Jonathan Kelley Email & Phone Number

Englewood, Colorado, United States

Develop and deliver several training documents to new and current employees Lead several training sessions in multiple departments based on my expertise Research catalog content and competitor publications to ensure our power transmission offering is the most comprehensive yet easiest to navigateCompose highly detailed confidential summaries of our market position for review by company officersEdit and proofread all meeting documents before delivery to company officers and directorsUpdate product specifications and supplier information across several databases and media including SAP, Adobe Acrobat Professional. Microsoft Excel, and Microsoft AccessDirect buyers on what to purchase for upcoming menu changes and promotions in retail, vending, theater and hospitality channelsMonitor inbound purchases, investigate and resolve supplier or carrier issues to ensure on time deliveryCommunicate with manufacturer representatives and/or brokers on pricing, quantities, availability dates, etc. for new and promotional itemsLead weekly meetings with national account managers/representatives, operations and inventory control with regards to promotional activityTrack fees charged to suppliers as outlined in Vistar Routing GuideTrack and report inventory dollars in and out for the finance departmentEnsure data integrity of items database by coordinating setup with the merchandising department

Highlands Ranch, Colorado, United States

Responsible for establishing all promotions, including coordinating with the marketing leadsCustomer centered mindset focused on building and improving customer relationships and utilizing value selling of our services to make a differenceAssist employees in determining margins, identifying resources, and assessing future potential businessDetermine annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and resultsProvide management input into establishing goals and objectives, assigning tasks and reviewing work at frequent levels

Irvine, California, United States

Determine customers' financial services needs and prepare proposals to sell services that address these needsContact prospective customers to present information and explain available servicesPrepare forms and agreements to complete salesAnalyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loansApprove loans within specified limits and refer loan applications outside those limits to management for approvalNegotiate payment arrangements with customers who have delinquent loans

Irvine, California, United States

Cultivate relationships with business owners and market commercial capital equipment loans within the states of Michigan and OhioGather and analyze company balance sheets and yearly financial statements in order to calculate and quote preliminary transaction pricingConstruct transactions with term and structure to best suit clients’ needsMeet and exceed daily and quarterly goalsWork well under pressure, willingly assist peers and supervisors in a team environment

Rancho Santa Margarita, California, United States

Introduce best practices, streamline business processes and accelerate productivity and profitability for the organizationPerform as a senior bank representative in professional business and community organizations to promote bank services and productsDirect financial policies and practices of institution to ensure that financial objectives, goals and institutional growth congregateProvide direction and decisive team leadership in carrying out complex assignments, which require development of loyal and cohesive staff dedicated to the task at hand