Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Generic

Justin Argenbright

Summary

Dynamic and results-driven Home Lending Advisor with extensive experience in the mortgage lending industry. Proven track record of building strong client relationships, assessing financial situations, and providing tailored mortgage solutions. Possess in-depth knowledge of mortgage products, regulations, and underwriting guidelines. Adept at effectively communicating complex financial information to clients and collaborating with internal teams to ensure seamless loan processing. Seeking to leverage skills mastered in mortgage lending to provide value in a new career.

Overview

8
8
years of professional experience
1
1
Certification

Work History

U.S. Private Bank - Client Service Associate

J.P. Morgan Private Bank
11.2024 - Current
  • Responded promptly to client inquiries via phone, or email, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.

Home Lending Advisor

JP Morgan Chase
08.2020 - 11.2024
  • Serve as the primary point of contact for clients seeking mortgage financing, guiding them through the loan application and approval process
  • Conduct thorough financial assessments to determine clients' eligibility for various mortgage products
  • Educate clients on the features, terms, and requirements of different mortgage products, ensuring they make informed decisions
  • Collaborate with underwriters and other internal teams to prepare and submit accurate loan applications and supporting documentation
  • Maintain regular communication with clients, real estate agents, and other stakeholders to provide updates on loan status and address any concerns
  • Meet or exceed sales targets and production goals by actively soliciting new business and cultivating referral relationships
  • Stay informed about market trends, industry developments, and changes in lending regulations to provide up-to-date advice and solutions to clients

Assistant Manager

Harkins Theaters
03.2017 - 03.2020
  • Oversee all aspects of theater operations, including box office, concessions, ushering, and maintenance
  • Manage scheduling, payroll, and other administrative tasks to optimize staffing levels and control labor costs
  • Provide leadership and direction to theater staff, ensuring adherence to company policies, procedures, and customer service standards
  • Train, coach, and motivate team members to deliver outstanding customer service and achieve sales targets
  • Resolve customer complaints and concerns in a timely and professional manner, striving to exceed guest expectations
  • Conduct regular inspections and audits to identify and address any issues related to equipment, facilities, or procedures

Education

Bachelor - Business Administration

Northern Arizona University
Flagstaff, Arizona

Skills

  • Financial Analysis
  • Communication
  • Customer Service
  • Salesmanship
  • Ethical Conduct
  • Team Collaboration

Personal Information

Title: Home Lending Advisor

Certification

  • FINRA SIE
  • FINRA Series 7
  • FINRA Series 63

Timeline

U.S. Private Bank - Client Service Associate

J.P. Morgan Private Bank
11.2024 - Current

Home Lending Advisor

JP Morgan Chase
08.2020 - 11.2024

Assistant Manager

Harkins Theaters
03.2017 - 03.2020

Bachelor - Business Administration

Northern Arizona University
Justin Argenbright