Jeremy Graham
Braintree,MA
Summary
Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.
Overview
13
13
years of professional experience
Work History
Home lending advisor
Chase Bank
Canton, Massachusetts
01.2026 - Current
- Advised clients on various lending products and services tailored to needs.
- Evaluated credit applications and assessed borrower eligibility for loans.
- Conducted thorough financial analyses to ensure accurate lending decisions.
Mortgage Officer/Business Development Manager
Toll Brothers
Westborough, MA
07.2025 - 12.2025
- Performed daily maintenance of loan applicant database.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Created agendas and communication materials for team meetings.
- Collaborated with others to discuss new opportunities.
- Provided excellent service and attention to customers when face-to-face or through phone conversations
Mortgage Loan Officer
Total Mortgage
Pawtucket, Rhode Island
03.2024 - 07.2025
- Assisted clients in understanding mortgage options and processes.
- Evaluated financial documents for loan application accuracy and completeness.
- Communicated with clients to gather necessary documentation for approvals.
- Provided exceptional customer service to address client inquiries and concerns.
- Maintained updated knowledge of mortgage industry trends and regulations.
- Provided guidance on the best type of loan for each customer based on their individual needs and goals.
Mortgage Loan Officer/Business Development Manager
Toll Brothers
Westborough, Massachusetts
12.2013 - 03.2024
- Analyzed client financial information to determine loan eligibility.
- Guided clients through mortgage application processes and documentation requirements.
- Collaborated with real estate agents to facilitate smooth transactions for homebuyers.
Education
Some College (No Degree) - Business Administration
Kaplan University
Davenport, IASkills
- Sales development
- Client account management
- Financial analysis
- Financial planning expert
- Training and mentoring
- Sales and market development
Timeline
Home lending advisor
Chase Bank
01.2026 - Current
Mortgage Officer/Business Development Manager
Toll Brothers
07.2025 - 12.2025
Mortgage Loan Officer
Total Mortgage
03.2024 - 07.2025
Mortgage Loan Officer/Business Development Manager
Toll Brothers
12.2013 - 03.2024
Some College (No Degree) - Business Administration
Kaplan University