Zain Siddiqi
Plano,TX
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Associate Director
UBS Wealth Management
09.2020 - Current
- UHNW & HNW Portfolio Lending
- CRM, KYC process proficient
- Assisted senior leadership in managing all aspects of the mortgage pipeline.
- Underwriting and Analyzing client financials while thinking outside of the box for our portfolio.
- Creating innovative solutions to complex mortgage problems and restructuring deals to provide client financing up to $100 Million dollars
- Liaise with and build relationships with Wealth Managers,op Financial Advisors and Sr. Wealth Management Bankers to deepen client relationships with the bank
- SBL, Pledge and Asset based lending
- Commercial loan sizing
- Meeting all metrics on scorecards while prioritizing compliance and delivering top customer satisfaction scores
- Prioritized tasks and allocated resources appropriately to keep teams focused and productive.
Private Wealth Management Sr. Mortgage Banker
Wells Fargo
07.2019 - 09.2020
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction while deepening banking relationships.
- Worked with underwriters to resolve issues while perfoming credit analysis.
Private Client Sr. Mortgage Banker
JPMorgan Chase
03.2008 - 07.2019
- Using Hunter Methodology to build relationships with Realtors, Accountants, Attorneys, and other departments at JPMorgan to provide the right structure for clients while simultaneously growing book of business
- Maintained high level of customer satisfaction by providing top tier service while delivering increased year over year closings.
- Worked with Investment Bank to service UHNW client needs to build the portfolio
- Processing and closing of loans for over $600,000,000
- Helped manage a team of loan officers
- Year over year growth of more than 20%
Sr. Equity Trader
Alpine Securities
01.2005 - 04.2007
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Made fast decisions based on fluctuating market resulting in profits.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Sr. Equity Trader
Echotrade LLC
07.2003 - 01.2005
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Managed and trained a team of new hires
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Education
Bachelor of Science - Economics
Purdue University
West Lafayette, IN05.2003
Skills
- Series 7 & SIE Licenses
- Program Development
- Key Relationship Management
- Budget Management
- Technical Implementation
- Strategic Leadership
- Process Improvement
- MS Office
- Sales & Trading
- Market Analysis
- KYC & CRM
Certification
- Series 7 & Sie License
Languages
Arabic
Limited Working
Hindi
Full Professional
Urdu
Full Professional
French
Limited Working
Timeline
Associate Director
UBS Wealth Management
09.2020 - Current
Private Wealth Management Sr. Mortgage Banker
Wells Fargo
07.2019 - 09.2020
Private Client Sr. Mortgage Banker
JPMorgan Chase
03.2008 - 07.2019
Sr. Equity Trader
Alpine Securities
01.2005 - 04.2007
Sr. Equity Trader
Echotrade LLC
07.2003 - 01.2005
Bachelor of Science - Economics
Purdue University
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