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Click here or scroll down to respond to this candidateCandidate's Name
Street Address (302) 983-7439 EMAIL AVAILABLEQualificationsSenior Marketing Executive whose primary role is to deepen banking and investment relationships with Mass Affluent clients. Licensed to sell Securities, Life & Health Insurance in Delaware. Manage priorities through detailed planning and execution of strategies. Working knowledge of FHA, VA, FNMA, and FMLMC guidelines and standards. Ability to successfully work in a team and production-oriented environment. Familiar with LP and DU underwriting guidelines. Adept at understanding complex tax documentation. Able to interact effectively under duress of deadlines and time constraints. Strong leadership, collaboration, organizational, interviewing, time management and PC skills. Excellent internal and external customer service skills, attention to detail, interpersonal and communication skills. Delaware Notary and Medallion Stamp Certified.Professional ExperienceJP Morgan ChasePrivate Client Banker June 2019 - PresentAct as the primary point of contact for Chase Banks affluent clients, as well as other customers of the Branch. Sharing the values of Chase Private Client with clients, actively managing their banking relationships. Working with a team of Chase Specialist partners to provide Executive level banking experience for customers. Using an advice-based approach, ensuring each client receives the best products and services for their needs. Medallion Stamp Certified, Small Business Specialist.Merrill Lynch, Pierce, Fenner & Smith IncFinancial Advisor/Portfolio Advisor July 2017 June 2019Review investment goals with clients and coordinate with my team to prepare presentations to recommend financial strategies to protect and grow client assets using solutions such as Stocks, Bonds, Mutual Funds, ETFs, Annuities, Banking, and Managed Money solutions. Collaborate with my portfolio advisor and client associates to determine the best strategies to meet my clients needs by advising recommendations that are most compatible with clients goals and risk tolerances.TD BankFinancial Services Representative/FSR Team Lead June 2014 July 2017Lead, coached, and motivated a team of Financial Service Representatives at all TD Bank locations in the State of Delaware. Increased revenue and morale by creating and incorporating Team Building/Competitive environment via Sales competitions, team sporting events, weekly rewards. Individual and team goals increased, by supporting and guiding the team toward reaching established sales metrics. Secured my DE Insurance License and provided customers with additional Life Insurance products & services. Selling and cross selling a wide range of banking products, investment and insurance products and services to new and existing customers.M & T Bank January 2013 June 2014Mortgage ConsultantOrigination of Conventional and Government loan programs. Extensive working knowledge of mortgage origination process from loan origination to loan closing. Collaborated with the loan decisioning and underwriting departments. Review, analyze, preliminarily approve, and pre-underwrite large, unusual, and complex individual consumer loan applications, collaborating with processing, underwriting as well as clients, realtors and attorneys. Review financial statements, credit reports, and applicable ratios, examining transactions to ensure accuracy and completeness. Strong knowledge of SaleForce, Client Central, Presto, Calyx Point, Loansoft, Closr, Microsoft Word, PowerPoint, Excel, Outlook, ACT 6.0 and Goldmine 6.5, Client Central and Customer Assist database management software.PNC Bank June 2010 January 2013Mortgage ConsultantOrigination of Conventional and Government loans. Reviewing, preliminarily approve and pre-underwrite large, unusual and complex individual consumer loan applications, collaborating with processing, underwriting as well as clients, realtors and attorneys.LicensesSeries 7 Securities License, Series 66 State Securities License, State of Delaware Life and Health Insurance, NMLS# 584521EducationWilmington University Master Business Administration - Finance |
