Brendan Travers Email & Phone Number

West Palm Beach, Florida, United States

Specializing in Real Estate and Private Equity Industries

West Palm Beach, Florida, United States

West Palm Beach, Florida, United States

MLONMLS #2247301NewDay USA Company NMLS #1043• Connected 70+ potential candidates to our recruiting team, which led to 3 new hires and reported the highest volume of resumes submitted towards recruiting efforts• Prospected and connected with leads via outbound call• Facilitated the mortgage loan process from initial prospecting a client through pre-approval, house shopping, mortgage application, loan processing, underwriting, and closing • Evaluated prior loan applications to ensure compliance with current & updated guidelines & properly completed• Produced and closed loans despite the market conditions involving record-high increases in interest rates• Accomplished closing 7 loans within 4 months, which led to being awarded a mentee bonus• Communicated with clients and collaborated with the backend team to facilitate the loan closing process, including processing, underwriting, title, closing, and post-closing• Transcribed the Mortgage Loan Team & Divisions meeting notes & sent pertinent information to respective teams

Stamford, Connecticut, United States

CFA Society is a global investment industry, not-for-profit focusing on education, ethics and professional excellence.• Researched and identified industry trends and topics for interviews with leading industry professionals• Assisted with achieving goal of producing 25+ industry leading podcasts, including The Business of Esports, ESG Series, Economic Impact of Coronavirus, and Former FBI agent - Importance of Body Language in Business• Oversaw booking guests, developed interview questions, edited media, and posted content to podcast platforms• Produced 10-part special series on Environmental, Social, and Corporate Governance investing• Finalized a 10-part Environmental, Social, and Corporate Governance Anthology publication

Westport, Connecticut, United States

• Began opportunity as an internship that evolved into full time role• Identified and cultivated potential client prospects with outreach to over 250 targets per week• Created custom tailored strategies to help clients achieve long term financial goals • Utilized various software programs, primarily Salesforce, to develop illustrations to help the client understand our financial products and services• Developed marketing efforts to discover potential clients and schedule meetings to discuss financial products