Since 2020, Jeffrey Martin has been working in Fay Financial located None, None. This expert is a high-skilled Chief of Staff, It with over 53 years of work experience. According to Jeffrey's CV and work profile, this person has worked at more than 30 places with diverse backgrounds and gained various skills. Jeffrey attended school at the California State University San Marcos from 2012 to 2016. Jeffrey Martin has professional certification in Accredited Mortgage Professional (Amp). Jeffrey can be found in Emmett, Idaho – where this professional is currently located. You can search for this professional's email address and phone. We can also provide you additional contact information upon request.
Name variants:
Jeffery Martin,
Geoffrey Martin,
Jeff Martin
Last updated May 25, 2024
Contact Information
Last Update
Jul 14, 2022
Email
je**@wellsfargo.com, je**@wachovia.com, je**@gmail.com
Location
Emmett, ID
Company
Workplace
Colleagues
Work History
Vice President - Third Party Oversight
446 Wrenplace Rd, Fort Mill, SC
Third Party Life Cycle: planning, due diligence, contract negotiation, monitoring, termination Staff Augmentation: new partner selection, relationship management, process transitions
from May 2018
Vice President of Correspondence
446 Wrenplace Rd, Fort Mill, SC
Staff headcount growth model, management of print & mail expenses, presentation of department to auditor/examiner personnel.
Jun 2017 — May 2018
Assistant Vice President - Customer Correspondence
446 Wrenplace Rd, Fort Mill, SC
Lead a team responding to Notices of Error, Requests for Information, and other customer communications, including sensitive matters received via executive leadership, investor relations, an...
Mar 2014 — Jun 2017
Correspondence Manager
446 Wrenplace Rd, Fort Mill, SC
I was the leader of the correspondence team at RoundPoint Mortgage Servicing Corp. I was responsible for managing the daily production of staff handling regulator complaints (CFPB/BBB/State ...
May 2013 — Mar 2014
Accountant Ii
333 south Twin Oaks Valley Rd, San Marcos, CA 92078
Accountant II (Auxiliary Operations Fiscal Services), July 2017 – Current
Accountant I (Finance and Budget Operations), May 2016 – July 2017
Accounting Technician (Finance and Budget Oper...
from Jan 2013
Legal Compliance Specialist - Contractor
100 north Tryon St, Charlotte, NC 28202
Manage team of contract paralegals working on Regulatory Inventory Conformance project
Develop and implement training and operational protocols for team
Work with Bank team members to cre...
Jun 2012 — Jan 2013
Channel Program Manager
San Francisco
Product management - work with channel partners on product deployment adhering to all regulatory, security, legal & compliance requirements.
Project management - own and actively manage ...
from 2012
Attorney at Law - Contractor
Columbia, SC
My practice centered on project management for complex civil litigation and general civil litigation work. I worked on a trial team that obtained a favorable settlement for a Fortune 500 cli...
Jun 2011 — Jun 2012
Law Clerk-Contract Attorney
I worked as a contract attorney/law clerk in the legal department at Husqvarna North America/Latin America headquarters in Charlotte.
Feb 2011 — May 2011
Personal Banker
270 Park Ave, New York, NY 10010
Generated over $1.5 million dollars in new client relationships
Strengthened acquired client relationships to leverage a $500k increase in new investment partnerships
Trusted officer in t...
Dec 2010 — Aug 2011
Legal Intern
I have researched and drafted legal correspondence and corporate policy documents. Additionally, I have worked on some broader projects related to business processes. I also did traditional ...
Jun 2010 — Nov 2010
Product & Customer Management (Contractor)
Coordinated integration of Wachovia data into Wells Fargo systems facilitating smooth transition of products minimizing customer impact and maximizing data retention to meet banks regulatory...
Mar 2010 — Jul 2011
Short Sale Negotiator - Contractor
420 Montgomery St, San Francisco, CA 94129
Negotiate residential mortgage short sales.
Jan 2010 — Oct 2010
Intern
Drafted brief for 4th Circuit Court of Appeals case. Drafted documents for Western District of North Carolina cases.
Sep 2009 — Nov 2009
Vice President
Oakland CA
Part of Capital Markets group. Involved in analysis and managent of new and existing loan portfolios.
from Jun 2009
Personal Banker
420 Montgomery St, San Francisco, CA 94129
Personal Banker I, April 2010 – December 2010
Exceeded quarterly sales goals for the Coastal North County market
Outperformed 90% of bankers in the Coastal North County market for 3 succe...
May 2008 — Dec 2010
Senior Project Manager
Developed custom processes using various PM methods, agile through waterfall with stringent performance methods, integrating multiple databases with the objective of optimizing output in con...
