Marcus Chiu Email & Phone Number

Baltimore, Maryland, Us

Corona, Ca, Us

Miami, Florida, Us

Excellent sales skills to close mortgage application fulfilling clients’ needs, possess wide variety loans knowledge to satisfy all kind of clients. Processed Conventional, FHA, VA, Non-QM, specialized in Investment DSCR per lenders guidelines using AUS, DU/ LP. Gathered Pre-approval and loan conditions from MLO for application submission. Confirmed date for loan closing, generated and submitted closing document to settlement agent. Follow up on funding and prepared loans to be sold to investors.Determined staffing requirements, and interviewed, hired and trained new MLO.

St. Petersburg, Fl, Us

Resourceful strategist in designing and executing trading plans and models in accordance to management standards. Define trading product from NYSE and CBOE. Pinpoint product patterns to determine stable retirement plans. Highly skilled in creating sound investment solutions, developing high levels of market growth and facilitating effective financial management strategies to increase portfolio value.Solid communication interpersonal, time management, analytical, organizational and leadership skills.Experienced in forecasting, account performance analysis, investor relations, market research, financial planning and networking

Jersey City, New Jersey, Us

I was a proactive leader of portfolio and investment management. I was also a trusted advisor to clients on derivatives, investment opportunities, and growth positioning. I built investment models across highly liquid equity options. Interfaced with clients and evaluated financial data to determine appropriate solutions for clients. I performed quantitative analysis to eliminate risk and geo-political threats. Cut portfolio beta over 10% while improving alpha. Created a non-correlated investment to hedge against the core position spanning the overall portfolio. Pitched sales to key investors to translate requirements into tangible results.