Real Estate Project Manager

Shane Jones

**** ********* *****, *** *****, CA *2119

Phone: 770-***-****

Personal Email: ***********@*****.*** www.linkedin.com/in/rshanejones/

Executive Summary

Banking - Big 4 - Bank Consulting - M&A - Govt. Consulting - Healthcare & Technology Consulting

An accomplished C-Level Bank Executive, BOD, Board Advisor, Deloitte Touche Project Manager, and entrepreneur. Accomplishments include starting, building, growing, and improving the profitability, and performance of public and private companies. Highly collaborative with stockholders/stakeholders, management, and staff in developing optimal strategic, financial, and operational plans. Insightful implementing the right action steps to evaluate revenue streams, risk management, operations management, target markets, product innovation, and information technology in order to achieve sound economic growth and sustainability.

Areas of Expertise

Corporate Planning & Implementation

Strategic Target Marketing & Research

Financial Analysis & Risk Mgmt.

Strategic Sales Planning & Development

Revenue Creation & Sustainability

Earnings & Improvement Programs

Organizational/Reorganizational Changes

Exceptional Writer & Communications

Financial Analytics/Performance Metrics

P&L Responsibilities & Budgeting

Corporate Compliance & Reporting

Team Building & Entrepreneurship

Operations Management & Oversight

Internal Controls/Policies/Procedures

Mentoring, Coaching, Hiring & IT

Education & Training

Juris Doctor, Purdue University, Law, Los Angeles, CA

MBA, Finance & Management (Summa cum Laude), Regis University, Denver, CO

BBA, Management, Georgia State University, Atlanta, GA

Professional Experience

ATLANTIUM ASSET MANAGEMENT GROUP, LLC, California, Georgia 2010 – Present

MANAGING PRINCIPAL/COO

Hired by the Board of Directors to perform contract M&A work for companies considering M&A opportunities in financial services, real estate, technology, and healthcare industries. Atlantium designs, develops, and provides technology products and consulting services for healthcare, financial institutions, insurance companies, and real estate investment concerns.

Leadership & Project Management - Provided strategic direction in qualifying 6 M&A healthcare companies. Managed due-diligence team and collaboration with 6 CEOs through successful mergers valued at over $25 Million.

Collaborated & Negotiation - Negotiated a diverse management team of CEO’s healthcare mergers, stockholders and stakeholders valued at over $50+ Million. Implemented M&A program of qualifying metrics, analytics, financial, legal, marketing, product/services, and IT- CRM information.

TODAY’S GLOBAL CAPITAL, LLC, MCKINLEY MORTGAGE & LENDING, INC, COVINGTON, GA 2006 – 2009

EXECUTIVE Vice President

Brought in to increase market share during mortgage industry’s declining period and to identify commercial/residential loan products

that would add new revenue streams and increased bottom-line profitability. Key challenges involved working with two owners having different management styles and philosophies in growing and sustaining the business:

Provided Sales Leadership - Trained executive sales associates in a diverse sales team culture in B2B sales to financial institutions CEO’s. Increased loan production by 25% to $250 Million annually in residential real estate.

Innovative B2B & B2C Sales & Development Financial Institutions - Marketed innovative commercial loan programs, secured new business totaling $150 Million+ commercial real estate within first six months. Closed 50% within 90 days and the balance in 2 months.

Spearheaded Statewide Innovative Mortgage Correspondence Program - Marketed new SaaS loan programs/products to over 150 financial institutions clients and real estate companies. The programs increased gross income by .50 to 1.0% higher in pricing loans while reducing labor expense as much as 50%. Clients received 100’s of thousands in new revenues, while reducing operating cost by 30%.

TOTAL MORTGAGE LENDING, ATLANTA, GA 1995 – 2005

CEO/ PRESIDENT /COO

Selected by Board of Directors to manage strategic growth including investor approvals for government, private, portfolio, institutional investors, and lenders. During a ten (10) year period advanced to CEO. Managed all C-Level financial institution relationships ranged in asset size from $50 Million to $1.0 Billion. Collaborated with 7 direct reports, 50 indirect reports, and 100+ residential/commercial correspondent real estate banking relationships:

Collaborated & Directed - Designed, developed, and received federal regulatory approval in the marketing of an Innovative Mortgage Correspondent Program. Directed a management team of 7 direct, 25 indirect reports, and more than 100 residential/commercial mortgage lending correspondent banking relationships. Developed progressive sales team of 120 direct/indirect account executives within 2 years.

