Jordan L. Email & Phone Number

Fort Mill, South Carolina, Us

Fort Mill, South Carolina, Us

Madison, Wisconsin, Us

- Work initial leads through calls, texts, and emails to discuss Pre-Approvals and sell our operations.- Receives, sorts, and prioritizes incoming files including preparing preliminary loan packages, collecting all documents, and reviewing loan eligibility through income, assets, and credit. - Maintain client relationship post closing through following up on their experience and requesting referrals.

Madison, Wisconsin, Us

- Closed $147M+ in sales volume over the last 24 months through successful scheduling management, communication, managing risk, and influencing without authority.- Capacity & File Quality: Run, analyze, and communicate daily and weekly team reports for opportunities for improvement in file quality, timeliness, and number of conditions and cures.- Conducted 50+ trainings to support my teams growth and development. - Conduct weekly One on Ones with each member of my team to discuss file quality, customer service, and overall performance. - Manage 5-10 Loan Coordinators and audit their file quality, timeliness, and overall performance. - Support 4 full-time Loan Officers for an average of 40-50 live files at a time.- Capacity Management: Responsible for the compliance and timely completion of time-off approvals, coverage planning, and timecard approvals for my team members.- Coordinate, arrange, and head internal meetings for sales support team, including preparing meeting agenda.- Oversee and approve timecards for sales support team.- Build training materials and lead training of sales support team.

Houston, Texas, Us

-Responsible for launching each loan into underwriting by filling out vital information provided by the borrower. -When appraisals are received, I sent them out to the borrower via email and give them instructions on what the next steps are. -Close all the loans by doing the final paper work, sending closing instructions to the borrower, and filing the closed loan. -Other miscellaneous work around the office to lighten the load of some of my co-workers. -Had to be proficient at Microsoft word, outlook, customer relations and teamwork

Madison, Wisconsin, Us

-Answer questions and correct problems for members who were often short tempered because something went wrong with a transaction or their overall bank account. -Calm down members as well as reassure them while coming up with a solution to a financial dilemma.

Madison, Wisconsin, Us

-Completed financial transactions in the branch quickly and accurately in the busiest time of the day. -Helped with in-branch training in the drive thru. -Educated by professionals on their jobs within the financial as part of my apprenticeship.