Jeremy Abrams
Louisville
Summary
Knowledgeable relationship manager with solid foundation in banking and finance. Proven track record in developing effective financial strategies and managing high-value client portfolios. Demonstrated ability to lead teams and drive improved financial outcomes through strategic planning and risk management.
Overview
18
18
years of professional experience
Work History
Senior Banker
Bank of America
03.2024 - Current
- Converted personal and business prospects to clients, by uncovering needs and recommending the products and services to help them attain their financial goals.
- Leveraged Salesforce daily in managing a diverse book of business.
- Oversaw compliance with regulatory requirements, ensuring adherence to industry standards and best practices.
- Mentored new to field employees, fostering professional development and improving team performance.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Analyzed market trends to identify new business opportunities and inform strategic decision-making.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
Loan Officer
Fairway Independent Mortgage Corporation
08.2016 - 10.2023
- Drive loan production by guiding borrowers through the home purchase and refinance process, ultimately recommending mortgage solutions that help meet their unique needs (first time homebuyers, self employed individuals, etc.). Network with and provide training to members of the real estate community, therefore nurturing relationships to increase client referrals. Keep my finger on the pulse of the financial markets and the latest developments of technology that help me serve as a trusted advisor.
- Knowledge and execution of lending related compliance topics, such as TILA-RESPA Integrated Disclosure Audits (TRID), Home Ownership Protection Equity Act (HOPEA), Home Mortgage Disclosure Act (HMDA), and Secure and Fair Enforcement of mortgage licensing (SAFE Act).
Several Roles Held- Relationship/Small Business Banker (2007-2012), Mortgage Banker (2012-2014), Private Client Banker (2014-2016)
JP Morgan Chase
08.2007 - 06.2016
- Acquire and deepen both consumer and commercial client relationships (including Private Clients and high net worth individuals) by appointment setting, rapport building and profiling, then making needs based recommendations. Manage a book of business, and partner with cross functional branch employees (including JP Morgan Securities, Chase Lending, and Business Banking Relationship Managers), by making relevant referrals, to ensure a world class client experience. Work within the culture and framework of a global financial services firm.
- Knowledge and execution of regulatory compliance areas such Know Your Customer (KYC), Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and assisting teller co-workers with audits and internal controls. Stay up to date with all requirements needed for various job functions, such as Series 6 and 63 Securities and Insurance Licenses, NMLS, and other lending related topics.
Education
Bachelor's - Business
Indiana University Southeast
New Albany, IN08.2006
Skills
- Relationship Management
- Financial Statement Analysis
- Retail Banking Operations
- Rapport Building, profiling, and making referrals
- Cross-Selling Abilities
- Networking/working with community
- Regulatory Compliance
Timeline
Senior Banker
Bank of America
03.2024 - Current
Loan Officer
Fairway Independent Mortgage Corporation
08.2016 - 10.2023
Several Roles Held- Relationship/Small Business Banker (2007-2012), Mortgage Banker (2012-2014), Private Client Banker (2014-2016)
JP Morgan Chase
08.2007 - 06.2016
Bachelor's - Business
Indiana University Southeast
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