Jonathan Badner Email & Phone Number

New York, Ny, Us

Jersey City, New Jersey

Vice President of Loan Servicing. Responsible for all Direct Lending Instruments from origination to ongoing maintenance of life cycle events. Business-critical initiatives and results included:• Manager in loan servicing, where build out of core tasks are done to ensure correct production of borrower invoices and lender notices.• Build model for effective yield amortization of original issue discounts ensuring GAAP compliance of accretion income. Model was successfully implemented by data service provider for automation.• Ensure team meets all client deliverables for successful Net Asset Valuations• Ensure proper P&L is calculated for client Earned Income and Credit Events• Interact well with other teams helping clients achieve their goals• Key lead on projects to enhance efficiencies across business lines.• Asist on Proof of Concepts for business development.

Greater New York City Area

• Ensure monthly accounting is correct and tie out cash flows between bank statements and receiver certificate.• Ensure account payables are being processed properly• Research and hire sub-contractors to ensure best results per expenditure.• Assist in presenting the company to various agencies to win business.• Investigate properties that can benefit from the business model.

Greater New York City Area

Operations Manager overseeing a domestic team as well as partners in India and the Philippines. Ensured on-time and accurate trade settlements. Reconciled cash and position breaks between the proprietary accounting system and the Street before the Net Asset Valuation statement is produced. Business-critical initiatives and results include:Successfully managed 11 client relationships resulting in zero complaints for the business unit.Improved verification of Service Level Agreements and Rewrote Standard Operating Procedures leading to greater transparency of daily and monthly requirements that set team members up for success as well as having satisfied clients.Partnered with IT and Static Data improving income distribution on hundreds of client holdings leading to reduced overtime at month end.Navigated and communicated successfully with various lines of business management and stakeholders to ensure implementation of process improvement initiatives. Developed and monitored Key Performance Indicators illustrating areas to increase productivity, resulting in a 20% increase in work efficiency.Successfully ensured accurate onboarding of one of the largest clients encompassing the confirmation of correct cash balances, security holdings and balance sheets, adding $20 Billion in assets and doubling revenue for the business.Within two months of hire, developed a process which proactively matched positions between client holdings and the street, eliminating 20 work hours per month. Identified a method to ensure derivatives trades carry the proper P&L, optimizing OTC transaction processing and reducing Cost to Serve for operations and accounting. Partnered with Operations Control Management to create Daily Check Lists that improve controls and meet SOC-II requirements, resulting in zero exceptions on external and internal audits.Developed talent maximizing core competencies of team members as they relate to the organization.

Greater New York City Area

Team lead of six employees with full responsibility for managing the daily DTC settlements and Principal and Interest distributions. Continuously improved processes, performance and productivity:Monitored trade volume with the bank’s broker dealer clients with the Federal Reserve, Depository Trust Company, Euroclear, Bank One and Cedel European exchange.Generated and managed projects that improved efficiency. Eliminated yearly overtime by 350 hours in 2006.Automated end-of-day reconcilement process in Excel, eliminating 40 hours of work monthly.Collaborated with programmers automating the Principle and Distribution process, resulting in elimination of overtime on the 1st, 10th, 15th and 25th business days of the month.

Melville, Ny

INVESTMENT EXECUTIVEProspected, set appointments, gathered financial needs and goals, presented solutions and closed stocks, bonds and mutual fund sales.Business-critical initiatives and results included:Profiled investors, identified needs and created asset allocation plans utilizing frontier analysis.Conducted investment seminars resulting in the gathering of new clients and assets.Interfaced between clients and trading desk to fill municipal bond offerings.Collaborated with Senior Partner servicing clients with $50M AUM.Developed a mission statement and a business plan including target marketing, mail campaigns, and monthly investment seminars. Successfully built $6M book of business.Within first 12 months, won Annual Sales Contest.

Mba, Finance, 3.50

Bachelor Of Arts, History, 3.06

Exchange Program, European History, 4.0

Activities and Societies: Intramural Crew