Jason Whiddon

Small Business providing legal services to Attorneys, Process Service Firms, and Courts. As the owner operator my role is to maintain client relationships, day to day operations of the business. Our primary function is the service of process of legal documents to defendants and witnesses in Civil Court cases. Some of my daily responsibility includes:

• Researched defendants’ schedules, social media and analyzed personal records to locate defendants. 
• Thoroughly researched court records such as criminal cases, foreclosures, and probate estates. 
• Plan routes to ensure coverage of multiple counties.

• Mentored and taught grades 6-12 for students removed from typical school setting due to behavior. Many of the students were in the Juvenile justice system.
• Reported to Juvenile Probation regarding student progress.

• Collaborated with colleagues to design learning outcomes and thoughtfully address individual student needs.
• Reviewed students' classroom assignments, homework and tests to evaluate knowledge of subject material and assign grades.
• Developed activities to help students delve into lessons and obtain hands-on experience.
• Initiated teaching implementing lesson plans and progressed to full-day teaching.

• Provided a very high level of service and assistance to clients in an effort to obtain new opportunities and ensure repeat business.
• Interviewed clients to better understand their financial positions and what assets they would be interested in investing. 
• Kept abreast of all changes in the stock market and investments to better manage client finances.
• Shared details regarding financial products and services with clients.
• Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
• Trained and directed  new hires during department orientations.
• Maintained friendly and professional customer interactions.
• Handled various accounting transactions.
• Processed exchange and foreign currency.

• Recommended loan approvals and denials based on customer loan application reviews.
• Submitted loan applications to the underwriter for verification and recommendations.
• Originated, reviewed, processed, closed and administered customer loan proposals.
• Successfully closed an average of 25 loans per month.
• Advised clients on mortgage, educational and personal loans.
• Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
• Maintained strict confidentiality of bank records and client information.
• Established key procedures for teams preparing documentation, models, and presentations.
• Coached team members in customer service techniques, providing feedback and encouraging them to reach their highest sales potential.
• Communicated with and supported sales, marketing and administrative teams.
• Served as liaison for customers, management and sales team.

• Explained services and products to customers in a friendly and engaging way.
• Executed rental contracts with insurance replacement customers as well as retail customers.
• Managed fleet
• Managed location sales goals
• Managed maintenance and cleaning staff to ensure fleet was ready for rental

• Tracked inmates through head counts, visitor logs and scheduled activities.
• Searched the building and grounds, living quarters and work areas for contraband.
• Established healthy relationships and maintained professional boundaries with resident offenders in the institution.
• Received and inspected mail, property and funds from visitors on behalf of designated inmates.
• Inspected work sites and crew trucks for contraband, cleanliness and safety.
• Responded to inquiries from the public, other staff, inmates and visitors.
• Escorted inmates to and from cells, court, hospitals and medical appointments.
• Conducted routine and emergency head counts.

• Referred patients to psychiatric and medical examinations, as well as to family assessment planning teams.
• Maintained regular contact with clients, including visiting clients' homes.
• Facilitated monthly family support groups and meetings.
• Encouraged socialization and engagement through therapy, music therapy and social activities.
• Secured  housing, medical care and employment for clients.
• Testified under oath to help the court make custody decisions.
• Collaborated with court, law enforcement and community providers.
• Referred clients to social services agencies.
• Provided case management services, counseling, education and life-skills training to diverse, at-risk student population.