Client Relationship Management
Experienced Financial Services Professional
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Client Relationship Management
A twenty year career in various roles in the capital markets located at The Chicago Mercantile Exchange and Chicago Board of Trade. Started out as an associate clerk working with a brokerage group in the interest rate futures sector. Within 5 years was able to start my own trading business with investment from associates. Joined a proprietary trading group to further establish and develop trading acumen in price reationships of different derivative contracts. Became a consultant with other traders on their independant trading activity. Embraced the growing computer enhanced trading systems which became dominant in the markets. Changed industries to pursue other interests related to risk management and finance. Employed by Washington Mutual in 2006-2009 as a Banking Loan Consultant. Currently looking for opportunities in Financial Services Management.
Responsible for wide range of duties relating to the origination of residential 1st mortgage loans, resulting in $1-2 million in loan volume monthly.
Provided clients with constructive consultation with the application process, the status of the loan until loan process funded
Gained significant knowledge of available loan products, processing procedures and underwriting guidelines for mortgage loan sales and cross-selling opportunities.
Utilized laptop for communication and access of daily rates, applicant credit reports, loan prospector responses and transmitting the loan to internal platform.
Managed pipeline for all originated loans through closing and complete required management reports as well as achieved proficiency with CRM database management for prospecting and new business development.
Communicated with branches and/or applicants of providing timely updates and progress reports.
Collected appropriate documentation from each applicant and delivered loan packages to meet specific timelines.
Developed referral contacts (realtors, builders, professional and personal contacts).
Achieved monthly production goals, ranked 3rd in sales volume & units in Illinois and Texas regions combined, two consecutive years in a row.
Consulted with clients about their current and future needs to help them achieve their financial goals.
Established an ongoing financial service relationship with clients through the delivery of world class client service.
Interviewed clients and gathered information pertaining to their unique financial situations, needs, and objectives.
Used state-of-the-art technologies to conduct credit, underwriting, and financial analyses and qualify the client for various loan programs.
Evaluated alternative loan programs and affordable financing options from a broad range of home loan products.
Educated and advised clients on the home buying or refinance process and how to better manage their mortgage(s).
Assisted clients through the loan process from application to closing and troubleshoot any transaction issues.
Achieved a 15% increase in sales volume working
Extensive hands-on experience in tracking, market analysis and arbitrage of interest rate (Eurodollars) futures for high volume brokerage information distribution in fast paced work environment, consistently executed between 30K-40K futures contracts per month
Provided yield curve statistical information to increase trading revenue opportunities
Developed reporting system that allowed for more accurate tracking of quantitative and statistical data
Maintained the highest standards of timely and positive client information
Proficient in GLOBEX electronic trading (e.g. Trading Technologies platform)
Responsible for managing the relationship of key clients as well as increasing sales by attracting new customers for brokerage group. Offered timely and accurate information and as a result, delivered between $250K-$350K of brokerage revenue annually - consistently 160% of quota
Provided a complete flow of information between broker and customer, offering information on trading ranges, times of execution, problem solving, and ensuring complete customer satisfaction at all times
Supplied minute to minute price dissemination to brokerage client at the CME interest rate Eurodollar pit
Increased company client base 50% during a three-year period - key client relationships included but were not limited to JP Morgan, Refco, Fortis, Bear Stearns and Prudential
Organized order entry flow of business for a successful group of filling brokers in the Eurodollar pit
Calculated daily positions, balanced trading accounts, and reconciled firm's out-trades
Full member of Chicago Mercantile Exchange (CME) in the International Monetary Market (IMM)
Achieved sustainable gains each year, regardless of market conditions, through conservative trading approach
Specialized in strategic tracking and market analysis, performing various mathematical computations, analyzing quantitative and statistical data
Bought and sold short term interest rate contracts consistently generated monthly revenue between $10K - $20K over three-year period
Extensive experience in pricing and forecast modeling with short term interest rates
Constructed risk management techniques for financial contract transactions
Consultant for independent traders on trading strategy/risk management
Developed business relationships with primary accounts -- 60% of clients were regular customers
Specialized in managing internal data and communications between associated brokers and securities dealer
Achieved and maintained 20% annual revenue growth over five-year period
Increased company client base 30% during a five-year period
Communicated daily financial transactions between securities dealer and broker, tracked customer orders and disseminated market activity as well as built long term customer relationships, key clients
Every child needs a safe atmosphere to learn. Being a school volunteer has allowed the opportunity view and give feedback specifically on the safety issues during recess
delevoped and implemented a marking company that provided discounts to students through a university coupon book. Met with numerous local businesses and distributed the product largely through organizations for fundraising activity
Sigma Chi Fraternity
Activities and Societies: Member of Sigma Chi Fraternity
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