Identified New Revenue Streams - increased gross annual revenues by adding more product revenue streams, resulting in a 25%+ increase in loan originations to $225 Million annually in residential and $110 Million in commercial real estate, respectively.

Created B2B Mortgage Correspondence Program - contracted with 100+ financial institutions Mortgage Correspondence Program with assets under $1.0B for the southeast. Improved client operating efficiencies resulting in an increase in fee income by 30% and reduced expenses by 25%; respectively.

INTEGRATED FINANCIAL SERVICES, INC, ATLANTA, GA 1995 – 2005

CEO/ PRESIDENT /COO

Selected by Board of Directors to manage strategic growth and C-Level financial institutions clients in consulting and technology. Managed 50 key client relationships including lending institutions, lender/broker businesses, and 3 government agencies. Clients included financial institutions that range in asset size from $50 Million to $1.0 Billion. Direct management included 7 direct reports and 35 indirect reports:

Reported Chairman/CEO - Innovative M&A plan, designed, implemented, and managed project teams to complete 8-bank retail mergers valued at $11.0+Billion. Responsible for 8 project teams and a $90 to $220 Million P&L . The 8 bank retail mergers resulted in reduced operating overhead by $5.6 Million and reduced deposit costs by $6.8 Million, respectively.

Reported Chairman/BOD - Lead the largest number of retail bank M&A, i.e., 15+ bank acquisitions with assets totaling over $3.0Billion and was responsible for $130+MM P&L. Completed mergers on time and met corporate and regulatory compliance requirements.

Innovative SaaS Technology & Methodologies - Designed, trained, and implemented revolutionary new technology for commercial/business underwriting, pricing, and lending for community banks. Improved underwriting, credit analysis, documentation, and loan approval by 50%, while reducing labor costs as much as 50%. Software apps include MCCH, Oracle, Fieldglass, Microsoft products, Britrix24, and WickrPro.

Spearheaded Marketing & Sales - Responsible for strategic direction in marketing profitable commercial real estate credit analysis, risk analysis, underwriting, and pricing model that boosted institutions’ profitability on per loan basis by .50% to 1.0% in interest rate pricing and by .50 to 75 bsp in fee income per loan; resulting in Million’s in increased gross revenues.

Innovative R/E Asset Management Company - Formed a top private/government asset management company in the southeast managing 1,200 real estate assets valued $1.0Billion. Collaborated with senior management and staff in the development and implementation of technology, operating procedures, and corporate and government reporting, financial models, business plans, and disposition strategies for the sale of real estate assets.

Professional Development

Big 4 - Deloitte Touche, Continuing Education

Tax, Accounting, M&A, Cloud Technology, and Security; License Sponsor ID No: 107752;

M&A, Tax, Accounting, Audit, Big Data, and Cloud Technology; (License Sponsor ID No: 107752); and

Tax, Audit, Accounting, M&A, Management Advisory Services, and Cloud Technology; License Sponsor ID No: 107752.

Former Board Memberships

Lamar Savings Bank, Austin, TX - ($1.8B in assets; reported to Chairman/CEO, (BOD)

Resolution Management Associates, Atlanta, GA - ($475MM in real estate contract; reported CEO, BOD)

Integrated Financial Services, Inc., Atlanta, GA - ($20MM in technology valuation; reported to BOD)

Total Mortgage Lending, Inc., Atlanta, GA - ($225MM in loan originations; reported to BOD)

Southwest Savings Bank, Dallas, TX - ($8.0B in assets; reported to CEO on retail branch M&A)

Consolidated Federal Savings Bank, Dallas, TX - ($3.0B in assets; reported to Chairman/CEO & BOD)

Affiliations, Service & Honors

Alumni’s: Deloitte Touche, Purdue University School of Law, Regis University, and; Georgia State University

Professional Service: Coleman Research, Expert for Financial Services Industry

Honors: Honorary Chairperson, Congressional National Business Advisory Council

Recipient, Congressional National Leadership Award

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