Jonathan H. Email & Phone Number

Sunnyvale, Ca, Us

Sunnyvale, California, United States

Los Altos, California, United States

• Responsible for performing a broad variety of member services such as opening and closing accounts, including certificate and IRA accounts. • Provides counseling and conducts professional interviews with members requesting consumer and real estate loans. Advises members of policies, rates and terms.• Processes consumer loan applications and originates real estate loan applications, including reviewing and analyzing applications and supporting documents as appropriate. • Books consumer loans, disburses funds appropriately and explains loan documents and approved loan terms. Completes member requests for automobile loan modifications. • Assist digital banking with opening memberships, report and detect possible identity theft or scam

Stanford, California, United States

• Recommend improvements in processes, services, and policies to our members’ experiences• Explained and recommend products for members to help reach the financial goals• Worked with risk management to review OFAC reports and detect possible identity theft• Responsible for ensuring that all Credit Union policies and procedures are performed consistently• Worked with and communicate effectively with branch managers, associates and all partners. • Problem solve creatively to complete complex assignments• Takes personal initiative and is a positive example for others

San Ramon

• Verified loan applicant’s social security by thorough research• Capable of detecting red flags on credit applications to reduce losses• Interviewed applicants to verify information to prevent fraudulent transaction and straw purchases• Able to manage highly sensitive information while working in a fast pace environment• Have a great understanding of company policies and guidelines• Followed through on delegated tasks from management • Input, edit, and escalate standard loan data

San Ramon

• Reviewed and approve pending auto loans to proceed an audit• Called and verified client’s auto loan applications for quality assurance purposes• Used Application Extender/ Loan Center inquiry for comparison of client information• Investigated client variances with loan officers for further decision making• Input, edit, distribute, and/ or correct standard loan data• Followed through on delegated tasks from management

Palo Alto

• Provided superior customer service by processing transactions accurately, this included deposits, wire transfers, redeemed treasury bonds and other transactions in accordance to bank policies, procedures and regulatory requirements• Analyzed MCCRM portfolio, identifying products for clients• Established professional relationships with clients, which led to increased cross-sell opportunities• Achieved quarterly sales and service goals

Bachelor'S Degree, Communication Studies

- Organizational Communication - Intercultural Communication - Argument & Debate - Public Speaking - Persuasion - Communication & Aging.

Bachelor Of Arts - Ba