Professional Summary
Overview
Work History
Education
Skills
Personal Information
Timeline

Jon W. Hinkle

CHASE BANK
Prosper,TX
26
years of professional experience

Sales and operations veteran with an extreme focus on internal and external client relationship building. Known as a critical thinker and problem solver with a proven track record of top tier, high quality production. Subject Matter Expert and Coach in all Conforming, Non-Conforming, Home Equity and Government loan Products.

Work History

Senior Home Lending Advisor

1 Year 1 Month
CHASE BANK | 08.2025 - Current
  • Served community as Retail Mortgage Loan Officer at Prosper, Texas bank location, facilitating access to mortgage solutions
  • Built relationships, trained, and coached Private Bankers, Financial Advisors, and Business Bankers in a retail referral platform.
  • Originated loans through customer interactions, managing pre-approval and application processes to streamline client experience

Assistant Vice President; Mortgage Consultant

3 Years 4 Months
MORGAN STANLEY PRIVATE BANK, NA | 04.2022 - 08.2025
  • Built relationships with Financial Advisor and Private Banker teams.
  • Advised Ultra High Net Worth and Core clients on Jumbo and Home Equity products at point of sale, ensuring tailored solutions
  • Achieved consistent top performance in applications, fundings, application to fund ratio, QA and compliance.
  • Point of sale advisor for Morgan Stanley’s complex Ultra High Net Worth and Core clients on Jumbo and Home Equity products

Sales Manager

1 Year 2 Months
FIRST GUARANTY MORTGAGE CORPORATION | 12.2020 - 02.2022
  • Managed, coached, and trained 25 mortgage loan officers in end-to-end home loan processes, enhancing team competency and performance.
  • Managed margin, lead aggregation, loan origination quality, and sales coaching while leading change in a dynamic virtual environment.
  • Maintained consistent and high-level communication and relationships with company leaders in sales and operations.

Vice President; Senior Operations Manager

10 Years 9 Months
BANK OF AMERICA | 03.2010 - 12.2020
  • Hired, trained, and managed team of 10-15 resolution specialists in end-to-end process of regulatory and executive-level mortgage complaints
  • Responsible for personally achieving and managing team performance metrics which include, total case closures, cycle time, risk identification, call monitoring, re-open rate, overall case quality and most importantly, customer satisfaction
  • Coached team members daily on call quality, resolution quality, and system of record processes.
  • Achieved and managed team performance metrics, including total case closures, cycle time, risk identification, call monitoring, re-open rate, overall case quality, and customer satisfaction.

Vice President; Sales Manager

9 Years 1 Month
BANK OF AMERICA/COUNTRYWIDE HOME LOANS | 02.2001 - 03.2010
  • Managed, coached, and trained 25 Mortgage Loan Officers and Team Leads in end-to-end home loan process, enhancing team capabilities
  • Led projects in marketing, training, forecasting, and operational excellence to drive strategic initiatives
  • Manage, coach and train a team of 25 Mortgage Loan Officers and Team Leads in the end-to-end process of a home loan
  • Originated refinance, home equity, and purchase home loans.
  • Responsible for several projects involving marketing, training, forecasting and overall operational excellence
  • Led mortgage loan operations for diverse clientele

Education

Paris Junior College | Paris | 01-1992

Stephen F. Austin State University | 01-1994

Skills

Results-oriented
Client Relationship Management
Loan servicing
Consumer lending
Credit analysis
Loan origination
Sales compliance expertise
Operational Excellence

Personal Information

  • ID Type: NMLS#
  • ID Number: 2039162

Timeline

Senior Home Lending Advisor

CHASE BANK
08.2025 - CurrentRead More

Assistant Vice President; Mortgage Consultant

MORGAN STANLEY PRIVATE BANK, NA
04.2022 - 08.2025Read More

Sales Manager

FIRST GUARANTY MORTGAGE CORPORATION
12.2020 - 02.2022Read More

Vice President; Senior Operations Manager

BANK OF AMERICA
03.2010 - 12.2020Read More

Vice President; Sales Manager

BANK OF AMERICA/COUNTRYWIDE HOME LOANS
02.2001 - 03.2010Read More

Stephen F. Austin State University

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Paris Junior College

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Jon W. Hinkle