Gregory Meyerott

Relationship Banker at Jpmorgan Chase Bank National Association
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Contact Information
us****@****om
(386) 825-5501
Location
Los Altos, California, United States, US
Skills

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Bio

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Credentials

  • Life Insurance
    State of California
    Jul, 2022
    - Oct, 2024
  • Series 6
    FINRA
    Jun, 2022
    - Oct, 2024
  • Series 63
    FINRA
    Jun, 2022
    - Oct, 2024
  • Securities Industry Exam
    FINRA
    Apr, 2022
    - Oct, 2024
  • CRE Basics: BMC & Financial Statement Analysis
    Mortgage Bankers Association
    Sep, 2019
    - Oct, 2024
  • CRE Basics: Underwriting Retail
    Mortgage Bankers Association
    Sep, 2019
    - Oct, 2024
  • CRE Basics: Property Inspection/Environmental Concerns
    Mortgage Bankers Association
    Aug, 2019
    - Oct, 2024
  • CRE Basics: Intro to Commercial Loan Servicing Certificate of Completion
    Mortgage Bankers Association
    Jul, 2019
    - Oct, 2024
  • Real Estate Salespersons License
    State of California
    Mar, 2019
    - Oct, 2024

Experience

  • Jpmorgan Chase Bank National Association
    • Brazil
    • Banking
    • 200 - 300 Employee
    • Relationship Banker
      • Apr 2022 - Present

    • Private Banker
      • Apr 2022 - Present

  • Enterprise
    • United States
    • Travel Arrangements
    • 700 & Above Employee
    • Assistant Manager
      • Sep 2020 - Mar 2022

  • Coldwell Banker
    • United States
    • Real Estate
    • 700 & Above Employee
    • Real Estate Agent
      • Jan 2020 - Aug 2020

  • Slatt Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Loan Service Analyst
      • 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

  • Redwood Park Advisors
    • United States
    • Intern
      • 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

  • Audi/Porsche
    • United States
    • Product Specialist
      • 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

  • Fremont Hills Country Club
    • United States
    • 1 - 100 Employee
    • Lifeguard
      • Jun 2016 - Aug 2016

  • Wilbur Properties
    • Real Estate
    • 1 - 100 Employee
    • Intern
      • 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

  • Mission Bay Aquatic Center
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Lifeguard
      • Jun 2015 - Aug 2015

  • Jonathan's Market
    • United States
    • Store Cashier
      • May 2013 - Dec 2013

Education

  • Menlo College
    Bachelor's degree, Finance and Real Estate
    2014 - 2018

Community

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