Jonathan Perea
About Jonathan Perea
Jonathan Perea is a Division Leader at Primerica and a Mortgage Loan Officer at Rate Leaf, with extensive experience in banking and sales across various companies. He has held roles at American Express, Wells Fargo, and Bankers Healthcare Group, among others, and has a background in finance and insurance education.
Work at Primerica
Jonathan Perea has been serving as a Division Leader at Primerica since 2015. In this role, he is responsible for overseeing operations and managing a team within the organization. His extensive experience in financial services contributes to his leadership capabilities, allowing him to guide his team effectively. He has been with Primerica for nine years, demonstrating a commitment to the company's mission and goals.
Current Role at Rate Leaf
Jonathan Perea currently works at Rate Leaf as a Mortgage Loan Officer and Team Leader since 2022. In these positions, he collaborates closely with ownership to implement new ideas and changes that align with business needs. He maintains regular check-ins with sales and operations teams to identify opportunities and challenges, ensuring smooth operations and effective communication within the organization.
Previous Experience in Financial Services
Before his current roles, Jonathan Perea gained significant experience in the financial services sector. He worked at American Express as a Commercial Payments Consultant from 2016 to 2020. Prior to that, he held positions at Wells Fargo as a Personal Banker and at Bankers Healthcare Group as an Account Executive. His background in these roles has equipped him with a strong understanding of client needs and financial products.
Educational Background
Jonathan Perea completed his high school education at Colegio Franciscano Pio XII, earning a High School Diploma. He furthered his education by studying at Gold Coast Schools, where he achieved certifications in Insurance and Mortgage Loan Officer. Additionally, he studied Investments and Securities at Finra, obtaining the Series 6 Investment Company and Variable Contracts Products license. He also attended Broward College, focusing on Business Administration and Management.
Skills and Responsibilities
In his current roles, Jonathan Perea tracks and analyzes key metrics such as pipeline growth, win/loss rates, and quota attainment. He reports these findings to ownership and develops solutions based on the data. He also assists with onboarding and training new sales talent at Rate Leaf Inc., demonstrating his commitment to team development and operational excellence.