Jake Devries Email and Phone Number
wildwood, new jersey, united states
Jake Devries's Location
Greater Philadelphia, United States
Jake Devries's Contact Details
Jake Devries work email
- Valid
- Valid
- Valid
- Valid
Jake Devries personal email
n/a
Jake Devries phone numbers
About Jake Devries
Jake Devries is a Financial Services | Lending at Crest Savings Bank. He possess expertise in computer proficiency, microsoft office, morningstar, principia, business analysis and 3 more skills.
Jake Devries's Current Company Details
Crest Savings Bank
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Financial Services | Lending
wildwood, new jersey, united states
- Website:
- crestsavings.com
- Employees:
- 40
Jake Devries Work Experience Details
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Commerical Loan OfficerCrest Savings Bank Apr 2023 - PresentNew Jersey, United States- Manage B2B loan portfolio, driving consistent growth through relationship building and cross-selling opportunities.- Source and cultivate high-value commercial relationships by leveraging publicly available data, networking events, and enterprise screening software, implementing targeted marketing funnels that increase lead engagement and conversion rates.- Structure and negotiate pricing strategies and loan terms utilizing yield-spread analysis.- Facilitate recurring revenue… Show more - Manage B2B loan portfolio, driving consistent growth through relationship building and cross-selling opportunities.- Source and cultivate high-value commercial relationships by leveraging publicly available data, networking events, and enterprise screening software, implementing targeted marketing funnels that increase lead engagement and conversion rates.- Structure and negotiate pricing strategies and loan terms utilizing yield-spread analysis.- Facilitate recurring revenue growth with active account management and regular client engagement.- Streamline client on-boarding processes, enhancing user experience and improving operational efficiency across the portfolio. Show less
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Branch Manager / Mortgage AdvisorPhiladelphia Mortgage Advisors, Inc. Aug 2021 - May 2023New Jersey, Pennsylvania, Florida-3x Presidents Award recipient for top-10 volume production, demonstrating excellence in sales performance. - Led and managed a team of loan officers and support staff, fostering a collaborative and high-performance work environment. - Delivered 1:1 coaching, conducted call reviews, and developed individualized performance improvement plans for team members, all in a remote work environment- Spearheaded technological integrations, including a CRM, digital LOS, and hybrid closing… Show more -3x Presidents Award recipient for top-10 volume production, demonstrating excellence in sales performance. - Led and managed a team of loan officers and support staff, fostering a collaborative and high-performance work environment. - Delivered 1:1 coaching, conducted call reviews, and developed individualized performance improvement plans for team members, all in a remote work environment- Spearheaded technological integrations, including a CRM, digital LOS, and hybrid closing capabilities, enhancing operational efficiency and client outreach. - Maintained lasting relationships with clients, resulting in repeat transactions and a high referral rate. Show less -
Mortgage AdvisorPhiladelphia Mortgage Advisors, Inc. Apr 2018 - Aug 2021New Jersey, Pennsylvania, Florida
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Mortgage Loan OfficerPnc May 2017 - Apr 2018Nj / New York City Metropolitan Area- Proactively utilized portfolio data to identify and prospect new leads, driving pipeline growth and expanding client acquisition.- Collaborated with senior loan officers to close significant loan volumes and enhance team performance.- Fostered cross-functional relationships with internal teams to optimize referrals and streamline processes. -
Field Energy ConsultantSolarcity Mar 2015 - May 2017New Jersey, United States- Delivered in-home software demonstrations, effectively communicating the value of proprietary technology solutions to over 500 homeowners.- Outperformed sales targets in a dynamic, high-growth environment by adapting strategies to rapidly changing market conditions.- Leveraged Salesforce to manage and track the full sales cycle, driving improved conversion rates through detailed data insights.- Built strong client relationships through clear communication and technical expertise… Show more - Delivered in-home software demonstrations, effectively communicating the value of proprietary technology solutions to over 500 homeowners.- Outperformed sales targets in a dynamic, high-growth environment by adapting strategies to rapidly changing market conditions.- Leveraged Salesforce to manage and track the full sales cycle, driving improved conversion rates through detailed data insights.- Built strong client relationships through clear communication and technical expertise, achieving a high referral rate. Show less -
Client Services ManagerBayada Home Health Care Dec 2014 - Feb 2015Whiting, New Jersey- Launched and grew a new branch location by developing a comprehensive B2B sales strategy.- Led team efforts in market expansion, resulting in significant growth in customer acquisition.- Collaborate with Nurses, Physical Therapists, Occupational Therapists, Speech Language Pathologists, Medical Social Workers and Home Health Aides to ensure that our clients receive quality home health care and superior customer service.- Support the office’s growth through long-term relationship… Show more - Launched and grew a new branch location by developing a comprehensive B2B sales strategy.- Led team efforts in market expansion, resulting in significant growth in customer acquisition.- Collaborate with Nurses, Physical Therapists, Occupational Therapists, Speech Language Pathologists, Medical Social Workers and Home Health Aides to ensure that our clients receive quality home health care and superior customer service.- Support the office’s growth through long-term relationship building and follow-up with clients, physicians, referral sources, and community organizations.-Payroll services Show less -
Client Services AssociateBayada Home Health Care Feb 2014 - Dec 2014Westampton, New Jersey, United States
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Loan CoordinatorGuaranteed Rate 2012 - 2013New Jersey, United States- Collaborated on the transition from paper to paperless loan processing, implementing digital file storage, e-signing, and digital income and employment verification tools.- Managed a continuous pipeline of loan applications, ensuring accuracy and compliance throughout the digital transition.- Supported loan officers nationwide, enhancing efficiency through streamlined workflows.
Jake Devries Skills
Computer Proficiency
Microsoft Office
Morningstar
Principia
Business Analysis
Crm
Management
Analysis
Jake Devries Education Details
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Business Studies/ Finance
Frequently Asked Questions about Jake Devries
What company does Jake Devries work for?
Jake Devries works for Crest Savings Bank
What is Jake Devries's role at the current company?
Jake Devries's current role is Financial Services | Lending.
What is Jake Devries's email address?
Jake Devries's email address is jd****@****ity.com
What is Jake Devries's direct phone number?
Jake Devries's direct phone number is +160961*****
What schools did Jake Devries attend?
Jake Devries attended Stockton University.
What skills is Jake Devries known for?
Jake Devries has skills like Computer Proficiency, Microsoft Office, Morningstar, Principia, Business Analysis, Crm, Management, Analysis.
Who are Jake Devries's colleagues?
Jake Devries's colleagues are Jackie Specht, Erika Mccleary, Matt Capra, Christine Vey, Jacob Zozzaro, Kelly Mccord, Amy Charleston, Cams.
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