Summary
Overview
Work History
Education
Skills
Languages
Websites
Timeline
Generic
Dennis Lopes

Dennis Lopes

Stoughton,MA

Summary

Talented professional with several years of experience and successful career in planning, developing, and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients.

Overview

2
2
years of professional experience

Work History

Vice President Private Banker

JP Morgan Private Bank
Boston, MA
07.2023 - 05.2024
  • Attended weekly meetings with senior management team members to discuss current issues or initiatives related to private banking business activities.
  • Conducted research to identify potential new clients and analyze their financial needs.
  • Managed relationships with high-net-worth individuals in order to build trust and loyalty towards the bank's brand.

Private Wealth Mortgage Banker

US Bank Home Mortgage
Boston, MA
11.2021 - 07.2023
  • Performed loan processing duties including ordering appraisals, title reports, verification of employment and other related tasks.
  • Provided guidance to internal staff members regarding mortgage procedures and policies.
  • Attended seminars and workshops to stay abreast of industry trends and changes in lending laws.
  • Advised customers on various mortgage products available from the bank.
  • Prepared loan closing packages ensuring that all documents were complete and accurate.
  • Analyzed financial information provided by customers to determine appropriate loan products for their needs.
  • Negotiated terms of loans with customers based on their financial situation.
  • Conducted credit checks on potential borrowers and reviewed results with management team.
  • Established positive working relationships with external vendors such as appraisers and title companies.
  • Generated referrals from existing customer base through cross-selling activities.
  • Developed relationships with referral sources such as realtors, builders and attorneys.

Education

Associate of Arts - International Economics

Boston University
Boston, MA
05-2000

Skills

  • Event Networking
  • Revenue Cycle Management
  • Metrics Tracking
  • Forecasting
  • Customer Prospecting
  • Resource Allocation

Languages

Portuguese
Limited

Timeline

Vice President Private Banker

JP Morgan Private Bank
07.2023 - 05.2024

Private Wealth Mortgage Banker

US Bank Home Mortgage
11.2021 - 07.2023

Associate of Arts - International Economics

Boston University

Similar Profiles

CREATE PROFILE
Dennis Lopes