Jonathan Milton
American Merchant Capital Group
Bronx,NY
6
years of professional experience
Work History
Financial Sales Consultant
2 Years 7 Months- Negotiated favorable terms on behalf of clients, securing optimal deals that aligned with their unique objectives.
- Facilitated seamless transactions for clients through meticulous record-keeping and compliance with regulatory requirements.
- Conducted comprehensive financial needs analyses to identify suitable investment opportunities for each client''s individual goals.
- Exceeded sales targets consistently by implementing effective prospecting techniques and persuasive presentations.
Mortgage Loan Officer
2 Years 9 Months- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
Real Estate Agent
7 Months- Negotiated, facilitated, and managed real estate transactions.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Communicated with clients to understand property needs and preferences.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
Timeline
Financial Sales Consultant
American Merchant Capital Group
01.2024 - 08.2026Read More
Mortgage Loan Officer
Network Capital Funding
02.2021 - 11.2023Read More
Real Estate Agent
GZB Realty
05.2020 - 12.2020Read More