Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
References
Timeline
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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

3
3
years of professional experience
1
1
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

Mortgage Loan Officer

AmeriDream Mortgage Group, LLC.
04.2023 - Current

Personal Banker

First National Bank
09.2020 - 03.2023

BBA - Business Administration And Management

Texas Woman's University
Jake Martinez