Jon Roberts
About Jon Roberts
Jon Roberts is a Commercial Sales Leader at Clearwater Analytics, having transitioned to this role in 2024 after serving as a Mortgage Loan Officer at Bank Of Idaho and Mountain America Credit Union for a total of nine years.
Work at Clearwater Analytics
Jon Roberts serves as a Commercial Sales Leader at Clearwater Analytics. He began his role in 2024 and has been with the company for 7 months. In this position, he is responsible for driving sales initiatives and developing client relationships within the commercial sector.
Previous Experience at Mountain America Credit Union
Prior to his current role, Jon Roberts worked at Mountain America Credit Union as a Mortgage Loan Officer from 2015 to 2022. During his 7 years at the credit union, he focused on providing mortgage solutions and assisting clients in navigating the loan process.
Experience at Bank Of Idaho
Jon Roberts held the position of Mortgage Loan Officer at Bank Of Idaho from 2022 to 2024. In this role, he continued to support clients with mortgage products and services, contributing to the bank's lending operations for a duration of 2 years.
Career Overview
Jon Roberts has built a career in the financial services industry, specializing in mortgage lending. His experience spans over 9 years, with significant roles in both credit unions and banks. His expertise includes client relationship management and sales leadership.