Jack Martin Email & Phone Number

Plano, Texas, United States

Dallas, Texas, United States

• Examined clients’ quarterly balance sheets and income statements in order to financially model market scenarios, to see what impact it would have on future NEV and NII.
• Prepared written reports and presentations for each market scenario included in the reporting contract.
• Studied historical data from clients to produce quarterly income back-tests to be used to project future earnings/losses.
• Evaluated risk potential across a balance sheet to show which securities are most susceptible to market volatility.
• Worked within multiple financial databases to download and upload client data, wash securities for reinvestment, and financially model specific market scenarios to fit the client’s contract.

San Antonio, Texas, United States

San Antonio, Texas, United States

• Performed account updates, file maintenance and investment and risk analysis on both client accounts and investment strategies, assisting a Financial Advising team of six.
• Implemented a workflow checklist that scheduled out call cycles for the year, enhancing office efficiency and ensuring high levels of client contact, service, and communication.
• Shadowed two different Financial Advisors daily, including attending client and prospect meetings which ended in making necessary client-approved portfolio changes and/or transactions.

Tempe, Arizona

• Maintained a balanced cash drawer, accurately processing all transaction types and consistently providing excellent member service.
• Advised members on available products within the credit union, and cross-sold new products based on their personal needs and financial goals.
• Opened new Checking, Savings, Money Market accounts and Certificates of Deposit on new and existing accounts, consistently meeting or exceeding established sales goals.
• Took new loan applications and delivered them to the loan department for decisioning.
• Accurately processed loan and credit card payments.
• Because of demonstrated excellence, was chosen to train new hires on branch operations, including teaching branch opening/closing procedures, vault/drawer balancing, member service, opening new accounts and sending.