Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jeremy James Dorse

Kula

Summary

Accomplished Licensed Relationship Banker and Mortgage Loan Originator, dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, and cement Member loyalty. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Sr. Personal Banker

First Hawaiian Bank
10.2024 - Current
  • Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
  • Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
  • Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience
  • Manage portfolio of 190 million in asset and loan growth. Partner with commercial real estate and consumer loan origination.


Licensed Relationship Banker

Wells Fargo & Company
01.2023 - 05.2023
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed monthly summaries to assess each client's participation level and determine targets for follow-up plans.
  • Presented new and additional products and services to existing customers.

Sr. Mortgage Loan Originator

Credit Union Of Southern California
06.2022 - 09.2022
  • Explained different types of loans pertaining to client situations.
  • Explained very technical financial information to applicants in easy to understand language.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

Sr Branch Loan Consultant

SchoolsFirst Federal Credit Union
08.2009 - 05.2022
  • 2020 / 2021 200 Million in Loan Origination Funding
  • Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
  • Generated numerous valuable leads through outbound phone calls to local consumers and businesses.

Licensed Personal Banker II

Wells Fargo
04.2003 - 05.2008
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Top producer Champions Club 2003-2008

Education

Associate of Science - Kinesiology

Fullerton College
Fullerton, CA
06.1996

Skills

  • Loan Restructuring
  • Corporate Financial Statements
  • Payment Collection
  • Negotiation Tactics
  • Financial History Analysis
  • Mortgage Loan Origination

Certification

  • Licensed NMLS 674129 - Federal and State Licensed
  • State of Ca Insurance Life and Annuity

Timeline

Sr. Personal Banker

First Hawaiian Bank
10.2024 - Current

Licensed Relationship Banker

Wells Fargo & Company
01.2023 - 05.2023

Sr. Mortgage Loan Originator

Credit Union Of Southern California
06.2022 - 09.2022

Sr Branch Loan Consultant

SchoolsFirst Federal Credit Union
08.2009 - 05.2022

Licensed Personal Banker II

Wells Fargo
04.2003 - 05.2008

Associate of Science - Kinesiology

Fullerton College

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