Simran Patel
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Simran Patel Email & Phone Number

Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595) at Investor Accelerator
Location: India 11 work roles 2 schools
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Role
Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595)
Location
India

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Simran Patel is listed as Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595) at Investor Accelerator, based in India. AeroLeads shows a matched LinkedIn profile for Simran Patel.

Simran Patel previously worked as Real Estate Disposition at Investor Accelerator and Licensed Realtor at Borrow Buy Sell Real Estate Team. Simran Patel holds Economics from Mumbai University Mumbai.

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Investor Accelerator

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Profile bio

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.

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Simran Patel's current company

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Investor Accelerator
Investor Accelerator
Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595)
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11 roles

Simran Patel work experience

A career timeline built from the work history available for this profile.

Real Estate Disposition

Current

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.

Jan 2024 - Present

Licensed Realtor

Current

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.

Jan 2023 - Present

Mortgage Loan Officer

Sugar Land, Texas

The postings on this site are my own and do not necessarily represent Bank of America positions, strategies or opinions.

May 2019 - May 2020

Financial Advisor

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

Apr 2018 - Nov 2018

Private Banker

Jpmorgan Chase Bank, N.A.

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

Oct 2013 - Mar 2018

Relationship Manager

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

Mar 2010 - Oct 2013

Project Manager

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

Sep 2007 - Oct 2010

Restaurant Owner

Korma Sutra

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

Mar 2007 - Aug 2010

Private Banker

Sep 2001 - Sep 2007
2 education records

Simran Patel education

Bachelor'S Degree, Culinary Management And Hotel Management

University Of Houston
FAQ

Frequently asked questions about Simran Patel

Quick answers generated from the profile data available on this page.

What company does Simran Patel work for?

Simran Patel works for Investor Accelerator.

What is Simran Patel's role at Investor Accelerator?

Simran Patel is listed as Realtor and Mortgage Broker and Loan Originator (NLMS# 955654) at Calyx Mortgage, Inc. (Co. NLMS #2035595) at Investor Accelerator.

Where is Simran Patel based?

Simran Patel is based in India while working with Investor Accelerator.

What companies has Simran Patel worked for?

Simran Patel has worked for Investor Accelerator, Borrow Buy Sell Real Estate Team, Calyx Mortgage, Inc. D/B/A Sims Mortgage Team, Keller Williams Real Estate, and Bank Of America.

How can I contact Simran Patel?

You can use AeroLeads to view verified contact signals for Simran Patel at Investor Accelerator, including work email, phone, and LinkedIn data when available.

What schools did Simran Patel attend?

Simran Patel holds Economics from Mumbai University Mumbai.

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