MOHAMMAD JALALI
Tarzana,CA
Summary
Results-driven banking professional with over 20 years in relationship management and business development. Successfully managed client portfolios exceeding $90 million and originated residential and commercial loans, consistently exceeding sales goals while delivering exceptional client service.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Securities Representative
Phoenix Financial Services
09.2024 - Current
- Advised clients on investment strategies, assessed risk tolerance, recommended diversified portfolios, rebalanced investments, developed new business opportunities, and ensured regulatory compliance.
- Monitored security systems and ensured compliance with safety protocols.
- Conducted regular inspections of premises to identify potential security risks.
- Collaborated with law enforcement during investigations and incident responses.
Loan Officer
LoanGuys.com
01.2021 - 08.2024
- Originated residential and commercial mortgages, developing $32 million loan portfolio, generated business through referrals and networking, guided borrowers through lending process.
- Evaluated client financial information for loan eligibility at LoanGuys.com.
- Guided clients through loan application processes and documentation requirements.
- Analyzed credit reports to assess borrower risk and make lending decisions.
- Evaluated loan applications and verified borrower information for approval process.
- Assisted clients in understanding loan products and terms available to them.
Senior Relationship Banker
Bank of the West
09.2017 - 01.2021
- Managed affluent banking relationships, exceeded sales goals, and increased branch revenue through cross-selling banking and lending products while providing comprehensive financial solutions.
- Cultivated strong client relationships through personalized banking solutions.
- Analyzed client needs to recommend suitable financial products and services.
- Guided clients through account openings, transactions, and loan applications.
Premier Banker / Relationship Manager
OneWest Bank
12.2013 - 09.2017
- Managed client portfolios exceeding $90 million, originated loans, analyzed credit, expanded relationships, ensured compliance, and helped the branch rank among the company's top performers.
- Provided personalized banking solutions to meet client financial needs.
- Assisted clients with loan applications and mortgage processes efficiently.
- Educated clients on banking products and services to enhance financial literacy.
Education
Bachelor of Business Administration -
Eastern Michigan University
Skills
- Securities Analysis
- Investment Advisory
- Wealth Management
- Portfolio Management
- Financial Planning
- Risk Management
- Regulatory Compliance
- KYC/AML
- Investment Services
- Equity Analysis
- Business Development
- Cross-selling strategies
- Relationship Management
- CRM
Certification
- FINRA Series 7
- Securities Industry Essentials (SIE)
- Mortgage Loan Originator (MLO)
- California Bankers Association: Business Banking Credit Analysis I & II
Selected Achievements
- Top Sales Performer (Q2 2010)
- Top Premier Banker - Non-Interest Checking (Q2 2011)
- Grew managed portfolio from $25M to over $90M
- Increased sales revenue by $2M
- Consistently exceeded customer service and sales goals
Timeline
Securities Representative
Phoenix Financial Services
09.2024 - Current
Loan Officer
LoanGuys.com
01.2021 - 08.2024
Senior Relationship Banker
Bank of the West
09.2017 - 01.2021
Premier Banker / Relationship Manager
OneWest Bank
12.2013 - 09.2017
Bachelor of Business Administration -
Eastern Michigan University