Jamie Rounds Email & Phone Number

San Diego, California, United States

• With 16 years in the mortgage industry, I have the experience and depth to identify and deliver the ideal mortgage solutions for my clients. I take pride in building strong relationships with my customers, creating.
• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
• Identify potential clients and referral sources and establish targeted marketing campaigns and network expansion.
• Conventional/VA/FHA/CalHFA

San Diego

• Coordinate multiple tasks simultaneously with tight deadlines in a fast-paced, complex environment.
• Manage loan process from opening to funding for all files originated by branch manager and myself.
• Communicate and build relationships with clients throughout loan process. Obtain and review client documentation and complete loan applications.
• Coordinate with processing, underwriting, escrow, and funding departments to ensure on time funding.
• Office management responsibilities to include mail review, bill payments, ordering office supplies, telephone system, and vendor communications.
• Strong attention to detail. Proficient in MS Office.

San Diego

• Responsible for developing and executing marketing programs for company and individual loan officers. Manages CRM databases, targeted drip campaigns, website updates/redesign, and post close touch points.
• Manages multiple databases and update migration from LOS to Salesforce
• Oversees social media presence - LinkedIn, Yelp, and Facebook
• Creates mass mailer content and manages distribution
• Preliminary loan processing, opening new loan files on a strict timeline

Poway, CA

• Product Manager for FASTWeb, a comprehensive online ordering and delivery portal for multiple information sources. Prioritized new functionality requirements for development, collaborated/trained the national sales.
• Manage internal and external customer requirements and prioritize enhancement list development
• Work closely with IT development team to translate client requirements into added website functionality
• Bridge communication gap between IT development team and national cross sell sales team
• Develop/Present ongoing sales training programs and worked closely with the National Sales Manager
• Proactively tackle complex issues by communicating clearly with internal/external customers and team members

Responsible for increasing sales revenues and market saturation in territory by prospecting/closing new accounts and upselling existing accounts. Cultivate and maintain company’s largest territory—56% of the Western Region’s revenue, including reseller and agent strategic relationships, and increased territory revenue over 8% each year. Develop and present.

San Diego

Responsible for generating new business, maintaining existing customer base, and developing marketing strategies for sale and customer service staff. Hired/trained/inspired a staff of 7 sales and customer service representatives. Consistently exceeded quarterly sales goals, averaging 7% growth each month. Advocated customer service, and worked to.

San Diego

Responsible for qualifying potential customers and selling telecommunication services to commercial accounts. Increased territory growth through daily prospecting, telemarketing, and cultivation of existing accounts. Emphasized customer service and relationship building with customers. Developed strong presentation and closing skills through extensive.