Donna Hartman-Jones

** ******* *****

Clifton Park, NY 12065

518-***-**** (C)

Email : adnmhi@r.postjobfree.com

Business Development Executive

Client Relationship Management • Trainer & Coach

Drive Revenues & Business Growth Through Building Strong Relationships

CRA Mortgage Loan Officer

12/17 - july 2019

* Originate residential mortgage loans .

*Maintain a network of outside referral sources

* Create & maintain relationship, workshops with Housing agenciesv

*Meet with prospects of branch & non branch network

* Develop & obtain information from prospects to understand individual mortgage needs

* Manage customer customer expectations

* Ensure Bank Compliance

*Represent bank in the community

Vice President, Small Business Banker – First Niagara Bank

Capital District Area (May 2011 – August 2016

*Develop new small business relationships by outside business calls

* Maintain relationshops with existing customers in designated area

* Analyze customer financials

*Cross sell opportunities througout all departments of the bank

Premier Mortgage Sales – HSBC

Capital District (May 2009 – May 2011)

Responsible for the external sales and origination of 1-4 family residential mortgage applications, including:

· Providing appropriate product recommendations within pre-determined credit policy guidelines and rates set forth by the Bank and its investors;

· Providing the appropriate mortgage loan recommendation to all Premier Clients within the branch network

· Advising customers of the advantages/disadvantages of the mortgage product and marketing/ promoting HSBC mortgage products

Maintained strong realtor and COI contacts thru out Capital District

Vice President Corporate Sales Officer -HSBC

Albany, MidHudson Districts 2005 – 2009

Recruited from within organization, to expand the reach of 42 branches via outbound sales.

Propelled portfolio growth of New/Existing Commercial Clients while improving portfolio quality and expanding new opportunities within branch trade areas.

· Accomplished 300% growth in deposit and credit balances in the past 12 month period.

· Achieved the highest cross-sell ratio of any bank product, in sales of insurance, investments, mortgages, home equities, and credit cards.

· Developed s & maintained strong relationships with branch network, small business, and middle market.

· Provide a personalized direct sale & marketing plan for Commercial clients to promote product lines and other HSBC products & services.

Marine Midland BAnk /HSBC

October 1989 - October 2005

Held numerous sales positions within the bank

Mortgage Sales

Insurance SAles

Indirect Auto Sales

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