Loan Portfolio Specialist
Current
Oct 2020 - Present
AeroLeads people directory · profile
Jason Voss Email & Phone Number
Loan Portfolio Specialist
at
Celtic Bank
1 work email found
@celticbank.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Loan Portfolio Specialist
Location
Salt Lake City, Utah, United States
Company size
Who is Jason Voss? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jason Voss is listed as Loan Portfolio Specialist at Celtic Bank, a company with 231 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at celticbank.com and a matched LinkedIn profile for Jason Voss.
Jason Voss previously worked as Small Business Relationship Manager, Zions Bank at Zions Bank and Private Client Banker at Jpmorgan Chase N.A.. Jason Voss holds Bachelor'S Degree, Finance from University Of Utah - David Eccles School Of Business.
Company email context
Email format at Celtic Bank
This section adds company-level context without repeating Jason Voss's masked contact details.
{first_initial}{last}@celticbank.com
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AeroLeads found 1 current-domain work email signal for Jason Voss. Compare company email patterns before reaching out.
Profile bio
About Jason Voss
Experienced Business Banker with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Microsoft Excel, Financial Services, Financial Analysis, and Banking. Strong support professional with a Bachelor's degree focused in Finance from University of Utah - David Eccles School of Business.
Listed skills include Customer Service, Microsoft Excel, Financial Analysis, Banking, and 3 others.
Current workplace
Jason Voss's current company
Company context helps verify the profile and gives searchers a useful next step.
Celtic Bank
6 roles
Jason Voss work experience
A career timeline built from the work history available for this profile.
Small Business Relationship Manager, Zions Bank
Nov 2018 - Feb 2022
Private Client Banker
Jpmorgan Chase N.A.
- Managed the Private Client banking platform for the Chase Queen Anne branch
- Expert at establishing meaningful relationship with affluent clients through timely follow ups, clear explanation of products, and tailored solutions to build trust, client referrals, and
- Comprehensive understanding of business banking products and services
- Cultivated relationship with centers of influence e.g. CPA’s, Business Owners, and JP Morgan FA
- Work closely with the JPMorgan Private… Show more
- Work closely with the JPMorgan Private Client Advisor to help clients prepare for retirement and achieve all of their financial goals
Aug 2015 - Feb 2022
Financial Services Representative
- Series 7 and 63 licensed
- Accurately process daily wires for international, escrow, and personal accounts.
- Delivered excellent customer service regardless of account size or customer knowledge
- Used resources and website to be an independent resourceful representative to insure timely and accurate information
- Assisted in trades of securities, ETFs, and mutual funds
- Excellent management of time to meet the company metrics and customers’ expectations
Dec 2014 - Aug 2015
Fxmm Settlements Analyst
- Prioritize daily payment to minimize risk for possible interest exposure
- Oversee the accurate movement of million dollar transactions with 100% accuracy for location and deadlines
- Created excel macros to enhance day-to-day procedures for FX Options and NDF Confirmations
- Work with the front office to coordinate payments and help clarify instructions for our traders
- Meticulous attention to detail, specializing in loading instructions, releasing payments, releasing special… Show more
- Meticulous attention to detail, specializing in loading instructions, releasing payments, releasing special accounts to ensure excellent customer experience and on time funding
Jul 2013 - Dec 2014
Business And Government Customer Operations
- Managed high profile accounts ranging from $2k to $10Ms in annual revenue
- Lead in my team as a stand-in supervisor and floor assistant
- Earned highest ranking for 2011 performance
- Ranked top coordinator in the center, ended 6th in the nation for September 2012
Mar 2010 - May 2013
Team & coworkers
Colleagues at Celtic Bank
Other employees you can reach at celticbank.com. View company contacts for 231 employees →
MB
Marleni Belandria
Colleague at Celtic Bank
Merida State, Venezuela, Venezuela, Bolivarian Republic Of
View →
KB
Katie Breitenbeker
Colleague at Celtic Bank
Bountiful, Utah, United States, United States
View →
VN
Vimbai Nyamukapa
Colleague at Celtic Bank
Snellville, Georgia, United States, United States
View →
CB
Celtic Bank
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
SS
Staci Stonge
Colleague at Celtic Bank
Salt Lake City, Utah, United States, United States
View →
BW
Bryson Winkelkotter
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
AS
Andria Steele
Colleague at Celtic Bank
Salt Lake City, Utah, United States, United States
View →
KS
Kulnapa Siripong
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
MS
Michelle Smith
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
CB
Carole Bowers
Colleague at Celtic Bank
Salt Lake City, Utah, United States, United States
View →
Marleni Belandria
Colleague at Celtic Bank
Merida State, Venezuela, Venezuela, Bolivarian Republic Of
View →
KB
Katie Breitenbeker
Colleague at Celtic Bank
Bountiful, Utah, United States, United States
View →
VN
Vimbai Nyamukapa
Colleague at Celtic Bank
Snellville, Georgia, United States, United States
View →
CB
Celtic Bank
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
SS
Staci Stonge
Colleague at Celtic Bank
Salt Lake City, Utah, United States, United States
View →
BW
Bryson Winkelkotter
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
AS
Andria Steele
Colleague at Celtic Bank
Salt Lake City, Utah, United States, United States
View →
KS
Kulnapa Siripong
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
MS
Michelle Smith
Colleague at Celtic Bank
Salt Lake City Metropolitan Area, United States
View →
CB
Carole Bowers
Colleague at Celtic Bank
Salt Lake City, Utah, United States, United States
View →
1 education record
Jason Voss education
FAQ
Frequently asked questions about Jason Voss
Quick answers generated from the profile data available on this page.
What company does Jason Voss work for?
Jason Voss works for Celtic Bank.
What is Jason Voss's role at Celtic Bank?
Jason Voss is listed as Loan Portfolio Specialist at Celtic Bank.
What is Jason Voss's email address?
AeroLeads has found 1 work email signal at @celticbank.com for Jason Voss at Celtic Bank.
Where is Jason Voss based?
Jason Voss is based in Salt Lake City, Utah, United States while working with Celtic Bank.
What companies has Jason Voss worked for?
Jason Voss has worked for Celtic Bank, Zions Bank, Jpmorgan Chase N.A., E*Trade Financial Corporation, and Rbs Markets And International Banking.
Who are Jason Voss's colleagues at Celtic Bank?
Jason Voss's colleagues at Celtic Bank include Marleni Belandria, Katie Breitenbeker, Vimbai Nyamukapa, Celtic Bank, and Staci Stonge.
How can I contact Jason Voss?
You can use AeroLeads to view verified contact signals for Jason Voss at Celtic Bank, including work email, phone, and LinkedIn data when available.
What schools did Jason Voss attend?
Jason Voss holds Bachelor'S Degree, Finance from University Of Utah - David Eccles School Of Business.
What skills is Jason Voss known for?
Jason Voss is listed with skills including Customer Service, Microsoft Excel, Financial Analysis, Banking, Microsoft Word, Investments, and Financial Services.
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