Summary
Overview
Work History
Education
Skills
Phone - Number
Professional Licenses
Languages
Timeline
Generic

NAIMA ALOM

New York,USA

Summary

Dynamic individual with hands-on experience in consumer & business lending and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

14
14
years of professional experience

Work History

PrivateClient Banker/Small Business Specialist/MOD

JP Morgan Chase
06.2011 - Current
  • Prepare complete credit package for submission to our loan direct center to facilitate the underwriting process
  • Assist our Business Relationship Managers by gathering clients’ business financial data for loan application submission
  • Collaborates with various partners ensure they have access to experts who can help them with specialized financial needs
  • Developed customized solutions of deposit, lending, and other products for consumer &small business customers.
  • Prospected for new business through networking, community outreach, and customer referral generation.
  • Maintain an in-depth knowledge of JP Morgan Chase products for business, consumer & home lending as well as other bank products
  • Take a lead role in creating an outstanding customer experience to help the branch meet customer satisfaction objectives
  • Continuously meets and exceeds individual sales goals while contributing to the overall sales success of the team
  • Strictly adhere to policies, procedures, and regulatory banking requirements

Education

B.S. - Computer Science

St. John’s University
Jamaica, NY
01.2004

Skills

  • Banking relationship management
  • Credit assessment
  • Borrower interviewing
  • Credit solutions guidance
  • Loan closing
  • Loan payment processing
  • Due diligence
  • Documentation skills
  • Loan approvals
  • Audit procedures
  • Financial institution regulations
  • Generating referrals
  • Bank sales
  • Customer service

Phone - Number

(917) 806-4023

Professional Licenses

  • FINRA Series 6
  • FINRA Series 63
  • Life/ Variable Annuities

Languages

Bengali
Native or Bilingual

Timeline

PrivateClient Banker/Small Business Specialist/MOD

JP Morgan Chase
06.2011 - Current

B.S. - Computer Science

St. John’s University

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NAIMA ALOM