Jeramy R. Weese
Columbus,OH
Summary
Seasoned Financial Management professional with proven expertise in branch management and financial services, team sales performance, all banking products and services, and branch banking operations. Talented team builder and supervisor with expertise to develop and maintain consistent high performing teams.
Overview
18
18
years of professional experience
Work History
Senior Relationship Specialist
Huntington National Bank
03.2024 - Current
- Made outbound calls on leads/ customers of the bank
- Originated 1st and 2nd lien mortages, HELOANS, and HELOCS based on customers needs
- Originated auto loans and personal loans
- Managed daily mortgage pipeline to ensure accuracy and efficiency on behalf of customers
- Contributed to sales growth by identifying cross-selling opportunities within existing client base.
Branch Manager - Vice President
JPMorgan Chase
08.2022 - 10.2023
- Managed staff scheduling, hiring and training processes.
- Identified opportunities for process improvement initiatives within the branch.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Increased efficiency and drove branch revenue by optimizing daily operations.
Branch Manager II
U.S. Bank
01.2021 - 08.2022
- Appointed to special pilot project based on being a top banker, Achieved daily, weekly, and monthly KPI’s with sales performance
- Highlighted as top banker for commercial sales, lending, credit cards, referrals
- Succeeded in building new business relationships and expanding on current ones
- Successfully mentored and on-boarded new bankers and current bankers
Acquisitions Manager
Rochell Property Solutions
02.2018 - 01.2021
- Reviewed and approved all contract documents for acquisitions.
- Created and implemented a tracking system to monitor the progress of each acquisition.
- Analyzed market conditions, identified potential targets, and negotiated terms of agreements.
- Coordinated due diligence activities such as legal reviews, environmental assessments, and investment valuations.
- Prepared detailed purchase offers including pricing structures, financing options, and closing timelines.
- Maintained relationships with external resources such as legal counsels, accountants, brokers, bankers., involved in the acquisition process.
Practice Solutions Managing Specialist
Bank of America
08.2017 - 02.2018
- Appointed to specialized team that dealt with all non-conventional loans
- Spoke directly with medical professionals daily to help secure commercial financing
- Managed a pipeline of 15-30 clients at any given time
- Solidified client sales warm transferred by outside sales reps
- Processed all documents pertaining to commercial loans
Branch Manager
Huntington National Bank
04.2016 - 08.2017
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
Insurance Sales Manager
North American Senior Benefits
06.2014 - 04.2016
- Conducted regular training sessions with agents to ensure compliance with insurance regulations.
- Assisted agents in developing client relationships through networking events and seminars.
- Analyzed customer data to identify potential sales opportunities and trends.
- Evaluated agent performance, identified areas of improvement, and implemented corrective action plans when necessary.
- Provided guidance to agents in navigating complex cases involving multiple policies or products.
- Oversaw daily activities of 25 insurance agents
Senior Loan Processor
JPMorgan Chase
03.2013 - 06.2014
- Managed pipeline of 40-60 HARP loans on a daily basis
- Responded promptly to customer inquiries regarding their loan status and requirements.
- Coordinated document preparation with attorneys, title companies, lenders, and other third parties as needed.
- Processed loan documents in a timely manner to meet closing deadlines.
- Reviewed and evaluated loan applications to ensure accuracy, completeness, and compliance with state and federal regulations.
Sales Manager
THR & Associates
06.2009 - 03.2012
- Managed sales team of 3-15 employees
- Set up weekly marketing through radio, newspaper, and morning news shows
- Managed weekly costs vs weekly sales revenue to ensure profitability
- Held weekly/monthly meetings with employees to go over goals vs actual numbers
Credit Card Retention Manager
Chase Bank
01.2006 - 01.2009
- Tracked performance metrics such as retention rate, churn rate, and conversion rate to measure success of programs.
- Retained clients through sales process and available resources
- Analyzed customer data to identify trends, preferences, and buying behaviors.
- Developed and implemented customer retention strategies to increase customer loyalty.
Education
Business -
Lee University
Cleveland, TN10.2023
Insurance -
Hondros College
Columbus, OH10.2023
Real Estate -
Hondros College
Columbus, OH10.2023
Skills
Branch Operations Management
Proficient in all Microsoft Office programs
Business Development Expertise
Sales Development
Relationship Building and Management
Coaching and Mentoring
Employee Development
Banking Products and Services
Excellent Communication
Accomplishments
- 2020 U.S. Bank - Appointed to special pilot project based on being a top banker
- 2019 Rochell Property Solutions - Produced 100k+ profit in the first two months
- 2017 Bank Of America - Appointed to special project for non-conventional financing
- 2015 North American Senior Benefits - Top Closer
- 2014 North American Senior Benefits - Agent of the year runner up
- 2012 THR & Associates - Manager of the year
- 2006-2009 Chase Bank - Received multiple awards for highest save rate and balance transfers
Timeline
Senior Relationship Specialist
Huntington National Bank
03.2024 - Current
Branch Manager - Vice President
JPMorgan Chase
08.2022 - 10.2023
Branch Manager II
U.S. Bank
01.2021 - 08.2022
Acquisitions Manager
Rochell Property Solutions
02.2018 - 01.2021
Practice Solutions Managing Specialist
Bank of America
08.2017 - 02.2018
Branch Manager
Huntington National Bank
04.2016 - 08.2017
Insurance Sales Manager
North American Senior Benefits
06.2014 - 04.2016
Senior Loan Processor
JPMorgan Chase
03.2013 - 06.2014
Sales Manager
THR & Associates
06.2009 - 03.2012
Credit Card Retention Manager
Chase Bank
01.2006 - 01.2009
Business -
Lee University
Insurance -
Hondros College
Real Estate -
Hondros College