Jayvondrian Neal
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills with over fifteen years in the financial services industry. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance. Thorough knowledge in compliance, banking products, lending regulations and investigations.
Overview
24
24
years of professional experience
Work History
Loyalty Manager
SimpliSafe
11.2022 - Current
- Lead a team of twelve (12) agents by coaching consultative sales, rapport building and overcoming objections in effort to exceed 55% retention success
- Interview new candidates and collaborate with HR to ensure proper fit with organizational goals and enhance team support
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Performed customer negotiations to reach fair conclusion for both business and customer.
- Conducted detailed analysis and research of customer retention issues to facilitate timely and successful resolutions.
Automotive Finance Manager
CMA Colonial Subaru, Hart Nissan
Richmond, VA
08.2019 - 11.2022
- Obtained and reviewed purchaser credit applications and structured loans based on underwriting guidelines of lenders
- Secure needed documents to ensure loan funding; proof of income, proof of insurance, etc
- Negotiated pricing to secure best pricing for the customer
- Sell protection products (service contracts, GAP, etc.) to maximize profit of each deal
- Structured deals and submitted credit applications via Dealertrack and CUDL.
Mortgage Consultant
PNC Bank, Suntrust Bank
02.2018 - 08.2019
- Gathered client debt, credit and income information to determine loan eligibility.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Developed and maintained relationships with local real estate agents.
- Stayed abreast of lending regulations, industry trends and market rates.
Commercial Real Estate Analyst
CoStar
Richmond, VA
03.2017 - 12.2017
- Market commercial real estate listings and interview Commercial Real Estate agents to ensure accurate reporting of available listings; accumulate square footing, pricing per square footage and update owner/tenant information
- Analyze market trends and update website with acquired insight to accurate promote available properties.
Wealth Advisor
Wells Fargo Brokerage Services
Richmond, VA
08.2016 - 03.2017
- Identify and develop relationships with high-net worth clients, and provide advisory services in the areas of taxes, investments and insurance
- Customize short term and long-term solutions based on individual risk tolerance and financial goals around wealth accumulation, protection of assets, and retirement planning.
Commercial Claims Adjuster
James River Insurance, Nationwide Insurance, Geico
06.2011 - 07.2016
- Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.
- Negotiated and settled claims according to information presented through reports, research and data verification.
- Drafted statement of loss to summarize damages, payments and underlying policy coverage.
- Communicated with personnel and legal counsel on claims involving litigation.
- Obtained necessary information to complete proper evaluation of injury claims.
Financial Specialist/Officer
Wells Fargo
Richmond, VA
03.1999 - 01.2011
- Advised clients in the areas of daily money management, accumulating wealth, planning for higher education and planning for retirement
- Trained and coached new hires in areas of customer service and consultative sales
- Lead a project team of ten outbound sales agents who solicited new and existing borrowers for home lending products
- Evaluated agent performances via KPIs
- Promoted to Officer after two years of exceeding sales quotas
- Managed a book of business of 150 existing clients while increasing the book size by 200% via relationship building and consultative selling.
Education
Bachelor of Science - Criminal Justice
Virginia Commonwealth University
08.2006
Skills
- Performance Evaluations
- Planning & Organizing
- Communications Leadership
- Complex Problem Solving
- Team Leadership
- Hiring and Training
- Managing Operations and Efficiency
Timeline
Loyalty Manager
SimpliSafe
11.2022 - Current
Automotive Finance Manager
CMA Colonial Subaru, Hart Nissan
08.2019 - 11.2022
Mortgage Consultant
PNC Bank, Suntrust Bank
02.2018 - 08.2019
Commercial Real Estate Analyst
CoStar
03.2017 - 12.2017
Wealth Advisor
Wells Fargo Brokerage Services
08.2016 - 03.2017
Commercial Claims Adjuster
James River Insurance, Nationwide Insurance, Geico
06.2011 - 07.2016
Financial Specialist/Officer
Wells Fargo
03.1999 - 01.2011
Bachelor of Science - Criminal Justice
Virginia Commonwealth University