Michael Jones Email & Phone Number

Medford, Oregon Area

Assist members with any need regarding their health insurance policies, including benefit quotes, claim questions, issues/ resolution and policy guidelines. “World Class Certified” for SQM surveys. Seven time World Class award for 85% or higher monthly SQM survey results. Consistent leader in all priority matrices. Medicare application processing during Annual Enrolment Period with high accuracy rate.

Mortgage loan originator, sales. Aggressively managed sales pipeline and leads from initial contact through closing. Developed and built productive relationships with realtors, contractors, and financial consultants through networking to generate referrals and leads. Originated, presented, and closed residential mortgages. Consistently demonstrated successful originations and fundings despite significant challenges and obstacles due to industry regulatory changes and fulfillment teams being completely overwhelmed. Regularly recognized for “exceeds” rating for application quality and general attention to detail. Exceeded all monthly production sales quotas as set by company.

Clayton, Mo.

Mortgage loan originator, sales. Aggressively managed sales pipeline and leads from initial contact through closing. Developed and built productive relationships with realtors, contractors, and financial consultants through networking to generate referrals and leads. Originated, presented, and closed residential mortgages. Consistently demonstrated successful originations and fundings despite significant challenges and obstacles due to industry regulatory changes and fulfillment teams being completely overwhelmed. Part of a 12 person team that consistently ranked #1 in the entire company for originations and fundings. Regularly recognized for “exceeds” rating for application quality and general attention to detail. Exceeded all monthly production sales quotas as set by company.

Brentwood, Ca

Consulting, business to business sales. Cultivated beneficial relationships with business owners and key decision making professionals to present, educate, implement and follow through on business management, growth and or start up decisions, policies, practices and day to day operations. Develop and implement specific course of action to achieve stated organizational goals.  Started business from ground level and built to successful and financially rewarding organization. Generated, secured and administered business development services to several key businesses as ongoing clientele. Dramatically increased market share, profit and ease of operation for all clients. Worked directly with key management liaisons to develop product lines, hire and train sales force as well as operational / administrative employees.

San Ramon, Ca.

Wholesale Division, business to business sales. Productively mined and managed previously undeveloped territory to sell wholesale home loan products. Cultivated strategic relationships with mortgage brokers, bankers, and real estate and tax professionals to present and educate brokers on products. Deployed proven and leading-edge consultative selling methods to close sales and acquire 52 new accounts. Administered all accounts and reported to senior management. Ranked 4th out of all company sales people in total funded volume within third month of employment. Generated 68% increase in funded territory volume over previous account executive during first 90 days of employment. Selected to become sole trainer for new branch account executives. Rated in top 10 of California account executives for funded volume and units, from third month through final month of employment. Account Executive, who followed up management of same territory with same accounts, incurred greater than a 50% reduction in sales volume.

Walnut Creek, Ca

Retail Division, business to consumer sales. Aggressively managed sales pipeline and leads from initial contact through closing. Developed and built productive relationships with realtors, contractors, and financial consultants through networking to generate referrals and leads. Originated, presented, and closed residential mortgages. Attended and represented branch at all Chamber of Commerce mixers and functions. Recognized with trophy and financial bonus for attaining new companywide record for highest commission revenue in January 2000. Received certificate and award for “Account Executive of the Month” nine times. Selected to attend and speak at company yearly awards ceremony. Consistently achieved top 20 ranking for monthly funded volume and units nationwide.

Dublin, Ca

Financial Services, business to consumer sales. Directed day-to-day operations to deliver trusted financial advice and high levels of customer service. Led and developed a team of nine into cohesive and collaborative service and sales team promoting personal and mortgage loans and credit related insurance sales. Trained staff in identifying and fulfilling customer financial needs and goals, and cultivating and maintaining long-term and profitable customer relationships. Guided personnel in successful collection efforts. Administered branch cash drawers and served as relief manager for multiple assignments in other California branches.  Won 1997 “Loan Masters” yearly competition for generating highest unit and dollar volume for new real estate loans. Invited to attend and recognized for annual achievements in company year-ending awards ceremony, 1996, 1997 and 1998. Ranked in the top three for funded loan volume, both personal and real estate loans, in every month, after first four months of employment. Consistently led branch in credit related insurance sales. Successfully passed California fire & casualty and life insurance licensing exams on first attempt.

San Leandro, Ca.

Oakland, Ca.

Business Administration And Management, General

High School Diploma, General Studies