Verified recordFinancial Services

Robert Jonas

AVP, Mortgage Product Manager at Morgan Stanley

Based in Livingston, United States

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Seniority

Manager

Department

General Business & Management

Location

Livingston

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

r•••••••@morganstanley.com

Phone

5 credits

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Background

About Robert Jonas

I am an accomplished and adaptable award-winning top performer. Recognized as a trusted advisor and effective leader, I have extensive experience in identifying and mitigating a broad spectrum of risks, including operational, legal, credit, market, financial, and reputational risks. I leverage my expertise in root-cause analysis and deep knowledge of business processes and controls to deliver sustainable solutions to complex challenges. Utilizing my diverse skill set, I enhance processes and apply credit risk expertise. I assist in the development of an enterprise-wide consolidated credit risk reporting framework, maintaining data accuracy and integrity. I ensure reporting processes are documented and conduct variance analysis between risk and financial data when required. I have been recognized for effective leadership as a 4-time award winner, including three Manager Spotlight Awards (December 2023, July 2023, and February 2023) and a Service Conference Award in 2016. I have achieved double-digit process and efficiency enhancements and contributed to several highly complex special projects through productive collaboration. I consistently deliver improvements in processes, assumptions, definitions, and methodologies to better manage and monitor credit risk. AREAS OF EXPERTISE Controls/Issue & Risk – Management | Cross-Functional Collaboration | Efficiency Enhancement | Loan Operations | MS Office Monitoring/Surveillance & Testing | Problem Identification & Resolution | Process Improvement | Project Management | Quality Assurance | Strategic Planning | Qualitative/Quantitative Analysis | Wholesale |Leadership | BlackKnight | SharePoint

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