Brett Eiler
Chicago,IL
Summary
Self-motivated, hard-working finance professional with 8+ years of experience in the financial services industry and 4+ of trading experience. Registered securities broker since 2023. Highly analytical with the drive to work through problems and find viable solutions. Skilled in working under pressure and adapting to new challenges.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Trader
Charles Schwab & Co
Chicago , IL
06.2023 - Current
- Educated retail clients on trading concepts, market knowledge, website navigation, and trading platform functionality.
- Assisted 40+ daily inbound callers with questions and issues related to trading and portfolio management.
- Executed trades in stocks, fixed income, and options and contracts using electronic trading platforms.
- Analyzed margin calls and assisted clients with necessary actions.
- Mentored junior traders on strategies and best practices.
- Identified opportunities for improvement and increased efficiency in brokerage operations.
- Corrected trade errors and kept accurate documentation for records and audits.
Regional Closing Manager
The Federal Savings Bank
Chicago , IL
01.2020 - 10.2022
- Managed a team of 10 senior and junior residential loan closers.
- Achieved a consistent monthly closing pipeline of over 500 loans for the team.
- Streamlined production by developing specific loan product manuals.
- Decreased team's loan defect and investor suspension rates.
- Ensured adherence to all closing procedures and policies.
- Collaborated with escrow officers, lenders, buyers and sellers to facilitate successful closings.
- Drove operational improvements by working closely with the IT Manager to create a structured hybrid e-closing process.
Senior Mortgage Loan Closer
The Federal Savings Bank
Chicago , IL
01.2016 - 01.2020
- Managed monthly pipeline of 150+ government and conventional loan products.
- Prepared closing documents such as deeds, mortgages, notes, affidavits and settlement statements.
- Coordinated with title companies to obtain payoff information for existing loans.
- Collaborated with title agents and attorneys to deliver a streamlined closing for borrowers.
- Received multiple Closer of the Month awards with the highest volume and highest accuracy at the bank.
- Conducted post-closing reviews to verify that all conditions have been met prior to disbursement of funds.
Education
Bachelor of Science - Business Administration
University of Illinois At Springfield
Springfield, IL05-2015
Bachelor of Science - Arts Management
Indiana University
Bloomington, IN05-2011
Skills
- Microsoft Outlook
- KPI Management
- Derivatives trading
- Customer Service
- Problem-Solving
- Portfolio Management
- Excellent Communication
- Document Review
Designations
- Financial Industry Regulatory Authority, Washington, DC, Series 7 License, Series 63 License
- Mortgage Bankers Association, Washington, DC, Accredited Mortgage Professional, 01/2022, Present
Certification
- FINRA Series 7 License
- FINRA Series 63 License
- MBA Accredited Mortgage Professional
Timeline
Trader
Charles Schwab & Co
06.2023 - Current
Regional Closing Manager
The Federal Savings Bank
01.2020 - 10.2022
Senior Mortgage Loan Closer
The Federal Savings Bank
01.2016 - 01.2020
- FINRA Series 7 License
- FINRA Series 63 License
- MBA Accredited Mortgage Professional
Bachelor of Science - Business Administration
University of Illinois At Springfield
Bachelor of Science - Arts Management
Indiana University
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