Derly Herrera
Chandler
Summary
Driven professional that enjoys communication, sales, and finance. Deeply interested in building a thriving career in wealth management, to continue to grow professionally and personally, striving to continue delivering the best financial solutions for the community.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Card/Unique Portfolio Specialist
JPMorgan Chase
09.2023 - Current
- Started in AM/LM Card Specialist Queue, promoted to Business Card/Unique Portfolio (BCUP) in 2 months.
- Currently leading BCUP Specialist team in performance scorecard.
Portfolio Implementation Associate
Vanguard Group
02.2023 - 07.2023
- Passed Securities Industry Essentials Exam (SIE).
Financial Services Account Manager
TEKsystems
07.2022 - 02.2023
- Vertical Research/analysis for c-suite presentation. Tools: Excel, PPT, SalesForce.
- Build brand with client and consultant population via in-person or computer based networking events.
- 50+ outputs daily and 12+ meetings set weekly to increase finance and technology team engagement.
Senior Mortgage Banker
Rocket Mortgage
11.2020 - 06.2022
- Verify loan eligibility according to federal guidelines via debt-to-income ratios, LTV, credit score, etc. whilst considering loan level pricing adjustments.
- “The Wooden” award winner, for loans originated (1st place of 62 teams, approx. 930 bankers).
- 348 closings, $80.1 million in volume, 4.87/5 customer satisfaction survey avg, 88.77% folder to close.
Graduate Intern Rotational Program
Salt River Project
02.2016 - 10.2020
- Sustainability Policy and Programs – Notable Project: SRP Data Governance 2035
- Business Process Improvement – Software: OpenText ProVision/Visio, Excel, PPT
- IT Architecture and Planning – Software: ServiceNow, Access, PPT
- Content and Records Management – Software: ServiceNow, Excel, PPT, SharePoint
Education
MBA - Emphasis in Leadership
Grand Canyon University
Phoenix, AZ11.2020
Bachelor of Arts - Business Administration
Arizona State University
Tempe, AZ11.2019
Certification
-Securities Industry Essentials (SIE)
-NMLS License SAFE #2071247
-Digital Business Analyst Certification
Timeline
Business Card/Unique Portfolio Specialist
JPMorgan Chase
09.2023 - Current
Portfolio Implementation Associate
Vanguard Group
02.2023 - 07.2023
Financial Services Account Manager
TEKsystems
07.2022 - 02.2023
Senior Mortgage Banker
Rocket Mortgage
11.2020 - 06.2022
Graduate Intern Rotational Program
Salt River Project
02.2016 - 10.2020
MBA - Emphasis in Leadership
Grand Canyon University
Bachelor of Arts - Business Administration
Arizona State University
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