James Donovan
Clinton,MS
Summary
Goal driven professional with 8+ years of experience and a proven record of excellent communication, financial industry problem-solving, and credit analysis skills. Aiming to leverage skills to successfully fill the position of Loan Specialist.
Overview
8
8
years of professional experience
Work History
Customer Success Manager
Confluent Strategies
03.2024 - Current
- Company Overview: An Equifax Sales Agent
- Assist in managing credit relationships for multiple strategic books of business valued at $8M
- Build relationships with C-Suite officers to become their trusted source for all credit advice
- Conduct in-depth conversations to review customer’s credit decision processes
- Continued education of current trends and news regarding the credit industry
- An Equifax Sales Agent
Account Executive
Confluent Strategies
10.2022 - 03.2024
- Company Overview: An Equifax Sales Agent
- Manage credit relationships for a designated book of business valued at $3M
- Build relationships with C-Suite officers to become their trusted source for all credit advice
- Conduct in-depth conversations to review customer’s credit decision processes
- Continued education of current trends and news regarding the credit industry
- An Equifax Sales Agent
Commercial Subject Matter Expert
Confluent Strategies
10.2022 - 08.2023
- Company Overview: An Equifax Sales Agent
- Cold call on commercial opportunities to discuss the need for commercial credit reports and other commercial credit decision tools
- Build relationships with Chief Credit Officers and other C-Suite officers to become their trusted source for commercial credit advice
- Conduct in-depth conversations to review customer’s commercial credit decision processes
- Continued education of current trends and news regarding the commercial credit industry
- An Equifax Sales Agent
Relationship Manager Associate
Trustmark National Bank
01.2022 - 10.2022
- Manage a commercial book of loans and relationships
- Meet with customers to discuss the best credit product to meet their financial needs
- Review financial documentation and credit documentation to determine loan eligibility
- Prepare loan presentations for senior loan committee on loans over $500,000
Commercial Lending Assistant
Trustmark National Bank
01.2021 - 01.2022
- Build relationships with clients and resolve any issues that arise
- Prepare cash flow analysis, real estate documents, and other loan documents for approval and final document preparation
- Review and resolve exceptions and ticklers to keep accounts in compliance
- Generate performance/pipeline reports for weekly meetings
- Meet with client to close loans or obtain documents
- Work with internal team to complete all task in a timely and efficient manner
Wealth Management Account Administrator
Trustmark Tailored Wealth
10.2017 - 01.2021
- Establish and maintain relationships with clients and open projects to resolve any problems these customers may encounter
- Oversee the flow of cash or financial transactions within investment accounts
- Evaluate financial reporting systems, or investment activities, and make recommendations for changes
- Managing projects to ensure accounts are in compliance
- Client project fulfillment through internal communication
- Commended for excellent customer service
Financial Service Representative
Trustmark National Bank
06.2016 - 10.2017
- Managed projects to investigate and correct errors through internal department communication
- Processed and completed secured and unsecured loans
- Contacted new and existing clients to discuss their needs and determine possible sales opportunities
- Presented and sold product options to clients for financial services
- Met and exceeded quarterly sales goals
- Achieved top customer satisfaction award quarterly
Education
Bachelor of Arts - Marketing
Mississippi State University
Starkville12.2014
Skills
Credit Analysis
sales and Customer Service
Relationship Building
Project Management
Business Communication
Financial Problem Solving
Proficient in Microsoft Office Products
Timeline
Customer Success Manager
Confluent Strategies
03.2024 - Current
Account Executive
Confluent Strategies
10.2022 - 03.2024
Commercial Subject Matter Expert
Confluent Strategies
10.2022 - 08.2023
Relationship Manager Associate
Trustmark National Bank
01.2022 - 10.2022
Commercial Lending Assistant
Trustmark National Bank
01.2021 - 01.2022
Wealth Management Account Administrator
Trustmark Tailored Wealth
10.2017 - 01.2021
Financial Service Representative
Trustmark National Bank
06.2016 - 10.2017
Bachelor of Arts - Marketing
Mississippi State University