Jay Rhodes Email and Phone Number

Sales/New Business Account Development

Onsite Account Executive who managed day-to-day operation of Client appraisal order pipeline. Handled rush and escalated orders to ensure time deadlines were met. Worked with internal and external management to ensure service levels were met/exceeded. Provided routine reporting of key client metrics utilizing a maintained understanding of appraisal products, fulfillment processes, and qualifying requirements. Exhibited excellent verbal and written communication skills.

Managed pipeline of residential mortgage loans to ensure performance standards were met for welcome, approval, and status calls. Partnered with sales and underwriting on difficult and/or exception transactions, to determine satisfactory resolutions. Communicated with team leads, managers, and upper management regarding achievement of production levels and goals.

Originated new Reverse mortgage loan applications, outlining how the Reverse mortgage product may meet client specific financial goals and objectives. Educated the Senior community to the Reverse mortgage product through public presentations and local community events. Built and maintained a team of internal and external referral partners within the financial industry, to ensure future referral business.

Performed consultative marketing and origination of Citibank residential mortgage loan products and services to existing Citibank customers and Smith Barney clients. Cultivated and maintained ongoing relationships with Smith Barney Financial Advisors, to ensure future mortgage referral business and preserve client satisfaction. Performed group presentations in Smith Barney branch offices, promoting lending options to Financial Advisors and their clients.