Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JEREMY SWENSON

EAGLE,ID

Summary

  • Strong business and technology leader with proven track record of building and running small to medium size enterprises. My objective is to utilize my leadership experience in operations, sales, programming, automation, and mortgage management to significantly increase the sales and improve the operational efficiencies of a small to medium size firm. I have a proven track record of strong communication, and problem-solving skills and am currently seeking opportunities to lead a team of motivated individuals. SUMMARY OF QUALIFICATIONS
  • Proven ability to lead large sales team to exceed monthly goals
  • Excellent communication skills
  • Ability to effectively communicate technical ideas
  • Self-motivated and eager to work hard for success
  • Advanced problem-solving skills
  • Strong history of P&L management
  • Ability to build strong relationships with peers and customers
  • Proven sales leadership skills
  • Experience in training and mentoring team members to become top performers
  • Experience setting, monitoring, and achieving sales goals
  • Experience in marketing and lead generation
  • Ability to quickly learn new concepts

Overview

37
37
years of professional experience
1
1
Certification

Work History

Chief Technology Officer

Herbal Salvation
01.2001 - Current
  • Designed and wrote a program called LoanPro
  • We saw a gap in how we were managing our clients and contacts, so we searched for a CRM that would meet our needs
  • After trying several unsuccessfully, I decided to write my own
  • Which facilitated large volume of loans for lending business
  • Worked for companies that contracted with Ingersoll Rand, 7-11, Office Depot, and Easton Archery
  • Designed and implemented a terminal server virtual desktop architecture
  • Consulted on the design and implementation of corporate-wide terminal server virtual desktop architecture
  • Created training solutions including websites, training videos and conference meetings.
  • Laid out complete business continuity plan to maintain data protection in event of natural disaster or long-term outage
  • Managed company-level architecture, platform and data configuration processes and implementation protocols
  • Completed and submitted monthly and yearly reports to support executive decision making
  • Provided project leadership in dynamic technology-driven environment with multiple priorities
  • Collaborated with cross-functional intra-company teams to provide mutually beneficial outcomes
  • Coordinated third-party vendors and client IT teams to seamlessly deliver effective solutions
  • Supported current and emerging programs through interactions with high-level customers, business partners and external vendors
  • Facilitated ongoing team development and growth through training and professional skills enhancement
  • Handled client inquiries with exceptional professionalism and enthusiasm

Allied First Bank
Meridian, ID
04.2020 - Current

First Home Bank
Meridian, ID
09.2019 - 04.2020

Chief Technology Officer

COVID furloughed
01.2019 - 01.2020
  • As the, (CTO) I was tasked with implementing a comprehensive solution, using the Zoho Solutions Suite
  • The solution included:
  • A client relations and sales management CRM which allowed the sales team to identify sales opportunities and know the client’s past purchases in order to increase sales
  • Inventory controls specific to manufacturing and retail
  • Human Resources solutions including SOPs and time tracking
  • Accounting with both Zoho and QuickBooks
  • Additional responsibilities included:
  • Maintaining and supporting network architecture including wiring
  • Upgrading the network workstations with updated technology
  • Providing basic tech support
  • Researching shipping providers, including the possible integrations between technologies
  • Attending regular meetings with owners in order to provide updates on current initiatives and discussing my ideas on how to grow the business with new products, new technology, and new services.

First Savings Bank
Meridian, ID
11.2018 - 09.2019

Bank of England Mortgage
Meridian, ID
02.2014 - 11.2018

First National Bank of Layton
Meridian, ID
04.2011 - 02.2014

Branch Manager/Sales Manager/Production Center Manager

Flagship Financial Group
Meridian, ID
09.2007 - 07.2011
  • For various banks over the last 14 years, I was given the responsibly to work on my own “island” while improving the bank reputation and complying with Federal Banking Laws
  • It was my responsibility to increase production (sales) by growing our sales and support teams as production increased
  • I created marketing plans and executed on them while keeping within federal compliance
  • I also accomplished the following:
  • Performed restructure of branch vision/purpose including management of workforce up to 100+ employees, rescaling of overhead and rebranding, resulting in an increase of sales production from $5M to over $100 Million in volume per month
  • Wrote a CRM that my team used which helped in the realization of the above numbers
  • Established performance improvement plans as needed for underperformers
  • Oversaw the implementation of all staff training and development initiatives as well as all recruiting and onboarding
  • Initiated a team training using video trainings, Zoom meetings and quizzes
  • Worked with corporate officers to ensure compliance with all federal and state regulations
  • Managed relationships with marketing vendors and guided budgetary numbers for this spend
  • Helped train new loan officers in loan related software systems and compliance guidelines
  • Implemented quality control procedures
  • Helped loan officers navigate individual state licensing requirements submission
  • Handled Human Resource issues and employee problem resolutions
  • Ensured participation of all associates in all corporate orientation and training programs.

Education

BACHELOR OF SCIENCE - COMPUTER SCIENCE

WEBER STATE UNIVERSITY
2003

Skills

  • Experience in IT and Internet Programming:
  • C#
  • AspNet (MVC, Web API)
  • MSSQL
  • Angular
  • Bootstrap
  • Entity Framework
  • Visual Basic (Applications and ActiveX DLLs)
  • Visual C (Windows API)
  • XML/MSXML
  • JavaScript
  • JQuery
  • Microsoft Certified Solutions Developer (MCSD)
  • Microsoft Certified Database Administrator (MCDBA)
  • Oracle (SQL, PL/SQL, stored procedures and functions, triggers)
  • SCRUM / Agile Programming
  • JIRA
  • Zapier

Certification

  • Microsoft Computer Certifications including
  • MCP – Microsoft Certified Professional
  • MCSD – Microsoft Certified Solutions Developer
  • MCSE - Microsoft Certified Solutions Expert
  • MCDBA - Microsoft Certified Database Administrator A+ Certification

Timeline

Allied First Bank
04.2020 - Current

First Home Bank
09.2019 - 04.2020

Chief Technology Officer

COVID furloughed
01.2019 - 01.2020

First Savings Bank
11.2018 - 09.2019

Bank of England Mortgage
02.2014 - 11.2018

First National Bank of Layton
04.2011 - 02.2014

Branch Manager/Sales Manager/Production Center Manager

Flagship Financial Group
09.2007 - 07.2011

Chief Technology Officer

Herbal Salvation
01.2001 - Current

BACHELOR OF SCIENCE - COMPUTER SCIENCE

WEBER STATE UNIVERSITY

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