Robert Jocson

Robert Jocson Email and Phone Number

"Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance @ NerdWallet
san francisco, california, united states
Robert Jocson's Location
San Francisco Bay Area, United States
About Robert Jocson

• Skilled, customer-focused partner and consultant with strong analytical and project management experience in Financial Technology in Real Estate, Mortgages, and Property and Casualty Insurance• Recognized for ability to communicate complex information in a clear and concise manner • Motivated team player with a reputation for analytical thinking, strong interpersonal skills, and positive personality CAREER SKILLS/KNOWLEDGE• CSM (Certified Scrum Master, Jan 2018)• Project Management (PMP Certification in progress)• Licenses: Real Estate, Mortgage, and Property and Casualty Insurance• Networking and Telecommunications• Visual Media Design: Adobe Suite: Photoshop, Illustrator, In-Design• Social Media: Facebook, Twitter, Instagram• Webdesign/WebMaster. Wordpress & Web server management• Microsoft and Google Suites•

Robert Jocson's Current Company Details
NerdWallet

Nerdwallet

View
"Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance
san francisco, california, united states
Website:
nerdwallet.com
Employees:
568
Robert Jocson Work Experience Details
  • Nerdwallet
    Subject Matter Consultant - Mortgage Compare
    Nerdwallet Mar 2017 - Present
    San Francisco Bay Area
    CSM (Certifed Scrum Master 1/2018)
  • Rotary Club Of San Francisco West
    President, Web Master
    Rotary Club Of San Francisco West Aug 2015 - Present
    San Francisco
    Design and create the club's website. Manage and maintain club events and scheduleEnhance the club's visibility through the web site and social media such as Facebook, Twitter, LinkedIn, and InstagramInvite and schedule club guest speakersCreate the club's brand and identity by creating the club mission statement, logo and sloganProficient in Adobe products: Wordpress, Photoshop, Illustrator, and Animate, In Design, Brackets (HTML)Proficient in Sketch, Lucidpress, and Google Applications: Sheets, Slides, Docs, Draw, etc.Publish club newsletters, brochures, postcards, and flyers for prospective members, community events, and sponsorsCreate and maintain the club website, audio-video slideshow presentation for outreach and recruitment purposesManage company fundraising eventsClub Services-ChairpersonMentor new club membersRotarian of the Month (District 5150) - January 2017
  • San Francisco West Rotary Club
    Past President (2014-2015)
    San Francisco West Rotary Club Aug 2012 - Present
    Rotary Club Of San Francisco West, San Francisco, Ca
    www.facebook.com/RotaryClubofSFWest
  • Google
    Senior Product Specialist Ii-Mortgage Compare
    Google Sep 2015 - Apr 2016
    Mountain View
    • Served as the subject matter expert and key advisor for the Compare product• Produced technical guides, best practice documents, application notes, and configuration and installation content to educate and inform partners and users the loan cycle process • Prepared and presented content to partners, customers, and executives• Worked with engineering teams through design, testing, and product implementation• Ad searches for financial services generated about 10% of search revenues• Investigated and articulated our competitive positioning and strategy • Secured and maintained mortgage LO licenses for all 50 states
  • Princeton Capital
    Loan Officer
    Princeton Capital Jul 2012 - Oct 2015
    San Francisco
    Achieved successful results due to the implementation of a detailed sales plan/programMonitored and controlled processes through the development of project management plan and CRMProvided product knowledge and expertise and delivered quality service level for stakeholdersManaged partners’ expectations through weekly meetings and monthly “lunch and learn” sessionsPerformed Cost & Benefit Analysis with savings of 20% or more
  • Usbank
    Mortgage Loan Officer
    Usbank Apr 2011 - Apr 2012
    San Francisco
    • Worked with stakeholders (borrowers) in securing their deliverables (mortgage/home)• Initiated loan cycle from beginning to closing of escrow • Developed and planned project timeline and deliverables• Mitigated risks; controlled project scope, schedule and budget
  • Chase
    Loan Officer
    Chase Sep 2009 - Apr 2011
    Daly City
    Collaborated with key partners in helping stakeholders secure their home through mortgage financingPrepared detailed financial plan and monitored loan process from loan origination to closingCreated client referrals through high-quality assurance and by controlling cost, schedule and budget
  • Bank Of America
    Mortgage Loan Officer
    Bank Of America Jan 2008 - Oct 2009
    San Mateo
    Countrywide was Acquired by Bank of America in 2008.Worked directly with stakeholders’ to originate loan and developed referral networkProvided monthly sales and funding forecastsNegotiated terms and conditions for prospective clients. Performed “what if” scenarios.Analyze and review financial documents and statements.
  • Wamu
    Loan Consultant
    Wamu 2005 - 2007
    San Bruno
    WAMU became Chase in 2008
  • Wells Fargo
    Home Mortgage Consultant
    Wells Fargo 2003 - 2005
    San Francisco Bay Area
    Originated loans. Subject expert in loan process and buying cycle. Met regularly with StakeholdersPlanned, managed, and controlled loan origination, scope, schedule, and costsPerformed income/debt and loan/value ratios.Optimized stakeholders’ leverage
  • Citimortgage
    Mortgage Consultant
    Citimortgage Jun 2002 - Jun 2003
    San Francisco Bay Area
    Interviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan
  • Asia Pacific Groups
    Loan Consultant
    Asia Pacific Groups Jun 2001 - Jun 2002
    Daly City
    Interviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan
  • Endymion Systems
    Implementation Project Manager
    Endymion Systems 1999 - 2000
    Oakland, Ca
    Hardware (Servers and Routers) and software (NT Server/Workstation) roll-out. Procured hardware and software licenses. Managed stakeholders expectations, monitored and controlled integration, scope, quality, risk, and budget. Audited circuits and data lines and provisioned ISDN circuits. Obtained formal administrative closure.
  • Mckesson
    Client Services/Network
    Mckesson 1995 - 1999
    San Francisco
    Supported corporate employees (level 2) and remote Distribution Centers and Administrative Offices in the US South East region. Managed projects, service requests, such as software conversion ( SAP roll-out, Novell to NT/TCP/IP). Conducted planned control management and supported other IT groups such as security and operations.
  • Lgt Asset Management
    Telecomm Business Analyst
    Lgt Asset Management 1992 - 1995
    San Francisco Bay Area
    Supported Operations, Help Desk, and Business Analysts in various capacity including:WAN/LAN Networking- NT, TCP/IP troubleshootingCapacity Planning/Load BalancingChange Control ManagementDisaster Recovery and SecurityProcurement and vendor managementTelecommunications/Video ConferencingOperation Support such as move, adds, and changesRisk AnalysisHelp Desk/Tech Support

