Jeffrey Gardner
Jacksonville,FL
Summary
- To help others succeed in a team setting, while working towards common company and individual goals. Joining an organization will enable me to facilitate career objectives, as well as allow for personal and professional development.
Overview
21
21
years of professional experience
Work History
Independent Day Trader
Invictus Investments
Jacksonville, FL
11.2022 - Current
- Created a foreign exchange currency specific algorithmic indicator trading program
- Created 3 different trading strategies consisting of 4 simple rules to follow for trade execution
- Daily research of 4 different trading publications for fundamental and technical predictive analysis of 26 different currency pairs daily
- Created Excel spread sheet to track 10 different points of execution of trade for both demo and live accounts
- Utilized 3 different financial software applications for tracking foreign exchange rates and executing orders
- Attended conferences related to foreign exchange trading to stay abreast of industry trends and developments.
Mortgage Loan Processor
PenFed Credit Union
Alexandria, VA
04.2021 - 10.2022
- Evaluate home mortgage credit worthiness by borrowers' job, income and asset information
- Responsible for daily, weekly and monthly goal objectives
- Effectively communicate with borrowers and supervisors on daily status updates along with keeping detailed notes on all files
- Operate in compliance with all state and federal laws and regulations and adhere to lending compliance guidelines.
Loan Product Eligibility Specialist
Network Capital Funding Corp.
Irvine, CA
09.2020 - 03.2021
- Reviewing home loan applications to determine program eligibility
- Knowledge of all lending programs and guidelines
- Maintaining a pipeline of up 25 files to be processed from start to closing
- Coordinating all aspects of the loan process including ordering title, appraisal and closing
- Ensuring compliance with all federal banking laws.
HR Personnel/Hiring Coordinator
All Purpose Staffing
Jacksonville, FL
09.2019 - 04.2020
- Interviewing and hiring applicants for a variety of open positions
- Matching candidates' qualification with employers needs on a personal and professional level
- Maintaining a comprehensive database of up to 110 applicants
- Managing an outgoing workforce staff of 10-12 people per day for assignments
- Liaison between employee and employer to ensure met obligations and employee reviews.
Founder/Owner/President
Allegiance Mortgage Group, Inc.
La Crosse, WI
01.2003 - 09.2008
- Started company and managed every aspect of company operations including sales, marketing, contracting, subcontractor relations, expense tracking, payroll, as well as hiring and training new personnel (loan officers, processors and telemarketers)
- Managed a staff of 12 people in various job capacities
- Averaged 39% annual revenue growth over a 5.5-year period with top yearly revenues exceeding $650,000
- Exceeded gross sales goals by a minimum of 10% each year
- Implemented successful sales and marketing campaign that led to company expansion into a second retail market within first year.
Education
Bachelor of Science Psychology -
Florida State University
Associate Degree -
Tallahassee Community College
Skills
- Professional experience with all aspects of the mortgage process including loan origination, underwriting, processing, title insurance, appraisals, conventional, Jumbo, VA and FHA loans
- Loan Processing Software Encompass and Calyx Point
- Strong resource and data base management
- High sense of urgency, analytical thinker, time manager, decision making and problem solver
- Exceptional project and time management skills bringing projects to completion
- Strong background in contract negotiating, interpersonal and persuasion skills
- Proficient in Excel, MS Word, Power Point, HTML and all Microsoft Office Suite application
- Sales/Marketing background
- Proficient in tracking contracts and sales forms, maintaining an efficient sales data base, negotiating fee agreements for services, accounting and technically proficient in various software programs including CRM
- Performance Tracking
- Portfolio Management
- Financial Analysis
- Microsoft Outlook
- Negotiation Trained
- Quantitative Analysis
- Data Interpretation
- Trading Algorithms
References
References available upon request.
Timeline
Independent Day Trader
Invictus Investments
11.2022 - Current
Mortgage Loan Processor
PenFed Credit Union
04.2021 - 10.2022
Loan Product Eligibility Specialist
Network Capital Funding Corp.
09.2020 - 03.2021
HR Personnel/Hiring Coordinator
All Purpose Staffing
09.2019 - 04.2020
Founder/Owner/President
Allegiance Mortgage Group, Inc.
01.2003 - 09.2008
Bachelor of Science Psychology -
Florida State University
Associate Degree -
Tallahassee Community College