Mona Campos Email and Phone Number
Mona Campos's Location
New York City Metropolitan Area, United States, United States
Mona Campos's Contact Details
Mona Campos work email
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Mona Campos personal email
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Mona Campos phone numbers
About Mona Campos
Mona joined Quadrant Private Wealth (now Quadrant Capital) in February of 2020. She is a Registered Representative, holding FINRA General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 66) licenses. She works closely with all members of the team to support client needs.Mona joined Quadrant from Merrill Lynch where she gained diverse experience in a number of roles including working in the Retirement Services group, obtaining her Six Sigma Greenbelt, and Wealth Management. Mona resides in Easton with her two children and is an avid student and instructor of yoga.Formerly worked as residential mortgage lender for Waterstone Mortgage. ~ 10 years of lending experience working as a loan officer and mortgage consultant/broker in residential and commercial real estate. ~ Strong background in financial and client services ~ Technology background and broad financial product knowledge acquired through project implementation and hands on experience ~ Retention of a healthy network of contacts across many industries -Six Sigma Greenbelt Certified
Mona Campos's Current Company Details
Mona Campos Work Experience Details
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Registered Client Relationship ExecutiveQuadrant Private Wealth Feb 2020 - PresentCenter Valley, Pennsylvania, Us
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Registered Client AssociateBank Of America Merrill Lynch Nov 2014 - Feb 2020Charlotte, Nc, Us -
Senior Loan Advisor Nmls #142274Waterstone Mortgage Corporation Apr 2011 - Jun 2014Pewaukee, Wi, UsThe Lehigh Valley's premier residential mortgage lender. -
Global Wealth & Investment Financial Review Espp AccountingMerrill Lynch Jul 2014 - 2014New York, Ny, UsGlobal Wealth & Investment Financial Review ESPP AccountingTrade and Tax Lot Account reconciliation of share transfers and sales. -
In House Lender-Residential Mortgage LendingAmerican Home Bank Oct 2009 - Apr 2011Mountville, Pa, UsResidential Mortgage -
Mortgage ConsultantMetlife Home Loans Apr 2009 - Oct 2009Irving, Tx, UsResidential Lending -
Relationship Manager/Mortgage ConsultantMetlife Home Loans Apr 2009 - Oct 2009Irving, Tx, UsMarket to database of past clients and realtors through mail, phone, seminars, and one on one meetingsProvide financing/refinancing for residential properties and trained on guideline enhancements such as risk based pricingUse of ACT! Database to maintain client relations
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Mortgage BrokerMillstone Financial, Llc Mar 2006 - Apr 2009• Created mortgage brokerage with residential builder in order to better capture market demand• Represent mid-size building firm for all residential financing in Lehigh Valley, PA, originating over $13 million in loans per year• Relationship development and management with banks, title companies, and realtors• Qualified and counseled borrowers/business owners for financing of residential and commercial properties
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Loan Officer/Mortgage BrokerMillstone Financial, Llc Mar 2006 - Apr 2009Represent mid-size building firm for all residential financing in; Relationship management with banks, title companies, and realtorsQualified and counseled borrowers for financing of residential and commercial properties Originated over $13 million in loans per yearBroad mortgage product knowledge
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Loan Officer/Mortgage BrokerMillstone Financial, Llc Mar 2006 - Apr 2009Created mortgage brokerage with residential builder in order to better capture market demandRepresent mid-size building firm for all residential financing in; originating over $13 million in loans per yearRelationship development and management with banks, title companies, and realtorsQualified and counseled borrowers/business owners for financing of residential and commercial properties
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Loan Officer/Mortgage ConsultantMillstone Mortgage Sep 2004 - Mar 2006• Instrumental in starting and fostering a new mortgage affiliated bank arrangement with National City Mortgage• Collaborated with sales of new construction homes in the Lehigh Valley, PA; over $10 million in loans originated per year• Developed and maintained relationships with lending institutions, appraisers, title companies and realtors
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Equity Trading SpecialistMerrill Lynch Sep 2004 - Mar 2006New York, Ny, Us• Block trading, special equities, real time for retirement sector of ML• Projects involving launching of new products such as Protected Shares, Non-Qualified retirements and other enhancements to ML’s leading retirement service along with department Six Sigma projects
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Service RepresentativeMerrill Lynch Jan 2004 - Sep 2004New York, Ny, UsParticipated in Six Sigma Black Belt project of involving internal employees taking service calls from clientsAssist with 401(k) account related calls during high call volume periodsReceipts Specialist - Asset Support & Services of ML's Retirement Group
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Equity Trading SpecialistMerrill Lynch Dec 2003 - Sep 2004New York, Ny, UsBlock trading, special equities, real time for retirement sector of MLProjects involving launching of new products such as Protected Shares, Non-Qualified retirements and other enhancements to ML's leading retirement service along with department Six Sigma projects
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Receipts Specialist/Asst SupervisorMerrill Lynch May 2001 - Dec 2003New York, Ny, Us• Acquired new business from areas outside of Financial Services & Reporting, which included transitioning of processes from their former to the current and improved process. This involved networking, orders for systems enhancements, training, procedure implementation, relationship development, and controls. This also involved constituting processes towards uniformity to advance towards a better, consistent client experience• Collapsing of 6 separate check/ACH/wire departments automating them to iGate Web-based format• Acquisition of Third Party Processing and 529 check batch business, transitioning to a compliant platform• Training, development , and mentoring of five receipts team members• Championed Six Sigma Greenbelt Project-401(k) Distribution Maintenance Review - Reduced 100% of defects
