Jonathan P. Email & Phone Number

Cincinnati Area, Ky

Manage all aspects of the credit & underwriting process for a team of Relationship Managers including cash flow analysis, deal summaries, and application packages. Ensure all submitted requests include a detailed analysis and review of all significant aspects of the client relationship and credit worthiness. - 2020 & 2021 Annual Legends of Possible Award Recipient - Certified Sales Construction Specialist - nCino User Advocate & Process Improvement Committee

Cincinnati Area

As a BBO at US Bank I am solely focused on finding new business opportunities and bringing new relationships into the bank. My primary focus is on small to mid-size business lending needs including commercial mortgages, equipment finance, & SBA loans. By using my network and partnering with my local US Bank business partners I am able to consistently find new business opportunities for the bank.

Western Hills Key Center

Recognized as a 2012 President's Award Recipient for leadership and performance in my first year with KeyBank. Successfully turned around an underperforming office and improved our company wide ranking by over 850% from 2011 to 2012 ranking 85th out of 1044 branches. By providing consistent results and winning multiple internal sales competitions I established myself as a leader throughout the Southwest Ohio District

Continuously achieve sales goals as allocated by division management to grow branch levels in loan and deposits outstanding, proactively coach and manage direct reports in both exempt and non-exempt positions, serve as a center of influence in the Finneytown Community to build strong and profitable relationships with retail customers, small businesses, and community organizations.2008 West Region Banking Center Manager of the Year - Awarded to the branch with the highest total percent over goal out of 47 offices.Presidents Club Award Winner - One of 8 winning offices, winning in the categories of non-interest bearing deposit growth, loan growth, and net DDALead various corporate wide initiatives in the West Region, including the Management Training Intern Program, Retail Training Camp Experience, CRA Donations/Services and West Region Conversion Mentor Team Manage each employee to strategic planning goals, including, succession planning, disciplinary action, one on one coaching sessions, on the spot coaching, performance enhancement, operational audits and reviews, as well as employee selection during recruitment processes.Community Reinvestment Act Council

Successfully assist the Banking Center Manager in retail business including weekly and monthly audits, provide various reports including over/short, balancing records, review of work, coach team members , cultivate sales oriented atmosphere.CRA Chairman - Headed the CRA activities for the Cincinnati region in addition to office manager duties. Responsible for sourcing service opportunities, allocating donation budgets, training, and reporting of activity.

Continued financial service industry development through the MTI Program; structured summer internship to establish fundamental skills in strategic marketing, product roll out, complex product knowledge, staff management, feedback, motivation, and counseling.Completed thesis-style project introducing new account/product prototype with an established marketing plan and business analysis to Board of Directors and executive management team.Shadowed successful business partners to gain knowledge of various divisions including: Commercial Middle Market Lending, Treasury Management, Branch Operations, Human Resources, and Sales/Marketing.

Bachelor, Marketing/Commercial Real Estate

Activities and Societies: Member of Alpha Rho Epsilon - Professional Real Estate Fraternity Member of Delta Tau Delta, Gamma Xi Chapter.

Diploma, General