Martin Cabanillas
Glendale,AZ
Summary
Pursuing an opportunity with a vital and growth-oriented team that will utilize my brokerage and mortgage background, business education, and customer service ethic to its fullest. History of meeting company needs with consistent and organized practices. Skilled in working under pressure while adapting to new situations and challenges to best enhance the company brand.
Overview
5
5
years of professional experience
Work History
Senior Registered Client Associate
Wells Fargo Advisors
Scottsdale, AZ
01.2023 - Current
- Provided comprehensive support to Financial Advisors in daily operations of the branch office.
- Managed multiple projects simultaneously while ensuring accuracy of work product.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Senior Fixed Income Specialist
Charles Schwab
Phoenix, AZ
06.2022 - 12.2022
- Monitored daily movements in the bond markets to identify opportunities for profit.
- Managed portfolios of fixed income securities to meet client objectives and maximize returns.
- Reviewed regulatory updates related to fixed income securities for potential impact on business operations.
Mortgage Loan Officer
Rocket Mortgage
Phoenix
03.2021 - 05.2022
- Advised borrowers on how best to structure their mortgages in order to minimize costs while maximizing benefits.
- Evaluated and monitored loan applications, including income documents, employment history, and other financial records.
- Analyzed financial information and credit reports of potential borrowers to determine eligibility for mortgage loans.
Registered Client Associate
Morgan Stanley
Gilbert
02.2019 - 03.2021
- Processed client requests meanwhile following up if necessary, to ensure execution of requests in a timely manner to avoid complaint escalations.
- Competent to handle high volume of calls within a fast past environment.
- Persuaded clients for enrollment in Morgan Stanley account features such as MSO, eAuthorization, eDelivery, and VoiceID.
Education
Bachelor of Science - Finance & Economics
Grand Canyon University
12-2018
Skills
- Series 7
- Series 66
- Securities Industry Essentials (SIE)
- CRD 7070951
- NMLS 2125947
Timeline
Senior Registered Client Associate
Wells Fargo Advisors
01.2023 - Current
Senior Fixed Income Specialist
Charles Schwab
06.2022 - 12.2022
Mortgage Loan Officer
Rocket Mortgage
03.2021 - 05.2022
Registered Client Associate
Morgan Stanley
02.2019 - 03.2021
Bachelor of Science - Finance & Economics
Grand Canyon University
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