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Fed Wire SpecialistMerrill Lynch Jan 2000 - May 2001New York, Ny, Us• Team member of migration of wire and check process from Access database to iGate Web-based format• Developed standard operating procedures for research and training materials of all fed wire receipt functions• Trade Wire consolidation- From sending 8750 wires a year to 1250, reduced time to process by 70% and reduced wire fees, annual cost of $30,000• Reduction of wire suspense account traffic by 60%, benefiting clients in allowing their funding to be received and applied in a more timely manner• Elimination of 550 out of 710 inactive repetitive line items that were in violation for control, reducing exposure and increased control standards• Implementing security measures such as signature card expiration increasing control standards
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Loan Officer And Mortgage ConsultantMillstone Mortgage, Lp Sep 2004 - Mar 2006Over $10 million in loans originated per yearInstrumental in starting and fostering a new mortgage company affiliated bank arrangement with National City MortgageCollaborated with sales of new construction homes in the; Developed and maintained relationships with lending institutions, appraisers, title companies and realtors
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Loan Officer And Mortgage ConsultantMillstone Mortgage, Lp Sep 2004 - Mar 2006Instrumental in starting and fostering a new mortgage affiliated bank arrangement with National City MortgageCollaborated with sales of new construction homes in the; over $10 million in loans originated per yearDeveloped and maintained relationships with lending institutions, appraisers, title companies and realtors
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Restaurant OperationsPacific Grille Restaurant Nov 1994 - Nov 2004Performed all dining room functions in relation to management and service for a family owned fine dining restaurant
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Service RepresentativePlan Participant Services Of Merrill Lynch'S Retirement Group Jan 2004 - Sep 2004Participated in Six Sigma Black Belt project of involving internal employees taking service calls from clientsAssist with 401(k) account related calls during high call volume periods
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Equity Trading Specialist - Equity Trading UnitMerrill Lunch'S Retirement Group Dec 2003 - Sep 2004Block trading, special equities, real time for retirement sector of MLProjects involving launching of new products such as Protected Shares, Non-Qualified retirements and other enhancements to ML's leading retirement service along with department Six Sigma projects
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Receipts Specialist/Asst SupervisorAsset Support & Services Of Merrill Lynch'S Retirement Group May 2001 - Dec 2003Acquired new business from areas outside of Financial Services & Reporting, which included transitioning of processes from their former to the current and improved process. This involved networking, orders for systems enhancements, training, procedure implementation, relationship development, and controls. This also involved constituting processes towards uniformity to advance towards a better, consistent client experienceCollapsing of 6 separate check/ACH/wire departments automating them to iGate Web-based formatAcquisition of Third Party Processing and 529 check batch business, transitioning to a compliant platformTraining, development , and mentoring of five receipts team membersChampioned Six Sigma Greenbelt Project-401(k) Distribution Maintenance Review - Reduced 100% of defectsTeam member for Six Sigma Project Automating Fed Wire from FPS to iGate - Reduced 100%of defects
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Fed Wire SpecialistAsset Support & Services Of Merrill Lynch'S Retirement Group Jan 2000 - May 2001Team member of migration of wire and check process from Access database to iGate Web-based formatDeveloped standard operating procedures for research and training materials of all fed wire receipt functionsTrade Wire consolidation- From sending 8750 wires a year to 1250, reduced time to process by 70% and reduced wire fees, annual cost of $30,000Reduction of wire suspense account traffic by 60%, benefiting clients in allowing their funding to be received and applied in a more timely mannerElimination of 550 out of 710 inactive repetitive line items that were in violation for control, reducing exposure and increased control standardsImplementing security measures such as signature card expiration increasing control standards
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Fed Wire SpecialistAsset Support & Services Of Ml'S Retirement Group Jan 2000 - May 2001Team member of migration of wire and check process from Access database to iGate Web-based formatDeveloped standard operating procedures for research and training materials of all fed wire receipt functionsEstablishment and fostering of relationships with Internal ML Clients and banking affiliatesTrade Wire consolidation- From sending 8750 wires a year to 1250, reduced time to process by 70% and reduced wire fees, annual cost of $30,000Reduction of wire suspense account traffic by 60%, benefiting clients in allowing their funding to be received and applied in a more timely mannerElimination of 550 out of 710 inactive repetitive line items that were in violation for control, reducing exposure and increased control standardsImplementing security measures such as signature card expiration which increased control standards
Mona Campos Education Details
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Rider University, Mercy College, And Adelphi UniversityAnd Business Management
Frequently Asked Questions about Mona Campos
What company does Mona Campos work for?
Mona Campos works for Quadrant Private Wealth
What is Mona Campos's role at the current company?
Mona Campos's current role is Registered Client Relationship Executive at Quadrant Private Wealth.
What is Mona Campos's email address?
Mona Campos's email address is mo****@****ica.com
What is Mona Campos's direct phone number?
Mona Campos's direct phone number is +148422*****
What schools did Mona Campos attend?
Mona Campos attended Rider University, Mercy College, And Adelphi University.
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