Customer Service Real Estate
Resume:
DAVID M. FABIAN
*** **** ******, ********, ** ***15
SUMMARY
Top unit producer having experience and success in assisting clients with residential mortgages. Demonstrated skills in analysis, understanding client’s needs, and protecting firm’s book. Developed strong working relationships with clients and bankers providing extraordinary customer service. Performs effectively under high-pressure situations. Solid IT background in financial services arena.
EXPERIENCE
JPMorgan Private Bank, New York, New York May 2010 – July 2014
Vice President/Mortgage Advisor
Originated, structured, priced, and pre-underwrote new mortgage opportunities consistently ranking first in pipeline unit volume and closed units. Oftentimes had 100+ loans in process
Ensured a smooth process while creating a positive client/prospect experience.
Managed private bankers’ expectations while providing them with appropriate support
Closed loans within rate lock expiration date windows
Worked with Credit Executives and Capital Advisors to manage risk
Trained analysts to understand nuances of the business and on all communication with clients and prospects
“Found” income and/or assets needed in order to approve loans. If all failed but client/prospect was a worthy credit, mitigated appropriately and pushed for exceptions, providing rationale for said exceptions
Underwriter/Consultant Dec 2009 – May 2010
Underwrote New York Mortgage Advisory’s loans for clients with complex balance sheets and cash flows
Wells Fargo, Billings, Montana
Underwriter/Temporary Staff 2009
Underwrote residential loans ensuring income and assets were within guidelines of verification and stability
Systems Analyst Roles (Consulting and Full Time) 1998 - 2004
(Citigroup, JP Morgan Chase and Warburg Pincus)
UNIX Systems Analyst
EDUCATION
New York University, New York, New York
Master of Science Degree, Real Estate Finance & Investment
Substitute Instructor for Bachelor Degree level Real Estate Finance course. Formal Argus training
Montclair State University, Upper Montclair, New Jersey
Bachelor of Science Degree, Computer Science & Mathematics
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