Adam Perez
About Adam Perez
Adam Perez is an experienced underwriter currently working at Canopy since 2021. He has a background in sales and mortgage underwriting, having held various positions at notable companies such as JPMorgan Chase & Co., PNC, and Bank of America.
Current Role at Canopy Financial Technology Partners
Adam Perez has been working as an Underwriter at Canopy Financial Technology Partners since 2021. In this role, he operates remotely, which allows him to manage client services effectively across various locations. His responsibilities include leading a team of client service professionals, focusing on growth and leadership in risk mitigation. This position leverages his extensive experience in the financial services industry.
Previous Experience in Financial Services
Prior to his current role, Adam Perez held several positions in the financial services sector. He worked at JPMorgan Chase & Co. as a Mortgage Underwriter and QA-QC Team Lead from 2007 to 2011. He then transitioned to PNC, where he served as a Loss Mitigation Underwriter for Freddie Mac from 2011 to 2016. Following that, he worked at Bank of America as a Quality Assurance Business Analyst from 2016 to 2018. His diverse experiences have contributed to his expertise in risk mitigation.
Sales Experience at Wyndham Destinations and Hilton Grand Vacations
Adam Perez gained sales experience as a Sales Executive at Wyndham Destinations for six months in 2019 and at Hilton Grand Vacations for four months in 2020. These roles provided him with valuable skills in client interaction and sales strategies, which complement his underwriting expertise.
Education and Academic Background
Adam Perez studied at Florida State College at Jacksonville, where he pursued a Bachelor of Business Administration (BBA) with a focus on Business, Management, Marketing, and Related Support Services. This educational background has provided him with a solid foundation for his career in financial services and underwriting.
Expertise in Risk Mitigation Services
Adam Perez possesses expertise in providing risk mitigation services to a variety of financial entities, including originators, issuers, and investment banks. His extensive background in underwriting and compliance analysis has equipped him with the skills necessary to assess and manage risk effectively within the financial sector.