Luke Jaffe

Luke Jaffe Email and Phone Number

CXC Manager II - Sales and Service @ First Tech Federal Credit Union
Portland, OR, US
Luke Jaffe's Location
Portland, Oregon Metropolitan Area, United States, United States
Luke Jaffe's Contact Details
About Luke Jaffe

I am a passionate, dedicated and accomplished leader with expertise in project planning, implementation and management with 19 years of experience in operations, training and development, compliance and risk, credit analysis, underwriting, and sales in support of the financial, mortgage and banking industry. Adept at leveraging my broad knowledge base in process and procedures, quality manufacturing, compliance and risk, process design, mortgage sales, processing and underwriting, to develop successful process design, training and strategies in the banking industry, mortgage fulfillment, underwriting and sales space. Capacity for communication and collaboration, fostering relationships across internal business functions and with key external stakeholders to deliver on exceptional customer service and influence the client experience.In my current role as an Officer and District Sales Manager at U.S. Bank, I manage a team of loan officers, train and coach them on product, processing, and underwriting methodologies, and collaborate across business lines and pilot projects. I have grown market share and team production from $4 million to over $100 million annually, while maintaining high levels of file quality and customer satisfaction. I also serve as a board member for two non-profit organizations that promote home ownership and empowerment for diverse and underserved communities, aligning with my mission and values.

Luke Jaffe's Current Company Details
First Tech Federal Credit Union

First Tech Federal Credit Union

View
CXC Manager II - Sales and Service
Portland, OR, US
Luke Jaffe Work Experience Details
  • First Tech Federal Credit Union
    Cxc Manager Ii - Sales And Service
    First Tech Federal Credit Union
    Portland, Or, Us
  • Areaa Portland Chapter
    Member Board Of Directors
    Areaa Portland Chapter Sep 2023 - Present
  • African American Alliance For Home Ownership
    Member Board Of Directors
    African American Alliance For Home Ownership Mar 2022 - Present
  • U.S. Bank
    Officer | District Sales Manager - Us Bank Home Mortgage
    U.S. Bank Oct 2019 - Present
    Minneapolis, Mn, Us
    • Elevated team performance and market presence, expanding market share and production from $4mm to $100+mm annually, demonstrating strategic growth capabilities.• Championed the development and execution of training programs for Loan officers, aligning with business line initiatives and marketing strategies, which enhanced loan officer proficiency and sales effectiveness.• Spearheaded cross-functional collaborations and pilot projects, driving core production and system efficiencies, and played a pivotal role in integrating technology solutions that resulted in improved operational excellence and customer satisfaction.• SME on product, processing and underwriting methodologies. (FNMA, FHLMC, FHA, VA, USDA, Portfolio and HELOC/HELOAN)• Maintain operational excellence in both sales, CX and quality matrices.• Manage KPI’s for consistent File quality and Customer satisfaction results.
  • Keybank
    Avp / Mortgage Regional Quality Manager For Or, Ak & Co, Id
    Keybank Jan 2019 - Aug 2019
    Cleveland , Ohio, Us
    Oversaw four states (Oregon, Alaska, Colorado, and Idaho), and propelled a team of more than 40, including Home Lending Leaders and Loan Originators in the support of functions essential to sales force productivity.• Developed action plans to improve sales effectiveness of Loan Originators and substantially increase sales to fulfillment rates, including that of high net worth clients.• Created and analyzed operational metrics, KPIs and SLAs; evaluated progress against operational targets.• Partnered with headquarters and National Credit Risk to develop products based on market predictors and forecasting, enhancing operating efficiency and improving company’s competitive advantage.• Administered performance management, developing personnel by assessing performance, counseling and training to support continuous improvement of Sales team.• Facilitated risk assessment and Quality manufacturing as part of Fulfillment department.• Maximized extensive knowledge in mortgage / real estate documents, analyzed purchase and sale, title, lease agreements, credit, income documentation and assets for basis of qualification.• Liaised between Sales Team and Fulfillment department, as well as for loan center and client escalations.
  • Keybank
    Avp / Mortgage Regional Quality Manager For Or & Ak
    Keybank Aug 2018 - Aug 2019
    Cleveland , Ohio, Us
  • Bank Of America
    Vice President - Sales Operations Manager Ii
    Bank Of America May 2015 - Jul 2018
    Charlotte, Nc, Us
    Directed daily operations for Greater Washington including sales, compliance, pipeline management, client escalations and staff development.• Coordinated weekly, monthly and quarterly business reviews.• Acted as Proficiency Coach, managing new hire development and proficiency with systems, technology, product and procedures.• Collected, coordinated and managed real estate matrix through Sales Force and Origination platforms.• Delivered accurate and efficient reporting of key sales matrix, including sales results, forecast / quotas and KPIs, headcount and compensation calculations.
  • Bank Of America
    Avp, Mortgage Loan Officer
    Bank Of America Aug 2014 - May 2015
    Charlotte, Nc, Us
    Solicited and originated loan applications through development of new business and personal data base. Submitted, processed and oversaw completion of loan application documentation and fulfillment of closing conditions for each loan.• Utilized thorough knowledge of lending and banking regulation, operations, systems and products to dispense training to branch employees on mortgage products.
  • Bank Of America
    Avp, National Credit Coach, Platinum Privilege Underwriting/Fulfillment Quality/Operations
    Bank Of America Oct 2012 - Aug 2014
    Charlotte, Nc, Us
    Provided coaching, training and mentoring support to existing fulfillment sites, nationally. Conducted audits and analyzed risk for reporting purposes. Partnered with Unit and Team leads to influence and design action plans with a focus on improving overall performance quality.• Identified and communicated best practices and Assists with the communication and roll out of key policy and procedure changes.• Collaborated with training teams to facilitate and develop learning clinics and refresher training and certify fulfillment associates for lending authority.• Reviewed complex income/asset/collateral files for escalations and quality adherence.• Designed and implemented QC process for a fulfillment site of over 100 associates to reduce defect ratio from 13% to 4.8% over 3 months.
  • Bank Of America
    Senior Quality Analyst Las / Proficiency Coach
    Bank Of America Oct 2011 - Oct 2012
    Charlotte, Nc, Us
    Conducted weekly learning activities, observed and assessed performance, and provided action plans and follow up processes for assigned site of 187 employees. Worked individually with frontline case management associates to build professional proficiency beyond standard skills acquired in training.• Collaborated with management to design successful action plans that improve overall performance.• Ensured transparency to progress by providing analysis in assessing and aggregating / reporting associate skill proficiency levels to executive management.• Analyzed quality defect reporting to create plans and enhance associates’ skill set and reduce risk.
  • Bank Of America
    Las Crm U/W
    Bank Of America Oct 2010 - Oct 2011
    Charlotte, Nc, Us
    Managed a portfolio of default asset files through the process of procurement, dealing directly with the customer, providing excellent customer service, education, and assistance. • Executed multiple diagnostic systems to determine profitability for the bank; full knowledge of multiple programs and guidelines to provide error free solutions for investors.
  • Bank Of America
    Mlo Centralized Sales
    Bank Of America Jan 2009 - Oct 2010
    Charlotte, Nc, Us
  • Downey'S Savings
    Senior Mortgage Loan Officer
    Downey'S Savings Dec 2006 - Oct 2008
  • First Commonwealth Mortgage
    Senior Mortgage Banker
    First Commonwealth Mortgage Jul 2005 - Oct 2006
  • Various International Companies
    Professional Ballet Dancer
    Various International Companies 1994 - 2005

