Summary
Overview
Work History
Education
Skills
Accomplishments
Skills
Contact
Certification
Languages
Timeline
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Jeremy Allen, Executive MBA

Charlotte

Summary

Business professional prepared to excel in dynamic environment. Known for driving strategic initiatives that lead to substantial business growth. Highly collaborative and results-focused, adaptable to evolving business needs. Proficient in negotiation, market analysis, and relationship management.

Developed skills in high-paced, competitive business environments, with focus on driving growth and building strategic relationships. Demonstrates expertise in market analysis and client engagement, ensuring successful project outcomes. Looking to transition into new field, leveraging these transferrable skills for impactful contributions.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Loan Officer

Novus Home Mortgage
04.2024 - Current
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
  • Achieved high levels of client retention by providing exceptional service throughout the loan origination process.
  • Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.

Senior CRA Officer - Mortgage

Fifth Third Bank
12.2022 - 04.2024
  • Assisted in refining the company''s credit scoring system, leading to more consistent and accurate lending decisions.
  • Developed and implemented new programs based on leading inclusion and diversity practices using project management principles.
  • Reduced instances of fraudulent activity by implementing robust verification procedures during the application process.
  • Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
  • Enhanced overall project success by conducting thorough post-project evaluations and incorporating lessons learned into future efforts.
  • Created accurate budgets based on resource requirements, allowing for optimal allocation of funds across all aspects of the projects.

Licensed Mortgage Loan Officer

Movement Mortgage
11.2017 - 10.2022
  • Conducted thorough analyses of applicants'' financial profiles to determine suitable loan options and provide sound guidance during decision-making processes.
  • Streamlined internal workflows by implementing efficient organizational systems for tracking application progress, resulting in reduced processing times and improved communication among team members.
  • Participated in community events to promote lending services, increasing brand visibility and generating leads for potential new business opportunities.
  • Oversaw regulatory compliance efforts within the team, conducting regular audits to ensure all files were up-to-date according to industry standards.

Banker - Business Risk

Fifth Third Bank
10.2015 - 11.2017
  • Developed and implemented strategic plans for business growth, resulting in increased market share and profitability.
  • Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.
  • Increased accuracy in identifying fraudulent transactions by utilizing advanced data analytics techniques and software tools.

Business Banker

Wells Fargo Bank
12.2012 - 01.2015
  • Developed marketing strategies targeting potential small business customers within the local community.
  • Partnered with credit analysts to assess the creditworthiness of potential borrowers and ensure adherence to underwriting guidelines.
  • Conducted thorough due diligence on prospective borrowers by analyzing their financial documents, collateral assessments, and risk profiles.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.

Relationship Manager, Brankruptcy

Bank Of America
05.2010 - 11.2012
  • Streamlined bankruptcy case management processes by implementing new filing systems and organizational techniques.
  • Reduced errors in bankruptcy filings by implementing stringent quality control measures for document reviews.
  • Identified potential fraudulent activities, conducting comprehensive investigations into suspicious bankruptcy filings.
  • Maintained strict adherence to regulatory guidelines, ensuring full compliance with federal and state bankruptcy laws.

Education

Executive Masters of Business Administration -

Jack Welch Management Institute
06.2017

Bachelor of Science Degree in Business Retail Management -

University of South Carolina
08.2010

Skills

  • Microsoft Office - Word, Excel, Power Point, Outlook, and Publisher
  • Risk Management
  • Strategic Planning
  • Time management efficiency
  • Goal-oriented mindset
  • Effective communication techniques
  • Excellent communicator

Accomplishments

  • Collaborated with team of 6 in the development of the partnership of Dream Key Partners and Fifth Third Bank to establish a down payment assistance program that allowed approved clients to purchase homes with assistance reaching up to 30k per client.
  • President of the National Association of Real Estate Brokers- Greater Piedmont, SC Chapter
  • Consistently develops prospects for new loans by conducting several in person as well as cold calls weekly.
  • Averaged 1 million in volume monthly from real estate closings tied to the strong partnerships with outside Agents, Attorneys, and Referrals.

Skills

  • Client Relations
  • Stakeholder Management

Contact

Charlotte, NC 28202

Certification

  • Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities.

Languages

English
Native or Bilingual

Timeline

Senior Loan Officer

Novus Home Mortgage
04.2024 - Current

Senior CRA Officer - Mortgage

Fifth Third Bank
12.2022 - 04.2024

Licensed Mortgage Loan Officer

Movement Mortgage
11.2017 - 10.2022

Banker - Business Risk

Fifth Third Bank
10.2015 - 11.2017

Business Banker

Wells Fargo Bank
12.2012 - 01.2015

Relationship Manager, Brankruptcy

Bank Of America
05.2010 - 11.2012

Bachelor of Science Degree in Business Retail Management -

University of South Carolina
  • Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities.

Executive Masters of Business Administration -

Jack Welch Management Institute
Jeremy Allen, Executive MBA