Nicholas Mele
Westfield,NJ
Summary
Skilled Financial professional with exceptional sales acumen and a customer service-oriented mindset. Dedicated to exceeding targets on a consistent basis while pursuing professional development opportunities that enhance knowledge and abilities. Ready to bring lending and financial planning experience to a dynamic position with room for growth.
Overview
2
2
years of professional experience
Work History
Financial Representative
Northwestern Mutual Wealth Management
Washington, C.
10.2022 - 04.2023
- Made 200 phone calls weekly, prospecting for new clients and referrals
- Held 15-25 client meetings per week
- Worked amongst top financial planners and advisors
- Built a book of business with over 20 new clients
Mortgage Loan Originator
MLB Residential Lending LLC
Sparta, NJ
06.2021 - 09.2022
- Attended meetings and networking events monthly, establishing relationships with realtors, attorneys, and title insurance representatives
- Monitored 10-15 loan pipeline daily, tracking and logging milestone status of loans using Encompass Mortgage Services
- Funded over 15 residential loans within first year, with an average loan amount of $300,000
- Developed prospects for new loans by making 250 cold calls weekly
Loan Officer Assistant
MLB Residential Lending LLC
Springfield, NJ
02.2021 - 06.2021
- Communicated with borrowers daily to request information and complete loan application paperwork
- Scanned and organized borrowers tax returns, bank statements, and other pertinent financial documents in preparation for loan approval
- Assisted Vice President of retail lending and senior loan officer, managing and updating 15-20 loan pipeline weekly
Education
Bachelor of Administration - Finance
The Catholic University of America
12.2020
Skills
- Problem solving
- Team building
- Leadership
- Sales
- Accountability
- Proficient in Microsoft office
- Financial planning
- Financial analysis
- Marketing expertise
- Verbal/written communication
Additional Information
- Certifications and Licenses , Licensed Mortgage Loan Originator NMLS #2101271 - July 2021 - Present
- Life/Health Insurance Producer License – October 2022 - Present
- Catholic University Mens Basketball, August 2016 - March 2018
Timeline
Financial Representative
Northwestern Mutual Wealth Management
10.2022 - 04.2023
Mortgage Loan Originator
MLB Residential Lending LLC
06.2021 - 09.2022
Loan Officer Assistant
MLB Residential Lending LLC
02.2021 - 06.2021
Bachelor of Administration - Finance
The Catholic University of America