Heath Jackson Email & Phone Number

Dallas/Fort Worth Area

A holding company with a primary focus on real estate investments/brokerage, business ventures and consulting. For real estate, JackFerg buys, renovates, sells and rents properties in Texas. Our primary focus is in the North and upper East Texas markets in addition to communities affiliated with colleges or universities. JackFerg Properties also operates as a Texas brokerage company, offering diverse expertise in real estate purchase and sales with an emphasis in investment properties. JackFerg also has investment interests in other lines of businesses. Last, with over 20 years in financial services and mortgage banking executive management; we can provide consulting services in the areas of financial services/operations, small business and real estate to our clients.JackFerg.com

Plano, Tx

Non-Conforming Fulfillment: Responsible for leading loan underwriting, processing and customer engagement/deepening operations for the Non-Conforming and New Construction First Mortgage products.

Retail Division, Specialty/Builder Fulfillment: Responsible for production, quality, customer/associate satisfaction performance and analytics for Specialty Lending’s underwriting and fulfillment centers.

Strategic Business Alliance - (South/Southeast Division)

Developed business alliances and market/account management strategies between Bank of America’s retail division and realtors, builders, and financial institutions for the South and Southeast division (AL, AR, FL, GA, LA, MS, OK, SC, TN, TX). Key Initiative: Develop Builder and realtor alliance relationships during challenging company merger.Built internal relationships with divisional, regional and local managers and invested in training road shows and sales call encompassing 17 states, 8 Regions, and 4 Divisions whilst maintaining strong continuity and growth. Drove 73+ alliances for a total of $431MM+ in potential origination volume. Increased alliance penetration 218% during first 9 months in this role. Increased South Division’s alliances 134% during Q2-Q4 2009 / Q1 2010.PROJECT/OPERATIONS CONSULTANT/ CONTRACTOR (01/2009-03/2009)Strategic Business Alliances Guided the business and infrastructure integration of Bank of America’s joint venture with William Lyon Homes, a large regional homebuilder in California, Arizona, and Nevada.

Led sales and operations for CountrywideKB (CWKB) Division for the Houston, DFW, and New Orleans markets. Developed and implemented strategic initiatives, geared toward maximizing branch revenue and profitability for 2,500+ regional KB Home deliveries with annual production of $250MM+. Selected to host mortgage segment for KB Home’s Central Division weekly training call, and also presented at KB Home’s National Sales Conference. Key Initiative: Restored Joint Venture builder confidence with mortgage execution in Houston and New Orleans markets.Invested in strengthening relationships with the division presidents and sales managers. Managed out underperforming loan officers, and recruited superior talent to be successful in a captive relationship. Impact: As a result of performance and relationships, was given the honor of presenting at the KB Sales National Sales Meeting. Turned around the relationship with an strategic partner, increasing capture rate by 15% in Y1 and 34% in Y2. Achieved 95% completion rate during market downturn - due to rapidly deteriorating finance options - whilst increasing CWKB customer satisfaction 9%. Increased capture rate in 3 locations by double and triple digits for 2 consecutive years, and received top honors for retention, net profit margin, customer service, and closings. Increased 2008 retention by 34%, 20% and 85% over 2007 in Houston, DFW and New Orleans.Increased 2007 retention by 15%, 27% and100% over 2006 in Houston, DFW and New Orleans.

National Construction Lending – One Time Close (Otc)

Built national centralized sales centers to support retail sales construction and renovation loan referrals for the largest mortgage distributed retail sales force in the USA, in addition to the consumer direct channel. Led the department’s infrastructure and telecom development, and played a key role in divisional operational initiatives to support the growth of 300+ employees. Instituted and directed the implementation of an Account Management/Lead Tracking system. Developed and implemented OTC internal LOB lead referral channels, as well as directing the internal and external website optimization marketing. Developed electronic formalized fulfillment and marketing process for the division, in addition to establishing policies and procedures, and quality control DB for the call center. Created and designed reporting to establish appropriate metrics management for daily production operations.Key Initiative: Built a National Centralized Sales Center.Rebuilt two leading call centers in Plano, TX and Jacksonville, FL to support the demand, growth, and training for a new One Time Close (OTC) product supporting the largest distributed retail sales forces in the country at that time. Followed by the creation of ancillary business channels to generate additional lead volume for that product.Re-established product/brand and increased national sales participation from 20% to 65%, and product satisfaction from 40% to 85%. Increased customer satisfaction 35%.Increased volume 44% in 2 years, and received the divisional and companywide production record of $2.67B. Conceived and implemented internet lead program generating sales of $250MM+ in the first year, which accounted for 10% of the National Construction Lending division’s total production. Grew 2 sales centers - Plano, TX / Jacksonville, FL - increasing production over 44% during 2005- 2007. Maintained SLA agreements, including call ABD and ASA, within 98% compliance target.

Created blueprint to implement Private Label and Joint Venture mortgage platforms while providing leadership in both project and account management for the new relationships, through to completion. Supported and oversaw the development of B2B’s infrastructure, policy and procedure, technology, and training to help support their growth from 15-20 employees to 400+.Managed implementation of 3 major private label accounts and (2) joint ventures, in addition to multiple MSAs for mortgage sales/operation outsourcing.

Supported all aspects and analysis of the firm’s Multi-Family Development Division from site selection through apartment lease up, reporting and disposition.

Provided analytical support to Asset Manager's portfolios and draw requests.

Business to Consumer Sales: Responsible for loan origination sales: Conventional/FHA/VA/Home Equity products.

Bba, Finance

Master Of Science - Ms, Real Estate Finance & Analysis