Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
BusinessAnalyst

Christopher Alvarez

Sachse,TX

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
05.2019 - 08.2023
  • Sharing values of Chase private client with clients that may be eligible
  • Actively managing their banking relationship through advice based approach, ensuring each client receives the best products, services for their needs.
  • Partnering with specialist, PCAs, mortgage bankers and business relationship managers, to connect customers to experts who can help them with specialize financial needs
  • Adhering to policies, procedures and regulatory banking requirements
  • Currently have license for SIE, Series 6, Series 63, life insurance, NMLS, Notary.
  • Cultivated strong customer relationships by providing tailored advice and services.

CEO & CO

FOUNDER, QUALIFIED HOME SOLUTIONS, LLC
01.2015 - 05.2019
  • Educate clients on different home loans like FHA, VA, USDA and Conventional, as well as other programs that may qualify for like Down Payment Assistance
  • Partnered with several mortgage companies across the U.S
  • To provide credit repair services to their customers
  • Managed all day to day operations from accounting, sales, payroll and marketing
  • Created training program and scripts for all sales representatives to follow as well as hosted one week of on-board training for all contractors
  • Insured all vender relations and insured all cost associated with outside businesses we competitive
  • Opened all business accounts and paid all employees and contractors on time and in advance
  • Ensured all corporate tax and quarterly taxes were submitted and paid in a timely manner
  • Ability to manage several departments of a small business and directly connect with consumers as well.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Established foundational processes for business operations.

SR. CREDIT ANALYST

CAMDEN CREDIT/Clear Debt Relief
01.2014 - 01.2015
  • Enrolled clients into a credit repair program
  • Pulled up and explained all aspects of a clients credit report in order to help them get financed for a home loan.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Evaluated customer credit data to determine level of risk involved in money lending.
  • Utilized strong communication and interpersonal skills to obtain necessary financial information from customers.

SR. LOAN CONSULTANT

Netdebt
08.2011 - 01.2014
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Maintained strict confidentiality of bank records and client information.
  • Collaborated with other departments to promptly process loan applications.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.

CFO & COO

TIGERFITNESS.COM
03.2011 - 08.2011
  • Monitored and input all invoices into account system
  • Ran store front operations and online shipping operations
  • Ordered all wholesale products and insured timely delivery to customers all over the world.
  • Developed marketing materials and campaigns to boost brand awareness and customer engagement.
  • Networked with other businesses and customers to increase sales opportunities and contacts.

SR. DEBT CONSULTANT

CREDIT SOLUTIONS OF AMERICA
08.2008 - 03.2010
  • Enrolled clients into the debt settlement program
  • Helped new hires get acclimated with transitioning to a new team.
  • Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
  • Interviewed clients by telephone or in-person to gather financial information.
  • Calculated clients' available monthly income to meet debt obligations.

ASSISTANT BRANCH MANAGER

UNITED AUTO CREDIT
06.2007 - 07.2008
  • Approved and declined auto loan applications from dealerships in our territory
  • Sold reported cars at local auto auction and insured payment was received
  • Monitored our collection department and did direct collection of payments from past due clients at their homes
  • Opened and closed business operations on a regular basis, along with deposited monies into business bank account
  • Trained and developed new team members in alignment with branch service standards and objectives.

Vehicle Remarketing Account Manager

CAPITAL ONE AUTO FINANCE
08.2000 - 07.2006
  • Enrolled clients into the debt settlement program
  • Helped new hires get acclimated with transitioning to a new team., Made sure all vehicles were ready to cross the auction block and priced accordingly
  • Managed millions of dollars per month in sales
  • Regularly priced out vehicles and assessed all damage of a reported vehicle while at auction lot
  • Prepared and signed off on all titles that were sold at auto auction.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Education

Associate - Business

Collin College
Plano, TX
2010

HIGH SCHOOL DIPLOMA - undefined

THE COLONY HIGH SCHOOL
1999

Skills

  • Account Audits
  • Client Inquiry Management
  • Sales Expertise
  • Facility Security
  • Financial Advising
  • Partnership Management
  • Client Rapport-Building
  • Business Development
  • Creative Thinking
  • Loyalty Programs
  • Fixed Income Investments
  • Motivational Techniques
  • Communications Strategies

Additional Information

  • Authorized to work in the US for any employer
  • Series 6 Series 63 NMLS Life Insurance License SIE License Notary Public

Certification

  • SIE CERTIFICATION
  • SERIES 6
  • SERIES 63
  • LIFE INSURANCE
  • NOTARY

Timeline

Private Client Banker

JPMorgan Chase
05.2019 - 08.2023

CEO & CO

FOUNDER, QUALIFIED HOME SOLUTIONS, LLC
01.2015 - 05.2019

SR. CREDIT ANALYST

CAMDEN CREDIT/Clear Debt Relief
01.2014 - 01.2015

SR. LOAN CONSULTANT

Netdebt
08.2011 - 01.2014

CFO & COO

TIGERFITNESS.COM
03.2011 - 08.2011

SR. DEBT CONSULTANT

CREDIT SOLUTIONS OF AMERICA
08.2008 - 03.2010

ASSISTANT BRANCH MANAGER

UNITED AUTO CREDIT
06.2007 - 07.2008

Vehicle Remarketing Account Manager

CAPITAL ONE AUTO FINANCE
08.2000 - 07.2006

Associate - Business

Collin College

HIGH SCHOOL DIPLOMA - undefined

THE COLONY HIGH SCHOOL

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