Anthony C. Jones
Citrus Heights,CA
Summary
Analytical professional proficient in information gathering, report preparation and data compilation capabilities. In-depth knowledge of loan processing procedures, and policies. Accommodating and logical individual skillful in creating customized requests for each client. Strong statistical analysis, quoting and negotiating skills. Well versed in preparing a best fit solution for clients and partners to manage risk and mitigate loss. Friendly professional committed to maintaining high customer service ratings and presenting professional image. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties.
Overview
10
10
years of professional experience
1
1
Certification
Work History
CSS/Underwriter Supervisor
GoodLeap
Roseville, CA
01.2019 - 01.2021
- Determined appropriate loan structure based on customer needs, company policy and regulatory guidelines.
- Analyzed financial information including income, assets, liabilities and credit history of applicants.
- Participated in regular training sessions regarding updates in relevant laws or regulations.
- Trained junior underwriters and support staff in underwriting processes and policies.
- Analyzed trends in the mortgage industry to adjust underwriting practices accordingly.
- Prepared reports summarizing analysis results for management review.
- Maintained up-to-date knowledge of industry trends, regulations and compliance requirements.
BDR FinTech
Riskalyze
Auburn, CA
01.2017 - 01.2019
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Utilized various software and tools to streamline processes and optimize performance.
- Maintained updated knowledge through continuing education and advanced training.
- identified leads and educated prospects on products through calls, trainings, and presentations, and providing existing customers with exceptional support.
- Achieved cost-savings by developing functional solutions to problems.
Legacy Energy Advisory
Tesla/Solar City
Roseville, CA
01.2015 - 01.2017
- Generating customer leads to develop new accounts
- Preparing proposals, quotes, contracts or presentations for potential customers
- Selecting solar energy products, systems or services for customers based on thermal or electric energy requirements, site conditions or price
- Assessing sites to determine suitability for solar equipment
- Calculating potential solar array production for a site
Client Relationship Consultant
U.S. Bank
Carmichael, CA
01.2021 - Current
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Collaborated with clients to develop action plans to address specific challenges and objectives.
- Determined consumer needs to provide products and services appealing to larger market.
- Analyzed financial documents provided by customers to determine their needs.
- Conducted account openings and closings for clients.
- Promoted additional bank services through personal contact with customers.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Education
Associate of Arts - Psychology
American River College
Sacramento, CA05-2016
Foothill High School
Sacramento, CA12.2013
NMLS Certified, Loan Processor, Business Development
Skills
- Organizational Skills
- Time Management
- Interpersonal Skills
- Self Motivation
- Risk Mitigation
- Risk Assessment
- Influencing business growth
- Profitability Optimization
- Analyzing data
- Developing policies
- Data Collection
- Building strong relationships
- Portfolio Management
- Cash Flow analysis
- Microsoft Excel
- Analytical Thinking
- Financials Analysis
- Salesforce
- Regulatory Compliance
- MS Excel
- Report Writing
- Process Mapping
- Technical Analysis
- Clear and Concise Communication
- Product Development
Certification
- NMLS Certified
- Loan Processor
- Business Development
References
References available upon request.
Timeline
Client Relationship Consultant
U.S. Bank
01.2021 - Current
CSS/Underwriter Supervisor
GoodLeap
01.2019 - 01.2021
BDR FinTech
Riskalyze
01.2017 - 01.2019
Legacy Energy Advisory
Tesla/Solar City
01.2015 - 01.2017
Associate of Arts - Psychology
American River College
Foothill High School