Sales Trader - Uit
Current
May 2024 - Present
AeroLeads people directory · profile
Scott Coughlin Email & Phone Number
Sales Trader @ Raymond James | Series 7/66
at
Raymond James
1 work email found
@postcardmania.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Sales Trader @ Raymond James | Series 7/66
Location
Tampa, Florida, United States
Company size
Who is Scott Coughlin? Overview
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Quick answer
Scott Coughlin is listed as Sales Trader @ Raymond James | Series 7/66 at Raymond James, a company with 5 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at postcardmania.com and a matched LinkedIn profile for Scott Coughlin.
Scott Coughlin previously worked as Sales Trader - UIT at Raymond James and Senior Trading Support Associate at Raymond James. Scott Coughlin holds Bachelor Of Science, Financial Managment from Sonoma State University.
Company email context
Email format at Raymond James
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{first_initial}{last}@postcardmania.com
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AeroLeads found 1 current-domain work email signal for Scott Coughlin. Compare company email patterns before reaching out.
Profile bio
About Scott Coughlin
With over 10 years of experience in the financial industry, I am a passionate and skilled professional who strives to deliver excellent service and results to my clients and team. I have a strong background in finance, leadership and sales, which enables me to support Financial Advisors on Mutual Fund trades, policies, and regulations. I am also the Technical Liaison for the team, handling our help tickets and new hire access setup. I value collaboration, innovation, and integrity.In my current role as a Senior Trading Support Associate, I consistently achieve 100% phone quality rating, showcasing RJ's service 1st commitment. I also leverage my previous experience as a Senior Loan Officer, where I refinanced Conventional, FHA, and VA loans, helping homeowners get in a better financial situation. I am always eager to learn new skills and technologies, and I hold the Series 7 & 66 licenses issued by FINRA. I am a motivated and reliable professional who enjoys working with diverse and talented people.
Listed skills include Teamwork, Accounting, Finance, Microsoft Excel, and 23 others.
Current workplace
Scott Coughlin's current company
Company context helps verify the profile and gives searchers a useful next step.
Raymond James
9 roles
Scott Coughlin work experience
A career timeline built from the work history available for this profile.
Senior Trading Support Associate
I support Financial Advisors on Mutual Fund trades, policies, and regulations. I am also the Technical Liaison for the team handling our help tickets and new hire access setup. I consistently achieve 100% phone quality rating, showcasing RJ's service 1st commitment.
May 2022 - May 2024
Marketing Consultant
Consult with customers to set them up on a direct mailing campaign that produces the results they are looking for and take the guesswork out of the campaign.
Nov 2021 - Mar 2022
Senior Loan Officer
I refinance Conventional, FHA, and VA loans helping homeowner get in a better financial situation. I am consistently a top funding loan officer.
May 2019 - Apr 2021
Loan Officer
We offer short-term real estate backed loans from $100k to $5M+ to assist in the purchase and rehabilitation of non-owner occupied (NOO) residential and commercial properties. We lend to experienced real estate investors and small business owners.
Jan 2018 - May 2019
Project Reporter
- Project Reporter on software updates for the Tax, Subservicing, Lockbox, Reconveyance and Loan Administration departments.- Implement enhancements proposed by coworkers by vetting ideas and writing technical notes to Software Developers.- Test updates in beta environments to ensure quality prior to releasing updates to production.
May 2017 - Dec 2017
Tax Team Lead
- Oversee department activity.- Lead the team to reduce tax penalties paid by the company each year from over $150,000 in 2013 to less than $3,000 in 2017.- Coordinate with the Escrow Analysis and Accounting departments regarding tax schedules and funds transfers.- Ensured accuracy of monthly escrow payments to avoid escrow shortages and advances.- Manage.
Nov 2013 - Dec 2017
Tax Specialist
Manage escrow accounts and pay taxes on behalf of borrowers.Receive batches of purchased loans and translate tax data into internal system.Identify errors and calculate taxes due.Manage all property tax operations in assigned states.Research delinquencies and bill penalties to the party of fault.Resolve tax cases requested by Servicing Analysts.
May 2013 - Nov 2013
Mortgage Professional Trainee
Gain real world experience in the mortgage finance industry.Provide assistance to full time specialists.Data entry/processing.Research and resolve legal discrepancies.Train for full time position.
