Mitchell Roeb
Los Angeles,United States
Summary
Diligent professional with a BBA (Finance) and 5+ years of experience in high-volume, deadline-driven organizations such as Wells Fargo and JP Morgan Chase. Versatile resource, combining business, financial and real estate acumen with strong analytical, problem solving, communication and organizational skills. Equally comfortable working independently or as a team member, with a proven ability to quickly adapt to new projects, tools and environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Asset Manager, Investments
Home Partners of America
Los Angeles, United States
08.2022 - Current
Associate Acquisitions, Submissions / Underwriting
Home Partners of America
Los Angeles, United States
04.2022 - 06.2023
Commercial Mortgage Underwriter / Analyst
Wells Fargo
Los Angeles, United States
06.2021 - 10.2021
PPP Application Manager
Liberty SBF
04.2021 - 06.2021
Application Processor / Closing Specialist
SmartBiz Loans
01.2021 - 04.2021
Relationship Banker
JPMorgan Chase & Co.
Santa Barbara, United States
09.2018 - 07.2020
Intern
Axos Bank
Greater San Diego Area
06.2017 - 08.2017
Education
Bachelor's degree - Finance
San Jose State University
01.2018
Skills
- Asset Management
- Residential Real Estate
- Financial Research
- Deal negotiation
- Document Review
- Excel
- Microsoft Word
- PowerPoint
Certification
- UCLA Extension: Business Analysis
- Life Insurance
- Certificate in Business Analysis
- SIE
- Series 6
- Series 63
Timeline
Asset Manager, Investments
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 SBF
04.2021 - 06.2021
Application Processor / Closing Specialist
SmartBiz Loans
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