Summary
Overview
Work History
Education
Skills
Accomplishments
2018 and 2019 Credit Union top young professionals award
Languages
Timeline
Generic

Jonathon Harris

Montgomery

Summary

Experienced with creating and implementing customer-focused initiatives that enhance satisfaction and loyalty. Utilizes advanced problem-solving techniques to address and resolve customer concerns efficiently. Knowledge of leveraging communication skills to build strong client relationships.

Overview

10
10
years of professional experience

Work History

Family Operations Experience Specialist

KinderCare Learning Centers
04.2023 - Current
  • Dealt with complex concerns and developed successful resolutions satisfying business requirements and customer needs.
  • Provided guidance to team members on best practices in customer service.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Aligned team objectives with organizational goals, resulting in an increased level of overall success and employee engagement.
  • Developed strong relationships with clients, leading to increased trust and repeat business.

Loan Officer Assistant/Content Social Media Manager

PRMG
02.2022 - 04.2023
  • Liaised between borrowers and realtors, title companies and loan company management
  • Generated estimates clients requested, sent pre-approval letters to agents and confirmed receipt of verification of employment documentation
  • Monitored purchase loans for due diligence, financed contingency and closing date expiration and tracked pipeline for refinances
  • Examined and verified information in loan application and closing documents
  • Scanned and uploaded loan and related documents into system
  • Organized, filed and maintained customer, department and regulatory loan records
  • Reviewed marketing materials and documents for brand accuracy and trending design
  • Researched latest market trends and analyzed data to develop public relations strategies and tactics
  • Developed and managed content calendars for each platform to establish timely and relevant posts
  • Oversaw social media presence and aligned posts to include branding and trending ideas
  • Managed over 50 customer messages per day and increased sales by 5%

Senior Mortgage Loan Processor (Remote)

PRMG
01.2021 - 02.2022
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues
  • Managed conditions sent from underwriting departments
  • Maintained complete confidentiality of submitted information according to release guidelines
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes
  • Completed closing process by collaborating with attorneys, title companies and government clerks
  • Evaluated financial statements and contacted institutions and customers to clarify details
  • Submitted detailed loan packages to underwriting department to facilitate approval or denial processes
  • Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws
  • Set up and completed loan submission packages
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications
  • Managed over 50 calls per day while completing daily tasks

Mortgage Loan Processor II/Team Trainer

DuPage Credit Union
07.2015 - 01.2021
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues
  • Created and completed loan submission packages
  • Managed conditions sent from underwriting departments
  • Maintained complete confidentiality of submitted information according to release guidelines
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes
  • Checked approvals against established bank and government lending standards
  • Submitted detailed loan packages to underwriting department to facilitate approval or denial processes
  • Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval
  • Managed loan application pipeline by completing and submitting reports within all allotted turn-around times
  • Managed and developed team of 5 loan processors which resulted in promotion of team trainer

Education

Associate of Applied Science - Psychology

Argosy University
Orange, CA

Skills

  • Brand Development and Awareness
  • Blog Development
  • Progress Monitoring
  • Search Engine Optimization Expertise
  • Digital Content Development
  • Social Media Management
  • Time Management
  • Goal Planning
  • Critical Thinking
  • Facebook
  • Instagram
  • LinkedIn
  • Attention to Detail
  • Verbal and Written Communication
  • Teamwork and Collaboration
  • Leadership Communications
  • Administrative Duties
  • Sales
  • Professionalism
  • Interpersonal Skills
  • Effective Communication
  • Problem-solving aptitude
  • Team Collaboration
  • Written Communication
  • Performance tracking
  • Marketing strategy
  • Corporate communications
  • Database management
  • Teamwork and collaboration
  • Customer service

Accomplishments

  • Achieved closing home loans through effectively communicating with clients to gather full document packages.
  • Achieved a social media following by posting interesting mortgage facts that are engaging.
  • Resolved consumer issues through consumer feedback and adapting to them.
  • Used Microsoft Excel to develop sales leads tracking spreadsheets.

2018 and 2019 Credit Union top young professionals award

I have been honored with the 2018 and 2019 credit union top young professionals award an accolade best owned upon only a select few young professionals across the United states. This prestigious award recognizes my unwavering dedication to exceptional member service and the significant impact I have made within both the workplace and the community.

I am proud to share that out of numerous applicants, I was chosen as one of the top ten young professionals in the state of Illinois for both years, highlighting my commitment to excellence and service in the credit union industry.

As a recipient of this esteemed award, I had the privilege of attending the National Convention for credit unions, where I had the opportunity to engage with young professionals from diverse backgrounds. During the convention, I had the honor of meeting with various presidents and CEO's of credit unions nationwide, advocating for the importance of attracting more young professionals to join the credit union movement.

Moreover, I actively participated as an advocate in my community, spreading awareness about the benefits of credit unions to high school students and emphasizing the positive impact they can have on one's financial-being.

I am humbled by this recognition and remained committed to furthering the mission of credit unions and empowering individuals to make informed financial decisions.

Languages

Spanish
Professional Working
English
Full Professional

Timeline

Family Operations Experience Specialist

KinderCare Learning Centers
04.2023 - Current

Loan Officer Assistant/Content Social Media Manager

PRMG
02.2022 - 04.2023

Senior Mortgage Loan Processor (Remote)

PRMG
01.2021 - 02.2022

Mortgage Loan Processor II/Team Trainer

DuPage Credit Union
07.2015 - 01.2021

Associate of Applied Science - Psychology

Argosy University

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Jonathon Harris