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RESOLUTION NO. ___ _
A Resolution relating to boards and committees; appointing Maximo
Monterrey, to serve on the Budget and Finance Committee for a term ending
September 30, 2013.
WHEREAS, the Mayor and Commission recognize the important contributions made by
those who serve on the various city boards and committees, and wish to appoint a full
complement to each of the active boards and committees; and
WHEREAS, the Section 2-26.8(c) has been amended so that the budget and finance
committee terms begins on the date of the first City Commission meeting of the new fiscal year,
with appointments lasting one (1) year or until replaced; and
WHEREAS, the budget and finance committee should be made explicitly exempt from
Section 2-22 of the Code of Ordinances, limiting terms to two (2) years so that someone who has
climbed the learning curve of the budget process and who has proven to be a responsible member
may have a longer tenure; and
WHEREAS, the city manager or designee may serve as an ex officio member of the
committee; and
WHEREAS, the City Commission desires to appoint Maximo Monterrey to serve on the
Budget and Finance Committee. The appointment shall expire September 30,2013.
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, THAT:
Section 1. The City Commission hereby appoints Maximo Monterrey to the Budget
and Finance Committee. The appointment shall expire September 30,2013.
Section 2. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS
ATTEST:
CITY CLERK
READ AND APPROVED AS TO FORM:
LANGUAGE, LEGALITY AND
EXECUTION THEREOF
CITY ATTORNEY
DAYOF ____ ,2013
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Liebman:
Commissioner Newman:
Commissioner Harris:
Commissioner Welsh:
solie h M.ln .... ·{
I';' J' 0 t' I d ~.
Rxftx'iid ril'l o i:;
Referred by: Josh .. Uebman
CITY OF SOUTH MIAMI BOARD/COMIIIIITTEE APPLICATION
6130 SUllset Drive.
South Ml(uni, FL 33143
PltolteN(J, 305-663-6340
Fax No. 305-663-6348
1. I amfntel'ested in serving on the followingboard(s)/eommittee(s):
Budget & Finance Parks & Rec.
l'irstcbolce Second choice
Third choi~e' Fourth choice
2. Nariie: Maximo Monterrey
. . . (Please print) . ...
3. Home Address: 7631 SW 67 Ave.,South Miami, FL33143
4. Business Address.: 1430 s~ Dixie Hwy, #306, Coral Gables,FL33146
5. Home Phone No. 305-804-3032 Business Phone No. 305-830-0369
Fa~No; 305-230-3494
6. E-mail Address:maximo.monterrey@everballk.com
7. Education/DegrecEarned:. Northeastern University. BS -BusinessAd.
Pertinent Experience: I have workedin the financial field 17 years.
Field .Expertise: I'm an experienced professional in the mortgage banking
industry, I've worked for various large financial institutions my entire career.
8, Community Service:
9. Attached Resume: n (Optional)
10. Are you a registered vote I'?
11. Are you a resident of the City?
12. Do you hllve a business in the City?
Revised 5/2010
YesL
Yes X
Yes
Date 3/11/2013
No
No
No X
Maximo Monterrey
7631 SW 67 Ave, South Miami FL 33143
305-804-3032
maximomonterrey@yahoo.com
Summary
Finance and Marketing professional with more than 17 years experience in managing, selling,
and increasing market share. Adept at managing accounts, acquiring business, and finance
knowledge. Detail oriented with strong organizational, problem solving, and communication skills.
Education
Bilingual: English and Spanish.
Northeastern University Boston, Ma
BS -Business Administration
Career History
Everbank Jan 2012-Present
License
MLO
• Business Development to increase market share in the residential mortgage division.
JP Morgan Chase
MLO
2010-2012
• Marketed, managed and sold agency product line, within 2 bank branches (tier 1) in
Miami-Dade County.
Bank of America 2009-2010
MLO
• Marketed and sold FHA and jumbo lending product line to individuals throughout
the South Florida area.
• Maintained a customer base of Realtors, business leaders and attorneys.
• Average monthly pipeline of$1.1 million.
• Experienced with FHA product line.
JP Morgan Chase 2008-2009
Wholesale Account Executive
• Sold wholesale mortgage banking products in the New York City area to financial
corporations.
• Partnered and trained clients to market products to their end customers in term
increasing market share and revenue.
• Turned around 65% of inactive accounts, making them profitable.
• Developed a client base of business partners in NYC.
NMLS #388443
1995