Overview
Work History
Education
Skills
Timeline
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Miguel Molina

Overview

5
5
years of professional experience

Work History

Securities Backed Lending - Associate Lender

JPMorgan Chase
Dallas, TX
05.2022 - Current
  • Mange the largest market in the Latin America private bank portfolio of credit/loan products, collateralize by securities and various investment instruments
  • Take ownership of origination to funding process, communication with internal and external stakeholders, margin calls, annual reviews, abiding by US/Latin America compliance & regulation risk
  • Review cross-border complex structuring, lending valuation of various asset classes/portfolios, credit worthiness, pricing / profitability metrics, Derivative lending,
  • Advise senior management on strategic initiatives to drive efficiency & profitability in lending process
  • Ability to handle high volume of various middle office request, navigating complexity and meet tight deadlines, ensure timely & accurate delivery of reporting, monitoring, adhering to mandate/guidelines

Associate Vice President of Sales

Megatel Capital Investment
Dallas, TX
01.2024 - 04.2024
  • Raised capital to fund single & multifamily real estate community developments for Megatel Group
  • Offered a Regulation D private placement fixed income real estate alternative investment
  • Partnered with external wholesalers, conducted marketing campaigns, strategized prospect outreach of high-network investors
  • Built relationships with top producing financial professionals in RIA’s and Broker Dealers nationwide

Financial Advisor

Northwestern Mutual
Dallas, TX
02.2020 - 01.2022
  • Targeted prospects, through market research, utilized network of connections, social media, marketing campaigns, obtained 50-100 prospects per month
  • Developed trusted relationships with clients through in-depth client interactions, understanding client’s financials & goals
  • Created financial plans that included investment models, risk management illustrations, tax scenarios, hypotheticals, etc.
  • Systematized sales process based off client segment to ensure a consistent value proposition to serve client type effectively

Mortgage Loan Officer

Bank of America
Dallas, TX
11.2018 - 01.2020
  • Consulted with banking clients to understand objective & provided mortgage related guidance in purchase, refinance, & home equity lines of credit
  • Analyzed prospective borrowers credit report, asset statements, tax returns, & balance sheets to qualify borrowers
  • Managed 5 to 12 loans at a given time, set process expectations & kept constant communication with borrowers throughout fulfillment process

Education

Bachelor of Arts - Economics

Texas Tech University
Lubbock, TX
12-2017

Skills

  • Bilingual: Spanish & English
  • Digital Literacy
  • Microsoft Office, Adobe, CRM, Social Media Proficient
  • Sales & Client Management
  • Financial Planning
  • Wealth Managment
  • Lending: Mortgage, Private Credit
  • Quantitative analysis

Timeline

Associate Vice President of Sales

Megatel Capital Investment
01.2024 - 04.2024

Securities Backed Lending - Associate Lender

JPMorgan Chase
05.2022 - Current

Financial Advisor

Northwestern Mutual
02.2020 - 01.2022

Mortgage Loan Officer

Bank of America
11.2018 - 01.2020

Bachelor of Arts - Economics

Texas Tech University

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Miguel Molina