Jonathan Culliver Email & Phone Number

Omaha, Nebraska, United States

Maximize business value by deepening customer relationship through meeting financial needs.Prepare, review and submit business loan applications for conventional and SBA underwriting. Reviewed business financials, tax returns and pre-qualified business clients for credit by performing ratio. analysis, evaluation of business cash flow, balance sheet and income statements as well as understanding of the business structure, industry and management practices.

Greater Omaha Area

Review commercial appraisals for correct data, clerical errors. Analyze data for cost approach, income approach and sales approach for commercial appraisals. Research county records for current information on the subject and comparable properties. Operate a commercial grade drone to take land and building pictures for commercial appraisals. Collect and analyze data for subdivision, create neighborhood description for all commercial appraisal. Complete residential desktop appraisal using Total software.

7404 Olson Drive Papillion, Ne

Obtain new relationship through outbound visits, prospect calls and referrals from COI’s.Manage a portfolio of high-balance clientele within the Business Banking RM channel (up to $20mm in gross revenue).Increase net loan as well as net deposit outstanding, Capture fee income through new relationship and the expansion of existing portfolio.Appropriately package products and services for customers be developing a detail business needs profile. Maximize business value by deepening customer relationship through meeting financial needs.Analyze tax returns for small business loans.Prepare, review and submit business loan applications for conventional and SBA underwriting.Reviewed business financials, tax returns and pre-qualified business clients for credit by performing ratio. analysis, evaluation of business cash flow, balance sheet and income statements as well as understanding of the business structure, industry and management practices.

Greater Omaha Area

Obtain new relationship through outbound visits, prospect calls and referrals from COI’s.Manage a portfolio of high-balance clientele within the Business Banking RM channel (up to $20mm in gross revenue).Increase net loan as well as net deposit outstanding, Capture fee income through new relationship and the expansion of existing portfolio.Appropriately package products and services for customers be developing a detail business needs profile. Maximize business value by deepening customer relationship through meeting financial needs.Analyze tax returns for small business loans.Prepare, review and submit business loan applications for conventional and SBA underwriting.Reviewed business financials, tax returns and pre-qualified business clients for credit by performing ratio. analysis, evaluation of business cash flow, balance sheet and income statements as well as understanding of the business structure, industry and management practices.

Participate in joint sales calls with Business partners to achieve mutual sales goals.Partnered with Branch Manager as primary Retail Bank partners to increase mirco-business segment and coordinate servicing.Conducted outbound calls and visits with current customer base.Provide proactive, superior service to customer, business partners and other staff members.Calculted rates and terms on consumer and business loans.

Greater Omaha Area

Provided superior service to customers, business partners and other staff members.Calculted rates and terms on consumer and business loans. Work in conjunction with the Branch Manager and fellow Bankers to achieve sales goals and improve upon asset and deposit balances.

Sold, merchandised and displayed new products.Established new customer accounts though successful sales presentations.Increased sales with existing accounts.Introduced new products and services to consumers. Forecasted and budgeted sales, gross profit and controllable expense items.Formulated weekly, monthly and year-end inventory of accounts for profits/loss reports.