Sloan Smith

Sloan Smith Email and Phone Number

Options Trader | Loan Originator ➡️ Portfolio Management | Risk management using derivatives | Mortgage Loan banking and underwriting @
Sloan Smith's Location
San Francisco Bay Area, United States
Sloan Smith's Contact Details

Sloan Smith personal email

n/a
About Sloan Smith

I am a solutions-oriented professional with extensive experience driving all phases of mortgage loan origination and options trading. With my broad-minded perspective, I've mastered the US option market structures. My strengths are positioning equity markets, maximizing ROI, prospecting, maintaining pipelines, collaborating with underwriters, and monitoring terms. Currently, I manage loan portfolios to ensure they are properly risk-graded, following loan agreements and approval guidelines. As part of this process, I handle both brokerage and banking aspects of origination, including analyzing financials to determine which products would be best for the client. I usetalk tracks to engage clients by phone, email, or virtual contact throughout the loan lifecycle. As a result of these interactions, I've acquired a deep understanding of credit and financial data analysis. ​Most notably, I can leverage my global business acumen coupled with my technical skills to manage various financial operations. It is my goal to optimize financial operations by mitigating pipeline impact, negotiating agreements or terms, and/or supporting the homebuyer experience, including all closing procedures (e.g., appraisals, documentation, signoffs).I appreciate you taking the time to read my profile and I'm looking forward to connecting!

