Jacob Bos Email & Phone Number

- Manage and develop 7 Team Leads and oversee 90-100 senior and junior underwriters.- Assist Team Leads in managing the workflow of the entire team and game planning coaching for their team members.- Mentor newly on-boarded Team Leaders to ensure a successful start to their new role.- Use knowledge of lender, product, and investor guidelines to resolve escalated issues in underwriting directly with brokers while providing excellent client service.- Assist with production as needed, including FHA and collateral underwriting.- Develop strategies and goals for the team to increase productivity and efficiency for entire division.

- Coached and led 8-12 senior and junior underwriters.- Coached underwriters on the team toward improved efficiency, loan quality and service.- Served as back-up to Division Lead when absent and assisted other Team Leads.- Worked with team members to develop their knowledge and helped them with accomplishing both their personal and professional goals.

- Analyzed credit, income and occupancy on loans and apply FNMA and FHLMC guidelines.- Identified potential issues during the loan process and worked with brokers to develop solutions quickly to mitigate risk and ensure a successful process.- Delivered initial underwrites in high volume with an average of 7 loans per day moved to approved with conditions with excellent loan quality.

- Analyzed assets, title documents, insurance and appraisals and verified they met guidelines.- Able to produce at a high level, completing 15 conditions per day, worked to move loans to closing while maintaining excellent loan quality.

Commerce, Mi

~ Manage crews on job sites as well as interact with customers to create a pleasant and stress-free experience.~ Learning about family business from the ground up, gaining experience in key areas such as: payroll, material pricing, customer acquisition, marketing efforts, and handling employees.~ Maintaining customer satisfaction, creating customer relationships to generate repeat customers as well as referrals.

Birmingham, Mi

~ Conducted research on client portfolios and financial market information for use by financial advisors.~ Participated in meetings with clients and wholesalers to learn how the advisors conduct business.~ Created client reports for financial advisors for meetings with specific clients to update client on their portfolio's performance.~Trained new interns to create client reports, answer multi-line phones with excellent customer service and conduct research.~ Upheld an image of professionalism with excellent customer service by answering any inquiries from new and current clients.~ Assisted with daily functions around the office.

Waterford, Mi

~ Promoted to crew manager with responsibility of overseeing coworkers on job sites.~ Obtained chauffeur license and entrusted with driving trucks.~ Consistently maintained excellent communication with co-workers, clients, and supervisors.~ Handled all customer questions and concerns on site when needed.

Troy, Mi

~ Obtained life insurance license in the state of Michigan.~ Contacted potential clients and provided accurate information.~ Assisted supervisor with new hire training in what services are provided to clients.~ Conducted sales pitches with other brokers as team to potential clients while upholding an image of professionalism.~ Made first sale within 3 days upon receiving license.