Perry G. Melton

Perry G. Melton

Mortgage Loan Officer

Followers of Perry G. Melton2000 followers
location of Perry G. MeltonNew York, New York, United States

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  • Timeline

  • About me

    Sr. Funding Specialists@ Upright Advance, Inc.

  • Education

    • St. Clair County Community College

      2004 - 2005
      Associates General Business

      Activities and Societies: Phi Theta Kappa, Student Government

  • Experience

    • Direction Financial

      Apr 2006 - Dec 2006
      Mortgage 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 2015
      Shift Manager

      Promoted to ManagerStock/Cashier November 2011 - 2014unload, sort and organize inventory and run the register

    • Aegis Capital Corp

      Aug 2015 - Oct 2016
      Stock 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 2018
      Parks Opportunity Program Worker
    • Premium Merchant Funding

      Feb 2019 - Jul 2019
      Broker/Funding Specialist

      Provide financial solutions to small and mid-sized business owners unable to access traditional banking services.

    • Hanover Capital Group

      Nov 2019 - Oct 2023
      Funding Director

      SMB business financing: Term Loans, Working Capital, MCA's, Equipment Financing and more

    • Weshine Capital Group

      Aug 2023 - Oct 2023
      Senior Funding Specialist

      Fund SMEs within the US.

  • Licenses & Certifications

    • Certified Financial Analyst

      CFA Institute
      Mar 2016
    • Critical Thinking

      LinkedIn
      Oct 2016
      View certificate certificate
    • Executive Leadership

      LinkedIn
      Oct 2016
      View certificate certificate
    • Decision-Making Fundamentals

      LinkedIn
      Oct 2016
      View certificate certificate
    • Project Management Professional

      Project Management Institute
      Jan 2017
  • Volunteer Experience

    • Volunteer

      Issued by American Red Cross on Sept 2003
      American Red CrossAssociated with Perry G. Melton
    • SAT Prep Tutor - ChinaTown Manpower Project

      Issued by New York Cares on Oct 2017
      New York CaresAssociated with Perry G. Melton