JON B.

ROMAN, CCIM
1347 Fairview Trail H: 678.985.8916
Lawrenceville GA 30043 USA jr71d1f0@westpost.net M: 404.431.4787
QUALIFICATIONS SUMMARY
* Proven sales leader with a positive attitude and commitment to integrity.
* Able to see the entire picture, accurate working under pressure and detail ori
ented; able to apply a logical, common sense approach to problem solving.
* Goal-oriented sales professional; aggressive, self-motivated and energetic; co
mfortable working independently with little or no supervision.
* Great communicator with proven track record in portfolio management.
* Quick learner who adapts easily to new situations and enjoys solving challengi
ng issues.
* Developed a 15-year experience in prospecting, creating and maintaining new sa
les opportunities
* Demonstrated interpersonal skills, leadership qualities and ability to coach a
nd influence others.
PROFESSIONAL EXPERIENCE
QUADRANT FINANCIAL - Lawrenceville GA
2008- 2009
Business Development Officer
* Cold calling on businesses and other loan prospects
* Worked on loan requests and presented them to the senior credit officer
* Establish a network of referral sources to build a loan pipeline
* Negotiate fees and commissions with clients
* Maintain ongoing relationships with former clients and prospects
LEHMAN BROTHERS / SMALL BUSINESS FINANCE - Kennesaw GA 2006- 2008
Vice President. - Business Development Officer
* Established and operated a profitable local commercial loan production office.
* Worked closely with the referral sources in promoting owner occupied, investme
nt, and SBA loans to identified businesses.
* Cold calling on business that met my underwriting guidelines
* Interview the customers in order to identify their financial needs. Cross-sell
other products
* Organized and attended trade-shows and other marketing events.
* Responsible for recruiting and training of commercial loan brokers.
* Produced more than $25 million in approved loans for 2008.
ROMAN'S STEAKHOUSE- Cartersville GA
2004- 2008
Partner
* Established and maintained relationships with vendors and corporate clients
* Approved product margins and promotional items
* Organized marketing events and solicit business clients for catering events
* Hired, counseled, promoted or fired personnel based on job performance and att
itude
MAIN STREET BANK - Atlanta, GA 2003- 2006
Vice President. - Commercial Lending
* Worked on loan requests above $500,000 to determine viability mainly for comme
rcial real estate, in addition to manufacturers, retailers and developers with a
n average of $1-25 Million in revenue.
* Responsible for creating a network of commercial real estate developers and in
vestors to generate loan production
* Developed loan structures and strategies for potential customers.
* Reviewed and analyzed borrower's/prospect's cash flow history and projections,
balance sheet ratios, margins, as well as collateral.
* Managed existing customer portfolio of over $50 Million..
* Annual average loan production of $20 Million.
SUNTRUST BANK - Atlanta, GA 2001- 2003
Business Banker /Senior Account Executive
* Developed new business through outside calling and external referral sources,
phone solicitations, and internal referrals from seven branches.
* Proactively built and worked a prospect list to generate sales and referrals.
* Responsible for introducing Cash Management products and Merchant Services to
new and existing clients.
* Responsible of generating a certain number of new customer relationships for s
mall businesses with annual sales less than $5 Million and credit requests that
meet established underwriting guidelines ($250,000 to 1.5 Million).
* Responsible for an assigned commercial loan portfolio of top business clients:
companies with annual revenues between $1 Million and $5 Million.
* Created and presented quarterly market plans to develop and enlarge portfolios
.
* Tripled the size of my client base through networking, prospecting, soliciting
new suspects, and utilizing clients' referrals.
* Consistent top sales performer; developed repeat clientele through effective s
ales techniques.
* Top 5 STB Account Executive nationwide for the first three quarters of 2002.
BANK OF AMERICA - Atlanta, GA 1999- 2001
Financial Consultant/Small Business Officer
* Sold a large range of lending products, assisted in loan underwriting.
* Discovered new prospects through cold calls, branches, and clients referrals.
* Built and maintained strong relationships with the customers/clients.
* Ensured customer complaints were satisfactorily resolved.
* Trained and supervised the new personal bankers.
* Achieved top performer recognition for the first two quarters of 2001.
* Top loan officer for May, June, September, and December of 2000.
* Top 10 Personal Bankers in Prototype and North Region for 2000.
ALTER - EGO LTD - Global 1995- 1999
Sales representative/Area Sales Manager
* Expanded territorial sales by 100% through optimizing the existing market and
opening numerous new accounts.
* Suggested new products that increased earnings by 100%.
* Established a regional sales organization.
* Responsible for all direct sales and promotions activity, sales training, and
development of the marketing policy.
* Decreased the number of returns by 50%.
* Achieved top salesperson recognition for the year of 1998.
EDUCATION
CCIM Program - Certified Commercial Investment Member
CFP Program - Oglethorpe University - Atlanta GA
Business Finance Consultant Program - Loan Consultants, Inc.
1993 - 1997 Al. I. Cuza Business University - Iasi, Romania, BA in Marketing
SKILLS
Proficient in MS Word, Excel, PowerPoint, Access, Outlook and Internet
Bilingual: Romanian and English
PROFESSIONAL AFFILIATIONS
Member of Urban Land Institute
Member of International Council of Shopping Centers
Secretary of GA CCIM Board