Robert Jones Email and Phone Number

As a Software Developer at BEMA Software Services, I spearheaded the development of innovative software solutions that involve enhancing a leading, industry-specific Customer Relationship Management (CRM) platform with custom solutions. My passion for problem-solving and expertise in software development have allowed me to create impactful integrations and drive efficiency in various aspects of CRM management.Key Responsibilities and Achievements:Authored and executed notable projects to seamlessly integrate 3rd party APIs with the RockRMS CRM platform, significantly expanding its capabilities.Actively participated in code reviews, mentoring junior developers, and sharing best practices to foster a culture of knowledge sharing and continuous improvement.Continuous ETL Pipeline with Sage Intacct: Designed and implemented a continuous ETL pipeline to extract data from Sage Intacct, a Financial Accounting Platform. This involved parsing XML data and storing it in a SQL relational database, ensuring real-time access to critical financial information.SendGrid Integration: Integrated new features with SendGrid, a leading Email Platform, to streamline communication and ensure efficient email management within the CRM.SignNow Integration: Facilitated the integration of SignNow, a Signature Documents platform, empowering users to digitally sign and manage documents seamlessly within the CRM.HubSpot Integration: Connected the CRM platform with HubSpot, a Marketing & Sales Platform, enabling a unified approach to lead generation, nurturing, and conversion.Financial Institution - Custom ICL File Generation: Developed a custom solution for generating ICL (Image Cash Letter) files tailored for financial institutions' remote deposit needs, simplifying and optimizing the deposit process.

As an Assistant Vice President at BTH Bank, I was responsible for developing new business, underwriting, structuring and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. I represented the bank in its market area through active community affairs while overseeing the credit operations of two physical branch locations.Between 2013 and 2019, BTH Bank organically grew, without merge or acquisition, from $200 million in assets to $2 billion in assets. We had a successful exit with a 2022 acquisition by Origin Bank. As a shareholder of BTH Bank, I am grateful for the once-in-a-lifetime opportunity and the satisfying outcome for all shareholders and customers.Additional Responsibilities and Achievements:Community Reinvestment Act Officer (CRA Officer): As the CRA Officer, I spearheaded initiatives to enhance community engagement and investment, fostering positive relationships and helping BTH Bank fulfill its community development obligations. I led our presentation of efforts in our 2017 regulatory review to a Satisfactory outcome.BSA / AML Compliance Officer: Led efforts related to Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance, safeguarding the bank against financial crimes and illicit activities.

As a Credit Analyst at Texas Farm Credit, I had the privilege of playing a critical role in the financial services industry, specifically in the realm of credit analysis and lending. My experience has been marked by a deep commitment to sound financial practices, precision in underwriting, and an unwavering focus on helping clients and businesses within the commercial, agriculture, and agribusiness sectors achieve their goals.Key Responsibilities and Achievements:Financial Statement Analysis: Conducted comprehensive financial statement analysis to assess the creditworthiness of borrowers. This involved evaluating income statements, balance sheets, and cash flow statements to make informed lending decisions.Credit Underwriting and Lending Decision Making: Utilized my expertise to underwrite credit applications, ensuring that loans were structured soundly and aligned with the institution's lending policies and industry standards.Collateral Evaluations: Carried out meticulous assessments of collateral, safeguarding the institution's interests and mitigating risks associated with lending.Commercial, Agriculture, and Agribusiness Credits: Worked with a diverse portfolio of clients, spanning commercial, agriculture, and agribusiness sectors, demonstrating adaptability and a broad understanding of financial dynamics in these industries.Participations and Syndications: Actively participated in syndications and loan participations, fostering collaborative relationships with other financial institutions and expanding the lending reach.