Nov 2005 — Dec 2008
Senior Vice President, Commercial Real Estate
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Mar 2005
Avp-Director of Strategic Initiatives
Developed analysis and tracking reports covering sales activity for Eastern Division. Reports encompassed 120 salespeople reporting to eight area sales managers and approximately 13,000 cust...
Dec 2001 — May 2007
National Sales Representative
Sold suite of marketing and portfolio risk products to Providian, Wells Fargo and Discover. Products were customized using variety of consumer proprietary information including; credit, demo...
May 2001 — Oct 2005
Regional Sales Representative
Developed and maintained 30+ business accounts in Western States with per-account sales goals of $5,000 - $250,000, and aggregate annual goal of over $1 million.
Educated and trained custome...
Jul 1998 — Apr 2001
Project Manager
Product Manager providing industry-specific credit marketing products and services to customers.
Educated internal and external groups on breadth of data within credit and demographic databa...
Dec 1995 — Jun 1998
Senior Vice President
420 Montgomery St, San Francisco, CA 94129
Relationship Manager, Real Estate Financial Services, Atlanta, GA: 1996-2004 Relationship Manager, Business Banking, Dalton, GA: 1995-96 Management Trainee, Retail and Corporate Banking GA: ...
Jun 1993 — Jul 2004
Regional Database Manager
Built nationwide credit database through work with creditors, collection agencies, data collection companies, and government agencies.
Led training for sales and marketing teams on component...
Jul 1988 — Nov 1995
Education
2012 — 2016
2008 — Dec 2010
1997 — 2001
1991 — 1992
upto
Occupations
Executive
Senior Vice President
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Development
Writing
Conciseness
Market
Charities
Discover
Credit Cards
Strategist
Sales
Community
Investor Relations
Functional Specifications
Non Technical
Sales and Marketing
Legal
Facilitation
Product Management
Search
Management
Revenue
Design
Hsbc
Aggregate
Crm
Data Mining
Resolve
Accounting
Execution
Portfolio Management
Cross Selling
Elementary Education
Engineering
Cultivate
Dinners
Volleyball
Strategies
Multi Level
Analytical Modeling
Risk Management
Financial Institutions
Policy
Enrichment
Customer Service
Chef
Product Development
Project Management
Quality Control
Target Marketing
Custom Software
Campaigns
Auto
Visionary
Donors
Solutions Marketing
Raising
Lines of Credit
Creditors
Partner Management
Applications
New Business Opportunities
Specs
Data Collection
Communication
Solutions
Customer Needs
Speech
Quality Assurance
Operations
Government Agencies
Marketing
Credit
Entertainment
Inception
Project
San Jose
Contractual Agreements
Supports
Ipo
Presentations
Market Development
Internal Audit
Technical Product Development
Performance Testing Tools
Product Lines
Art
Breadth
Efficient
Google Groups
Start Ups
Teaching
Mortgage Lending
Financial Services
Linking
Database Development
Budgets
Research Projects
Database Systems
Industrial Sector
Recruiting
Wells Fargo
Coordinated
Selling
Databases
Legal Writing
Westlaw
Litigation
Leadership
Finance
Six Sigma
Training
Banking
Microsoft Office
Negotiation
Real Estate
Research
Legal Compliance
Legal Research
Analysis
Minitab
Bankruptcy
Loans
Ms Project
Calyx
Secondary Sources
Courts
Strategy
Analytical Skills
Ms Office Suite
Process Improvement
Microsoft Excel
Strategic Planning
Financial Analysis
Financial Accounting
Outlook
Microsoft Word
Bookkeeping
Journal Entries
Budgeting
Accounts Receivable
General Ledger
Bank Reconciliation
Business Process Improvement
Teamwork
Presenter
Pivot Tables
Documentation
Forecasting
Financial Reporting
Contract Management
Time Management
Public Speaking
Process Implementation
Quickbooks
Interpersonal Communication Abilities
Peoplesoft Financial
Cost Accounting
Variance Analysis
Peoplesoft
Oracle Database
Business Networking
Vlookup
Baseball
Accounting Software
Research Administration
Client Profiles
Accounting System
Off Site Events
Procedural
Private Clients
Revenue Recognition
Problem Solving
Real Estate Economics
Commercial Mortgages
Investment Properties
Asset Managment
Investments
Real Estate Financing
Real Estate Development
Due Diligence
Underwriting
Disposition
Valuation
Commercial Lending
Credit Analysis
Cmbs
Brokerage
Commercial Banking