Jason Pugh Email & Phone Number

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• Led all segments of mortgage lending department: Sales, Processing, Underwriting, Funding, Secondary Marketing, and Servicing• Profitably grew loan origination units including multiple record production years• Increased profitable and compliant loan origination by 143% totaling more than $3.7 Billion funded• Strengthened credit standards mitigating risk to California Credit Union and improved Asset Quality• Digitized delivery channels and optimized process workflows – increased efficiencies• Generated material income through comprehensive Secondary Marketing activity• Out-performed peer benchmark for consumer satisfaction as measured by NPS metrics• Developed personnel and scaled all departmental operations and outputs

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• Top Gun Award recipient in recognition of “Outstanding initiative and commitment to excellence”• Primary corporate relationship manger of strategic partners, SEGs, regional employers, and labor unions• Program Manager for Investment Services department, managed all licensed Financial Advisors and broker-dealer vendor operations• Review and approve marketing campaigns and vendor contracts to achieve corporate strategic initiatives• Project lead on a national RFP, established VISA payroll debit card for 2nd largest employer in Los Angeles County

Valencia, Ca, Us

• Honored as Blue-Ribbon Branch and Circle of Excellence Branch Sales Manager for “Overall performance and individual contribution to LFCU success”• Led a full-service retail branch with a portfolio of loans and deposits in excess of $280 Million to sales and service exceeding 115% of goal while achieving profitable growth• Initiated and grew mutually beneficial relationships with major community employers through business development activity• Direct origination of more than $67 million in residential and consumer loans

London, Gb

• Honored as Branch Sales Manager of the Year• Achieved 209% and 269% of new business origination growth in consecutive years: 2007 and 2006• Led 10 regional sales offices as interim District Sales Manager. Responsible for: supervision, performance, escalation, and strategic planning• Managed performance and service of a $182 million portfolio of residential and consumer loans• Recruited, trained, developed, promoted, and motivated sales and administrative staff to achieve assigned goals in multiple branch locations and marketplaces

London, Gb

• Originated residential mortgage and consumer loans through outbound sales• Ranked in top 3% of nationwide Account Executive sales performance

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Bethesda, Md, Us

• Forecasted revenue generating intersections for red-light camera enforcement technology in San Diego and Los Angeles County• Launched FasTrak toll collection technology for Golden Gate Bridge Highway & Transportation District

Boston, Ma, Us

• Performed filing, imaging, and reconciliation of GE Financial Assurance claims• Achieved departmental targets for quality, productivity, and timeliness