Jonathan Whitehurst Email & Phone Number

Tarpon Springs, Florida, United States

Created a 30+ pipeline in 2 monthslearned and utilized multiple carrier sites.Problem solved for solutions for my referral partnersPlanned marketing events and co-branded withpartners

Jacksonville Beach, Florida, United States

Successfully managed a high-volume loan pipelinefor a top producing Loan Officer of the northeast FLterritories, consistently meeting or exceedingmonthly targets.Maintained 100% Target Processing date goals.Streamlined loan processes, reducing processingtime, resulting in improved client satisfaction andincreased referral business.Implemented a proactive communication strategy,ensuring clients were regularly updated on the statusof their loans, leading to a significant decrease ininquiries and increased customer loyalty.Maintained relationships & coordinate with realestate partners, attorneys, insurance agentsCollaborated with underwriters, processors, andappraisers to resolve issues and expedite the loanapproval process, resulting in a reduction of loancycle time by 3-5 days.Maintained Partner Relationships with transparentcommunication.Created marketing materials for social media andeventsSoftware Proficiency: SalesForce, PCL/MortgageDirector,AUS,Total Expert, Canva, Outlook, Excel,

• Obtaining all vital information in order to meet our closing date• Working closely with the underwriter, borrower and sales team to efficiently bring together all the pieces move into• closing.• Instrumental for the department and company to reach a milestone of over $1 billion in a single month.• Ensure consistent follow up with team members to make sure they aren't missing anything for closing dates.• Accountable for meeting strict deadlines• Discussed loan needs and financial histories with clients and conveyed information regarding application• processes.• Checked approvals against established bank and government lending standards.• Communicated with customers in person and via telephone to answer questions, process transactions and• resolve issues.• Managed any conditions sent from underwriting departments.• Created and completed loan submission packages.• Filed completed packages quickly and efficiently.• Completed closing process by collaborating with attorneys, title companies and government clerks.• Maintained complete confidentiality of all submitted information according to release guidelines.• Worked with third-party vendors to address and clear loan closing requirements.• Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.• Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.• Organized, filed and maintained customer, department and regulatory loan records.• Conveyed acceptance or rejection to customers by mail, telephone or in person.• Checked applicant credit, personal references and employment histories.• Examined and verified information in loan application and closing documents.• Submitted completed loan applications, including recommendations for underwriting approval or denial.

Virginia Beach, Virginia

• Conducted job interviews, led employee performance evaluations with constructive feedback and rewarded top• sales performers to attract and retain top-quality personnel.• Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.• Evaluated employee performance and developed improvement plans.• Implemented training processes for newly hired employees and supervised department managers, shift leads and• production personnel.• Maintained positive work ethic and commitment to providing excellent service to improve operations efficiency• and customer satisfaction.• Planned and prepared workflow schedules, delegating tasks for 30+ member team.• Produced monthly sales and performance reports, supporting operational planning and strategic decision making.• Cultivated customer loyalty by training team members in industry-leading service standards.• Enhanced sales by implementing merchandising and promotional improvements.• Initiated inventory control measures to manage and replenish stock, maintain costs and meet customer demands• while monitoring clothing, accessory and shoe levels.• Enforced company policies and procedures to strengthen operational standards across departments.• Provided leadership and direction for employees, supervising activities to drive productivity and efficiency.• Coached and mentored employees by delivering training, guidance and performance monitoring.• Increased annual sales by driving operational efficiencies and building customer rapport to foster loyalty.• Analyzed trends, identifying consumer demand and forecasting seasonal trends.• Organized schedules, workflows and shift coverage to meet expected business demands.• Collaborated with store manager to develop strategies for achieving sales and profit goals.• Completed inventory audits to identify losses and project future demands