Mithun Joseph
Associate Director at UBS
- Role
- Associate Director at UBS
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Mithun Joseph
The past 12 years in financial services has given me some valuable lessons. I’ve done…
Experience
Associate Director
Apr 2014 — Present
UBS Private Mortgage Bankers provide mortgage origination services to Ultra High Net Worth Wealth Management clients of the firm. They seek to develop, maintain and grow relationships with both Financial Advisors and external counterparts. The PMB owns the client experience from end to end with the singular focus of helping financial advisors broaden existing and potential client relationships with a critical focus on client experience.
Skills
- Process Improvement
- Team Building
- Business Process Improvement
- Customer Service
- Strategic Planning
- Project Management
- Sales Management
- Banking
- Credit
- Finance
- Call Center Development
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