Jason Koney
AVP Institutional Investments
- Role
- AVP Institutional Investment Operations at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jason Koney
I am a perfectionist that wants to learn everything about the world around me and be the…
Experience
AVP Institutional Investment Operations
Oct 2023 — Present · Charlotte, NC, US
Assist with loan funding, structured loan operations, draw requests, payment applications, and securities settlements. Collaborate with colleagues to develop process improvements and product enhancementsCorrespond with clients to reconcile managed accounts, as well as to ensure accurate and timely daily settlement of funds.Develop proficient knowledge of the internal wire received program and internal payment tracker to accurately reconcile received wire payments.Ensure property treasury management through daily reconciliation of cash and GL accounts including investigation and corresponding correction of variances.Participate in lifecycle support tasks of loans and securities for the wholesale secondary mortgage market as part of Mortgage Banker Finance Group.
Education
The College of Saint Rose
Bachelor's degree
2010 — 2012
State University of New York College of Agriculture and Technology at Cobleskill
Associates
2008 — 2009
Skills
- Loan Origination
- Loans
- Mortgage Lending
- Conventional Financing
- Fha Financing
- Va Loans
- Home Equity Lines of Credit
- Social Networking
- Customer Service
- Inventory Management
- Outlook
- Powerpoint
- Microsoft Word
- Blackboard
- Data Entry
- Department Coordination
- Employee Training
- File Management
- Microsoft Office
- Public Speaking
- Social Media
- Word
- Microsoft Excel
- Leadership
- Team Management
- Time Management
- Sales
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