Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
06.2023 - 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
03.2021 - 06.2023
  • 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
09.2016 - 03.2021
  • 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
04.2013 - 09.2016

Sales and Service Assistant (SSA)

JPMorgan Chase
11.2010 - 02.2011

Licensed Personal Banker (PB)

JPMorgan Chase
05.2007 - 11.2010

Education

Business Information Systems

Axia University/Western International University
Phoenix

Skills

    Special projects

    Detail oriented

    Strong verbal and written communication

    Proactive learner

    Self-motivated

    Business Partner collaboration

    Problem solving

Timeline

Virtual Banker III

JPMorgan Chase
06.2023 - Current

Virtual Banking Assistant II

JPMorgan Chase
03.2021 - 06.2023

Private Client Banker

JPMorgan Chase
09.2016 - 03.2021

Licensed Relationship Banker (RB), MOD, SBS

JPMorgan Chase
04.2013 - 09.2016

Sales and Service Assistant (SSA)

JPMorgan Chase
11.2010 - 02.2011

Licensed Personal Banker (PB)

JPMorgan Chase
05.2007 - 11.2010

Business Information Systems

Axia University/Western International University

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