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 - 2021.05
Skills
Microsoft Excel, Word, PowerPoint, Outlook, Financial due diligence, Excellent in sales and interpersonal skills
undefinedAffiliations
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 - 2021.05
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