P. Nicholas Silva
Mortgage Advisory Analyst
Summary
Driven, positive, banking-professional with an eagerness to learn, who has four years of experience in banking. Effective in creating and executing solutions, working with a team, and utilizing technology.
Overview
4
4
years of professional experience
Work History
Mortgage Advisory Analyst
JPMorgan Private Bank
Houston, TX
09.2021 - Current
- Review and pre-underwrite complex financials including tax returns, K-1s, balance sheets, profit and loss statements, real estate schedules, and investments
- Coordinate mortgage process, manage client interface, and deliver mortgage presentations
- Manage average pipeline of $300mm in loans
- Assist with technology projects in Houston office for efficiency purposes
Business Manager
4WARD Energy Solutions
Houston, TX
01.2020 - 09.2021
- Assist with analysis of corporate development initiatives including due diligence, contract preparation and negotiation
- Draft presentations/reports for business development and manage CRM platform
- Manage employee and execute responsibilities associated with project management
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
Intern
Amegy Bank
Houston, TX
01.2020 - 08.2020
- Analyze and build credit presentations (CP) for business' line of credit
- Prospect new business in $10mm-$250mm annual revenue market
- Network with various professionals across organization
Intern
Oppenheimer & Co
Houston, TX
05.2019 - 08.2019
- Manage relationships with financial advisors, wholesalers, and clients
- Analyze stocks and bonds utilizing Bloomberg Terminal and Morningstar
- Perform financial research and analysis of high performing investment opportunities
Education
BBA - Finance and Marketing
University of Houston, C. T. Bauer College of Business
08.2018 - 05.2021
Skills
Microsoft Excel, Word, PowerPoint, Outlook, Financial due diligence, Excellent in sales and interpersonal skills
Strong communication skills, Well versed in time management, Computer software and application knowledge
Affiliations
Big Brother/Mentor for the Big Brothers Big Sisters organization, Mentor for St. Thomas High School, and Mentor for the University of Houston - Commercial Banking Program
Timeline
Mortgage Advisory Analyst
JPMorgan Private Bank
09.2021 - Current
Business Manager
4WARD Energy Solutions
01.2020 - 09.2021
Intern
Amegy Bank
01.2020 - 08.2020
Intern
Oppenheimer & Co
05.2019 - 08.2019
BBA - Finance and Marketing
University of Houston, C. T. Bauer College of Business
08.2018 - 05.2021