Jonathan Grace
Westerville,OH
Summary
Experienced and motivated banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations, diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
10
10
years of professional experience
Work History
Commercial Credit Specialist II
Bank Of America
Westerville, OH
05.2021 - Current
- Collaborated with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers.
- Worked in tandem with sales team and customers to close out the clients loan.
- Managed scheduled meetings to maintain satisfaction of the client and facilitate smooth refinances, purchases, and sales.
Project Manager
Bank Of America
Westerville, Ohio
05.2018 - Current
- Delivered projects to pre-determined budget, maintaining time parameters and quality standards.
- Orchestrated projects within strict timeframes and budget constraints by employing critical thinking to solve complex problems and working closely with multiple lines-of-business within my organization.
Quality Analyst/Accuracy Compliance and Education Bank
Bank Of America
Westerville, Ohio
12.2017 - 05.2018
- Responsible for the rekey functions on the accuracy education and compliance team.
- Implemented test scripts and recorded results.
Performance Analyst
Morgan Stanley Wealth Management
Columbus, OH
01.2016 - 07.2017
- Coached the Financial Advisors on creating, navigating, and explaining performance reports to their clients.
- Responsible for fixing any issues or data feeds within the reports while explaining and navigating them through benchmarks, gain loss, 1099's, corporate actions, fixed income, mutual funds, and risk/return metrics.
Senior Customer Service Rep
Morgan Stanley Wealth Management
Westerville, Ohio
04.2016 - 10.2016
- Responsible for maintaining a effective client relationship and support associated with Cash Management, Stock Plans, Account Surveillance and Fraud Prevention, Technology Support i.e.
- Leveraged consistent, successful strategies to meet and exceed performance goals.
Teller II / Customer Service Rep
Huntington Bank
Columbus, OH
01.2013 - 01.2014
- Responsible for managing a $10,000 cashbox while balancing currency, coin, and checks in cash drawers at the end of shifts.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Sr. Collections Specialist
Discover Financial Services
New Albany, OH
01.2011 - 01.2012
- Handled escalated or large payment delinquencies.
- Contacted customers to determine reason for payment delinquency and obtain payment commitment.
Education
Associate of Arts - Communications
Delta College Saginaw
2003
Skills
- Cash Flow
- Relationship building and management
- Microsoft Office Suite and web-based reporting tools
- Report creation
- Project management expertise
- Advanced problem solving
- Timeline management
- Credit report assessment
- Budget and records management
- Critical thinker
- Data Analysis
- Active listening
- Excellent attention to detail
- Efficient in GUS
- Rapid 10-key data entry
- Cultural awareness
Affiliations
- Co-Chair, BPG Ohio Chapter 2020 to Current
- Finance Chair, BPG Ohio Chapter, 2019 to Current
- Toastmasters
Timeline
Commercial Credit Specialist II
Bank Of America
05.2021 - Current
Project Manager
Bank Of America
05.2018 - Current
Quality Analyst/Accuracy Compliance and Education Bank
Bank Of America
12.2017 - 05.2018
Senior Customer Service Rep
Morgan Stanley Wealth Management
04.2016 - 10.2016
Performance Analyst
Morgan Stanley Wealth Management
01.2016 - 07.2017
Teller II / Customer Service Rep
Huntington Bank
01.2013 - 01.2014
Sr. Collections Specialist
Discover Financial Services
01.2011 - 01.2012
Associate of Arts - Communications
Delta College Saginaw
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