Sloan Smith's Current Company Details
LendSmart Mortgage

Lendsmart Mortgage

Options Trader | Loan Originator ➡️ Portfolio Management | Risk management using derivatives | Mortgage Loan banking and underwriting
Sloan Smith Work Experience Details
  • Lendsmart Mortgage
    Loan Officer And Mortgage Specialist
    Lendsmart Mortgage Aug 2022 - Present
    San Francisco Bay Area
    Mortgage loan specialist focusing on full service real estate brokerage. At LendSmart Mortgage, we specialize in helping our clients navigate the most complex lending scenarios with "out of the box" thinking. We offer a variety of loan types and products, and with relationships with lenders in all 50 states, we are able to locate the best loan package available for our clients. Using my experience in finance and financial markets, I am able to counsel borrowers on the best loan options to fit their needs. Areas of focus include: residential, commercial, and private money lending, as well as portfolio management and property acquisition. From the most basic purchase or refinance to the most complex loan scenario, I can help you find the best loan product for your situation.Contact: ssmith@lendsmartmortgage.com (V) 415-996-3989
  • Tana Capital Llc
    Owner
    Tana Capital Llc Jan 2021 - Present
    San Francisco Bay Area
    ► Execute systematic strategies for options trades, including monitoring the market and managing counterparty relationships. ► Trade two major accounts of futures and options with an emphasis on technical indicators, market direction, and stock trends.
  • Searchlight Lending
    Mortgage Loan Officer
    Searchlight Lending Jun 2019 - Aug 2022
    San Francisco Bay Area
    ► Identified partnership opportunities, developed strong business relationships through direct consumer sourcing activities. ► Employed sales strategies using talk tracks and relational communication skills to capture wins and consistently close deals. ► Drive the entire loan origination lifecycle, partnering with underwriters and processors to mitigate issues as they arise. ► Perform brokerage and banking aspects of origination, analyzing financials to determine what products fit the client's criteria.► Coordinate all closing procedures (e.g., appraisals, documentation, signoffs) so the homebuying process runs smoothly.
  • Dryden First Mortgage Fund Llc
    Account Executive
    Dryden First Mortgage Fund Llc Jan 2018 - Jun 2019
    San Francisco Bay Area
    Originator focused on hard money loan procurement. Areas of focus include: single family residential, including rehab, estates, trusts, distressed borrowers, etc.; industrial and commercial projects; construction loans; and bridge financing for owner-occupied residences.
  • Drw Holdings Llc
    Trader On Asian Equities And Index Options Trading Desk
    Drw Holdings Llc Sep 2015 - Oct 2016
    San Francisco Bay Area
    ► Served as a member of the Asian Equity and Index Options trading desk, modeling risk decisions for NKY 225 options risk.► Developed relative value pricing models for derivatives, liaising with Treasury to ensure position funding was adequate.► Implemented hedging strategies to minimize market risk on a derivatives portfolio focused on Asian equities.​► Executed all trade reconciliations and reporting functions, including electronic futures and OTC (voice).
  • Self Employed-Options Trader
    Equity Options Trader
    Self Employed-Options Trader Sep 2011 - Sep 2015
    San Francisco Bay Area
    ► Managed 2 personal accounts using directional trading strategies, essential data, company research, and technical indicators. ► Achieved exceptional ROI returns, reaching +40% YTD on average.
  • Peak 6 Investments Llc
    Equity Options Trader And Market Maker
    Peak 6 Investments Llc Aug 2009 - Sep 2011
    Greater Chicago Area; San Francisco Bay Area
    ► Oversaw a multi-million-dollar volatility arbitrage book with 250+ options positions and exposure to 1000+ equity options. ► Strengthened trading models, acting as an off-floor market maker and taker using proprietary tradingtools.► Created C++ codes, incorporating technical indicators with evaluation methods, which was 100% adopted across the firm. ► Capitalized market inefficiencies by combining self-directed study of software programming tools with intensive training.
  • Bk Management
    Equity Options Market Maker
    Bk Management May 2007 - Jan 2009
    ► Appointed to manage the personal accounts of a former supervisor/investor at Botta Capital Management. ► Managed portfolio risk while determining the price and size of markets for 20 equity option issues.► Achieved $1.55mm in gross ROI over three years, with $300k - $600k in capital.► Produced significant profit (150% ROI) in 2008, during extreme volatility.
  • Zydeco Capital Llc
    Equity Options Market Maker And Specialist
    Zydeco Capital Llc Aug 2005 - Apr 2007
    Acted as the designated primary market maker for firm's specialist post at the Chicago Board Options Exchange. Responsible for all markets made at the post, as well as maintaining an orderly market and training trading staff.
  • Botta Capital Management
    Equity Options Market Maker And Specialist
    Botta Capital Management Dec 1998 - Feb 2003
    Chicago
    Assisted and managed operation of trading pit on the CBOE. Determined price and size of all options markets while managing firm trading portfolio. Assumed responsibility for efficient functioning of the trading pit and the training of the pit staff. Portfolio realized multiple million dollar profits annually over the duration of the firm's role of specialist.
  • New York Yankees
    Professional Baseball Player
    New York Yankees Jul 1993 - Nov 1998
    Fourth round draft pick by the New York Yankees in 1993 amateur draft. Played five seasons in Yankees minor league system.

Sloan Smith Skills

Microsoft Excel Microsoft Office Computer Programming Fluent In French Black Belt In Kuk Sul Hapkido Trading Financial Analysis Equities Portfolio Management Options Proprietary Trading Investments Risk Management

Sloan Smith Education Details

Frequently Asked Questions about Sloan Smith

What company does Sloan Smith work for?

Sloan Smith works for Lendsmart Mortgage

What is Sloan Smith's role at the current company?

Sloan Smith's current role is Options Trader | Loan Originator ➡️ Portfolio Management | Risk management using derivatives | Mortgage Loan banking and underwriting.

What is Sloan Smith's email address?

Sloan Smith's email address is sl****@****ast.net

What schools did Sloan Smith attend?

Sloan Smith attended Northwestern University.

What are some of Sloan Smith's interests?

Sloan Smith has interest in Yoga, Martial Arts, Baseball And Basketball Coaching, Cycling.

What skills is Sloan Smith known for?

Sloan Smith has skills like Microsoft Excel, Microsoft Office, Computer Programming, Fluent In French, Black Belt In Kuk Sul Hapkido, Trading, Financial Analysis, Equities, Portfolio Management, Options, Proprietary Trading, Investments.

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