Jonathan Middleton Email & Phone Number

Redding, California, United States

Designer, developer, and tester of reporting, scorecards, and dashboards. Consult with Commercial Ops business colleagues on business process improvement recommendations, workflow assistance, and automation. Automate and streamline business processes using SQL queries, VBA macros, R scripts, and SAS programs to gather, transform, and summarize data. Business-side process scheduling automation through CRON jobs and Crystal Enterprise Server. Additional scheduling processes created through collaborating with IT colleagues on setting up Zena jobs. Collaboration with vendors on data mapping to 3rd party system requirements.

Developer for business and regulatory reporting in the areas of Derivatives, Foreign Exchange, International Trade Services and other various business groups within CMO. Manage and troubleshoot FX database systems. CMO Senior Management and Segment Risk Managers collaboration. Workflow management and business process improvement. Team collaboration and support management. Create and manage Key Performance Metrics; Improve and streamline business process operations and functions.

Columbus, Ohio

Manage and support in the area of financial risk, process improvement and operations. Departmental project lead/ investor reporting. Continual business financial analysis; team management. Manage financial settlements, billings and delinquencies. Supported and collaborated with colleagues daily to provide assistance in problem solving and research. Developed procedures for the new reporting process and trained staff.

Columbus, Ohio

Reconciled investor reports on a monthly basis & reported the overall financial health of a particular deal to the trustee of our investors. Reconciled bank accounts and managed the movement of funds that get passed between general ledgers and DDA’s on to the investor. Actively communicated with colleagues and the trustee to minimize any loss to our investors and remitted the net proceeds received in a given month for a particular deal. Operated quickly and accurately to meet the time-sensitive deadlines required by mortgage banking regulations within the industry. Managed the Corporate Advance General Ledger particularly associated with advances and repays used in loan modifications. Supported and collaborated with colleagues daily to provide assistance in problem solving and research.

Columbus, Ohio

Processed loan payment batches on Prime and Non-Prime home mortgage loans received by the Delinquent Remittance Administration. Quickly learned and transitioned through three different mortgage platform systems for processing of payments. Reconciled bank account outages through off-setting deposits to our posted batches. Facilitated in our teams transition of the EMC mortgage portfolio consisting of 416,000 loans to J.P. Morgan Chase’s portfolio. Ensured a smooth transition by traveling to EMC in Lewisville, Texas on three different occasions to learn process and procedures. Communicated and collaborated with EMC and Chase professionals to guarantee an efficient transition. Developed procedures on EMC functions that transitioned to Columbus to mirror J.P. Morgan Chase’s standards. Trained all new hires on new job functions.

Master Of Science - Ms, Data Analytics

Bachelor Of Science (B.S.), Accounting

Bachelor Of Science (B.S.), Management Information Systems, General