Jillian Daly

Huntington, New York

ASSOCIATE DIRECTOR, TRANSACTION MANAGEMENT, UBS, WEALTH MANAGEMENT AMERICAS

Experience at:
W ELLS FARGO HOME MORTGAGE, PRIMARY RESIDENTIAL MORTGAGE, INC, BANK OF AMERICA HOME LOANS, F ARMINGTON, CT

I’m interested in mentoring people from:

    Where I've Worked

    Jan 2014 – Present

    ASSOCIATE DIRECTOR, TRANSACTION MANAGEMENT

    UBS, WEALTH MANAGEMENT AMERICAS
    W

    Jan 2012 – Jan 2014

    PRIVATE MORTGAGE BANKER

    W ELLS FARGO HOME MORTGAGE
    P

    Jan 2011 – Jan 2012

    SENIOR MORTGAGE L OAN OFFICER

    PRIMARY RESIDENTIAL MORTGAGE, INC
    W

    Jan 2010 – Jan 2011

    HOME L OAN CONSULTANT, BUILDER/RETAIL D IVISION

    W ELLS FARGO HOME MORTGAGE
    B

    Jan 2008 – Jan 2010

    EDUCATION, ADVOCACY, AND DEVELOPMENT (LEAD) FOR W OMEN

    BANK OF AMERICA HOME LOANS, F ARMINGTON, CT
    B

    Jan 2007 – Jan 2010

    exclusive business partner

    BANK OF AMERICA HOME LOANS, F ARMINGTON, CT
    F

    Jan 2006 – Dec 2007

    SENIOR L OAN O FFICER & TEAM L EADER

    F IRST NLC F INANCIAL SERVICES

    Dec 2016 – Sep 2017

    Vice President, Residential Loan Consultant

    City National Bank

    Jul 2016 – Dec 2016

    Home Lending Officer

    Citibank

    Apr 2014 – Jul 2016

    Associate Director, Transaction Manager

    Ubs, Wealth Management Americas

    2012 – 2014

    Private Mortgage Banker

    Wells Fargo Home Mortgage

    2010 – 2011

    Home Loan Consultant

    Wells Fargo Home Mortgage
    P

    2011 – 2012

    Senior Mortgage Loan Officer

    Primary Residential Mortgage, Inc

    2007 – 2010

    Senior Mortgage Loan Officer

    Bank of America Home Loans/countrywide Home Loans
    F

    2006 – 2007

    FRIEDMAN, BILLINGS, & RAMSEY - Sales Manager

    First Nlc Financial Services
    U

    2004 – 2006

    Marketing Internship

    University of Rhode Island Center of Vector Borne Diseases
    Where I've Studied

    Bachelors, Microbiology and Psychology

    University of Rhode Island

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

    Ask Me for a Referral

    View All 10 Jobs  

    In the Media

    Social Media