Jonathan Phillips
Elkridge,MD
Summary
Financial professional with substantial experience in providing financial guidance and support. Strong focus on team collaboration, adaptable to changing needs, and reliable in achieving results. Proficient in financial analysis, strategic planning, and client relationship management. Known for integrity, analytical skills, and problem-solving abilities.
Overview
9
9
years of professional experience
Work History
Financial Services Advisor
Walden University
2018.06 - 2024.05
- Assess the financial needs of incoming students
- Provide guidance to students, prospective students, parents and the community regarding financial aid programs, application procedures and debt management
- Administer federal and state student loan programs according to changing federal, state and institutional regulations and policies controlling student loans
Credit Analyst
D&H Distributing Company
2016.06 - 2018.01
- Gather and analyze loan applicants' financial data to evaluate risk
- Make recommendations about whether to increase, adjust, extend, or close lines of credit
- Received payments from clients and approved orders for customers in good standing
Assistant Manager
Olympia Sports
2015.09 - 2016.05
- Responsible for implementing workflow procedures based on direction from the company's General Manager
- Liaise between managers, customers and employees
- Develop strategies for better workplace efficiency and goal achievement
Education
Bachelor of Arts - Political Science
Pennsylvania State University
01.2015
Skills
- Microsoft Office
- Credit analysis
- Financial Services
- Attention to Detail
- Problem-solving abilities
- Critical Thinking
- Customer Relationship Building
- Adaptability
- Account Maintenance
Timeline
Financial Services Advisor
Walden University
2018.06 - 2024.05
Credit Analyst
D&H Distributing Company
2016.06 - 2018.01
Assistant Manager
Olympia Sports
2015.09 - 2016.05
Bachelor of Arts - Political Science
Pennsylvania State University