TRAE DUTTON
Relationship Banker
Baltimore,MD
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Relationship Banker
JP Morgan Chase
11.2023 - Current
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
Mortgage Underwriter (VA)
NewDay USA
05.2021 - 11.2023
- Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
- Ensured regulatory compliance by maintaining up-to-date knowledge of industry guidelines and standards.
- Enhanced risk assessment accuracy by conducting thorough reviews of credit reports, employment history, and income verification documents.
Mortgage Processor/Processing Manager
NewDay USA
01.2020 - 05.2021
- Collaborated with underwriters to expedite loan approvals, resulting in faster closings for clients.
- Enhanced customer experience by proactively addressing potential issues during the application process, resulting in increased client satisfaction and referrals.
- Mentored departmental team, boosting efficiency, success and morale among employees.
Processor/ Processing Manager (VA Refinance)
NewDay USA
01.2020 - 05.2021
- Mentored departmental team, boosting efficiency, success and morale among employees.
- Optimized resource allocation by analyzing current processes and identifying areas for improvement.
- Managed high-volume workloads effectively to meet strict deadlines, prioritizing tasks based on urgency and importance.
Education
Bachelor of Science - Operations Management & Business Analytics
Robert H. Smith School of Business, University of Maryland At College Park
College Park, MD12.2019
MBA - Finance
University of Southern New Hampshire
05.2001 -
Skills
Financial Planning
Certification
Securities Industrial Essentials (SIE) Certification, 06/01/23
Timeline
Relationship Banker
JP Morgan Chase
11.2023 - Current
Mortgage Underwriter (VA)
NewDay USA
05.2021 - 11.2023
Mortgage Processor/Processing Manager
NewDay USA
01.2020 - 05.2021
Processor/ Processing Manager (VA Refinance)
NewDay USA
01.2020 - 05.2021
MBA - Finance
University of Southern New Hampshire
05.2001 -
Bachelor of Science - Operations Management & Business Analytics
Robert H. Smith School of Business, University of Maryland At College Park
Similar Profiles
Lisa Olivia GrenviczLisa Olivia Grenvicz
Private Client Banker at JP Morgan Chase & Company (Chase Bank)Private Client Banker at JP Morgan Chase & Company (Chase Bank)
Taylor SimsTaylor Sims
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank
Miranda GuerreroMiranda Guerrero
Associate Banker Market Expansion at Jp Morgan Chase ChaseAssociate Banker Market Expansion at Jp Morgan Chase Chase
Mahesh TelgadiMahesh Telgadi
Team Leader at JP Morgan Chase pvt LtdTeam Leader at JP Morgan Chase pvt Ltd
Geron BrooksGeron Brooks
Substitute Teacher, Relay Elementary School at Kelly EducationSubstitute Teacher, Relay Elementary School at Kelly Education