Jonathan T. Email & Phone Number

Fincastle, Va, Us

Botetourt County, Virginia, United States

A credit analyst's primary responsibility is to assess a customer's creditworthiness and risk to determine whether to approve a loan or extend a credit line A project coordinator is responsible for organizing and managing the day-to-day administrative tasks of a project, including maintaining schedules, budgets, tracking progress, communicating with stakeholders, and ensuring all project details are well-organized to keep the project running smoothly and on track with the project… Show more A credit analyst's primary responsibility is to assess a customer's creditworthiness and risk to determine whether to approve a loan or extend a credit line A project coordinator is responsible for organizing and managing the day-to-day administrative tasks of a project, including maintaining schedules, budgets, tracking progress, communicating with stakeholders, and ensuring all project details are well-organized to keep the project running smoothly and on track with the project manager's vision; they typically report to a project manager and focus on facilitating communication and coordinating activities across different teams to achieve project goals. Show less

Botetourt County, Virginia, United States

Commercial Loan Processor:Performs administrative tasks for commercial loan processing. Coordinates with lenders, customers, attorneys and external vendors to collect and prepare all required documentation for closings. Being a Commercial Loan Processor ensures that loan packages are complete, and documentation correctly prepared within required timelines. Inputs and maintains all required transaction and processing records according to procedures. Additionally, Commercial Loan… Show more Commercial Loan Processor:Performs administrative tasks for commercial loan processing. Coordinates with lenders, customers, attorneys and external vendors to collect and prepare all required documentation for closings. Being a Commercial Loan Processor ensures that loan packages are complete, and documentation correctly prepared within required timelines. Inputs and maintains all required transaction and processing records according to procedures. Additionally, Commercial Loan Processor responds to inquiries. Prepares required regulatory reporting.Credit Analyst:Reviews credit data to evaluate commercial loan requests in order to approve or deny applications. Analyzes sources of financial information, such as financial statements, credit bureau reports and cash flows to determine potential risk and profitability of loan. Prepares reports in response to new and additional credit proposals for loan officers and committees. Show less

Deputy Commander for CAGCS MAR-VA-089. Senior membership in CAP is a privilege reserved for those individuals who conscientiously desire to promote the objectives and purposes of CAP and who meet the eligibility requirements. This privilege may be enjoyed as long as the member observes and complies with the CAP Constitution and Bylaws and other governing directives. The most common types of membership are listed below. Active Members are the most common type. A member who… Show more Deputy Commander for CAGCS MAR-VA-089. Senior membership in CAP is a privilege reserved for those individuals who conscientiously desire to promote the objectives and purposes of CAP and who meet the eligibility requirements. This privilege may be enjoyed as long as the member observes and complies with the CAP Constitution and Bylaws and other governing directives. The most common types of membership are listed below. Active Members are the most common type. A member who regularly attends meetings, performs a specific duty assignment, meets training requirements and participates in the activities of his or her unit. An active member may wear the CAP uniform and compete for grade advancement, Assignment and Duty Status. Show less

Senior membership in CAP is a privilege reserved for those individuals who conscientiously desire to promote the objectives and purposes of CAP and who meet the eligibility requirements. This privilege may be enjoyed as long as the member observes and complies with the CAP Constitution and Bylaws and other governing directives. The most common types of membership are listed below. Active Members are the most common type. A member who regularly attends meetings, performs a specific duty… Show more Senior membership in CAP is a privilege reserved for those individuals who conscientiously desire to promote the objectives and purposes of CAP and who meet the eligibility requirements. This privilege may be enjoyed as long as the member observes and complies with the CAP Constitution and Bylaws and other governing directives. The most common types of membership are listed below. Active Members are the most common type. A member who regularly attends meetings, performs a specific duty assignment, meets training requirements and participates in the activities of his or her unit. An active member may wear the CAP uniform and compete for grade advancement, Assignment and Duty Status. Show less

United States

Richmond, Virginia, United States

An operations specialist is responsible for the management of workflow throughout all departments within a business. The purpose of this position is to optimize daily activities and performance of the business across the board.***Honorary Title: Project Coordinator******SME - Accounts/Banking Operations***Collaborating between all the departments at Call Federal, organizing and processing information, and being involved with internal projects. My division is Management. The… Show more An operations specialist is responsible for the management of workflow throughout all departments within a business. The purpose of this position is to optimize daily activities and performance of the business across the board.***Honorary Title: Project Coordinator******SME - Accounts/Banking Operations***Collaborating between all the departments at Call Federal, organizing and processing information, and being involved with internal projects. My division is Management. The chain of command that I'm under is the Project Manager (1) and Vice President of Operations (2)Essential Functions and Responsibilities:Coordinates with multiple departments across locations such as Centralized Support, Payments, Accounting and Compliance by scanning, processing payments, organizing mail for electronic or physical delivery and other tasks as needed to be performed at a physical branch.Maintains accurate member information on accounts (e.g. scanning documents to account, updating contact information).Provides logistical support for company initiatives and projects.Advocates and demonstrates company brand.Other project work or duties as assigned. Show less

Richmond, Virginia Area

Hanover BranchIn-branch Loan Officer while also performing duties both on the line and in the office. The ability to open new membership savings and checking accounts while selling and closing Auto Loans, Credit Cards, Signature Loans, Equipment Loans, CD's, IRA's, Money Market accounts, and referrals for Mortgages and HELOCS (Not NMLS Certified currently). Going over credit worthiness with people, guiding with financial education to help people achieve financial success.

Richmond, Virginia Area

Hanover Branch Summary: Serving as a consultant between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff. My Basic Functions and Responsibilities:Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statementsEducating… Show more Hanover Branch Summary: Serving as a consultant between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff. My Basic Functions and Responsibilities:Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statementsEducating members regarding all CU products and services in a consistent sales environmentProviding prompt efficient accurate information and basic teller transactions and make accurate decisions on check holdsOpening accounts for existing membersProviding services such as gift cards – Visa and cash advancesResponding to member requests/ problems/ complaints and direct them to appropriate staff for additional assistanceProcessing check orders, duplicate debit cards, pin reminders, HB, BP, and electronic statementsAccountability for all assets under your control; including ECR, TCD, ILT, ATM, teller drawer, and vaultProcessing check imaging thru branch capture dailyAssisting members with all member service formsAnswering and making phone calls to help provide services to membersAdvocating and demonstrate company brandOther duties as assigned TBD Show less

Richmond, Virginia Area

Cellular Sales Consultant. Providing Verizon services to customers and business clients.

Richmond, Virginia Area

Azure Cloud Services and being on projects with multiple companies including Village Bank, Virginia Credit Union, and W.M. Jorden. Producing excellence and critically thinking to find solutions and being a team player. Dan Hulen was my mentor at the time and helped me get started with my professional career.

Mechanicsville, Virginia

Meat and Seafood department. Butcher and assistant manager

Multiple

Bachelor Of Science - Bs, Project Management, 3.88

Currently working on my BS online fulltime with Liberty University.

High School Diploma

Completed High School