Bryan Joseph
Los Angeles,CA
Summary
Results-driven financial professional prepared for this leadership role. Brings valuable experience in managing financial operations and leading strategic initiatives while fostering collaborative team environment. Known for achieving impactful results and demonstrating adaptability in dynamic settings. Skilled in risk management and financial analysis, with strong focus on achieving organizational goals.
Overview
9
9
years of professional experience
Work History
AVP Associate Banker
Citi Personal Wealth Management
01.2025 - Current
- Assist with prospecting – conducting new client/prospect research, generating leads, and developing prospective clients while networking to identify referrals to new clients/prospects, and coordinate client events. Building and deepening relationships with new and existing high net worth clients along with developing institutional relationships with the top Am Law 100 firms.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
Loan Officer
Creative Mortgage Lending
01.2017 - 01.2025
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
Skills
- Operations management
- Corporate communications
- Financial acumen
- Customer service
Timeline
AVP Associate Banker
Citi Personal Wealth Management
01.2025 - Current
Loan Officer
Creative Mortgage Lending
01.2017 - 01.2025
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