Jonathan Vega Email & Phone Number

United States

Orlando, Florida, United States

• Create and develop 30 percent of new membership by strategizing and implementing new outsourcing activities within a certain territory.• Build and maintain 200 current relationships monthly by continuously changing weekly outreaching tactics to achieve and exceed growth objectives.• Analyze all member financial position and build a sales approach to uncover and cross sell a minimum of 3 new opportunities per each transaction.• Managing and guiding on average 120 lending applications through intake, underwriting and closing.• Promoting and referring at least 5 clients a week to all partner department.• Enhancing team performance and increasing customer satisfactions by coordinating various procedures implemented by management.• Participate in daily group meetings and share existing revenue reports and generate a sales forecast based on current trends analysis, competition and current product knowledge.

Orlando, Florida, United States

• Developing over 30 consumer relationships per day by uncover personal and business financial needs and cross selling personal and business banking products and services.• Managing an average of 45 lending applications worth $100,000 - $600,000.• Funding over $650,000 every month in lending product sales.• Increasing applications taken by 10 percent via producing new leads from account reports, colleague referral, self-produced spreadsheets from past client contact and Currency transaction report.• Promoting and refer at least 5 clients a week to all department including but not limited to Investments, Mortgage, Merchant Services, private wealth.• Maintaining compliance with the Bank Secrecy Act and banking procedures by taking 2 weekly tests.• Enhancing team performance and maximized customer satisfactions by 20 percent by implementing adequate training regarding Customer Service, Cross Selling, Product Knowledge and fraud prevention.

Orlando, Florida, United States

• Answered incoming mortgage related calls 90 percent of time within expected call rate for a high paced environment.• Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans within a conversion no longer then 18 minutes.• Prepared an average of 40 lending applications worth $100,000 - $1,200,000.• Collected necessary documents within 72 hours of loan application.• Scheduled daily closing mortgage appointment and assist client with document notarization.• Maintained 100 percent compliance with state and federal mortgage lending regulations.• Increased clientele by outsourcing daily new leads from different venues such as new account reports, colleague referral programs, and personal interactions.

• Diagnosed over 15 consumer/business clients daily regarding financial needs by utilizing conversion framework to uncover cross selling opportunities.• Identified daily at least 5 business leads within different business locations from different sources such as new account reports, colleague referral and banking seminars.• Promoted and refer 5 clients weekly to all department including but not limited to Investments, Mortgage, Merchant Services, private wealth.• Increased clientele by 10 percent via general leads from recent account reports, colleague referral programs, self-produced spreadsheets from past client contact and Currency transaction report.• Maintained 100 percent compliance with the Bank Secrecy Act and banking procedures while preserving customer confidentiality, privacy, and security.• Enhanced team performance and maximized customer satisfaction by 20 percent via implementing adequate training concerning Customer Service, Cross Selling, Product Knowledge and fraud prevention.

Miramar Florida

Bachelor Of Business Administration - Bba, International Business

Associate Of Business Administration, Finance And Financial Management Services