Jonas Vaughn
Paxton,MA
Summary
Detail-oriented and proactive professional with a strong foundation in contract law, legal documentation, and client service. Skilled in delivering educational seminars, managing financial transactions, and maintaining accurate records. Demonstrates a proven ability to develop client relationships and streamline processes through digital tools and strategic planning. Excels in communication, negotiation, and data analysis, consistently delivering high performance. Known for meticulous attention to detail in report generation, documentation, and compliance, with demonstrated adaptability to new systems and tools.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Real Estate Agent
Licensed Real Estate Agent
01.2018 - Current
- Developed and maintained client relationships through networking and marketing strategies
- Negotiated and facilitated real estate transactions to achieve successful outcomes
- Guided clients through financial planning related to property purchases
- Managed digital tools to track leads and monitor client progress
- Drafted property listings, marketing materials, and client correspondence with high accuracy and attention to detail
- Generated detailed reports on client engagement and property performance to support sales strategies
Retirement Seminar Presenter
Retirement Seminar Presenter
01.2023 - 01.2024
- Delivered educational seminars on retirement planning and investment strategies
- Utilized presentation tools and digital reporting software to track engagement
- Maintained accurate documentation and assisted with client sign-ups
- Compiled reports on seminar attendance and engagement to inform future presentations
Banking Center Specialist
Banking Center Specialist
01.2021 - 01.2022
- Managed high-volume financial transactions with precision and professionalism
- Ensured regulatory compliance and meticulous documentation for each interaction
- Closed home equity lines of credit and consumer loans, meeting 30% of the bank's yearly loan quota
- Processed cash transactions and maintained balanced records using both manual and digital methods
- Generated financial reports to track transaction accuracy and compliance
- Drafted detailed client communication and maintained secure documentation of all financial interactions
Education
High School Diploma - Vocational Certificate in Programming & Web Development
Bay Path Regional Vocational Technical High School
Charlton01.2009
Skills
- Notary Services
- Introductory Contract Law Credentials
- Regulatory Compliance
- Formal Document Preparation
- Performance Reporting
- Effective Conflict Resolution\
- Client Support
- Data Compilation
- Verifying Financial and Client Reports
- Strategic Planning
- Document Review
- Identity Verification
- Skilled in Office Productivity Tools
Websites
Certification
- Licensed Insurance Producer - Life, Health, and Accident or Sickness (MA)
- American Contract Law I Certificate (Yale University)
- Contract Law: From Trust to Promise to Contract (HarvardX)
- Legal Contracts and Agreements for Entrepreneurs (University of Maryland)
- Programming and Data Science Certifications (Python, CSS, HTML)
Timeline
Retirement Seminar Presenter
Retirement Seminar Presenter
01.2023 - 01.2024
Banking Center Specialist
Banking Center Specialist
01.2021 - 01.2022
Licensed Real Estate Agent
Licensed Real Estate Agent
01.2018 - Current
High School Diploma - Vocational Certificate in Programming & Web Development
Bay Path Regional Vocational Technical High School
Similar Profiles
Colleen MontagueColleen Montague
Realtor at Licensed Real Estate AgentRealtor at Licensed Real Estate Agent
Louis LevineLouis Levine
Licensed Real Estate Agent at Licensed Real Estate AgentLicensed Real Estate Agent at Licensed Real Estate Agent
Helen GomezHelen Gomez
Real Estate Agent at Century 21 Full Service Realty, Licensed Real Estate BrokerageReal Estate Agent at Century 21 Full Service Realty, Licensed Real Estate Brokerage