Simran Patel

Simran Patel Email and Phone Number

Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595) @ Investor Accelerator
Simran Patel's Location
India, India
About Simran Patel

Experienced Private Banker and Mortgage Lender with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Risk Management, Customer Service, Banking, and Lending.

Simran Patel's Current Company Details
Investor Accelerator

Investor Accelerator

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Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595)
Simran Patel Work Experience Details
  • Investor Accelerator
    Real Estate Disposition
    Investor Accelerator Jan 2024 - Present
    Houston, Tx
    Responsible for Real Estate Dispositions and Partner Relations.If you're a hedge fund acquisitions manager who is looking to expand your SFR portfolio with off-market and discounted single family homes, then lets connect.
  • Borrow Buy Sell Real Estate Team
    Licensed Realtor
    Borrow Buy Sell Real Estate Team Jan 2023 - Present
    Sugar Land, Texas, United States
    We help our client borrow buy and sell real estate with their bottom line as our top priority. So, if you're looking to buy low, sell high and save money on your monthly mortgage payment, then we're the team to get the job done right without hassle and frustration.
  • Calyx Mortgage, Inc. D/B/A Sims Mortgage Team
    Licensed Mortgage Broker
    Calyx Mortgage, Inc. D/B/A Sims Mortgage Team Oct 2020 - Present
    Sugar Land, Texas, United States
  • Keller Williams Real Estate
    Licensed Realtor
    Keller Williams Real Estate Jan 2022 - Jan 2023
    Sugar Land, Texas, United States
  • Bank Of America
    Mortgage Loan Officer
    Bank Of America May 2019 - May 2020
    Sugar Land, Texas
    The postings on this site are my own and do not necessarily represent Bank of America positions, strategies or opinions.
  • Massmutual
    Financial Advisor
    Massmutual Apr 2018 - Nov 2018
    Houston, Texas, United States
    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact… Show more Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. Show less
  • Jpmorgan Chase Bank, N.A.
    Private Banker
    Jpmorgan Chase Bank, N.A. Oct 2013 - Mar 2018
    Sugar Land, Texas, United States
    • Lead successful delivery of several projects, mentoring junior bankers to increase their performances while collaborating with clients on project requirements.• Effectively manage a diversity of investment banking projects on a growing platform, targeting and assessing new business opportunities and contact key industry figures.• Demonstrate out-of-box thinking to conceptualize and analyse opportunities among investment banking clients and prospects and convert idea into completed… Show more • Lead successful delivery of several projects, mentoring junior bankers to increase their performances while collaborating with clients on project requirements.• Effectively manage a diversity of investment banking projects on a growing platform, targeting and assessing new business opportunities and contact key industry figures.• Demonstrate out-of-box thinking to conceptualize and analyse opportunities among investment banking clients and prospects and convert idea into completed project.• Develop and maintain positive relationships with client senior banker to gain their trust.• Understand firm’s software, databases and other data sources and ensure that they are being used effectively as well as working knowledge of significant tax, legal and financial reporting matters to support client projects. Show less
  • Wells Fargo
    Relationship Manager
    Wells Fargo Mar 2010 - Oct 2013
    Houston, Texas Area
    • Developed and implemented methodologies to improve the process of project management and delivery from outreach through execution and transition.• Served as liaison for multiple lines of business within Capital One's matrixed organization, create accountability for the measurement of all projects.• Established communication channel with stakeholder to facilitate interaction across all levels to manage, inform, and influence outcome.• Consistently delivered quality project to be… Show more • Developed and implemented methodologies to improve the process of project management and delivery from outreach through execution and transition.• Served as liaison for multiple lines of business within Capital One's matrixed organization, create accountability for the measurement of all projects.• Established communication channel with stakeholder to facilitate interaction across all levels to manage, inform, and influence outcome.• Consistently delivered quality project to be recognized for outstanding professional acumen with awards for service and exceeding credit goals. Show less
  • Itenol Consulting
    Project Manager
    Itenol Consulting Sep 2007 - Oct 2010
    Houston, Texas, United States
    • Led Human Resource Management; researching and defining job descriptions to fill department resource needs. • Oversaw new hire on-boarding through screening, recommending interview candidates, and team integration processes.• Clearly defined project scope, by determining clients requirements, team mobilization, and methodologies to successful goals attainment.• Leveraged visionary leadership to integrate team leaders and account staff to research and define new products and… Show more • Led Human Resource Management; researching and defining job descriptions to fill department resource needs. • Oversaw new hire on-boarding through screening, recommending interview candidates, and team integration processes.• Clearly defined project scope, by determining clients requirements, team mobilization, and methodologies to successful goals attainment.• Leveraged visionary leadership to integrate team leaders and account staff to research and define new products and budget. • Conducted routing inspection to track progress against timeline, milestones and budget, revise as needed.• Developed an account strategy for each customer on establishing trends and strategies to capitalize on retaining and growing the customer base.• Accurately prepared estimates of billable hours for account executives and managed corresponding project workflow according to budget proposals. Show less
  • Korma Sutra
    Restaurant Owner
    Korma Sutra Mar 2007 - Aug 2010
    Houston, Texas, United States
    • Successfully established and operated a high class dining restaurant on Main Street Downtown Houston, rated amongst the top ten establishments in Houston. • Coordinated HR function for the restaurant, identifying staffing needs while recruiting, training, orienting, scheduling, counseling, and disciplining employees.• Responsible for strategic planning to completion; through production implementation, productivity, customer-service, audits, system improvements, and change… Show more • Successfully established and operated a high class dining restaurant on Main Street Downtown Houston, rated amongst the top ten establishments in Houston. • Coordinated HR function for the restaurant, identifying staffing needs while recruiting, training, orienting, scheduling, counseling, and disciplining employees.• Responsible for strategic planning to completion; through production implementation, productivity, customer-service, audits, system improvements, and change management.• Met restaurant financial objectives by forecasting requirements; preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions. Show less
  • Citibank
    Private Banker
    Citibank Sep 2001 - Sep 2007

Simran Patel Education Details

Frequently Asked Questions about Simran Patel

What company does Simran Patel work for?

Simran Patel works for Investor Accelerator

What is Simran Patel's role at the current company?

Simran Patel's current role is Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595).

What schools did Simran Patel attend?

Simran Patel attended Mumbai University Mumbai, University Of Houston.

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