Robert Jocson Skills

Project Management Investment Properties Customer Service Sales Residential Mortgages Budgets First Time Home Buyers Mortgage Lending Loans Team Leadership Mortgage Banking Fha Real Estate Banking Troubleshooting Disaster Recovery Credit Management Referrals Working With First Time Home Buyers Leadership Real Estate Transactions Feasibility Studies Inventory Control Foreclosures Short Sales Cost Benefit Single Family Homes Verbal And Communications Volunteering Community Outreach Marketing Product Design Product Development Vendor Relations Hardware And Software Licensing Networking And Telecommunications Voice And Data Administration Level 2 Technical Support Budget Analysis Workflow Analysis Cost Benefit Analysis What If Scenarios Outstanding Customer Service Graphics/ Powerpoint Presentation Sales/forecasting Crm Strategy Finance Loan Origination

Robert Jocson Education Details

Frequently Asked Questions about Robert Jocson

What company does Robert Jocson work for?

Robert Jocson works for Nerdwallet

What is Robert Jocson's role at the current company?

Robert Jocson's current role is "Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance.

What is Robert Jocson's email address?

Robert Jocson's email address is rz****@****ail.com

What is Robert Jocson's direct phone number?

Robert Jocson's direct phone number is +141520*****

What schools did Robert Jocson attend?

Robert Jocson attended University Of California, Berkeley, Uc Berkeley Extension.

What are some of Robert Jocson's interests?

Robert Jocson has interest in Sweepstakes, Nascar, Home Improvement, Reading, Gourmet Cooking, Sports, Home Decoration, Health, Children, Cooking.

What skills is Robert Jocson known for?

Robert Jocson has skills like Project Management, Investment Properties, Customer Service, Sales, Residential Mortgages, Budgets, First Time Home Buyers, Mortgage Lending, Loans, Team Leadership, Mortgage Banking, Fha.

Who are Robert Jocson's colleagues?

Robert Jocson's colleagues are Pratap Reddy, Katia Iervasi, Ganesh Chakkar, Kelly Su, Tina Nash, Justin D., Caitlin Macnamee.

Not the Robert Jocson you were looking for?

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.