Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jessica Gonzalez

Jessica Gonzalez

Montclair

Summary

Experienced Small Business Consultant who understands the unique business needs of small and medium companies. Adept at establishing rapports with clients, assisting clients with short term and long term goals. Managing clients portfolios and assisting clients in determining funding needs while collecting and submitting comprehensive business financials. Specializing in small and large commercial lending products, such as, Conventional, practice solutions, SBA and debt consolidation.

Overview

14
14
years of professional experience

Work History

Commercial Insurance Agent

Farmers Insurance Agency
08.2024 - Current


  • Reviewed, shopped and processed renewals.
  • Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs.
  • Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
  • Implemented effective cross-selling initiatives that resulted in increased revenue from existing customers.
  • Maintained a high level of professionalism and ethics, adhering to all applicable regulations and industry standards.
  • Generated leads through cold-calling, networking and other outreach methods.

VP Business Banker

Bank of America
01.2017 - Current
  • Responsible for meeting 25 face to face clients per week
  • Calling 50 clients per week and setting appointments
  • Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
  • Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
  • Servicing existing business clients and following up with new and existing clients
  • Responsible for meeting credit goals in small business funding quarterly
  • Dedicated to generating profitable arrangements for the bank and the client
  • 2024 Funded Practice solutions (Doctor loans) and commercial Term loans and lines of credit
  • Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.
  • Collaborated with senior management to develop strategic initiatives and long term goals.

Mortgage Loan Officer

Bank of America
01.2016 - 01.2017
  • Quoting possible rates for potential clients
  • New purchase pre-approvals
  • Submitting purchase and Refinance approvals
  • Submitting applications for Refinancing and home equity lines of credit
  • Providing comprehensive financials and working with underwriters for approvals
  • Working closely with the financial center team to meet the financial centers goals
  • Working one on one with teammates to create future referrals to set up a strong pipeline, self sources and networking with the real estate community and local cities
  • Networking with Realtors, business owners

Relationship Manager

Bank of America
01.2011 - 01.2015
  • Consumer banker, helping clients manage their personal and investment financial priorities
  • Accounts, deposits, credits, balance growth, debt consolidation

Education

Business Finance -

La Verne
02.2025

AA - Sciences of Social Behavior

Citrus College
01.2012

Skills

  • Strong interpersonal skills
  • Exceptional organizational skills
  • Strong communication skills
  • Customer follow-up
  • Relationship building
  • Professionalism
  • Client acquisition
  • Networking skills
  • Territory management

Languages

Spanish
Native or Bilingual

Timeline

Commercial Insurance Agent

Farmers Insurance Agency
08.2024 - Current

VP Business Banker

Bank of America
01.2017 - Current

Mortgage Loan Officer

Bank of America
01.2016 - 01.2017

Relationship Manager

Bank of America
01.2011 - 01.2015

AA - Sciences of Social Behavior

Citrus College

Business Finance -

La Verne

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Jessica Gonzalez