Jake Martinez

Bridgeport,TX

Summary

Results-oriented individual knowledgeable about wide range of financial trends and products. Professionally works with different customers to meet individual needs and maximize revenue. Analytical problem-solver tenacious in pursuing sales opportunities.

Overview

years of professional experience

Certification

Work History

Mortgage Loan Officer

AmeriDream Mortgage Group, LLC.

Bridgeport, TX

04.2023 - Current

Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Stayed abreast of lending regulations, industry trends and market rates.

Personal Banker

First National Bank

Bridgeport, TX

09.2020 - 03.2023

Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Monitored changes in laws related to banking policies and procedures.

Education

BBA - Business Administration And Management

Texas Woman's University

Denton, TX

08-2022

Skills

Sales Development
Sales Forecasting
Relationship Selling

Regulatory Compliance
Scheduling Oversight
Marketing Expertise

Affiliations

Sitting Chairman of the Board Directors for Bridgeport Main Street
Board Member, and past President, of the Bridgeport Lions Club
Board Member of the Bridgeport Education Foundation

Accomplishments

Planned & Coordinated the Largest Charitable Cornhole Tournament in the State of Texas - The Bridgeport Lions Club's "Downtown Throwdown"
Coordinated and Created Many Large City-Wide Events and Marketing Campaigns on Bridgeport Main Street

Certification

Nationwide Mortgage Licensing System (NMLS) TX - License # 2453141

References

References available upon request.

Timeline