Jake Devries Email & Phone Number

New 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

New 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

New Jersey, Pennsylvania, Florida

Nj / 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.

New 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

Whiting, 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

Westampton, New Jersey, United States

New 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.