Jonathan Weaver
BECU
Buckley,WA
13
years of professional experience
Dedicated Financial Services Consultant experienced in delivering exceptional member experiences and personalized support. Enhanced member satisfaction through effective communication and problem-solving skills while building lasting relationships and adapting to evolving expectations. Balanced service and sales effectively across branch and back office roles in mortgage and consumer lending departments.
Work History
Member Consultant II
3 Years 5 Months- Assisted members in navigating financial products and services, enhancing customer satisfaction and retention.
- Educated clients on account features, facilitating informed decision-making and maximizing service utilization.
- Resolved complex issues promptly, minimizing negative impact on member experience.
- Promoted additional services to existing members, increasing revenue opportunities for the organization.
- Set and achieved company defined sales goals.
- Negotiated prices, terms of sales and service agreements.
Mortgage Loan Officer
3 Months- Evaluated client financial information to determine loan eligibility and risk assessment.
- Assisted clients in navigating mortgage products, ensuring informed decision-making throughout the process.
- Assisted clients in selecting the correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on the best way to complete the application process.
Mortgage Loan Officer
1 Year 4 Months- Originate conventional, jumbo and ARM mortgages
- Assist first-time home buyers using our in-house grant program (down pmt assistance)
- Generate new business from internal leads and existing mortgage holders
- Coordinated with real estate agents, escrow offices, and other associates to ensure smooth closing processes
- Collaborated with underwriters to facilitate timely loan approvals and resolve discrepancies efficiently.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Generated new business through effective networking strategies. from internal leads and existing mortgage holders as well as external leads derived from referral partners and recommendations
Outbound Sales Agent
3 Years 10 Months- Generated new lending business from the existing membership by managing internal leads and membership opportunity identifiers and qualifiers
- Developed and maintained customer relationships through proactive outreach and follow-up strategies.
- Conducted welcome calls and addressed servicing needs
- Identified needs and opportunities through meaningful conversations
- Exceeded monthly quotas regularly by diligently managing time spent on lead generation activities versus active selling calls.
- Built cross divisional relationships and resolved issues relating to the lending process
- Oversaw loan processes from origination to closing, reviewing credit reports, identifying requirements, and negotiating lending terms
- Maintained daily call quotas to enhance member engagement
Branch Lead
1 Year 6 Months- Supported the branch staff on the floor by assisting in account servicing, lending and member escalations
- Led team meetings and facilitated ongoing sales refreshers and performance exercises
- Mentored new employees on the floor in a fast-paced work environment and professionally developed and enhanced service delivery skills
- Led team meetings and facilitated ongoing sales refreshers and performance exercises weekly
- Supported the branch staff on the floor by assisting in account servicing, lending and escalations
- Led branch operations, ensuring compliance with organizational policies and regulatory standards.
Member Consultant
2 Years 7 Months- Assisted members in navigating financial products and services, enhancing customer satisfaction and retention.
- Educated clients on account features, facilitating informed decision-making and maximizing service utilization.
- Resolved complex issues promptly, minimizing negative impact on member experience.
- Promoted additional services to existing members, increasing revenue opportunities for the organization.
- Set and achieved company defined sales goals.
- Negotiated prices, terms of sales and service agreements.
Education
GED
Skills
Financial literacy
Product and service sales
Negotiation
Client retention strategies
Financial advising
Customer service
Lead generation
Teamwork
Timeline
Member Consultant II
BECU
04.2023 - CurrentRead More
Mortgage Loan Officer
US Bank
11.2022 - 02.2023Read More
Mortgage Loan Officer
BECU
04.2021 - 08.2022Read More
Outbound Sales Agent
BECU
06.2017 - 04.2021Read More
Branch Lead
BECU
12.2015 - 06.2017Read More
Member Consultant
BECU
05.2013 - 12.2015Read More
Green River Community College
GED
Read More