ARTURO MANJARRES
It is imperative to always focus to attain excellence for our investors. We are devoted to work with passion without limits and charge moving forward with passion tenancy and transparency as our most important asset to the company is in our client.
Our Experience
Capital Group Investments has decades of experience in the area of private banking in the United States performing functions as an intermediary between economic agents, providing credit and investment products, in addition to years of work in the acquisition and sale of real estate in the public and private sector, to promote higher income to our most important asset: “The client”.
Dedication and passion for what we do has allowed us to make solid investments at an international level.
My Experience
Regions Bank
Jul 2017 – Present
Fostered and cultivated new business methodoligies to promote increased revenue.
• Executed credit and lending products to affluent client base.
• Coordinated efforts with capital markets by assisting clients with credit needs over 5–10 million.
• Identified prospective opportunities and helped increase market share.
• Analyzed and recommended financial products to affluent client base.
• Developed and exceeded banking metrics and business banking projections.
• Promoted new business sources through centers of influence.
• Designed marketing strategies to prospective clients that led to incremental revenue.
Lennar
Aug 2015 – Apr 2016
Fostered and cultivated new business methodoligies to promote increased revenue.
• Executed credit and lending products to affluent client base.
• Coordinated efforts with capital markets by assisting clients with credit needs over 5–10 million.
• Identified prospective opportunities and helped increase market share.
• Analyzed and recommended financial products to affluent client base.
• Developed and exceeded banking metrics and business banking projections.
• Promoted new business sources through centers of influence.
• Designed marketing strategies to prospective clients that led to incremental revenue.
(Example of description)
FIRST NIAGARA BANK
Aug 2015 – Apr 2016
Fostered and cultivated new business methodoligies to promote increased revenue.
• Executed credit and lending products to affluent client base.
• Coordinated efforts with capital markets by assisting clients with credit needs over 5–10 million.
• Identified prospective opportunities and helped increase market share.
• Analyzed and recommended financial products to affluent client base.
• Developed and exceeded banking metrics and business banking projections.
• Promoted new business sources through centers of influence.
• Designed marketing strategies to prospective clients that led to incremental revenue.
(Example of description)
CITI PRIVATE BANK
Jan 2011 – Jan 2013
Supported the Private Banking Law Firm Group region and provided seamless mortgage and sales service. Which later led to the business
targeting the top 100 Law Firm Groups.
• Developed in concert with Private Bankers a comprehensive mortgage sales plan to support assigned region’s target market and overall goals.
• Identify potential purchase and refinance target clients.
• Served as “product champion” for assigned business and as the primary resource to accumulate and communicate product information.
• Trained and communicated product policy and program enhancements to all private bankers as well as identifying training needs.
Internal/External Contacts:
• US Market Region Private Bankers, RO’s, SO’s, MD’s
• US Market Region law firms/prospects and their advisors
• IF Credit Specialists
SOVEREIGN BANK/SANTANDER
Jan 2010 – Jan 2011
Sold residential loans, and performed pre qualifications, credit evaluations, cash flow analysis and closings.
• Exceeded monthly sales quotas, and increased revenue to the bank.
• Proven success leading business development efforts, expanding customer base, and helped increased revenue.
• Developed strong partnership with the assigned retail branches to promote mortgage loan originations.
• Knowledge of real estate market in local area Knowledge of FHA, VA, FNMA and FHLMC guidelines.
JP MORGAN CHASE BANK
Jan 2006 – Jan 2010
Performed credit evaluation from financial documentation in order to analyze loans.
• Work as part of a team as well as independently, in order to move towards the firm’s financial goals.
• Exceeded monthly and quarterly mortgage quotas.
• Coached and mentored the entire team to uncover sales opportunities among both current and potential business customers. Also handled and
overlooked all business credit applications and other business products
MetLife/ M.A. FINANCIAL GROUP
Jan 2004 – Jan 2007
Facilitate financial plans by creating detailed sales analysis of current client’s present portfolio.
• Managed a specialized niche market, and implemented estate planning for an affluent client base.
• Sold financial products and services such as 401K, Annuity, Guaranteed Annuity, Hole Life Insurance, Disability Insurance, Term Life Insurance and
Health Insurance to the clients