Sep 2012 - May 2013
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
SA
Shannon Aussieker, Cipp-Us
Colleague at Raymond James
Bloomington, Illinois, United States, United States
View →
JP
John Piotrowski, Cfp®,Apma®,Crpc®
Colleague at Raymond James
Fort Lauderdale, Florida, United States, United States
View →
EW
Eric W. Richardson, Mba, Pmp, Senior Consultant
Colleague at Raymond James
Houston, Texas, United States, United States
View →
SS
Scott Sabulsky
Colleague at Raymond James
Tampa, Florida, United States, United States
View →
MK
Maria Kambourelis
Colleague at Raymond James
Fort Lauderdale, Florida, United States, United States
View →
TR
Trixie Rowein, B.Comm, Cfp®, Cim®, Cpca®
Colleague at Raymond James
Edmonton, Alberta, Canada, Canada
View →
WH
Wylder Heard
Colleague at Raymond James
Tampa, Florida, United States, United States
View →
KE
Kaitlin Eckstein, Cpa
Colleague at Raymond James
Tampa, Florida, United States, United States
View →
ML
Morgan Luker
Colleague at Raymond James
Houston, Texas, United States, United States
View →
AF
Allyson Fischer
Colleague at Raymond James
Englewood, New Jersey, United States, United States
View →
Shannon Aussieker, Cipp-Us
Colleague at Raymond James
Bloomington, Illinois, United States, United States
View →
JP
John Piotrowski, Cfp®,Apma®,Crpc®
Colleague at Raymond James
Fort Lauderdale, Florida, United States, United States
View →
EW
Eric W. Richardson, Mba, Pmp, Senior Consultant
Colleague at Raymond James
Houston, Texas, United States, United States
View →
SS
Scott Sabulsky
Colleague at Raymond James
Tampa, Florida, United States, United States
View →
MK
Maria Kambourelis
Colleague at Raymond James
Fort Lauderdale, Florida, United States, United States
View →
TR
Trixie Rowein, B.Comm, Cfp®, Cim®, Cpca®
Colleague at Raymond James
Edmonton, Alberta, Canada, Canada
View →
WH
Wylder Heard
Colleague at Raymond James
Tampa, Florida, United States, United States
View →
KE
Kaitlin Eckstein, Cpa
Colleague at Raymond James
Tampa, Florida, United States, United States
View →
ML
Morgan Luker
Colleague at Raymond James
Houston, Texas, United States, United States
View →
AF
Allyson Fischer
Colleague at Raymond James
Englewood, New Jersey, United States, United States
View →
1 education record
Scott Coughlin education
-
Sonoma State University
FAQ
Frequently asked questions about Scott Coughlin
Quick answers generated from the profile data available on this page.
What company does Scott Coughlin work for?
Scott Coughlin works for Raymond James.
What is Scott Coughlin's role at Raymond James?
Scott Coughlin is listed as Sales Trader @ Raymond James | Series 7/66 at Raymond James.
What is Scott Coughlin's email address?
AeroLeads has found 1 work email signal at @postcardmania.com for Scott Coughlin at Raymond James.
Where is Scott Coughlin based?
Scott Coughlin is based in Tampa, Florida, United States while working with Raymond James.
What companies has Scott Coughlin worked for?
Scott Coughlin has worked for Raymond James, Postcardmania, Pennymac Loan Services, Llc, Capital Array, and Provident Funding Associates L.P..
Who are Scott Coughlin's colleagues at Raymond James?
Scott Coughlin's colleagues at Raymond James include Shannon Aussieker, Cipp-Us, John Piotrowski, Cfp®,Apma®,Crpc®, Eric W. Richardson, Mba, Pmp, Senior Consultant, Scott Sabulsky, and Maria Kambourelis.
How can I contact Scott Coughlin?
You can use AeroLeads to view verified contact signals for Scott Coughlin at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Scott Coughlin attend?
Scott Coughlin holds Bachelor Of Science, Financial Managment from Sonoma State University.
What skills is Scott Coughlin known for?
Scott Coughlin is listed with skills including Teamwork, Accounting, Finance, Microsoft Excel, Property Tax, Management, Time Management, and Customer Service.
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