Jerry Upshaw
@jerryupshaw
My name is Jerry Upshaw, a Loan Consultant with experience in assisting individuals and businesses with financing solutions.
What I'm looking for
I am Jerry Upshaw, a dedicated Loan Consultant with professional experience in financial services, lending, client relationship management, and business development. My career has focused on helping individuals, entrepreneurs, and businesses understand their financing options and navigate the loan application process efficiently and professionally.
In my role as a Loan Consultant with Worldwide Express Bank, I work with clients to understand their financial objectives, assess their funding requirements, support loan applications, and help facilitate communication throughout the financing process. I am particularly interested in building long-term professional relationships based on trust, transparency, and excellent customer service.
My key interests include banking and financial services, commercial and personal lending, business financing, investment opportunities, client acquisition, and relationship management. I am also interested in connecting with professionals and organizations that value integrity, innovation, teamwork, and sustainable business growth.
I am motivated by opportunities that allow me to use my financial knowledge, communication skills, and client-focused approach to contribute to organizational success. I am open to connecting with companies and professionals seeking experienced individuals in lending, banking, financial consulting, business development, and client relationship roles.
Experience
Work history, roles, and key accomplishments
Loan Consultant
Worldwide Express Bank PLC
Jan 2023 - Present (3 years 6 months)
Provided loan consultation to individuals and businesses, supporting clients through the lending lifecycle from application preparation and documentation submission through approval procedures. Reviewed financial documents for accuracy and compliance, maintained client communication, and collaborated with processing, underwriting, and compliance teams to support efficient loan evaluation.
Education
Degrees, certifications, and relevant coursework
New York Institute of Technology
Bachelor's degree, Finance and Business Administration
Earned a bachelor’s degree in finance and business administration at New York Institute of Technology, focusing on financial management, banking operations, accounting principles, investment analysis, and business strategy.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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