Nathaniel Hobbs Email & Phone Number

Mooresville, Nc, Us

Charlotte, North Carolina, United States

Vice President of commercial client onboarding for JP Morgan Chase Bank.

Cornelius, Nc

Work with new and existing clients and vendors to implement our trust banking software on their servers and in our cloud solutions environment. Manage databases in SQL and analyze data in Excel. Set up new users and train them how to access and use the software. Manage all certificates to Infovisa software for all clients.I run all of Infovisa’s quarterly cloud disaster recovery testing for compliance, and I own the conversion process timeline, lead initial call and progress calls through delivery of the software.

Cincinnati, Ohio

Conversion and De-conversion of Trust accounts. Corporate and personal trust relationship management. Wire authority and asset management. Moving Stocks, Bonds, Mutual Funds and Money Markets from one custodial relationship to another in a timely manner. Owned project management from contract to live date for the conversion. Included running weekly conversion calls and holding various parties responsible for deliverables and assigning appropriate time lines through out the process.

Cincinnati

Retail Loan Processing for FHA, VA, Doctor and conventional loan programs. Worked with Loan Officers, Appraisers, Underwriters, Title Agents and the closing department to ensure timely approval and closing of retail loan applications.

Regional Retail Operations Management for the East region including Ohio, Kentucky, Pennsylvania, New Jersey and Tennessee. Opening new locations, internal cash and collateral audits, inventory management, fixture replacement and merchandising consultation.

Managed a small office and extended our services to Loan Officers, Mortgage Brokers and Law Offices that were in need of Title closing services and Escrow funding in Ohio and Kentucky. Performed notary services and closed mortgage loans on site for clients.

Sold Checking, Saving, CD's, Money Market, Credit Cards, Personal Lines of Credit, Equity and Mortgage Loans, Business Checking, Saving, CD's, Loans/Lines of Credit, and Merchant Processing, Treasury Management. SBA Lender and FDIC Insured.

Opened new accounts and sold Fixed annuities through 5/3 securities. Lending authority for credit card, auto, personal and equity loans. Scheduling for the office and assisted in hiring process.

Managed scheduling and hiring for all 8 departments and over 120 employees at a time in a union environment. Floor management, signage and merchandising seasonally to plan-o-gram.