Jonathan Dowdy Email & Phone Number

Worked daily with customers to enhance client relationship and retain customers. Worked to discover needs of each individual customer to discover their various financial needs, provide product and service recommendations. I also collaborated with specialists to (loan officers, business bankers, and financial advisor) to deal with specialized needs regarding customer’s financial plan. • Coordinate Resources in a way to deliver effective service to the bank’s customers.• Process purchase order for IT hardware/software, interact with vendors and management, conduct inventory control. • Balance general ledger accounts and make certain that branch is in compliance with Audit Standards. • Promote financial products the bank provides such as savings, money market accounts, CD’s and IRA’s. • Open and process asset and liability accounts. Review and process domestic / foreign wire transfer request.

• Formulated strategic financial plans that adhered to corporate requirements.• Led efforts to perform analyses that evaluated financial situations and results, which aided in enhancing the investment and insurance portfolio.• Facilitated seminars to inform communities about financial literacy and the importance of retirement planning. • Reviewed market data and indices daily to interpret connections between market factors and pricing regarding First Investors mutual fund families. Provided accurate and timely information to clients about information collected as it relates to mutual fund families. • Collaborated with portfolio managers to determine specific factors affecting mutual fund pricing. • Consulted with senior staff daily to determine suitability guidelines for clients. • Provided assertive outreach services to adults with severe and persistent mental illness after discharge from state and local hospitals. Handled case management, counseling, and crisis intervention responsibilities o enhance investment portfolios. • Supported senior staff by performing specific research duties through financial publications, to better track market activity.

• Provided high-level support to Credit Analysts, Underwriters, and Closers with administrative tasks.• Played a key role in weekly staff meetings to discuss pipeline projects, business changes, and strategies.• Extensive use and review of Appraisals for various properties also completed numerous reviews of appraisals for senior staff analysts and underwriters. • Assisted sizing analyst with loan structuring, review of operational statements, specific management company, personal financial statements, property historical, and budget statements. • Analyzed cash flows to determine if Management Company met specific cash and liquidity requirements in an effort for our department to protect the bank. • Was able to utilize my superior quantitative, analytical and research skills daily to complete various projects and tasks. • Assisted underwriting staff in monitoring US Treasury interest rates to ensure that loan structuring of deals in the pipeline will have funding.• Maintained data integrity of Access database and Excel ensuring that the delivery of all information into the system was in a timely manner and accurate. Also worked closely with senior staff to perform risk analysis limiting exposure to risk for LaSalle Bank and Real Estate Capital Markets.