Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Leaders Club - Wells Fargo Home Mortgage

Jason Koonin

Audi Fletcher Jones
IRVINE,CA
Jason  Koonin
6
years of professional experience

Experienced sales manager and private mortgage banker with strengths in relationship building, team coaching, and performance-driven leadership. Skilled in client management, persuasive negotiations, and improving sales results.

Work History

Sales Manager

3 Years 9 Months
Audi Fletcher Jones | 12.2022 - 09.2026
  • Coached sales consultants on product knowledge, objection handling, and dealership sales process.
  • Managed sales floor activity to support customer engagement, vehicle presentations, and closing process.
  • Coordinated inventory turn strategy with sales team to align pricing, availability, and demand.
  • Reviewed CRM follow-up activities to maintain lead response consistency and customer communication.
  • Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
  • Established metrics-driven sales culture, setting clear performance indicators and regularly reviewing progress.

Private Mortgage Banker

1 Year 11 Months
Wells Fargo Private Bank | 01.2021 - 12.2022
  • Originated residential mortgage solutions for Private Bank clients, aligning financing strategies with wealth management objectives.
  • Advised affluent borrowers on loan structures, qualification requirements, and documentation for complex home financing needs.
  • Managed mortgage pipeline from application through closing, ensuring timely coordination with underwriting and processing teams.
  • Reviewed credit packages for accuracy, completeness, and compliance with lending guidelines and regulatory requirements.

Education

High School Diploma

Newtonbrook Secondary School | Toronto, Ontario | 06-1990

Series 7 And 66 - Financial

FINRA | USA | 04-2011

Skills

Sales expertise
Sales coaching
Sales team training
Performance metrics
Goals and performance
Profitability optimization
Staff management
Persuasive negotiations
Strategic decision-making
Decisive
Sales forecasting

Accomplishments

  • Managed the Number one Audi Store in the USA for total Volume at Audi Fletcher Jones.
  • Worked at Fletcher Jones Motorcars from 2001 - 2011 before joining Wells Fargo Bank. Was offered a Sales Manager position at Audi Fletcher Jones after being out of the industry for 11 years
  • Achieved record 252 used cars sold in February 2026 for Audi Fletcher Jones. Added to the role of Used Car Sales Manager in September 2025
  • Supervised team of approximately 30 sales members.

Timeline

Sales Manager

Audi Fletcher Jones
12.2022 - 09.2026Read More

Private Mortgage Banker

Wells Fargo Private Bank
01.2021 - 12.2022Read More

FINRA

Series 7 And 66 from Financial
Read More

Newtonbrook Secondary School

High School Diploma
Read More

Leaders Club - Wells Fargo Home Mortgage

Leaders club is awarded to the top 200 Mortgage Officers in the country. At the time, California had around 350 officers alone. The top 200 was designated for the top 10% 

Jason Koonin