Jorge Tobar Email & Phone Number

Scottsdale, AZ, US

Costa Mesa, California, US

Orange, California, US

Orion Lending Company NMLS# 237341; Equal Housing Lender. Wholesale Account Executive covering the primarily the West Coast: currently supporting mortgage brokers with Agency and NON-QM Programs.

Westlake Village, California, US

Wholesale Account Executive covering the primarily the West Coast: currently supporting mortgage brokers in CA, AZ, HI, NV; some OR, CO, UT and FL

Dallas, TX, US

• Addressed questions about insurance, taxes, and mortgages
• Processed payments and kept detailed notes of customer interactions
• Received calls from title companies and HOA’s wanting to verify mortgage status
• Processed client’s request after completing appropriate verification
• Assisted leadership in streamlining processes and improving productivity
• Documented and reported potential fraud risks

Tempe, AZ, US

• Obtained Mortgage Loan Officer licensing in Arizona, California, New Mexico and Florida
• Establish and maintain lucrative relationships utilizing business referral sources and personal networking, with special attention to teachers, nurses, firefighters, police officers, military veterans, and civil.
• Provide a Gold Standard experience to clients; overseeing loan process from origination through to closing; acted as a reliable source of knowledge and support.
• Develop friendly and successful relationships with real estate agents, account managers and various partners to ensure seamless production.

Littleton, CO, US

Helping Entrepreneurs, Business Owners, Sales Professionals and Insurance Agents build deep 6 figure recurring revenue streams for themselves and their families!Our game changing business model allows our agents to free up their time, energy and resources to maximize the one thing they do best, new client acquisition.

San Jose, California, US

Leads a team of managers from Member Acquisitions (Sales) and Retention. Develop managers through coaching, accountability and career development opportunities while developing a positive environment for growth. Plan and coordinate work flow processes to produce maximum results and continuously improve the retention save percentage/efficiency and the.

Northbrook, IL, US

• Hire, train & mentor Licensed Sales Producers.
• Sell insurance policies for Auto, Home, Renters and Life.
• Handle customer service, compliance and daily operation and the agency.
• Prospect for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

San Jose, CA, US

• Responsibilities included: Led team of up to 10 sellers responsible for growing display business focused on mid-size to enterprise retailers including retailers on the IR 100 as well top tier agencies. Trained and.
• Hired as an individual contributor and was ranked #3 out of 40 in new revenue in Q3 2012
• Promoted to Team Lead in June 2012 to help launch SMB program
• Promoted to Sales Manager in October 2012
• Tasked to oversee 2 SMB Teams (20 Reps),
• Successfully coached and mentored 15 graduates from SMB to National Sales Team

Responsibilities include: Hire, train & mentor a team of sales professionals and marketing campaign specialists. Daily motivation & execution of complex project management, sales, ability to meet & exceed calls and goals, and managing to metrics.

Lead, train and motivate a team of collections agents to meet or exceed individual and team goals. Supervise and coordinate FDCPA compliance, evaluations, quality monitoring, scheduling, call escalation, queue management, and incentives/contest. Twice recognized as Supervisor of the month.

Handle inbound calls and make outbound cold calls to secure residential loans for refinance and purchase transactions. Qualify clients and structure programs with various lenders to include, Conforming, Non-Conforming, FHA loans and HELOCs. Order appraisal, collect all documents for processing, assist with clearing of conditions for final approval and.

Responsible for developing & maintaining relationships with mortgage brokers; Define & determine product offerings and underwriting guidelines to our clients; Closing the sale of loans to brokers; Working closely with inside operations teams to expedite the close of loans.Consistently a top performer in production and other key performance metrics such as.

Scottsdale, Arizona, US

Managed Inbound/Outbound programs which secured Long Distance, High Speed Internet and Wireless customers for such clients as SBC West, SBC East and Cox Communications. Worked closely with client on data analysis, trends, reviews & auditing, competition research, minimizing risk and maximizing client satisfaction. Executed program metrics and P&L.

Education record

Education record