Jason A. Poles
Chino Hills,CA
Summary
Results-driven professional with a proven track record in higher education fundraising, sales and sales management. Experienced in strategic planning, relationship management that result in exceeding goals. Committed to driving growth through visionary leadership and fostering meaningful connections with stakeholders. Skilled in budget management, training, and leveraging technology for effective communication and CRM systems.
Overview
26
26
years of professional experience
Work History
Regional Director of Development, Regional Advancement
Syracuse University
North Hollywood, CA
01.2018 - Current
- Spearheaded the development and execution of a strategic plan resulting in the acquisition of a $6M gift
- Consistently surpasses annual fundraising and activity objectives
- Manage and nurture a portfolio of 120 major gift prospects
- Leads a Regional Council of volunteers, fostering heightened alumni and parent involvement
- Implemented a comprehensive communications strategy to effectively engage high-level stakeholders
- Directed a multi-disciplinary committee to conceptualize and execute the institution's post-campaign philanthropic initiatives
- Orchestrated a successful campaign strategy resulting in funding for a permanent career services position for the west coast
Assistant Athletics Director Major Gifts
Syracuse University
Syracuse, NY
01.2012 - 01.2018
- Implemented a strategic fundraising campaign that raised over $2M+ in donations within the second year
- Enhanced communication methodologies and engagement strategies, resulting in increased donations
- Surpassed all annual fundraising and activity targets
- Managed a diverse portfolio of major and leadership gift prospects
- Devised and executed a comprehensive national travel strategy to engage, solicit, and steward major gift donors
- Led a dedicated group of volunteer former football players, providing crucial support to the coaching staff and team
Licensed Mortgage Loan Originator
Infinity Home Mortgage Co.
Cherry Hill, NJ
01.2011 - 01.2012
- Achieved top originator status in April 2012
- Assessed and approved first lien mortgages, advised borrowers on financial status and payment options
- Collaborated with mortgage loan officers, collection analysts, loan servicing officers, and underwriters
- Verified loan contracts for compliance with business policies, state, and government laws
Licensed Mortgage Loan Originator
Precision Funding Group LLC.
Cherry Hill, NJ
01.2010 - 01.2011
- Analyzed applicants' financial status, credit worthiness, and property evaluations
- Compiled loan applicants' credit histories and financial information to collaborate with underwriters
- Met with applicants to answer questions and explain loan options
AVP Branch Manager III
Susquehanna Bank
Pennsauken, NJ
01.2009 - 01.2010
- Originated over $2.5M in new deposits
- Initiated over $8.3M in small business and commercial loans
- Expanded commercial and retail sales relationships while leading and coaching staff
- Developed a customer service plan to increase satisfaction ratings
Regional Sales & Business Development Manager – Lending Department
TD Bank, N.A.
Sewell, NJ
01.2006 - 01.2008
- Managed mortgage sales activities in the Mid-Atlantic markets, exceeding yearly sales goals
- Exceeded yearly sales goals in 9 months while performing under budget in the first year
- Increased mortgage loan production by 25% through branch sales strategies
- Developed overall department policies, procedures, pricing, and other complex issues with senior management
- Coordinated with corporate marketing to promote mortgage products
- Developed and implemented technical and sales training modules
Strong Safety
NY Jets Football Club
Hempstead, NY
01.1999 - 12.1999
- Player for Jets football team
Education
MBA -
Syracuse University
Syracuse, NY01.2026
Bachelor of Science -
Syracuse University
Syracuse, NYSkills
- Leadership Development
- Strategic Planning & Negotiations
- Fundraising for Higher Education
- Client-Centric Sales Approach
- Sales Training
- Budget Development & Management
- Relationship Management
- Public Speaking
- Sales Metrics Evaluation
Affiliations
- Syracuse University Alumni Letterman Club
- Syracuse Football Club
- Gloucester County Sports Hall of Fame
- Delsea Regional High School Hall of Fame
Continuing Education
- CASE Conferences
- Understanding Small Business Credit, Susquehanna Bank
- Managing the Sales Process, Susquehanna Bank
- Secrets of Sales Power, Rich Vosler
- Increasing Sales Results, TD Banknorth
- POS (Point of Sales) Training, Wachovia Bank
- VA, Hedge Fund Strategies, Fannie Mae
Timeline
Regional Director of Development, Regional Advancement
Syracuse University
01.2018 - Current
Assistant Athletics Director Major Gifts
Syracuse University
01.2012 - 01.2018
Licensed Mortgage Loan Originator
Infinity Home Mortgage Co.
01.2011 - 01.2012
Licensed Mortgage Loan Originator
Precision Funding Group LLC.
01.2010 - 01.2011
AVP Branch Manager III
Susquehanna Bank
01.2009 - 01.2010
Regional Sales & Business Development Manager – Lending Department
TD Bank, N.A.
01.2006 - 01.2008
Strong Safety
NY Jets Football Club
01.1999 - 12.1999
MBA -
Syracuse University
Bachelor of Science -
Syracuse University
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