Jonathan Schmidt Email & Phone Number

Columbus, Oh, Us

Sales Leadership team member focused on process improvement and fostering strategic initiatives.- Sales Enablement Training- New & Experienced Sales Contributor Mentorship- Process Improvement (Credit, Business Development, Sales & Fulfillment)- Enhance Corporate Culture

Columbus, Ohio Metropolitan Area

Practice Solutions Group (Start-Up & Acquisition financing) - As a part of my role as a Senior Loan Officer with Bank of America I specialize in working with our largest Practice Solution healthcare clients and first-time practice owners primarily in the Northeast, Pacific Northwest and across the country. I am passionate about helping others and specialize in providing financing for dental, veterinary and medical professionals who are interested in opening a small business of their own. This includes: - First-time & Established Practice Owners - Practice Acquisitions & Partnership Buy-Ins - Commercial Real Estate Acquisitions - Project, Equipment & Renovations - Multi-practice Acquisitions - Debt Consolidation & RefinancesI help healthcare professionals access the specialized financing and industry experts that they need to purchase or build the successful practice of their dreams. I am truly driven by helping others and would love to connect with you to get started! - Complex Practice Acquisition, Start-up, Commercial Real Estate and Debt Refinance Loan Originations > $70,000,000+.Experience:Bank Of America Practice Solutions | 2022 Leadership Council - Sales Advisory Board (2022 - Current)Bank Of America Practice Solutions | Relationship Account Officer, Northeast - Practice & Real Estate Acquisition Financing (2021 - Current)Bank Of America Practice Solutions | Relationship Account Officer, Pacific Northwest Practice & Real Estate Acquisition Financing (2022 - Current)Bank Of America Practice Solutions | Relationship Account Officer, Specialty Lending for Multi-practice Owners (2021 - Current)Bank Of America Practice Solutions | Relationship Account Officer, South Texas Practice & Real Estate Acquisition Financing (2020 - 2023)

Promoted to Banking Officer in January 2024Bank of America Practice Solutions | Relationship Account Officer (August 2019 - January 2024)Bank of America Practice Solutions | Leadership Council Sales Advisory Board (January 2022 - Present)Had the distinct honor of helping hundreds of Dentists, Veterinarians and Medical professionals across the country finance more than $70,000,000 in complex Practice Acquisition, Start-up, Commercial Real Estate and Established transactions.

Greater Boston Area

The purpose of this role was to align the right Oracle resources based on a company's strategic vision and goals. I worked to focus on a company's strategic goals and how Oracle might better support those goals. I concentrated on re-allocating unnecessary spend to help Oracle’s valued customers operate more efficiently.Product Suites: ☁ Enterprise Resource Planning Cloud (ERP): Financials, Revenue Management, Project Financial Management, Project Management, Procurement, Governance/Risk/Compliance Management, Configure Price Quote☁ Enterprise Performance Management (EPM) : Planning & Budgeting, Financial Consolidation and Close, Account Reconciliation, Profitability and Cost Management, Tax Reporting☁ Supply Chain Management Cloud (SCM): Inventory Management, Logistics, Manufacturing, Order Management, Procurement, Product Life-cycle Management, Product Master Data, Supply Chain Planning, Warehouse Management, Transportation Management

Greater Boston Area

In this role, I connected companies with Oracle's complete suite of integrated, cloud-enabled Customer Experience (CX) solutions that solve their unique business problems. Our main goal was to help businesses streamline their current processes to promote growth and success.Oracle's Customer Experience (CX) portfolio offers best-in-class SaaS and on-premise solutions for:☁ Service Cloud [ Customer Support | Knowledge Management | Field Service Management ]☁ CRM [ Oracle Sales Cloud ]☁ CPQ Cloud [ BigMachines Express | BigMachines ]☁ eCommerce Cloud [ ATG | Endeca ]☁ Social Cloud [ Social Listening | Engagement & Monitoring | Content Publishing ]☁ Sales Performance Management [ Incentive Compensation | Territory & Quota Management ]FY18 Q2: 93.53% Attainment; FY18 Q3: 100.00% Attainment; FY18 Q4: 181.25% Attainment

Bachelor Of Science In Business Administration (B.S.B.A), Finance- Investment Management & Risk Management

Attended The Ohio State University’s Fisher College of Business to pursue a B.S.B.A in Finance with a focus in Investment & Risk.

Bachelor Of Science (B.S.), Biochemisty/ Pre-Med

Education record