opportunities.Built and maintained strong relationships with key clients, stakeholders, and industry partners to drive business development and customer satisfaction.Prepared and presented financial reports on regional performance, including profit and loss statements, balance sheets, and cash flow analysis. Use financial da Implement risk management policies to safeguard assets, minimize operational risks, and ensure strong internal controls are in place across all branches.Evaluated market conditions and assess the viability of opening new branches or expanding operations within the region. Lead branch openings or relocations when necessary.Worked with departments such as marketing, compliance, and IT to ensure cohesive operations and address any region-specific challenges or opportunities.
James Jackson Education Details
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Organizational Leadership -
University Of PhoenixMarketing -
Marketing -
CertificationsCertifications
Frequently Asked Questions about James Jackson
What company does James Jackson work for?
James Jackson works for Lobel Financial
What is James Jackson's role at the current company?
James Jackson's current role is Internal Sales Representative.
What schools did James Jackson attend?
James Jackson attended University Of Phoenix, University Of Phoenix, California State University, Fresno, Certifications.
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James Jackson
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James Jackson
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