Jonathan Jimenez, Ctp Email & Phone Number

Orlando, Fl, Us

Orlando, Florida, United States

Responsible for pricing pro forma development for prospects and new clients, and for RFPs. Creation of Working Capital presentations and Treasury services client reviews. Specialty team member serving as liaison between Implementations and Sales. Report creation.* Assigned to entire state of Florida, assisting up to nice TCs at a time, in the CML/Middle Market segment.* Responsible for resolving 46.73% of work assigned between three teammates in 2021.

Orlando, Fl, United States

Project Manager for new and existing Treasury and Payment Solutions services implementations for Commercial LOB clients. Document generation and verification. Client training. Deliveries. * Top 3 on all metrics within the second month on the job.

Orlando, Florida

Served as liaison between clients, sales teams, operational servicing units, and vendors, to research and correct transactional inquiries. Originally assigned to servicing SBB and Commercial LOBs, then promoted to Real Estate and PWM. * Operations Service Award; June, 2019 for “creating incredible client experiences and delivering speed to revenue”.* Contributed to three-months special project with ACH department to help tackle rising Fraud cases.* Member of Wire Initiations… Show more Served as liaison between clients, sales teams, operational servicing units, and vendors, to research and correct transactional inquiries. Originally assigned to servicing SBB and Commercial LOBs, then promoted to Real Estate and PWM. * Operations Service Award; June, 2019 for “creating incredible client experiences and delivering speed to revenue”.* Contributed to three-months special project with ACH department to help tackle rising Fraud cases.* Member of Wire Initiations Contingency group.* Participated in Hispanic Engagement and Development mentorship program.2020 Performance Check-In, Manager Evaluation:Jon does an excellent job in executing our Truist values. He demonstrates ownership in accurately handling client requests. He consistently provides excellent client service and is Trusted to fulfill his responsibilities. Jon is always willing to help other teammates and act as One Team. He acts with urgency and empathy - everyone, every moment and every interaction matters to him. He serves with integrity. Jon is a highly productive teammate. He completes a high volume of cases with minimal errors. Development/Opportunities: Jon has tremendous potential and is willing to step outside the box to become more valuable. An example would be his desire to take the Treasury Professional Examination and Certification. In the absence of this being completed in the near term I would recommend Jon focusing on being a SME within his current role. Show less

Orlando, Florida Area

Negotiated and upgraded contracts. * Awarded “Top Dog” status for highest site volume on third week on the floor.* Gained second-level incentive bonus on first month.* Obtained Real Estate License.

6601 Central Florida Pkwy, Orlando, Fl 32821

Providing direct patient care, guidance, and positive role modeling to help people who struggle with mental illness. Planning, implementing, evaluating and monitoring treatment activities and groups, aimed at developing coping skills. Taking vital signs and noting levels of mental alertness and functioning. Verbal de-escalation of agitated patients.

Orlando, Florida Area

In-Home sales consultant for select home-improvement projects. Created marketing materials, generated leads, assessed project scope, made demonstrations, generated quotes, negated pricing, closed the sale, and maintaining client portfolios.

Orlando, Florida

Promoted to this elite remote sales team to orchestrate multiple live-chat interactions. Created scripting for team’s presentations of products and services, to help client interactions be more personable, and sales processes more efficient. Helped train new teammates. Led team meetings focused on products, overcoming objections, and fostering opportunities. • 2016 Top performer with 191% sales over goal. Over $2M in new Deposits, and $5.5M in new Loans.• Platinum Performance… Show more Promoted to this elite remote sales team to orchestrate multiple live-chat interactions. Created scripting for team’s presentations of products and services, to help client interactions be more personable, and sales processes more efficient. Helped train new teammates. Led team meetings focused on products, overcoming objections, and fostering opportunities. • 2016 Top performer with 191% sales over goal. Over $2M in new Deposits, and $5.5M in new Loans.• Platinum Performance Excellence Award (Top 10% in bank) 2014 and 2013. Gold PEA 2012 and 2015. • Earned the elusive “Stellar” rating in Annual Review, with 214% sales over goal in 2014.Manager Reviews:* Jonathan has a deep commitment to helping our clients prosper. He is constantly reviewing and revising his techniques to ensure he provides the best service and achieves superior results. He strives to not only surpass his goals but also help the team as a whole by sharing best practices and volunteering to help with additional tasks that out of the scope of his position. He works well with other teammates and other lines of business to ensure our clients have the best possible service. * Jonathan executes his job duties flawlessly to ensure the clients have a superior client experience. He leads by example and he is always up to date with all the alerts and changes to best practices. He has the perfect balance between production and completing accurate work. * We received many compliments from clients who wanted to not only thanks Jonathan for his superior service but also to let us know that they now bank with us and will be transferring their relationship to SunTrust as a result of the interaction they had with Jon. Excellent job. Show less

Orlando, Fl

Inbound sales of several banking products and financial services including Personal and Business Deposits and Loans, SBA Loans, Credit cards, Online and Mobile Banking, Payroll, Merchant, and Treasury and Payment Solutions. Persistent top performer and leading Merchant and Treasury referrals.

Orlando, Fl

Cultivated Commercial and Mixed household relationships, through outbound C-Level telesales. • More than tripled 2008 deposit production goal. • Exceeded first year new loan/line production goal by 145%, and deposit production goal by 227%. • Sold over $4 million in new Loan balances, and over $5.5 million in new deposits for 2007.

Melbourne, Fl

Responsible for sales of consumer Home Equity Loans and Lines of Credit. Assessed customer needs, recommended product and solutions, processed applications, and managed file until funding of loan/line. Contacted underwriters, insurance companies, other banking institutions, and notaries, culminating in loan resolution. Averaged between 45 and 84 booked loans with average team goal of 40 loans per month.

Melbourne, Florida Area

Resolved system issues with phone number portability between Sprint Wireless and other providers. On-the-floor trainer to new hires, and liaison between team and management. Cross-utilized with Escalation and Operations & Quality Assurance departments.

Master Of Science - Ms, Finance And Financial Management Services

International Strategic Finance and Treasury Management Services

Bachelor'S Degree, Psychology, 3.35