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RESOLUTION NO. ___ _
A Resolution appointing Maximo Monterrey, to serve on the Budget and
Finance Committee for a term ending September 30, 2014.
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 30,2014.
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 30,2014.
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
DAY OF ____ , 2013
APPROVED:
MAYOR
COMMISSION VOTE:
Mayor Stoddard:
Vice Mayor Liebman:
Commissioner Newman:
Commissioner Harris:
Commissioner Welsh:
3
So ... h Min ....
I'" J' 0 ••• II II
h~:JIt
rilr~o[;
zoot.
Referredby: Josh Liebman
erry OF $OUTIIMIAMI BOARO/CCJMI1IIITTEE;APPLICA TION
6130 SUllset Drive.
South Miami, FL 33143.
PhoileNo. 305-663-6340
Fax No. 305~663-6348
1.. I am Tnterestcd in serving on tile followingboard(s)lcommittee(s):
Budget & Finance Parks '& Rec.
Flrslcbolc~ .Second choice
Fourth cholc~
2. Narnc; Maximo Monterrey
'. . . . (Please print) . . '. . .
3. Home Addl'ess:7631 SW 67 Ave:,South Miami. FL33143
4. Busii1ess'A<Jdre~s: 1430 R Dixie Hwy. #306. Coral Gables, FL33146
5. Home Phone No. 305-804-3032 Business Phone No. 305~830-0369
Vax No. 305-230;';3494 .
6. E-mail Address:maximo.monterrev@evetbaiik.com
7. Education/DegreeEarned:. Northeastern University; BS -BusinessAd.
Pertinent Experience: I have worked in the financial field 17 years.
Field Expertise: I'm an experienced professional in the mortgage banking
industry, I'Ve Worked for various large finahcial institutiohsmy entire Career.
8. Community Service:
9. Attached Resume: D (Optional)
to. Are you a registered V()tCI'?
u. Are you a resident of the City?
12. Do you h:lve a business in the City?
Revised 512010
YesL
YesL
Yes
Date 3/11/2013
NQ
No
No X
Maximo Monterrey
7631 SW 67 Ave, South Miami FL 33143
305-804-3032
m.aximomonterrey@yahoo.com
Summary
Finance and Marketing professional with more than 17 years experience ill managing, selling,
and incJ:easillg 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 Admi.nistral"ion
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
MID
'* Marketed and sold FHA and jumbo lending product line to indi.viduals throughout
the South Florida area.
.. Maintained a customer base of Realtors, business leaders and attorneys.
.. Average monthly pipeline of$1.1 million.
.. Experienced with FI-VI. product line.
JP Morgan Chase 2008·2009
Wholesale Account Executive
.. Sold wholesale mortgage banking products 111 the New York City area to financial
cot,?orations.
• Pannered and trained clients to market products to their end customers 1n term
increasing market share and revenue.
>I> Turned arotuld 65% of jl1active accounts, making ,hem profitable.
• Developed a client base of business partners in NYC.
NMLS #388443
1995
Sui_'" M~lI\o,,":
I~" 1 o' , •..•. d' P
b~
.Irlr~o[;
% 0() O. 1·
Referred by: Josh. Liebman
cl1:Yi)FSo.l/tIlMJAMI IJ"A/(Ii/¢aMlJIIITTI5EApP/"IC;4'tIQ/V
6130,S~{ir$~tl)l;ye.,
,SQuilt Mi(l,tj4Er;,~31. 48
r"iilte:JVo;3()5.~66J:...M4/)
,F(l.XNQ. 3()5;,;663;'634$'
1.1 andrtteres'ted in servIng onthcfoilowil1~:bollrd(s)lcomml(tee(s):,
Budget KFi\1,ance
,2.:; 'Nn.inci Maximo; MontetteY
,". (Pl~3:Se:prlnl):'"
;J!-malt Address:: ... ~ .....,..--.,_ ....... .......,....-_.,..",.""""'_".....-.-.,.---.....,.-,-,-_,.."...-,.-__ -~
E~~~~#(~Jl!D'¢,gt~9:)t~t,~,e.d:j, Nortn'easterriUiiivEH:$it~A''BS''·BUsiriessAd. ,
retfin.¢fi( Ji}~P~f~~(l¢e:t,~ave'worked;iiYthefinancialfield tTyea.r;s. "
J:<'i~ld :E;;cpet~i$et 'I~iitah.ej(perienced \?tofeSSional in the mortgage. banking'" ,
ihdusfty\ l'vE)WdrkE:)d forVariousacirg's,fihahciarin'stitutiO.os:my entire.car'eeIC· '
10.
ll.
.12.
Al'e you a rcsidentofthe City?
DQY0tl hav~l¥ Jjusinc$~. ill the CIty?
Sigrinture. ___ .... , --' -----------..,._.
Applicant
Revised 512010
YcsX
YesL
Yes' __
Date 3/11/2013
No
No
NoL
Maximo Monterrey
Summary
Education
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.
Bilingual: English and Spanish.
Northeastern University Boston, Ma
BS -Business Administration
1995
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 atrorneys.
• 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