Myles Jones
Chelsea,AL
Summary
A highly skilled professional with extensive experience in banking, mortgage origination, and account management. Certified Scrum Master proficient in Agile Methodologies, with a track record of training, developing associates, and delivering exceptional customer service. Seeking a challenging role to leverage expertise and drive organizational success. Willing to relocate anywhere.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Mortgage Loan Originator
Cornerstone First Mortgage
Hoover, AL
10.2023 - Current
- Provided comprehensive mortgage loan advice and guidance to potential borrowers.
- Researched and evaluated various loan products to determine the best fit for each customer.
- Advised customers on their financial options, including credit repair services and refinancing opportunities.
- Reviewed borrower documents such as tax returns, bank statements, employment history. to verify accuracy and completeness.
- Developed relationships with real estate agents, builders, title companies, attorneys and other referral sources.
Account Manager
VisiFI
Hoover, AL
06.2020 - 01.2024
- Provided training and guidance to new Account Managers.
- Presented product features and advantages to potential customers during sales meetings.
- Collaborated with marketing team to develop promotional materials for clients.
- Maintained accurate records of all customer interactions in the CRM system.
Financial Sales Consultant
BBVA Compass Bank
Hoover, AL
07.2019 - 06.2020
- Maintained up-to-date knowledge of financial regulations and industry standards.
- Developed customized financial strategies for clients to meet their long-term goals.
- Conducted in-depth reviews of client portfolios to ensure optimal performance.
Assistant Vice President /Assistant Branch Manager
Cadence Bank
Meadowbrook, AL
03.2017 - 07.2019
- Conducted regular staff meetings to discuss progress on projects and initiatives.
- Identified areas for improvement within the organization and developed strategies for addressing them.
- Assisted in developing training materials for employees across various departments.
Lifeline Digital Specialist
Regions Bank
Birmingham, AL
06.2014 - 03.2017
- Provided technical assistance when needed in order to troubleshoot any issues related to websites or digital products.
- Presented findings to management and executive leadership and fielded questions to help refine strategies.
- Summarized raw data and analyses and made recommendations based on findings.
Financial Customer Service Representative
Regions Bank
Birmingham, AL
09.2010 - 06.2014
- Assisted customers with inquiries and resolving financial issues.
- Handled customer complaints in a timely manner, following company procedures.
- Identified potential fraud cases and escalated them according to policies and procedures.
- Promoted available products and services to customers during service, account management and order calls.
Skills
- Credit evaluation
- Document Preparation
- Pipeline Management
- Loan Processing
- Customer Service
- Excel
- Logistics
- Operation
- Data Entry
- Banking (13 years)
- Tax Preparation
- Scrum
- Agile
- Software Testing
- Time Management
- Microsoft Excel, Word, Office, Outlook
- Leadership Experience
- Warehouse Experience
- Sales
- Accounting Software
- Management
Certification
- Licensed Mortgage Loan Originator NMLS 656446
- CDL B license with Passenger and School Bus endorsement
- Certified Scrum Master (July 2017 to Present)
- ABA Certified Assistant Branch Manager (Present)
Timeline
Mortgage Loan Originator
Cornerstone First Mortgage
10.2023 - Current
Account Manager
VisiFI
06.2020 - 01.2024
Financial Sales Consultant
BBVA Compass Bank
07.2019 - 06.2020
Assistant Vice President /Assistant Branch Manager
Cadence Bank
03.2017 - 07.2019
Lifeline Digital Specialist
Regions Bank
06.2014 - 03.2017
Financial Customer Service Representative
Regions Bank
09.2010 - 06.2014
- Licensed Mortgage Loan Originator NMLS 656446
- CDL B license with Passenger and School Bus endorsement
- Certified Scrum Master (July 2017 to Present)
- ABA Certified Assistant Branch Manager (Present)