Jonathan Conrad Email & Phone Number

Austin, Tx, Us

Volente, Tx

A hands-on loan originator with answers to all your questions, Jonathan leans on more than 20 years’ experience in the mortgage industry, providing his clients the benefit of his knowledge and the highest quality of customer service. He handles each transaction with integrity, honesty and respect. Jonathan has helped hundreds of people purchase or refinance a home and takes pride in the fact that a good portion of his business comes from referrals.

4903 Woodrow Ave, Austin, Tx 78756

Jonathan Conrad4903 Woodrow AvenueAustin, TX 78756(737) 228-1263Licensed by The Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. Regulated by the Division of Real Estate. sml.texas.gov/consumers/complaints/ sml.texas.gov/consumers/recovery-fund-claims/Guaranteed Rate, Inc. NMLS 26113940 N. Ravenswood Ave., Chicago, IL. 60613(866) 934-7283, rate.comEqual Housing LenderFor licensing information, go to www.nmlsconsumeraccess.orgwww.rate.com/privacywww.rate.com/licensing

Austin Tx

Austin, Texas Area

Austin, Texas Area

• Manage leads via CRM for external site texasvaloans.com and internal site valoanstexas.com• Developed a pipeline of personal referrals for both purchase and refinance based on quality customer service and positive experience• Networked with both Realtors & Title Officers in the Texas area to develop personal pipeline and provide customers the best loan experience from start to finish• Shadowed current branch managers of Prime Lending to understand current processes, realize gaps in the workplace, and ultimately adjust and improve office productivity• Assisted in the hiring process including resume screening, phone screening, initial and final interview of Loan Processor & Branch Manager Assistant• Responsible for independently marketing both the branch services and myself

Austin

Self-Employed as lead Sales and Marketing Manager for Fautras Trailers, a high-end luxury horse trailer. My duties include developing a marketing plan to gather and nurture leads in the show horse industry, maintain a working budget, manage two employees, and train on best practices in the industry.

Austin, Texas Area

Solicited auto loans to customers both inbound and outboundClose clients during first call on pulling credit to pre-qualify to complete loan application Structure loan applications to submit according to individual lender guidelinesCommunicate directly with bank credit analyst on submitted loan applicationsRehash applications with bank credit analyst to achieve approvals on declined submissionsSold optional coverage including vehicle service protection, GAP, and Tire/WheelProvided exceptional customer service by assisting customers throughout the loan process

Obtain mortgage loans from referral sources including: bank branch customers, existing clients, realtors and outbound solicitation. Market to targeted business groups by attending real estates functions, meetings and groups in order to notify them aware of new products and services offered by the bank. Assess and evaluate customers financial needs by providing additional bank servicesCoordinate all aspects of the mortgage application process from initial consultation to closingWork independently but as part of a team driven toward branch financial goalsPromote, market and cross-refer products that meet customer's financial needs and objectives

Work with processors, underwriters, realtors and other specialists throughout the loan process including but not limited to: purchase, refinance, and foreclosures. Maintain a through knowledge of all types of loan products (FHA, VA, USDA, Conventional Mortgages) and the various regulations associated with eachConsistently monitor market changes and fluctuation and in rates locking in the appropriate rate for each client based on economic climate.

- 2009Responsible for managing daily activities and operations of the sales office and serve as leader of the branch sales teamDivision Mentor to managers of struggling branches providing on site support and guidance throughout the process of gaining profitability Create and execute Marketing Campaigns to build the Beneficial brand via direct mail, sponsoring community events, and localized print advertising. Nurtured leads from marketing efforts to filter potential loan applicants and pass them to branch Loan OfficersLeader of multiple division training programs Administer, monitor and evaluate sales results, productivity levels and profit opportunities of the branch and district Accountable for ensuring the sales staff complies with all established policies and procedures including proper loan documentation and regulation complianceTrain and develop sales staff to ensure effective solicitation, marketing, business development and policy complianceManage human resource issues including hiring and recruiting sales staff, new hires and terminationsResponsible for completing daily and monthly audit reports

Responsible for promoting and marketing loan products and services to meet the needs of the customer and increase the growth of the branch office through inbound and outbound solicitation

Agriculture Development, Business/Managerial Economics

Bachelor Of Science, Agriculture Development