Gregory Meyerott
Relationship Banker at Jpmorgan Chase Bank National Association- Claim this Profile
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Topline Score
Bio
Credentials
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Life Insurance
State of CaliforniaJul, 2022- Oct, 2024 -
Series 6
FINRAJun, 2022- Oct, 2024 -
Series 63
FINRAJun, 2022- Oct, 2024 -
Securities Industry Exam
FINRAApr, 2022- Oct, 2024 -
CRE Basics: BMC & Financial Statement Analysis
Mortgage Bankers AssociationSep, 2019- Oct, 2024 -
CRE Basics: Underwriting Retail
Mortgage Bankers AssociationSep, 2019- Oct, 2024 -
CRE Basics: Property Inspection/Environmental Concerns
Mortgage Bankers AssociationAug, 2019- Oct, 2024 -
CRE Basics: Intro to Commercial Loan Servicing Certificate of Completion
Mortgage Bankers AssociationJul, 2019- Oct, 2024 -
Real Estate Salespersons License
State of CaliforniaMar, 2019- Oct, 2024
Experience
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Jpmorgan Chase Bank National Association
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Brazil
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Banking
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200 - 300 Employee
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Relationship Banker
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Apr 2022 - Present
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Private Banker
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Apr 2022 - Present
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Enterprise
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United States
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Travel Arrangements
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700 & Above Employee
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Assistant Manager
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Sep 2020 - Mar 2022
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Coldwell Banker
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United States
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Real Estate
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700 & Above Employee
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Real Estate Agent
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Jan 2020 - Aug 2020
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Slatt Capital
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United States
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Financial Services
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1 - 100 Employee
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Loan Service Analyst
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Sep 2018 - Dec 2019
• Loan analysis assessing borrowers’ financial statuses, operations, and property conditions • Utilize FICS (Commercial Servicer) to onboard recently closed loans • Data entry for numerous underwritten loans created by Production • Loan events (assumptions, paydowns, partial releases etc.) • Real estate education about certain topics such as LTV (loan to value), Cap Rates, adjustable rate mortgages etc. • Use of Salesforce, Microsoft Outlook, Word, Excel, PowerPoint and company website platform to organize tasks Show less
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Redwood Park Advisors
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United States
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Intern
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Sep 2017 - May 2018
Wealth Management firm residing in Redwood Shores, California. • Conducted stock and market research using Fidelity, Bloomberg, Wall Street Journal, Mergent and Yahoo Finance • Provided key insights on future expectations of stock market performance • Marketing: increased brand image through social media (Facebook and LinkedIn) along with creating envelopes to send to prospective clients • Interacted with clients and business officials including lunches, meetings and company events Show less
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Audi/Porsche
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United States
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Product Specialist
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Sep 2016 - Aug 2017
• Provided customers with insight and technological information for the Audi’s and Porsche’s available • Cooperated with salesman to help satisfy the customer and completed vehicle transactions • Provided customers with insight and technological information for the Audi’s and Porsche’s available • Cooperated with salesman to help satisfy the customer and completed vehicle transactions
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Fremont Hills Country Club
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United States
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1 - 100 Employee
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Lifeguard
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Jun 2016 - Aug 2016
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Wilbur Properties
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Real Estate
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1 - 100 Employee
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Intern
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Jan 2016 - May 2016
• Utilized technology to collect imperative data for over 150 commercial and residential properties • Drafted leases for property managers • Oversaw and inspected various properties for real estate brokers and property managers • Utilized technology to collect imperative data for over 150 commercial and residential properties • Drafted leases for property managers • Oversaw and inspected various properties for real estate brokers and property managers
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Mission Bay Aquatic Center
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United States
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Spectator Sports
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1 - 100 Employee
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Lifeguard
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Jun 2015 - Aug 2015
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Jonathan's Market
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United States
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Store Cashier
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May 2013 - Dec 2013
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Education
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Menlo College
Bachelor's degree, Finance and Real Estate