Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nitish Kulkarni

Canton,United States

Summary

Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Licensed Banker

J.P Morgan Chase & Co.
Livonia, MI
10.2021 - Current
  • Met needs of high net worth individuals looking to manage at least $150,000 in assets.
  • Developed asset protection strategies for clients.
  • Set up new and regularly serviced existing accounts to bring in maximum revenue.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.

Mortgage Loan Underwriter

United Wholesale Mortgage
Pontiac, MI
11.2020 - 07.2021
  • Maintained compliance with company and regulatory policies.
  • Analyzed tax returns and financial statements to determine ongoing cash flow to support loan repayment.
  • Analyzed loan risk and reviewed loan conditions and requirements.

Education

Bachelor of Arts - Economics

University of Michigan - Dearborn
Dearborn, MI
12.2020

MBA -

Purdue University
West Lafayette, IN

Skills

  • Financial Institution Regulations
  • Business & Economic statistics
  • Microsoft Office Suite
  • Team work

Certification

  • Series 7
  • Series 6
  • Series 63
  • SIE

Timeline

Licensed Banker

J.P Morgan Chase & Co.
10.2021 - Current

Mortgage Loan Underwriter

United Wholesale Mortgage
11.2020 - 07.2021

Bachelor of Arts - Economics

University of Michigan - Dearborn

MBA -

Purdue University

Similar Profiles

CREATE PROFILE
Nitish Kulkarni