Jason Smith Email & Phone Number

Lake Forest, California, United States

Lake Forest, Ca 92630

Irvine

Lake Forest Ca, 92630

As a Team Manager for Stonegate Mortgage I directed a team of eight mortgage loan originators and two junior processors while continuing to grow my realtor and personal referral business. My primary responsibilities were sales training, hiring, improving file velocity, and managing file quality.* Personally groomed three Customer Service Representatives to Top producing Loan Officers who placed in the top 20% of the Consumer Direct Division in 2016.* Averaged over 15 million a month in Team Production, including 2 million in Self-Generated production.

Irvine Ca

Hometown National Bank was a small town bank trying to break into the national residential home loan lending arena. I accepted this position as an opportunity to grow my national portfolio and expand upon the available loan product mix for my current clients. Unfortunately, without enough capital to support the margin requirements Hometown was forced to close their California branch and Consumer Direct division.

Greater San Diego Area

CD Savoia is tech incubator that provides funding, management, human resources, and marketing strategy for start-up companies. As the Business Manager, my primary responsibility was to reorganize each business unit to increase profitability and efficiency. I accomplished this by implementing strategic planning and performance management processes including, the Balanced Scorecard. I was also responsible for strengthening vendor relationships and managing a team of programmers to develop new business tools and websites.* Implemented performance based compensation plans for the sales team, increasing month-over-month revenue by 8%-11%* Renegotiated payment processing contract saving $180,000 annually.* Turned around the affiliate program and made it profitable.

Irvine, Ca

Peak Performance Marketing is a retailer of Sallus Health medical and dental plans. As CEO, my primary task was to build an organization that would be profitable and self-sustaining in less than 6 months.* Company sold over 1,600 medical and dental plans within the first 6 months resulting in $331,000 in gross up-front revenue. * Developed 90% of data tracking systems for sales revenue, commission structures, and marketing costs.*Coordinated all marketing material and residual maintenance programs.

As VP of Sales, my primary responsibility was to work with the owners on a variety of campaigns and initiatives to expand business opportunities and productivity. I hosted sales seminars, developed motivational sales contests, trained managers at affiliate companies, and directed the sales strategy for each office.* Developed a company-wide sales training manual specific to healthcare, which lowered marketing costs by 28% due to increased new hire productivity and re-training of old reps.* Closed an average of 4 deals per day myself to show sales associates how they can effectively apply their sales training and increase daily sales.

Irvine, Ca

Encore Credit Corp’s Portfolio Retention Division sought to recapture revenue lost to the company’s competitors. Responding to payoff demands and credit agency triggers, I was responsible for contacting customers, highlighting the benefits of continuing their relationship with Encore, and negotiating new loan terms.* Recognized as the #1 producer in 2006 and achieved top producer of the month four times.* Refinanced $16.5M in loans which produced $640,000 in revenue for the company.

Irvine, Ca

New Century offered wholesale and retail subprime and prime mortgages nationwide. As a Senior Loan Officer for the company’s national sales division, I was responsible for generating new business among retail customers by cold calling, responding to internet leads, and inbound calls.* Recognized as the #2 producer in 2004 for the national sales division.* Won semi-annual contest for most units sold and awarded 1ST class trip to Barcelona.