JAZMINE SANTANA
Yonkers,NY
Summary
Over 10 years of experience with major financial service organizations. Record of progression to assignments of increasing responsibility and authority. Expertise in wide array of fiscal procedures and products. Adept in building and expanding positive client relationships. Excellent strategic planning and process improvement capabilities. Successfully orchestrate leading-edge technologies and service trends. Significant accomplishments in business development, P&L and growing sales revenues in highly competitive markets. Well-organized with precise detail orientation. Skilled team builder, mentor and supervisor.
Overview
13
13
years of professional experience
Work History
Mortgage Loan Originator
US Mortgage Corporation
01.2021 - Current
- Analyze business documents like contracts, tax returns, Profit and loss statements, Cash flow analysis to determine eligibility and product selection for both residential and commercial loans
- Chief liaison to area attorneys, accountants’ realtors, business partners and non- profit community organizations
- Originate loans in accordance with federal guidelines to facilitate loan underwriting pre/ post-closing conditions
- Utilize Tableau, Sales Force and CRM programs to maintain, organize and grow candidate pipeline
- Prepared documents for customers, submitting and overseeing through each step of closing process
- Collected information from banks, institutions and employers to assess applicant eligibility
- Developed extensive network of referral partners to source new mortgage loan opportunities
- Developed and implemented marketing campaigns to generate new business opportunities
Vice President – Branch Manager
JPMorgan Chase
01.2011 - 01.2021
- Build Strong relationships with partners in different lines of business to achieve scorecard success
- Comprehensively oversaw unit operations, supervising up to 12 personnel
- In charge of recruitment, training, scheduling, and staff management
- Achieved consistent double-digit growth
- Ensured branch staff complied with policies, procedures and regulatory banking requirements by implementing strong internal controls
- Leveraged actions plans to expand and deepen “book of business” which proved to be key component in banker success and income advancement.
- Utilized up-to-date information to make effective decisions governing bank operations
- Represented bank at community events to establish strong ties and promote business
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability
- Upheld stringent bank standards for loans, money handling, and legal considerations
- Set risk management policies to mitigate bank losses
- Built and maintained productive relationships with internal and external C-level executives to facilitate business success
Education
MBA - Finance
Iona University
05.2020
Bachelor of Science - Finance
University At Albany, SUNY
06.2011
Skills
- Application Verification
- Financial History Reviews
- Government Lending
- Real Estate Lending Processes
- Sales Development
- Fraud Prevention and Detection
- Financial Service Solutions
- Client Account Management
- Diversity Awareness
- Front-End Operations
- Performance Tracking and Evaluations
- Managing Operations and Efficiency
- Business Development
- Customer Relationship Management
Leadership and Awards
- Champion of Chase recipient 2018
- Leadership Edge Graduate
- Culture Champion Market Lead
- Diversity and Inclusion Lead
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Mortgage Loan Originator
US Mortgage Corporation
01.2021 - Current
Vice President – Branch Manager
JPMorgan Chase
01.2011 - 01.2021
MBA - Finance
Iona University
Bachelor of Science - Finance
University At Albany, SUNY
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