Jonathan Miller
Livonia
Summary
Professional with strong background in financial sales, equipped to drive revenue and growth. Adept at client relationship management, financial product knowledge, and strategic sales techniques. Known for team collaboration, adaptability, and delivering results in dynamic environments. Skilled in communication, negotiation, and problem-solving, fostering trust and achieving objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Analyst
Detroit Employment Solutions Corporation
12.2023 - 01.2025
- Conducted regular budget reviews ensuring alignment with overall corporate and nonprofit objectives and strategies.
- Assisted JumpStart grant/program in Detroit, Michigan that offers job training, financial literacy coaching, and help finding a job. Participants may also receive a monthly stipend and support from a mentor.
- Worked with cost centers to identify opportunities for efficiencies.
- Tracked allocations, maintained budget, submitted monthly statements of revenues and expenditures for multiple government-funded grant(s).
Team Leader - Operations
Rocket Mortgage
05.2019 - 12.2021
- Set performance expectations for my underwriting team(s), monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained a team-orientated culture. Received above-average reviews from subordinates for 5 consecutive quarters
- Assisted/Ran audit for over 500+ Loan Analysts and Underwriters. Duration: 5-6 months.
- Assisted/Ran disputes which was delegated to my Developmental/Specialty Underwriting Leadership Team. Disputes, involved making decisions on whether or not bankers were paid on suspended loans. A tie goes to the banker. I ended up reviewing a good majority of the controversial loans because majority of our TMs lacked the necessary experience to understand how the banker missed a specific guideline. As well as considering if the client may have withheld pertinent information. This team was composed of subordinates with less than 12 months of experience. Many of these bankers were younger in experience and benefited from the provided summaries. I'm strong at keeping an open-mind and understanding our bankers/underwriters/clients thought process when reviewing team member notes, customer's loan, and documents. Duration: 3-4 month
Financial Services Representative
Foresters Financial Services
05.2016 - 12.2019
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Customized investment portfolios based on client risk tolerance and financial goals, optimizing asset allocation.
Education
Bachelor of Science - Finance
Central Michigan University
Mount Pleasant, MI05-2016
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Flexible team player
- Statistical analysis
- Budget support
- Analytical research
- Comparative analysis
- Account reconciliation
- Project management
- Budgetary planning
- Business development
Accomplishments
-Met quota to attend incentivized travel-workshop in Las Vegas. 48 Forester Financial Offices: Over 500 1-2 year reps, less than 50 of us were invited to the workshop.
-Promoted from Underwriter to Team Leader within 9 months of starting with Rocket Mortgage.
-Received above-average reviews from subordinates for 5 consecutive quarters. 2 of the quarters my ratings from subordinates were top 10 amongst my peers. Roughly 100 Team Leaders/peers.
Certification
Previously, SAP Certified, Series 6, Series 63, and Life & Annuity licenses.
Timeline
Financial Analyst
Detroit Employment Solutions Corporation
12.2023 - 01.2025
Team Leader - Operations
Rocket Mortgage
05.2019 - 12.2021
Financial Services Representative
Foresters Financial Services
05.2016 - 12.2019
Previously, SAP Certified, Series 6, Series 63, and Life & Annuity licenses.
Bachelor of Science - Finance
Central Michigan University
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