Finance

EDUCATION UNIVERSITY OF HOUSTON

Bachelor of Business Administration in Finance, December 2003

Finance GPA: 3.62, Cum Laude

Dean’s List (2002-2003)

EXPERIENCE April 2004 – January 2009 JPMORGAN CHASE BANK Houston, Texas

Deal Closer, Loan and Agency Services

• Responsible for systems set-up and funding on all new, amended, and restructured deals that are referred to the Americas Investment Bank Loan Operations.

• Coordinate closings of numerous transactions on the same day and initiate funds movement in accordance with client/investors instructions.

• Concentration in coordinating and processing trades and assignments into primary syndications.

• Provide daily reconciliations to client accounts.

• Read and interpret complex legal loan documentation.

• Provide necessary documentation support for systems set-up within compliance of Sarbanes-Oxley as well as JPMorgan Policy and Procedure.

• Prepare loan book to provide to the client teams to manage the deal on an ongoing basis.

• Provide information as requested by Clients, Syndications, Lenders and Corporate Treasury Department.

Consumer Loan Rep III—Lead Underwriter

• Recently promoted into Supervisor position due to outstanding performance in previous position within the company.

• Managed and developed the daily activities of a loan underwriting unit, including document and loan completeness through concurring, reviewing and ordering vendor work, placing proper codes and flags where relevant, auditing and boarding the loan on the loan system, and adhering to underwriting guidelines.

• Increased referral quota and additional sales by leading product knowledge seminars and developing learning tools for employees. Extended training program for new employees by conducting specialized meetings to enhance sales performance.

• Supervised promotion of financial products and quality of financial counseling, ensured client satisfaction and complaint resolution, and maintained client retention by providing exceptional service.

• Maintained consistency in policy and procedure throughout unit to ensure high levels of underwriting accuracy, efficiency, and approval percentage.

Consumer Loan Rep I—Home Loan Sales Underwriter

• Retained and expanded new and existing consumer loan relationships by profiling to discover needs and making optimum recommendations; increased sales by cross-selling and up-selling various products and services.

• Served as a financial consultant to large client base, took loan applications, underwrote loans of up to $1 million, evaluated appraisals, title work and flood evaluations.

• Responsible for processing and servicing new loans and refinances and analyzing credit bureau reports.

 Awarded with certificates and medals of recognition in Best Overall Performance, Highest Booked Dollar Loans, and Sales Referrals.

 Recognized nationwide on multiple occasions as ‘Best Balanced Employee’ and ‘100% Accuracy’ in underwriting.

SKILLS ACQUIRED IBM/PC compatible, Microsoft Project, Works, Word, Excel, Access, PowerPoint, Lotus Notes, Windows XP, Retail Credit Origination, Vendor Loan Systems, Agent Plus, Loan IQ and Customer Assist.

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