Adam Pucella Email and Phone Number
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Adam Pucella is a Director of Business Development at Maxus Capital Group at Maxus Capital Group. He possess expertise in account reconciliation, auditing, powerpoint, microsoft excel, microsoft word.
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Director Of Business DevelopmentMaxus Capital Group Jul 2023 - PresentCleveland, Ohio, United StatesDrive strategic growth and expansion opportunities for the organization, serving as a trusted advisor and player coach to the origination staff.Manage the sales verticals of the origination team members and providing guidance and support to ensure their success.Contribute to the firm's deal pipeline by actively sourcing and evaluating investment opportunities in the northeast Ohio and surrounding areas.Act as the liaison between the origination staff, credit team and investment committee to communicate feasibility of transactions.Assist with the underwriting process to ensure proper pricing and structure based on the client's risk profile, and conveying decisions back to the origination staff or directly to the client.Engage with various banks and funding sources to facilitate the syndication of transactions when necessary.Collaborate closely with the processing staff, ensuring seamless execution and timely closure of transactions.Cultivate a collaborative and high-performing environment, fostering teamwork and ensuring alignment with the firm's vision and goals.
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AnalystMaxus Capital Group Dec 2022 - Jul 2023Assisting in the underwriting of new customers, analyzing the changing credit of existing customers and generating presentations detailing the credit condition of both new and existing customers. Assist portfolio and risk management with in-depth analysis of client’s business and industries.
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Vp Of Mortgage LendingMutual Of Omaha Mortgage Jan 2021 - Sep 2022Seven Hills, Ohio, United StatesPromoted to Vice President of Mortgage Lending in recognition of demonstrated production, leadership and expertise. Entrusted with additional responsibilities, including guiding and mentoring new bankers to foster their professional development and ensure alignment with company goals and standards. Given more responsibilities to help run one of the highest producing teams within the company. Received an assistant in 2020 to enhance efficiency, allowing for a focus on more significant challenges.-Executive club award winner 2021 -
Mortgage BankerMutual Of Omaha Mortgage May 2018 - Dec 2020Seven Hills, OhioHelp achieve the American dream of home ownership by offering comprehensive purchase mortgage solutions and guiding clients through refinance options. Consistently engaged in proactive outreach to new prospects on a daily basis, showcasing expertise in building and nurturing client relationships. Maintained a robust database of past clients to cultivate a steady stream of repeat business, demonstrating commitment to long-term client satisfaction and retention. Proficiently managed a pipeline of mortgages at various stages of the process flow, ensuring timely progress and effective communication with clients, underwriters, and other stakeholders.-Rookie of the year award winner 2018-Executive club award winner 2019 & 2020
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Mortgage BankerQuicken Loans Mar 2017 - Mar 2018Cleveland, OhioDeliver refinance mortgage solutions nationwide, focusing on mortgage origination. Analyze client needs to tailor mortgages for both short and long-term financial objectives. Manage prospect list to optimize opportunities for meeting quotas, adjusting strategies in response to changes in prospect qualifications or company guidelines. -
Associate BankerQuicken Loans Dec 2016 - Mar 2017Cleveland, OhioCurrently enrolled in Quicken Loans' training program to achieve the position of Mortgage Banker. Successfully passed the NMLS SAFE exam, obtaining certification as a Mortgage Loan Originator. Ongoing efforts involve acquiring various state licenses and acquiring comprehensive knowledge of Quicken Loans' programs and pricing options to enhance client service capabilities.
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Aml/Bsa AnalystGabriel Partners, Llc Aug 2016 - Dec 2016Cleveland, OhioPerform financial investigations on customers who were “alerted” by a bank’s AML/BSA software. Financial investigations were conducted in order to legitimatize potential suspicious activity or in order to file a suspicious activity report (SAR) with FinCEN. SARs were filed on individuals that broke federal or state laws that relate to banking regulations.
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Audit ClerkBowling Green State University Mar 2015 - Dec 2015Bowling GreenAudit purchasing card transactions to confirm that all documentation is in compliance with the rules and regulations set forth by the university. Discuss and communicate violations with end users and help end users with reconciliation and general questions. Organize and create spreadsheets for various members in the purchasing department.
Adam Pucella Skills
Adam Pucella Education Details
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Finance & Applied Economics In International Economics
Frequently Asked Questions about Adam Pucella
What company does Adam Pucella work for?
Adam Pucella works for Maxus Capital Group
What is Adam Pucella's role at the current company?
Adam Pucella's current role is Director of Business Development at Maxus Capital Group.
What is Adam Pucella's email address?
Adam Pucella's email address is ap****@****age.com
What is Adam Pucella's direct phone number?
Adam Pucella's direct phone number is +121697*****
What schools did Adam Pucella attend?
Adam Pucella attended Bowling Green State University.
What are some of Adam Pucella's interests?
Adam Pucella has interest in Children.
What skills is Adam Pucella known for?
Adam Pucella has skills like Account Reconciliation, Auditing, Powerpoint, Microsoft Excel, Microsoft Word.
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