JAHANGEER IFTIKHAR
Ladera Ranch,CA
Summary
Highly motivated sales associate with extensive customer service and sales experience. So far have 18 years of customer service experience, 10 years of banking experience, and two years of being a mortgage loan originator. Providing great customer service and building long-lasting relationships leads to great success for clients and for myself.
Overview
20
20
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
04.2023 - Current
- Increasing sales by upselling banking products and financial services to customers.
- Identified partnership opportunities and established favorable business connections.
- Showing the ropes to new bankers and associate bankers to help them achieve their goals and branch goals.
- Managed high-value client portfolios, ensuring optimal service delivery and retention of key accounts.
Senior Loan Officer
New American Funding
01.2022 - 03.2022
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Worked in purchase department.
Senior Loan Officer
Loan Depot
10.2020 - 09.2021
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Worked in Refinance department
- Managed about 100 calls in one day
Private Client Banker
JPMorgan Chase
07.2017 - 10.2020
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Evaluated client financial positions and identified most appropriate banking products.
- Built long lasting relationships with clients also with partners
Customer Service Supervisor
Wells Fargo
10.2013 - 05.2017
- Audited fellow teller currency to contribute to dual-control procedures.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Supervised and controlled branch activities according to bank policies to meet loan and deposit volume goals and for responsive customer service.
Guest Service
Target
09.2006 - 09.2013
- Worked at Target while going to high school
- Collaborated with team members to facilitate returns quickly and provide outstanding customer service.
Education
High school diploma - Business
Saddleback College – Mission
Mission Viejo, CA2008
Skills
- Partnerships with partners
- Customer service
- Teamwork and collaboration
- Problem-solving
- Customer Accounts Management
- Product Sales
- Relationship building and management
- Product presentation
- Sales professional
- Self-Motivated
- Critical Thinking
- Coaching the coworkers
- Employee Development
- Operational efficiency
Accomplishments
- Series 6
- Series 63
- NMLS SAFE Exam
- Licensed in 15 states to originate mortgage loans
- Manager on duty
Timeline
Private Client Banker
JPMorgan Chase
04.2023 - Current
Senior Loan Officer
New American Funding
01.2022 - 03.2022
Senior Loan Officer
Loan Depot
10.2020 - 09.2021
Private Client Banker
JPMorgan Chase
07.2017 - 10.2020
Customer Service Supervisor
Wells Fargo
10.2013 - 05.2017
Guest Service
Target
09.2006 - 09.2013
High school diploma - Business
Saddleback College – Mission