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
Risk Mitigation
Attention to Detail
Decision-Making
Problem-solving abilities
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