Jonathan Chiem

***** ******* ** * San Jose, CA **124

408-***-****(Cell) * 408-***-****(Fax) * acujj0@r.postjobfree.com

Summary

Senior Sales and Marketing Executive with 15 years of experience in management, marketing, financial / insurance services and home mortgage sales. Knowledgeable in sales strategic planning, daily sales operations and excellent understanding of the sales field, insatiable drive to produce results and exceed any goals or expectations. Articulate, friendly and personable approach with strong communication and time management skills. Possessed the ability to quickly build and create strong alliances with customers at the same time customer focused. Proven track record of initiative, creativity and motivation. An entrepreneurial self-starter and an asset to any rapidly growing dynamic company with ambitious growth plans.

Work History

Achieved qualifying

Member of the

Million Dollar

Round Table (MDRT),

Top 1% of insurance &

Financial advisors in the world.

WFG/Transamerica Financial Corp, Santa Clara, CA, 2015-Present

Senior Marketing Director

Provide leadership through effective communication of vision, active coaching and development while comparing sales results to goals and taking appropriate action to correct when necessary.

Develop and maintain successful business relationships with all prospects.

Maintain competitive knowledge to create and fine-tune sales strategies

Implement / Execute business plans, growth initiatives; estate, tax and family protection strategies.

Mentor and coach individual managers and sales force, on a variety of topics, to improve their daily productivity.

Develop and expand territory nationwide through prospecting and lead generation.

Knights of Columbus, New Haven CT, 2008-2015

Insurance Field Agent

Responsible for servicing and sales of insurance, annuities, disability income, and long term care products cross the whole South Bay Area territory.

Consult and advice clients on value-added strategies and ideas to increase their family protection and prevent family financial roughen.

Develop thorough understanding of fraternal workings and implement plans to increase sales within assigned councils (marketing, sales support, service)

Educate fraternal members and their families on the important of Long Term Care, Annuity products and Life Insurance policy.

Identify and develop new council opportunities within territorial channel.

Continued

Jonathan Chiem

15044 Chelsea Dr * San Jose, CA 95124

408-***-****(Cell) * 408-***-****(Fax) * acujj0@r.postjobfree.com

Work History

American Home Mortgage, San Jose, CA, 2006-2007

More than $2 million in personal production per month

Sales Manager

Establish new business, develop current business relationships and ensure client satisfaction.

Recruit and hire branch office core team of qualified loan officers.

Provide leadership and training to loan officer and office staff.

Monitor branch team closed volume, active pipeline and sales activities.

Maintain current knowledge of mortgage markets and products.

Coach loan officers to ensure they are meeting or exceeding individual goals.

First Horizon Home Loan, San Jose, CA, 2005-2006

Sales Manager

Provide cross-functional team training including coaching and mentoring such as helping loan officers with goal setting for loan submissions on regular daily, weekly, and monthly basis.

Direct sales force meeting to assist loan officer in captivating targeted market (residential mortgages) from various sources including realtors, builders, financial professionals, past customers and other non-traditional sources to produce high quality loans meeting guidelines while providing excellent customer service.

Work closely with the Operation Management Team to aid in evaluating customer service levels.

Countrywide / Bank of America Home Mortgage, San Jose, CA, 2004-2005

Sales Manager

Work directly with recruiter to aid in hiring highly experienced and qualified loan candidates by conducting all preliminary phone screens of prospective candidates.

Develop team of professional Mortgage Consultants through product training.

Assist in implementation of nationally-recognized sales training program

Plan, develop, implement, and manage marketing strategies and campaigns to improve business objective

Continued

Jonathan Chiem

15044 Chelsea Dr * San Jose, CA 95124

408-***-****(Cell) * 408-***-****(Fax) * acujj0@r.postjobfree.com

Work History

WellsFargo Home Loans, San Jose, CA, 2001-2004

Senior Mortgage Consultant / Loan Officer

Develop knowledge of company products, policies and procedures, and underwriting requirements

Understand real estate appraisals, title reports, and real estate transactions

Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures

Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk

Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in

Develop and maintain a high degree of visibility for WFHM in the marketplace

VeriSign Inc., Mountain View, CA, 1999-2001

Software Security Engineer

Provides strong security and authentication solutions to secure information assets of over 450,000 websites and over 1000 large enterprises.

Help drive design and development of the core PKI service releases

Provide architectural design solution to meet the enterprise authentication and overseas business needs

Manage resource allocation, coordinate the release effort with cross functional teams

Prototype new product concepts

Education

MBA, Notre Dame University, Belmont, CA

BS, Computer Information System (CIS), Cal State University, San Bernardino, CA

Management Information System (MIS), Certified, Cal State University, San Bernardino, CA (1999)

References

References are available on request.

Contact this candidate