Adona Smith Lofano
Cave Creek,AZ
Summary
Results-oriented Virtual Banker III seeking to leverage 16 years of diverse experience in Financial Services and Investments with JPMorgan Chase. Multi-National Achiever who is excited and motivated to use my experience to grow and manage U.S. Bank’s Commercial Real Estate portfolio to provide excellent service to customers and partners while mitigating risk items throughout the process.
Overview
18
18
years of professional experience
Work History
Virtual Banker III
JPMorgan Chase
2023.06 - Current
- Promoted to Virtual Banker III in June of 2023.
- Part of a specialized team that tests systems and capabilities in the remote/virtual space.
- Manages a large portfolio and refers relationships to partnerships throughout the firm such as Commercial Banking, Business Banking, Wealth Management, Home Lending, Private Client, and the Retail Branch network to service high net-worth clients and small businesses.
- Currently maintains registrations under NMLS, FINRA, and State of Arizona Insurance Dept.
- Recognized as a National Achiever.
Virtual Banking Assistant II
JPMorgan Chase
2021.03 - 2023.06
- Worked special projects to identify gaps, recommend system processes, procedural enhancements and/or improvements.
- Built and maintained partnerships with multiple key business partners and lines of business.
- Facilitated meetings with partners, teammates, and special groups for collaborative decision making.
- Provided effective feedback for policy and procedure updates.
- Commissioned Notary Public.
- Recognized as a National Achiever.
Private Client Banker
JPMorgan Chase
2016.09 - 2021.03
- Manager-on-Duty (MOD) and part of the branch leadership team.
- Maintained control readiness for internal and external audits.
- Submitted accurate monthly forecasts to meet or exceed sales metrics.
- Prepared and executed Closing documents for mortgages and HELOCs.
- Small Business Specialist (SBS) who maintained strong partnerships with business partners to drive results and grow business year-over-year.
- Commissioned Notary Public.
- Recognized as a National Achiever and Outstanding Branch.
Licensed Relationship Banker (RB), MOD, SBS
JPMorgan Chase
2013.04 - 2016.09
Sales and Service Assistant (SSA)
JPMorgan Chase
2010.11 - 2011.02
Licensed Personal Banker (PB)
JPMorgan Chase
2007.05 - 2010.11
Education
Business Information Systems
Axia University/Western International University
PhoenixSkills
Special projects
Detail oriented
Strong verbal and written communication
Proactive learner
Self-motivated
Business Partner collaboration
Problem solving
Timeline
Virtual Banker III
JPMorgan Chase
2023.06 - Current
Virtual Banking Assistant II
JPMorgan Chase
2021.03 - 2023.06
Private Client Banker
JPMorgan Chase
2016.09 - 2021.03
Licensed Relationship Banker (RB), MOD, SBS
JPMorgan Chase
2013.04 - 2016.09
Sales and Service Assistant (SSA)
JPMorgan Chase
2010.11 - 2011.02
Licensed Personal Banker (PB)
JPMorgan Chase
2007.05 - 2010.11
Business Information Systems
Axia University/Western International University