
Perry G. Melton
Mortgage Loan Officer

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About me
Sr. Funding Specialists@ Upright Advance, Inc.
Education

St. Clair County Community College
2004 - 2005Associates General BusinessActivities and Societies: Phi Theta Kappa, Student Government
Experience

Direction Financial
Apr 2006 - Dec 2006Mortgage Loan Officer- Develop Business Referral Network through marketing, coldcalling, prospecting and networking activities- Meet with prospective borrowers, review & analyze credit and financial data- Determine borrower financing objectives and goals- Present appropriate products and programs and explain guidelines- Identify appropriate opportunities to sell additional products- Collect supporting loan documentation as required and provide complete package to the Mortgage Loan Coordinator- Oversee the loan precess to closing, follow up and review and get referrals Show less

Duane Reade
Apr 2014 - May 2015Shift ManagerPromoted to ManagerStock/Cashier November 2011 - 2014unload, sort and organize inventory and run the register

Aegis Capital Corp
Aug 2015 - Oct 2016Stock Broker ( Trainee )A stockbroker serves the financial interests of his clients. He sells securities and commodities to individual clients, advises clients on what investments suit their financial situations and can manage clients' investment portfolio. He executes trades and sells for clients in the exchange market. A broker must stay on top of the market at all times by analyzing, monitoring and researching the performance of stocks, trade markets and acquisitions.Research the financial marketsConsult investment analystsReport to your clientsMonitor your clients’ investmentsPitch for new clients Show less

NYC Department of Parks & Recreation
Sept 2017 - Mar 2018Parks Opportunity Program Worker
Premium Merchant Funding
Feb 2019 - Jul 2019Broker/Funding SpecialistProvide financial solutions to small and mid-sized business owners unable to access traditional banking services.

Hanover Capital Group
Nov 2019 - Oct 2023Funding DirectorSMB business financing: Term Loans, Working Capital, MCA's, Equipment Financing and more

Weshine Capital Group
Aug 2023 - Oct 2023Senior Funding SpecialistFund SMEs within the US.
Licenses & Certifications

Certified Financial Analyst
CFA InstituteMar 2016- View certificate

Critical Thinking
LinkedInOct 2016 - View certificate

Executive Leadership
LinkedInOct 2016 - View certificate

Decision-Making Fundamentals
LinkedInOct 2016 
Project Management Professional
Project Management InstituteJan 2017
Volunteer Experience
Volunteer
Issued by American Red Cross on Sept 2003
Associated with Perry G. MeltonSAT Prep Tutor - ChinaTown Manpower Project
Issued by New York Cares on Oct 2017
Associated with Perry G. Melton
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