Jackie Chenery Email & Phone Number

United States

Chandler, Az, Us

Chandler, Arizona, United States

Scottsdale, Arizona, United States

* Partnered directly and advised CEO on all loans for a boutique company that focused on complex loans; served as a resource and provided operational leadership to a team of 15-20 employees* Consistently exceeded volume targets, facilitating and closing 465 units/$450M (2021), 295 units/$360M (2022), and 180 units/$254M (2023)* Ensured loan applications were complete, pulled and analyzed credit reports, gathered and reviewed all income and asset documents, and priced and determined investor placement* Analyzed customers' financial situations, provided the appropriate solution, advised the customer, and managed compliance throughout the process* Provided initial pre-qualification letters to borrowers; completed Loan Status Updates for realtors throughout the purchase loan transaction process* Coordinated and communicated with CPAs, financial advisors, attorneys, builders, developers, commercial and residential realtors, title companies, processors, and lending partners from beginning to end of loan transactions* Established and nurtured relationships with the top-producing real estate agents and high-profile clients in Arcadia, Scottsdale, and Paradise Valley

* Brought on board to establish new markets in AZ, NV, and NM; developed and managed lending partner relationships to secure the production of high-quality jumbo arms; successfully scaled and expanded to 100+ brokers in less than 2 years* Conducted frequent sales presentations and training sessions, both in person and virtual, regarding products and operational system flow* Analyzed, structured, and priced complicated loan scenarios for sophisticated borrowers with unique lending transactions; managed production pipeline and CRM database

* Utilized extensive mortgage background in evaluating the client's current financial circumstances and devised a strategy specific to the client's situation* Conducted intake interviews and presented services and retainer agreements to potential clients of the practice* Maintained direct communication with clients throughout the mediation process; worked with managing attorney and case-file auditors to facilitate a successful resolution on the client's behalf* Prepared and submitted client applications for lender approval

* Introduced wholesale division into the Arizona market, developed and managed new lending partner relationships to secure delivery of high-quality jumbo arm products for high net-worth borrowers with complex income streams* Provided lending partners with regular training about loan products, programs, and the use of automated underwriting system* Prepared and submitted client applications for lender approval

* Directed operations, sales, strategy, and communications for the wholesale business channel; led a team of 10 wholesale account executives and loan coordinators* Streamlined operational file flow and organized line management team to optimize productivity* Partnered closely with marketing manager regarding product and guideline development, investor relationships, pricing models, and marketing focus

* Built, established, and led 3 sales territories; developed and implemented strategic marketing plans and sales objectives for 9 broker service reps and account executives* Designed and executed dynamic sales activities to close an average of 250 loans per month* Participated in the evolution of the automated underwriting system, maintaining over 95% submissions on E-Point and an 85% closed loan volume pull-thru ratio for all territories * Branch Mentor for national mentoring trainee program- 2005-2006.* Top Account Executive for Western Region-2004; Top Account Executive Incentive Trip- 2001-2004; * Most units funded in a territory for Arizona Branch- 2001-2004.

Associate Of Arts And Sciences (Aas), Paralegal Studies

Education record