Luke Jaffe Skills

Banking Crm Credit Sales Risk Management Portfolio Management Management Business Analysis Mortgage Lending Financial Analysis Customer Service Finance Credit Analysis Financial Services Leadership Process Improvement Credit Risk Financial Risk Project Management Microsoft Office Relationship Management Loans Analysis Change Management Strategic Planning Mortgage Banking Loan Origination Microsoft Word Consumer Lending Strategy Team Building Program Management Business Process Improvement Customer Relationship Management

Luke Jaffe Education Details

  • National School Of The Arts
    National School Of The Arts
  • University Of The Witwatersrand
    University Of The Witwatersrand
    Visual And Performing Arts

Frequently Asked Questions about Luke Jaffe

What company does Luke Jaffe work for?

Luke Jaffe works for First Tech Federal Credit Union

What is Luke Jaffe's role at the current company?

Luke Jaffe's current role is CXC Manager II - Sales and Service.

What is Luke Jaffe's email address?

Luke Jaffe's email address is lu****@****ica.com

What is Luke Jaffe's direct phone number?

Luke Jaffe's direct phone number is +136097*****

What schools did Luke Jaffe attend?

Luke Jaffe attended National School Of The Arts, University Of The Witwatersrand.

What skills is Luke Jaffe known for?

Luke Jaffe has skills like Banking, Crm, Credit, Sales, Risk Management, Portfolio Management, Management, Business Analysis, Mortgage Lending, Financial Analysis, Customer Service, Finance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.