Customer Service Sales

JASON RYAN

***** ******** ***** **, **** Beach Gardens, FL 33410

561-***-**** • *@*****.**

SKILLS

Problem Solving • Finance • Team Management • Product and Process Development •

New Business Development • Customer Service

TECHNICAL SKILLS

Expert in MS Excel including Pivot Tables, VBA, Vlookup • R Programming • Python • SQL • Linux

PROFESSIONAL EXPERIENCE

SUNTRUST BANK, INC., Jupiter, Florida • 2013 – Current

Personal Banker IV

Owned responsibility for retail bank product sales and customer service.

Major Achievements:

Consistently exceeded sales targets for products such as deposits, loans and investments by developing

and growing client relationships.

Ranked in the top 10% for overall production on a consistent basis.

Currently ranked 16th in the State of Florida (~500 bankers) and 121st in the Company (~1800 bankers) for

YTD Production performance.

CAROLINA SHUTTERS, INC, West Palm Beach, Florida • 2010-2013

A family-owned manufacturer and marketer of wood plantation shutters and blinds.

Manager

Held accountability for opening a new company office in Florida. Drove all business operations,

including business development, marketing, sales and product installation. Developed new business

opportunities through the Internet, grassroots marketing, referrals and wholesale business partnerships.

Major Achievements:

Grew sales to over $350K annually.

Established a company web presence that increased sales in the North Carolina office by 35%.

Slashed expenses by $100K annually by transitioning to a new product line.

WACHOVIA BANK NA (now Wells Fargo Bank), Dallas, Texas • 2002-2010

Senior Vice President – Credit Sales and Operations Director • 2007-2010

As the Credit Sales and Operations Director, my team of 15 analysts and I were responsible for

identifying and evaluating opportunities to reduce operating expenses and improve operational

performance. I analyzed historical and forecasting results to identify trends and make business

recommendations. Managed the full project cycle, including idea generation, analysis, consensus building

and implementation for the purposes of process optimization, cost reduction, improved customer

experience and operational excellence. Leveraged internal and external resources to increase the impact

and breadth of work. Took a leading role in the identification, design, development, and implementation

of tests and monitors throughout execution. Designed and developed forecasting models. Generated

monthly and quarterly business unit reviews.

Major Achievements:

Led the development of a new pipeline management process that increased monthly booking ratio (% of

approved application closed) from less than 50% to over 90%. Ultimately resulting in ~$600M in

increased loan production annually.

Retail Credit Sales and Operations Analyst (2005-2007)

As a Retail Credit Sales and Operations Analyst, I was responsible for wide-ranging reporting and

analytics inclusive of monthly business review reporting, and other business assessment methods. I

ensured all information and processes were in place for the successful achievement of business and sales

plans. I proactively provided information to the field sales organization to support client related issues;

and internal support to the organization by means of reporting and analysis. Working across the sales

organization interacting with field sales management, sales operations, finance, and marketing was

essential.

Financial Specialist (2002-2005)

Owned responsibility for retail bank product sales and customer service.

Delivered $173K+ in fee income and led Florida in Financial Specialist Wealth Management referrals for

the quarter.

Earned membership in the Million Dollar Club for 13 consecutive months ($1MM in booked loans and

validated deposits).

ADDITIONAL PROFESSIONAL EXPERIENCE

FIRST UNION CAPITAL MARKETS, North Carolina

Mortgage Finance Analyst

Evaluated the accuracy and integrity of 3rd party closed loan documentation before packaging and resale

on the secondary market.

EDUCATION

Economics Coursework

University of North Carolina, Charlotte

PROFESSIONAL DEVELOPMENT

Completed R Programming online course from Johns Hopkins University

Currently enrolled in Data Science online specialization from Johns Hopkins University

Florida Real Estate License (Current but not Active)

Series 6, 63 (expired)

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