Overview
Work History
Education
Skills
Languages
Leadership Activities
Timeline
Generic

Stefan Martinez

Dallas,TX

Overview

5
5
years of professional experience

Work History

Client Onboarding Associate

JPMorgan Chase
Dallas, TX
05.2021 - Current
  • Provide strategic guidance to the offshore Private Banking teams covering Latin America on process to onboard new clients
  • Partner with the client facing teams to gather required AML/KYC information and legal documentation ensuring adherence to regulatory standards and account opening requirements
  • Pre-fill account opening documentation based upon input from Bankers and client facing teams
  • Contribute to the implementation of a new operating model for the Latin American markets
  • Assist with the implementation of treasury products for multiple projects and provide product training to clients

Credit Analyst

Axos Bank
San Diego, CA
03.2020 - 04.2021
  • Managed a portfolio of bridge and construction loans worth $300MM for the Commercial Real Estate Specialty Lending group
  • Reviewed draw packages and processed disbursements of loan funds for 8 construction projects located in California and New York
  • Analyzed income, assets, and tax returns to determine qualifying income to underwrite Single-Family Rental loans
  • Monitored loan performance, assessing payment trends, covenant compliance, collateral analysis, tax/insurance payments in order to provide risk rating accuracy

Marketing Intern

Koala
Sydney, Australia
06.2019 - 08.2019
  • Evaluated KPI metrics from Facebook Ads Manager to measure top performing ads for monthly reports that contributed to the creative strategy for successive months
  • Compiled metrics from Google Ads to track the success of display ads and search ads

Education

Bachelor of Business Administration -

Southern Methodist University
Dallas, TX
12.2019

Skills

  • Microsoft Office
  • Salesforce
  • Google Analytics
  • Portfolio Management
  • Underwriting
  • Recruiting

Languages

Spanish
Native/ Bilingual

Leadership Activities

JPMorgan Chase - AWM Recruiting Partnership

  • Reach out to local universities within the DFW area to establish a recruiting partnership to invite first generation students to JPM events and workshops
  • Create marketing materials to promote recruiting events to showcase career opportunities within Asset & Wealth Management

Timeline

Client Onboarding Associate

JPMorgan Chase
05.2021 - Current

Credit Analyst

Axos Bank
03.2020 - 04.2021

Marketing Intern

Koala
06.2019 - 08.2019

Bachelor of Business Administration -

Southern Methodist University

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Stefan Martinez