Jason Morris

1641 South Barton Street

Arlington, VA 22204
910-547-7776
jm72e7c0@westpost.net
Career Objective:
As a highly-skilled professional with finance/sales/manager experience, a proper
ty and casualty insurance license, and five-plus years of experience, I possess
excellent communication, multi-tasking, and analytical skills. I seek to obtain
a challenging position in management/sales, working with clients face to face a
nd over the phone.
Finance Experiences:
Experienced in the financial industry with knowledge of financial policies, proc
esses, and services.
Understanding of financial organizational structures, roles, collaboration, and
cultures.
Budget analysis and understand trends.
Purchasing agent.
Areas of Expertise:
Licensed in property, casualty, life, and health insurance.
Proficient in Microsoft Office 07 and finance tools such as Blue Net, Credco, Cu
romax, Supreme Software, and Total Control.
Capable with tax returns and amortization charts.
Professional Background:
Loan Officer, Blue Water Finance, Wilmington, NC (August 2007- July 2009)
Operated in a fast-paced, marina finance environment, monitored and assessed loa
n applications from over 600 nationwide dealerships. Underwrote prioritized dea
ls and ensured that deal was supported by one of the 15 appropriate financial in
stitutions, then expedited to customers on a daily basis. Communicated informat
ion regarding credit, banking, and banking rates to obtain the best deal for cus
tomers. Also, signed up new accounts for the company.
Entrepreneur, Co-owner, Flavors Ice Cream Parlor, Wilmington, NC (October 2007-
Present)
Successfully established local business utilizing financial knowledge, personnel
management, and planning abilities. Understood and coordinated establishment o
f the business in accordance with government regulations. Responsible for budge
t analysis to understand trends and appropriately prepare the shop's supply for
estimated demand; serve as purchasing agent.
Office Manager, Health Source, Dr. Minski, Wilmington, NC (May 2006- July 2007)
Led marketing and advertising initiatives. Coordinated front office staff and c
reated an effective and efficient work environment. Provided customer service t
o new and existing patients.
Insurance Agent, Western Southern Financial Group, Wilmington, NC (September 200
5- April 2006)
Sold annuities, investments, health, and life insurance to new and existing clie
nts; successful at communicating and connecting with "cold" individuals and smal
l business operators. Successfully handled difficult situations in a high volum
e financial office.
Professional Football Player, Arena Football League, Chicago Rush, Chicago, IL (
January 2004- August 2005)
Played and practiced professional football- position: Fullback and Linebacker.
Championed community outreach program- partnered with the Wilkes-Barre, PA educa
tional system.
Leadership Skills:
Each new position provided an opportunity to further develop specific technical,
interpersonal, and strategic thinking skills. As an office manager in a chirop
ractic office, I served in a critical customer service role. I also became a su
ccessful finance officer willing to take decisive action when necessary. Abilit
y to motivate coworkers and team members by example. Provide honest feedback an
d clear direction. Ability to make sound decisions. Work well in a fast-paced
environment with multiple assignments.
Interpersonal Skills:
Strong interpersonal, organizational, and representational skills, combined with
flexibility and sense of humor have enabled consistent success in multiple assi
gnments. Extensive experience in fast-paced work environments and have proved t
o be detail-oriented, efficient, and accurate.
Education
Bachelor of Science- Shepherd University, Shepherdstown, West Virginia- 2003

References:
Troy Tiedeman,
President, Blue Water Finance
Wilmington, NC
866-350-2583
Ryan Tinkle
Manager, Blue Water Finance
Wilmington, NC
866-350-2583
Gina Andrews
Branch Manager, Western Southern Financial Group
Wilmington, NC
910-262-3988