Jeremy Roche
Philadelphia,PA
Summary
Customer-focused financial services professional with a strong background in home lending, client relationship management, and loan coordination. Proven ability to deliver exceptional service through effective communication, thorough loan documentation review, and a deep understanding of financial products. Skilled in cultivating long-term client relationships, ensuring smooth loan processing, and facilitating collaboration between borrowers, referral partners, and loan officers. Detail-oriented, with a focus on meeting deadlines and maintaining accuracy throughout the loan lifecycle.
Overview
6
6
years of professional experience
Work History
Financial Coach
Compass Working Capital
06.2022 - Current
- Deliver personalized financial coaching and developed customized financial plans in key areas including credit management, debt reduction, and long-term wealth building.
- Guide clients through financial decision-making processes, offering tailored advice that empowered them to achieve financial goals.
- Collaborate with external partners and service providers to connect clients with resources, building strong relationships to support ongoing financial success.
- Actively engage in follow-up meetings to monitor progress and adjust financial strategies as needed, enhancing client satisfaction and retention.
Home Lending Specialist
JPMorgan Chase Bank N.A.
10.2020 - 12.2022
- Coordinated with borrowers, loan officers, and referral partners to ensure smooth loan application completion and timely document submission.
- Managed loan applications, collected necessary documentation (including credit reports), and ensured all information was accurate before submission to processing.
- Delivered tailored mortgage solutions to meet clients' specific needs, resulting in increased loan closings and customer satisfaction.
- Maintained strong, ongoing relationships with borrowers and referral partners, ensuring future business opportunities and continued client satisfaction.
Associate Banker
JPMorgan Chase Bank N.A.
12.2018 - 10.2020
- Provided comprehensive support for clients' day-to-day banking needs, ensuring a high level of satisfaction with all transactions and services.
- Proactively identified and referred clients to specialized mortgage services, ensuring they received relevant financial products and services.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
Education
Business Administration -
Community College of Philadelphia
Skills
- Loan Application Coordination
- Client Relationship Management
- Loan Documentation & Review
- Mortgage Products & Financial Solutions
- Problem-solving
- Time management
- Attention to detail
- Bilingual (Spanish)
Timeline
Financial Coach
Compass Working Capital
06.2022 - Current
Home Lending Specialist
JPMorgan Chase Bank N.A.
10.2020 - 12.2022
Associate Banker
JPMorgan Chase Bank N.A.
12.2018 - 10.2020
Business Administration -
Community College of Philadelphia
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