Jennifer Gill
Katy,TX
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Planning Consultant Wealth Management
Fidelity Investments
09.2023 - Current
- Successful at building relationships and partnering with three of our VP/Financial Consultants by effectively profiling, navigating, presenting our planning tools and providing recommendations to our clients.
- Proficient in using outbound dialing as a key tool for expanding market reach and securing new client relationships and highly effective at leveraging existing client relationships to develop new business which resulted in a little over $17.5 million in closed business.
- In collaboration with one of our 401k partners, I facilitated a 401k seminar held at their corporate office.
- Served as a moderator for a Fireside Chat during our 2025 VP/FC corporate offsite event.
- Currently preparing for the Certified Financial Analyst (CFA) designation starting with the Series 86/87 Research Analyst Certifications.
- Excellence In Action (EIA) Recognition -2023, 2024, & 2025.
Assistant Vice President, Financial Advisor
Merrill Lynch
03.2020 - 09.2023
- Obtained the SIE, Series 7, Series 66 Licenses & the Chartered Retirement Planning Counselor (CRPC) designation.
- Successful at acquiring, building and managing client relationships at all stages in life either by face to face meetings, phone or Webex video calls. Building great rapport by understanding what's important to clients, discussing and prioritizing goals, gathering and analyzing clients financial picture, presenting a personal wealth analysis, and guiding clients with advice and recommendations to help them live their best financial lives.
- Recognized for exceeding expectations by successfully bringing new clients with a little over $5 million in net new assets during my first 6 months as a Financial Solutions Advisor.
Sr. Home Lending Advisor - Bilingual
JPMorgan Chase & Co.
10.2018 - 03.2020
- Solid experience in the mortgage business with a considerable knowledge of residential mortgage programs such as, First Time Homebuyers programs, Affordable 97% Financing, VA, FHA, FNMA and FHLMC, and Jumbo Financing.
- Worked closely with Financial Advisors, Business Bankers, and Private Banking to maximize referral opportunities.
- Developed, implemented and monitored a marketing plan for my assigned branch territory. Also, conducted home buying presentations in branches and real estate offices.
- Awarded the Five Keys Recognition Build Lasting Relationships Award for closing four units total $1.8 million in February 2019 for one my assigned branches exceeding their best month in a very long time.
Mortgage Loan Originator | Vice President
Regions Bank
11.2012 - 10.2018
- Originated and closed Residential Mortgages for First Time Homebuyers programs, Affordable 97% Financing, VA, FHA, FNMA and FHLMC, Jumbo Financing for the company's footprint (16 states).
- Awarded the Outstanding Originator Award and -Top Performer's Club Award in 2016 for closing $20 million in volume, finishing as top Mortgage Loan Originator for my department. Awarded the Horizon Award in 2013 for closing $15 million during my first year as a Mortgage Loan Originator.
Processor
Residential Mortgage Loan Processor & Customer Service Representative
08.2007 - 10.2012
- Processed purchase and refinance transactions for Smart Solutions in-house portfolio product.
- Prepared loan for committee review and final underwriting submission.
- Enhanced the current customers' relationship with the bank by cross-selling other mortgage products or services to ensure customer satisfaction
- Served as a translator for internal departments, e.g., mortgage sales/ originations, bankruptcy, foreclosure, and collections department.
Education
International Studies, Business Administration
University of New Orleans
01.2008
Accomplishments
- Achieved Excellence In Action Recognition for Leadership Impact (2023, 2024 & 2025)
Certification
- Texas Insurance License
- Chartered Retirement Planning Counselor
- Series 7 General Securities Representative Exam
- Series 66 Uniform Combined State Law Exam
Languages
English
Spanish
French (Limited Working)
Timeline
Planning Consultant Wealth Management
Fidelity Investments
09.2023 - Current
Assistant Vice President, Financial Advisor
Merrill Lynch
03.2020 - 09.2023
Sr. Home Lending Advisor - Bilingual
JPMorgan Chase & Co.
10.2018 - 03.2020
Mortgage Loan Originator | Vice President
Regions Bank
11.2012 - 10.2018
Processor
Residential Mortgage Loan Processor & Customer Service Representative
08.2007 - 10.2012
International Studies, Business Administration
University of New Orleans
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