Ron Mathai Email & Phone Number

Irving, Texas, Us

My team members and I aspire to be a team that possess the knowledge, skills, and experiences necessary to service the needs of this community. We aspire to be a team of competent, trusted individuals who collaborate with our customers to anticipate, meet, and exceed their needs. Our success continues to be built upon helping provide financial security to our customers. Mission Statement: “Our mission is to be your primary source for insurance and financial services. My team members and I pledge to provide an environment of mutual respect and open communication. We will provide appropriate products and services to meet your individual needs. We will continually improve upon our knowledge and the level of customer service we provide.”

Irving, Tx, Us

Irving, Tx, Us

Policy making Board that makes recommendations to the City Council about convention facilities and assists with attracting visitors to the city.

Birmingham, Al, Us

Management and growth of BBVA Compass' top affluent consumer and business portfolio. Main point of contact for portfolio customers and responsible for retention/cross selling to as well as new production on any referred relationships.Manages role as a trusted financial advisor for clients taking the opportunity to fulfill all of their investment needs while assisting them with complete confidentiality with regards to personal and business information.

San Francisco, California, Us

Ranked #1 Banker for four consecutive quartersClosed/approved the highest value and number of loans or lines of credit each quarterAttained highest number of Affluent Market customers’ deposit accounts Top banker in client referrals to Financial Advisor partner for brokerage services (primarily annuities) Consistently exceeded quarterly district sales targets by producing 145% of the goal Presented status updates for branch on weekly district conference callsServed as Business Champion by prospecting and acquiring new business customersWorked with Branch Manager to evaluate branch sales goals and variances from goal expectations Coached, trained, and motivated fellow bankers to improve their sales and relationship management skills

Led project meetings, which coordinated the efforts of multiple departments within the organizationEvaluated and monitored compliance to approved budget. Forecasted and prepared actual versus budget reports, while explaining any unexpected variances. Monitored production flow and applied process improvement techniques to fulfill client expectationsProvided control and compliance monitoring by tracking the execution of contractual commitmentsIncreased company sales by 85% within first year by contracting over $3.65 Million in steel projects

Irving, Texas, Us

Re-engineered prior collections process by identifying inefficiencies and implementing improved procedures, resulting in increased revenue for departmentPrepared forecast reports to be presented during weekly departmental meetings Responsible for hiring, training, and directing employeesEvaluated employee performance monthly and coached employees in order to exceed their goals