Jonathan Freese

acubwt@r.postjobfree.com 440-***-****

***** ******** ***, ********* **** 44135

Detail oriented finance professional seeking to apply expert problem solving skills within a challenging new environment. Excellent ability to multi-task while providing outstanding results. Able to quickly adapt to new situations and systems while being attentive to detail. Advanced knowledge of all Microsoft Office applications including Excel and Access.

PROFESSIONAL EXPERIENCE

Christ Church Assistant Finance Director, January 2014-Present

Prepare annual $2.3M budget using previous years financial statements, estimated revenue and current trends.

Analyze and approve weekly purchase requests to identify relevant patterns in the organization and ensure operations are within annual budgeted amounts.

Evaluate quarterly reports to determine variances between actual and budgeted expenses and issue opinions on discrepancies.

Develop and implement internal financial policies to improve financial health of organization.

Led a team of volunteers and professionals through the acquisition and renovation of a new building. Tracked expenses, project completion dates and analyzed budget of renovation.

Present and explain findings of audit reviews to the board.

Nations Lending Corporation Senior Mortgage Banker, October 2011-December 2013

Mentored 2 newly hired individuals into becoming loan officers as part of a management-training program.

6 time loan officer of the month award winner and 2 time loan officer of the quarter winner.

Developed internal relationships with loan processing and closing team to meet and exceed expected goals. Remained up to date on current FHA, VA, FNMA and FHLMC underwriting guidelines.

Advised clients on most effective loan program based on current and future financial needs.

Quicken Loans Mortgage Banker, January 2010-October 2011

Analyzed credit history, length and verification of employment and property eligibility to determine feasibility of granting loans.

Met with prospective as well as current clients to determine and develop financial needs relating to current or potential mortgages.

Cultivated relationships with realtors, financial advisors and other referral sources to expand business.

Maintained 97% client satisfaction every month.

EDUCATION

The University of Toledo, Toledo, OH

Bachelor of Business Administration, Dec 2009

AACSB Accredited College of Business Administration

The Edward H. Schmidt School of Professional Sales

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