Manager Sales

JORGE M. CASTILLO

***** ********* **** **. ****, Texas 77449

Cell: 832-***-**** E-mail: ****@****.***

Qualifications Summary

Bachelor’s Degree, Wall Street Operations, securities, mutual funds & mortgage sales

experience.

Bilingual in English and Spanish with ability to perform rapid & accurate translation both

written and spoken.

Excellent PC skills including Microsoft Office, Goldman Sachs, MetLife and industry

software and applications.

Professional Experience

Personal Banker Mar. 2011 to Jun. 2012

JPMorgan Chase Bank, Houston, Texas

Acquired and managed new customer relationships and provided expert financial service and advice

Responsible for driving revenue through direct sales of personal accounts, loans and lines of credit.

Meet with clients on a regular basis to assess their financial needs and growth opportunities. Provide

clients with the tools, information, and benefits to assist them in attaining their financial goals.

Financial Service Representative Aug. 2010 to Jan. 2011

MetLife, Houston, Texas

Marketed and sold life, disability income, long-term care insurance, annuities, and investments. Met clients

to establish client needs and recommend appropriate products and services. Analyzed, prepared and

delivered presentations and seminars to clients through the effective use of information, data and product

knowledge. Consistently met or exceeded Company production objectives by achieving client needs.

Self Employment Sept. 2009 to

Aug. 2010

Hati LLC, Houston, Texas

Acquired and successfully remodeled two abandoned apartment buildings generating

positive cash flow.

Negotiated favorable contracts terms with suppliers and contractors resulting in 30%

lower project cost.

Managed buildings leasing, tenants issues, building maintenance and rent collection.

Sr. Analyst/Specialist Jan.

1998 to Sept. 2009

Goldman Sachs & Company, New York City, New York

Promoted to Associate Manager after one year of excelling as Treasury

Analyst. Additional responsibilities included managing personnel, system improvements

as well as enhancements to operational procedures.

Supervised Treasury Reconciliation Analysts and the daily reconciliation of

$50 billion plus transfer of funds to and from Goldman Sachs bank accounts, assist in

the hiring, development and training of new analysts. Monitored the productivity of staff

and wrote manager’s annual performance reviews.

Automated bank accounts reconciliation to over 80% resulting in timely

posting of cash to client accounts.

Authorized all asset movements leaving client accounts. Maintain integrity of client

accounts and reporting.

Monitored firm’s trade settlements clearing through the Securities Industry Automation

Corporation (CNS).

Accounts Receivable/Payable

1995-1997

Total Circulation Services Inc. Hackensack, New Jersey. (1996 – 1997)

M. Aron Corporation, South Norwalk, Connecticut. (1995 –1996)

Secured customer payments, reconciled and applied cash receipts to customer

accounts. Maintained and updated information on all credit accounts for management

review. Sent delinquent accounts to collection and finalized all cash deposits. Balanced

and closed Accounts Receivable and Accounts Payable.

Handled disbursement inquires. Completed weekly check disbursements. Advise

controller of weekly cash requirements, reconciled bank statements. Balanced and

closed Account payable.

Mortgage Broker/Loan Officer

1989-1991

First Miami Mortgage Corporation, Miami Florida. (1990 – 1991)

Hudson Mortgage Company, North Bergen, New Jersey. (1989 – 1990)

Developed new sales through strong advertising campaign, prospecting and

customer relationship skills.

Determined borrowers’ maximum loan amount, estimated closing costs and

monthly payments.

Ordered and analyzed potential client’s credit reports to determine financial

strength and credit worthiness.

Developed effective relationship with investors purchasing and selling stocks,

bonds and mutual funds.

Education Bachelor of Science in Accounting, February 1995 DeVry Institute of Technology,

Atlanta Georgia.

Licenses: Series 7 Register Representative, Life & Health Insurance License,

Annuity Certification in Texas. I have obtained the MERCHANT MARINE CREDENTIAL

AND TWIC CARD.

Recent Professional Training: Core Management Skills, First Line Manager,

Interviewing Skills, and others.

Contact this candidate