Jonathan Sosa
Summary
Seeking a company that also aligns with my values with opportunity for growth and long term career. Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
General Laborer
Cascade Fencing
10.2023 - Current
- Maintained clean and organized worksites, minimizing hazards and promoting a safe working environment.
- Loaded, unloaded, and moved material to and from storage and production areas.
- Demonstrated strong work ethic, completing physically demanding tasks under varying conditions.
- Performed general housekeeping and cleaning tasks.
Financial Specialist
Sea Mar Community Clinic
06.2023 - 09.2023
- Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.
- Improved financial reporting accuracy by streamlining data collection processes and implementing automated solutions.
- Contributed to the development of long-term financial plans that support organizational growth goals while maintaining fiscal responsibility.
Inventory Assistant Representative
Danks Wearhouse
10.2022 - 03.2023
- Assisting in receiving and restocking inventory
- Product placement and showcasing products
- Monthly inventory audits.
Senior Personal Banker
Banner Bank
06.2022 - 09.2022
- Processing various of financial banking transactions; Balances cash drawer, counting currency & coin accurately
- Develop and maintain in-depth knowledge of all operational processes and requirements
- Gaining an understanding of current and future financial needs - referring and working with partners, outbound calling and generating new business while staying within policies and procedures.
Client Relationship Consultant 4
U.S Bank
08.2021 - 04.2022
- Ability to effectively engage and communicate product/services to clients
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies, exploring/identifying needs while leveraging digital mindset first.
Bilingual Outreach Coordinator
Hand in Hand
04.2021 - 08.2021
- Case managing families and children - Community services: Housing, low income, rental assistance
- Coordinating community events and programs.
Assistant Manager
OneMain Financial
12.2020 - 03.2021
- Continue sales and business development practices learned in the Consumer Lending Sales Specialist role
- Assist in the training of Branch Team Members.
Branch Manager -Issaquah
Harborstone Credit Union
04.2019 - 08.2020
- Daily, weekly, monthly Branch meetings and attending regional leadership meetings, calls, and activities
- Strategies ways to get team engagement in executing branch growth
- Connecting and creating partnerships with local businesses and center of influences
- Branch compliance with policies/procedures and consistent tracking of performance for individuals.
Business Specialist Banker
Wells Fargo Bank
01.2014 - 03.2019
- Engaging in conversation and asking open ended questions to understand customers need to offer product, services and digital options that align with their needs
- Increasing business household accounts and retaining existing business clients
- Training and developing personal bankers on how to establish business accounts and how to properly build small business relationships.
Education
High School Diploma -
Harbor Teacher Preparation Academy
01.2011
Skills
- Problem-Solving
- Safety Procedures
- Customer Relationship Management
- Cash Management
- Cash Handling
- Sales Goals
- Loan Applications
- Risk Management
Community Service
- Local Rotarian - Everett, Port Garden
- Student
- Elderly volunteer yard work
Languages
Spanish
Native or Bilingual
Timeline
General Laborer
Cascade Fencing
10.2023 - Current
Financial Specialist
Sea Mar Community Clinic
06.2023 - 09.2023
Inventory Assistant Representative
Danks Wearhouse
10.2022 - 03.2023
Senior Personal Banker
Banner Bank
06.2022 - 09.2022
Client Relationship Consultant 4
U.S Bank
08.2021 - 04.2022
Bilingual Outreach Coordinator
Hand in Hand
04.2021 - 08.2021
Assistant Manager
OneMain Financial
12.2020 - 03.2021
Branch Manager -Issaquah
Harborstone Credit Union
04.2019 - 08.2020
Business Specialist Banker
Wells Fargo Bank
01.2014 - 03.2019
High School Diploma -
Harbor Teacher Preparation Academy