Mortage Loan Officer
Current
Sep 2015 - Present
AeroLeads people directory · profile
Barbara Jacobs Email & Phone Number
Mortgage Loan Officer
at
SECU
1 work email found
@ubs.com
4 phones found area 980, 704, and 910
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Mortgage Loan Officer
Location
Charlotte, North Carolina, United States
Company size
Who is Barbara Jacobs? Overview
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Quick answer
Barbara Jacobs is listed as Mortgage Loan Officer at SECU, a with 3178 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 980, 704, 910, and a matched LinkedIn profile for Barbara Jacobs.
Barbara Jacobs previously worked as Mortage Loan Officer at Secu and Client Services at Ubs. Barbara Jacobs holds Master Of Science (M.S.), Accounting And Finance, 3.3 from Keller Graduate School Of Management Of Devry University.
Company email context
Email format at SECU
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Barbara Jacobs. Compare company email patterns before reaching out.
Profile bio
About Barbara Jacobs
Barbara Jacobs is a Mortgage Loan Officer at SECU. They possess expertise in process improvement, call center, outsourcing, customer experience, customer satisfaction and 9 more skills.
Listed skills include Process Improvement, Call Center, Outsourcing, Customer Experience, and 10 others.
Current workplace
Barbara Jacobs's current company
Company context helps verify the profile and gives searchers a useful next step.
Secu
8 roles
Barbara Jacobs work experience
A career timeline built from the work history available for this profile.
Client Services
Account Maintenance, New Accounts Establishment, Disbursements, journals and fed wires. Assisting clients of the Wealth Advice Center, the firm and Financial Advisor with Service and Problem Solving.Key Responsibilities include: Support the daily processing workload generated by incremental clients such as processing disbursements, account maintenance, new account openings, processing disbursements, journals, wire transfers, account closures, handling ad hoc client requires requiring research, processing account transfers and processing of Legal and Estate accounts, processing escheatments, etc.
Feb 2015 - Sep 2015
Customer Service Representative
Oct 2013 - Feb 2015
Customer Service Advisor
Apac Customer Services
• Received Employee of the Month award within first year of employment; named Employee of the Quarter in August of 2011.• Resolve email inquiries and update customer account data as needed, leading to exceeding individual email goal by approximately 20% each month to date.• Assist with training new employees because of continued results in exceeding individual and team business goals.• Selected as team lead to coach employees on negative customer satisfaction surveys (CSATS), providing feedback to improve future results.
Apr 2009 - Sep 2013
Baker
• Completed GuestPath program (customer service initiative) to optimize service levels with positive results.• Recognized by management for receiving positive customer response, leading to receiving WOW award.• Collaborate with employees to assist in other duties when needed, ensuring continued operations without compromising quality.• Train new full-time pastry chef on company procedures, policies and best practices.• Prepare large quantities of desserts for 139 suites and six restaurants for home games; creatively plate hundreds of desserts for elegant banquets and buffets.
Jul 2005 - Jan 2013
Subscriber
Convergys Corporation
• Consistently positioned as top performer for average handling time, exceeding goal of 84% by reaching 90% average.• Met majority of upgrade goals per month, communicating additional service (in-car minutes) for customer to purchase.• Successfully achieved point time variance goal of 1% or less, maintaining availability for incoming customer calls.
Jan 2008 - Aug 2008
Cashier
May 2006 - Aug 2007
Sales Associate
Rose'S Stores
Aug 2002 - Aug 2005
Team & coworkers
Colleagues at SECU
Other employees you can reach at ncsecu.org. View company contacts for 3178 employees →
MC
Michael Conley, Cfp®
Colleague at SecuPinehurst, North Carolina, United States
View →
MT
Mackenzie Tilley
Colleague at SecuUnited States
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SS
Shalyn Stabler
Colleague at SecuSalisbury, North Carolina, United States
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SS
Steve Sorrell
Colleague at SecuMebane, North Carolina, United States
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KP
Katrina Prater
Colleague at SecuLincolnton, North Carolina, United States
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AP
Ashley Proctor Ed.D
Colleague at SecuGreensboro--Winston-Salem--High Point Area, United States
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SN
Susan Newman
Colleague at SecuGreensboro, North Carolina, United States
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AB
Angel Bamberg
Colleague at SecuRandallstown, Maryland, United States
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KB
Kyle Brown
Colleague at SecuPotwin, Kansas, United States
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JF
Jonathan Forte, Mba
Colleague at SecuWilmington, North Carolina, United States
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Michael Conley, Cfp®
Colleague at SecuPinehurst, North Carolina, United States
View →
MT
Mackenzie Tilley
Colleague at SecuUnited States
View →
SS
Shalyn Stabler
Colleague at SecuSalisbury, North Carolina, United States
View →
SS
Steve Sorrell
Colleague at SecuMebane, North Carolina, United States
View →
KP
Katrina Prater
Colleague at SecuLincolnton, North Carolina, United States
View →
AP
Ashley Proctor Ed.D
Colleague at SecuGreensboro--Winston-Salem--High Point Area, United States
View →
SN
Susan Newman
Colleague at SecuGreensboro, North Carolina, United States
View →
AB
Angel Bamberg
Colleague at SecuRandallstown, Maryland, United States
View →
KB
Kyle Brown
Colleague at SecuPotwin, Kansas, United States
View →
JF
Jonathan Forte, Mba
Colleague at SecuWilmington, North Carolina, United States
View →
3 education records
Barbara Jacobs education
Master Of Science (M.S.), Accounting And Finance, 3.3
Bachelor Of Applied Science (B.A.Sc.), Business Administration And Management, General, 3.7
Associate Of Arts And Sciences (A.A.S.), Baking And Pastry Arts/Baker/Pastry Chef, 4.0
FAQ
Frequently asked questions about Barbara Jacobs
Quick answers generated from the profile data available on this page.
What company does Barbara Jacobs work for?
Barbara Jacobs works for SECU.
What is Barbara Jacobs's role at SECU?
Barbara Jacobs is listed as Mortgage Loan Officer at SECU.
What is Barbara Jacobs's email address?
AeroLeads has found 1 work email signal at @ubs.com for Barbara Jacobs at SECU.
What is Barbara Jacobs's phone number?
AeroLeads has found 4 phone signal(s) with area code 980, 704, 910 for Barbara Jacobs at SECU.
Where is Barbara Jacobs based?
Barbara Jacobs is based in Charlotte, North Carolina, United States while working with SECU.
What companies has Barbara Jacobs worked for?
Barbara Jacobs has worked for Secu, Ubs, Shutterfly Inc., Apac Customer Services, and Delaware North Companies.
Who are Barbara Jacobs's colleagues at SECU?
Barbara Jacobs's colleagues at SECU include Michael Conley, Cfp®, Mackenzie Tilley, Shalyn Stabler, Steve Sorrell, and Katrina Prater.
How can I contact Barbara Jacobs?
You can use AeroLeads to view verified contact signals for Barbara Jacobs at SECU, including work email, phone, and LinkedIn data when available.
What schools did Barbara Jacobs attend?
Barbara Jacobs holds Master Of Science (M.S.), Accounting And Finance, 3.3 from Keller Graduate School Of Management Of Devry University.
What skills is Barbara Jacobs known for?
Barbara Jacobs is listed with skills including Process Improvement, Call Center, Outsourcing, Customer Experience, Customer Satisfaction, Quality Assurance, Crm, and Telecommunications.
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