Jonathan Bonifay
Austin,TX
Summary
Former Major League Baseball scouting supervisor whose expertise in evaluating talent, developing relationships, and managing risk in the fast paced and high-pressure environment of professional sports translated to building a successful career in the banking and mortgage lending industry. Currently seeking an opportunity to leverage experience and knowledge to drive revenue growth as part of a dynamic and team-oriented organization.
Overview
24
24
years of professional experience
Work History
Roofing Consultant
Birdcreek Roofing
03.2023 - 11.2023
- Improved overall project efficiency by conducting thorough roofing inspections and providing detailed recommendations.
- Enhanced client satisfaction with timely and accurate assessments of roofing issues.
- Achieved successful project outcomes by collaborating effectively with construction teams and architects.
- Optimized material usage for cost savings through careful analysis of roofing specifications and requirements.
Retail Merchandiser
Clean Cause
10.2022 - 03.2023
- Boosted customer satisfaction by creating visually appealing and strategically organized merchandise displays.
- Enhanced store sales through effective product placement and targeted promotions.
- Streamlined inventory management with accurate tracking and timely reordering of products.
- Collaborated with store managers to develop seasonal merchandising plans, maximizing revenue potential.
Senior Loan Officer
Prime Lending, A Plains Capital Company
10.2021 - 07.2022
- Enhanced loan application process by streamlining documentation and improving communication channels with clients.
- Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
Private Mortgage Banker
Wells Fargo Bank, N.A.
01.2014 - 07.2021
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual needs.
- Streamlined loan application processes for improved efficiency and faster closing times.
- Developed strong relationships with key industry partners, resulting in increased referral business.
- Maintained up-to-date knowledge of market trends, enabling informed recommendations for clients'' financial strategies.
Preferred Relationship Manager
BBVA Compass Bank
06.2010 - 12.2013
- Strengthened client relationships by providing personalized financial advice and comprehensive portfolio management.
- Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation for risk tolerance and investment objectives.
- Enhanced client satisfaction with diligent attention to individual needs, proactive communication, and exceptional service.
- Collaborated with colleagues across departments to develop tailored wealth management strategies for diverse clientele.
Financial Consultant
AXA ADVISORS, LLC
03.2008 - 12.2009
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
Area Scouting Supervisor
Cincinnati Reds
11.2006 - 10.2007
Area Scouting Supervisor
Tampa Bay Rays
10.1999 - 09.2006
Education
Bachelor of Arts - Communications
Wake Forest University
Winston-salem, NC05.1999
Skills
- Relationship Building & Management
- Customer Service
- Team Player
- Lead Generation
- Sales and Negotiation
- Problem Solving
- Consumer Lending and Banking
- Credit Analysis & Income Evaluation
- Time Management
- Loan Pipeline management
- Effective Communication
- Networking and Referral Building
Timeline
Roofing Consultant
Birdcreek Roofing
03.2023 - 11.2023
Retail Merchandiser
Clean Cause
10.2022 - 03.2023
Senior Loan Officer
Prime Lending, A Plains Capital Company
10.2021 - 07.2022
Private Mortgage Banker
Wells Fargo Bank, N.A.
01.2014 - 07.2021
Preferred Relationship Manager
BBVA Compass Bank
06.2010 - 12.2013
Financial Consultant
AXA ADVISORS, LLC
03.2008 - 12.2009
Area Scouting Supervisor
Cincinnati Reds
11.2006 - 10.2007
Area Scouting Supervisor
Tampa Bay Rays
10.1999 - 09.2006
Bachelor of Arts - Communications
Wake Forest University
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