Jason S. Harripersad
Lake Worth,FL
Summary
Dedicated leader offering 10 years of financial industry success. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business success.
Overview
17
17
years of professional experience
Work History
Mortgage Loan Officer
Blue Sky Financial
West Palm Beach, FL
09.2021 - Current
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Negotiate rate and term
- Helping Clients during loan process from start to finish
- Attain customers through online lead sources, realtor, self-source, and social media
- Ability to operate lenders online portals.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Monitored pipelines to track and log status of loans.
- Created and provided appropriate disclosures for each step in the mortgage loan process.
Assistant Vice President, Branch Manager III
Wells Fargo
Delray, FL
03.2020 - 09.2021
- Top performer in branch sales and customer service.
- Top performer in risk management.
- District leader in small business strategies.
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Contributed to budget planning, and initiatives for communications, planning and coordination of facility management and space allocations.
- Participated in organization re-branding and targeting of new markets and programs to attract and retain members.
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Coached branch team members including tellers, supervisors, bankers, business banker, licensed relationship banker and premier banker.
- Created and cultivated partnerships with financial advisors, home mortgage, merchant services, private banking and small business to grow the business.
- Supported branch in following all branch policies and procedures while passing operating audits.
Assistant Vice President/Branch Manager II
Wells Fargo, NA
Palm Beach Gardens, FL
08.2016 - 03.2020
- Top performer awards for sales and service in Florida
- District leader in diversity and inclusion activities
- Regional Vice President for volunteerism
- District leader in military apprentice programs
- Supervised branch operations and made continuous improvements in each area.
- Encouraged employee development and promoted management staff from within.
- Represented bank at community events to establish strong ties and promote business.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Supported district at a district level and branch level in interviewing, hiring and payroll.
- Coached and developed employees for the roles of service manager, bankers, business bankers, licensed bankers and senior premier bankers.
- Build and create new customer relationships through networking activities to grow the business.
- Managed and development partnerships with wealth management, financial advisors, private banking, home mortgage, small business and wells fargo at work program.
Branch Manager
Wells Fargo, NA
Palm Beach Gardens, FL
04.2013 - 08.2016
- Key strategies to support branch credit, investment banking, wells fargo at work and small business.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Gathered and reviewed customer feedback to improve operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Top performer in customer service and sales.
- Maintained involvement in community affairs to foster and promote favorable bank image and public trust.
- Coached and promoted high-achieving sales, customer service and bank control polices.
Store Manager
CVS Caremark
Boynton Beach, FL
09.2009 - 04.2013
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
- Maintained pharmacy and retail guidelines for sales and service.
Assistant Store Manager
CVS Caremark
Boca Raton, FL
08.2007 - 09.2009
- Staff Management
- Retail and Pharmacy sales and service
- Inventory management
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
- Directed merchandising, promotion and brand loyalty efforts for business segment with greatest sales volume.
Shift Manager
CVS Caremark
Boca Raton, FL
05.2005 - 08.2007
- Trained and mentored new employees to maximize team performance.
- Supervised employees and oversaw quality compliance.
- Kept employees operating productively and working on task to meet business and customer needs.
- Coached crew members to optimize performance and motivate toward more efficient work.
- Assisted management team in developing and creating welcoming atmosphere for crew members to voice complaints.
Education
Grad - Anatomy
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2000
GPA: 3.5
Skills
- Microsoft office
- Excellent communication and presentation skills
- Lead and motivate
- Analytical in problem solving
- Attention to detail
- Influencing skills
- Tech, online/mobile banking expertise
- Financial and credit Knowledge
- Organization and Time Management
Accomplishments
16 Years Management Experience.
10 Years Financial Experience
Vice President Greater Palm Beach Volunteer Chapter 2019 Leadership Council Graduate of Wells Fargo
Golden Spoke Champion (Top Performer Award)
Florida Regional Top Performer in sales and service
Military Apprentice Mentor
SAFE MLO Certified NMLS 1062417
Reference
Rodney Bezerra
Vice President Regional Sales and Service Leader, New York Community Bank
561-404-3746
Jennifer Farris
District Manger, Wells Fargo
321-279-5849
Timeline
Mortgage Loan Officer - Blue Sky Financial
09.2021 - Current
Assistant Vice President, Branch Manager III - Wells Fargo
03.2020 - 09.2021
Assistant Vice President/Branch Manager II - Wells Fargo, NA
08.2016 - 03.2020
Branch Manager - Wells Fargo, NA
04.2013 - 08.2016
Store Manager - CVS Caremark
09.2009 - 04.2013
Assistant Store Manager - CVS Caremark
08.2007 - 09.2009
Shift Manager - CVS Caremark
05.2005 - 08.2007
Aerobics And Fitness Association of America (AFAA) Distance Education Center - Grad, Anatomy
Plantation High School - ,