MATTHEW COON
Bend
Summary
Diligent professional with experience in global banking, investment management, construction and secured lending. Frequently praised as adaptable by peers, can be relied upon to help your company achieve its goals. Detail-oriented professional with 24 years of work experience and a proven knowledge of banking, customer service and account management. Aiming to leverage my abilities to successfully work in a professional, challenging environment.
Overview
25
25
years of professional experience
Work History
Contracts and Finance
Simplicity-Homes
06.2023 - 02.2024
- Created financial dashboards to provide insights into key performance indicators.
- Maintained strong relationships with banks, auditors, insurance providers, vendors, and tax authorities to ensure smooth business operations.
- Collaborated with other departments to develop integrated financial strategies that supported company objectives.
- Worked closely with salesforce to ensure clean/complete contracts upon execution.
- Worked closely with Pre-Construction team on project timing.
HYBRID LOAN OFFICER/SENIOR LOAN OFFICER
New American Funding / Movement Mortgage / New American Funding
01.2020 - 05.2023
- Originated, reviewed, processed, closed, and administered customer loan proposals. Funded over $75mil loan volume
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.
CONSULTING / BUSINESS DEVELOPMENT
California Electronics Recycler
04.2019 - 01.2020
- Influenced positive change within client organizations through strategic planning sessions that identified short-and long-term goals aligned with core values.
- Optimized data access and storage to improve performance of analytics systems.
- Implemented business intelligence solutions to increase operational efficiency.
- Strengthened relationships with key stakeholders, fostering open communication channels to address concerns proactively.
PRIVATE CLIENT BANKER II
JPMorgan Chase & Co
10.2018 - 03.2019
- Generated business through customer profiling, cross-selling and initiating new business relationships within community.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
CONSULTING / BUSINESS DEVELOPMENT
Direct Sports Network/Holonis/Geneva
07.2015 - 04.2018
- Worked on strategic management integrating finance, communication, marketing and compliance with corporate governance to enable the most effective interaction
- Managed relationships between company, financial community and other constituencies.
INSTITUTIONAL SALES
CRT Capital LLC / Wunderlich
07.2013 - 06.2015
- Full-service investment banking, equity research, market making, and securities trading firms focused on public companies, and institutional and accredited investors
- Responsible for disseminating research, generating new ideas and capturing trades from institutions throughout the entire West Coast region
- Worked closely with capital markets on company presentations, as well as being the key contact on client relationships.
MANAGING DIRECTOR, INSTITUTIONAL SALES
Roth Capital Partners LLC
05.2005 - 06.2013
- Investment banking firm dedicated to the small-cap public market
- Covered entire West Coast region and positioned banking, corporate finance, direct and secondary offerings, institutional research and institutional trading
- Generated approximately $5M in annual gross revenue
- Managed a group of sales associates - also responsible for capital markets.
JR. INVESTMENT BANKER
Morgan Stanley
01.1999 - 01.2005
- Private clients consisted of pensions, 401K's and other large individual entities
- Responsible for finding appropriate investments based on individual's criteria and investment objectives
- Dealt directly with preferred securities, municipals, corporate bonds and high yield products within the Morgan Stanley platform.
Education
BACHELOR OF SCIENCE (B.S.) IN FINANCE AND BUSINESS ADMINISTRATION - Business Administration And Management
Colorado State University
Fort Collins, CO01.1997
Skills
- Communication Skills
- Detail Oriented
- Innovation
- Strategy
Timeline
Contracts and Finance
Simplicity-Homes
06.2023 - 02.2024
HYBRID LOAN OFFICER/SENIOR LOAN OFFICER
New American Funding / Movement Mortgage / New American Funding
01.2020 - 05.2023
CONSULTING / BUSINESS DEVELOPMENT
California Electronics Recycler
04.2019 - 01.2020
PRIVATE CLIENT BANKER II
JPMorgan Chase & Co
10.2018 - 03.2019
CONSULTING / BUSINESS DEVELOPMENT
Direct Sports Network/Holonis/Geneva
07.2015 - 04.2018
INSTITUTIONAL SALES
CRT Capital LLC / Wunderlich
07.2013 - 06.2015
MANAGING DIRECTOR, INSTITUTIONAL SALES
Roth Capital Partners LLC
05.2005 - 06.2013
JR. INVESTMENT BANKER
Morgan Stanley
01.1999 - 01.2005
BACHELOR OF SCIENCE (B.S.) IN FINANCE AND BUSINESS ADMINISTRATION - Business Administration And Management
Colorado State University
Additional Information - Licenses
- Series 7 (expired 2019)
- 63 (expired 2021)
- NMLS 1278966
Additional Information - Licenses
- Series 7 (expired 2019)
- 63 (expired 2021)
- NMLS 1278966
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