Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Mitchell Roeb

Mitchell Roeb

Encino,CA

Summary

Forward-thinking Asset Manager possessing first-rate interpersonal, organizational and time management skills. Expertise in reviewing key market indicators to determine appropriate strategies for pricing, repairing and negotiating offers. Proficient in Microsoft Office product suite. Personable and reputable professional commended for expanding relationships with existing clients by continuously proposing solutions to meet objectives.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Asset Manager, Acquisitions

Home Partners of America
08.2022 - Current
  • Track and manage over 100 properties at any given time, that have been marked for sale by the company
  • Coordinate with real estate agents to list and sell properties across the country
  • Conduct resident resale transactions by selling homes owned by the company to the resident currently renting the home.
  • Perform document review and due diligence, as well as prepare contracts for the sale of properties
  • Act as intermediary between various departments of the company to ensure property sales are handled correctly and efficiently.
  • Reviewed contract reports, bid proposals and requirements with senior management for accuracy and processing.
  • Negotiated contract terms with brokers and buyers to achieve net sale proceeds above company expectations..
  • Evaluated appraisals, broker opinions and current market data to derive internal valuations and implement property strategies from pre-listing through sale of asset.

Associate Acquisitions, Submissions / Underwriting

Home Partners of America
04.2022 - 06.2023
    • Working in a high volume, deadline driven environment to process hundreds of residential properties a month
    • Utilize knowledge in residential real estate, residential mortgage underwriting, and analytical skills to ensure HPA's underwriting processes are adhered to on each submission
    • Performed due diligence on each submission to ensure all properties conformed to HPA's submission guidelines
    • Conducted market research for each submission to ensure our values are accurate for every submission
    • Responsible in determining each assets final suitability determination as it relates to approving or declining a property
    • Perform a thorough comparative market analysis within required deadlines on up to 20 to 30 properties daily
    • Coordinate with real estate agents to obtain information needed to perform accurate property valuations
    • Worked on small teams for multiple projects within the company.

Commercial Mortgage Underwriter / Analyst

Wells Fargo
06.2021 - 10.2021
    • Provided expert support to team of 4 Underwriters, including the Director, in issuing commercial real estate loans
    • Performed due diligence analysis for loans as large as $80M and a $32M portfolio of 30 properties in 13 states
    • Actively updated financial models (Excel) with current P&L/Operating Sheet/Balance Sheet information
    • Completed analysis of multiple property reports including zoning reports, property condition assessments, phase I environment report and appraisal report
    • Submitted regulatory compliance checks for potential borrowers and guarantors
    • Interfaced with Legal and Origination Teams on core issues including document reviews and data reconciliation
    • Forwarded all completed documentation to Underwriters for submission to Credit and Closing Teams.

PPP Application Manager

Liberty Credit
04.2021 - 06.2021
  • Entrusted to manage Paycheck Protection Program (PPP) application progression from submission through funding
  • Performed complete analysis of PPP Applications
  • Verified loan amount calculation accuracy in conjunction with tax document review
  • Conducted entity review for exactness of information provided
  • Oversaw workflow of returning applicants for second draw loans
  • Met and exceeded target threshold of applications processed and reviewed.

Application Processor / Closing Specialist

SmartBiz
01.2021 - 04.2021
  • Coordinated large volume of Paycheck Protection Program (PPP) applications from submission through funding
  • Performed comprehensive review of lending applications
  • Checked loan amount calculation accuracy and conducted through analysis of applicant(s) and their business
  • Kept applications within company timeline parameters from point of application submission to approval and funding
  • Provided application stage information, updates, and customer service to clients as they moved through application process
  • Consistently meets target threshold or loan volume processing and closing.

Relationship Banker

JPMorgan Chase & Co.
09.2018 - 07.2020
  • Profiled high net worth consumers and small business clients for the purpose of bank deposit and investment growth along with referring them to home lending, business banking, and investment professionals
  • Prospect and self-source consumer and business banking leads
  • Profile and build customer relationships while assisting in the growth of the bank
  • Provide superior customer service with intent to capture outside client business
  • Collaborate with One Chase partners to establish expansive, meaningful, and profitable relationships
  • Utilize licenses and certifications to provide investment and lending advice to both consumer and business clients
  • Collaborate with Associate Bankers to identify clients with high potential and develop action plans to capture larger deposit and investment footprint within our market
  • Maintain existing relationships by utilizing and managing clients through utilization of CRM cycle and pipeline software.

Intern

Axos Bank
06.2017 - 08.2017
  • Prospect and source new IPL multifamily and small balance commercial business
  • Collect and review borrower loan applications to ensure submission and lending parameters are met
  • Work independently to establish and maintain relationships for delivery of loans that meet the bank's policy
  • Discuss possible transactions with customers and assist in transactions structure and pricing
  • Responsible for ensuring customer satisfaction and managing the quality of the financial products and services.

Education

Bachelor's degree - Finance

San Jose State University
San Jose, CA
01.2018

Skills

  • Asset Management
  • Residential Real Estate
  • Financial Research
  • Financial Analysis
  • Microsoft Office
  • Regulatory Compliance
  • Due Diligence
  • Excellent Communication
  • Organizational Skills

Certification

  • SIE - FINRA
  • Series 6 - FINRA
  • Series 63 - FINRA
  • Life Insurance - State of California

Timeline

Asset Manager, Acquisitions

Home Partners of America
08.2022 - Current

Associate Acquisitions, Submissions / Underwriting

Home Partners of America
04.2022 - 06.2023

Commercial Mortgage Underwriter / Analyst

Wells Fargo
06.2021 - 10.2021

PPP Application Manager

Liberty Credit
04.2021 - 06.2021

Application Processor / Closing Specialist

SmartBiz
01.2021 - 04.2021

Relationship Banker

JPMorgan Chase & Co.
09.2018 - 07.2020

Intern

Axos Bank
06.2017 - 08.2017

Bachelor's degree - Finance

San Jose State University

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Mitchell Roeb