Robert Jocson Email & Phone Number
@nerdwallet.com
9 phones found area 415 and 319
LinkedIn matched
Who is Robert Jocson? Overview
A concise factual answer block for searchers comparing this professional profile.
Robert Jocson is listed as "Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance at NerdWallet, a with 568 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at nerdwallet.com, phone signal with area code 415, 319, and a matched LinkedIn profile for Robert Jocson.
Robert Jocson previously worked as Subject Matter Consultant - Mortgage Compare at Nerdwallet and President, Web Master at Rotary Club Of San Francisco West. Robert Jocson holds Bachelor'S Degree, Biology from University Of California, Berkeley.
Email format at NerdWallet
This section adds company-level context without repeating Robert Jocson's masked contact details.
AeroLeads found 1 current-domain work email signal for Robert Jocson. Compare company email patterns before reaching out.
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•
Listed skills include Project Management, Investment Properties, Customer Service, Sales, and 46 others.
Robert Jocson's current company
Company context helps verify the profile and gives searchers a useful next step.
Robert Jocson work experience
A career timeline built from the work history available for this profile.
President, Web Master
CurrentDesign 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
Past President (2014-2015)
Currentwww.facebook.com/RotaryClubofSFWest
Senior Product Specialist Ii-Mortgage Compare
• 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
Loan Officer
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
Mortgage Loan Officer
• 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
Loan Officer
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
Mortgage Loan Officer
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.
Loan Consultant
WAMU became Chase in 2008
Home Mortgage Consultant
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
Mortgage Consultant
Interviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan
Loan Consultant
Interviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan
Implementation Project Manager
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.
Client Services/Network
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.
Telecomm Business Analyst
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
Colleagues at NerdWallet
Other employees you can reach at nerdwallet.com. View company contacts for 568 employees →
Michael Zierk
Colleague at NerdwalletGilbert, Arizona, United States
View →
RK
Rima Kruchten
Colleague at NerdwalletBellevue, Washington, United States
View →
CC
Carrie Chen
Colleague at NerdwalletLos Angeles, California, United States
View →
KP
Kimberly Palmer
Colleague at NerdwalletWashington Dc-Baltimore Area, United States
View →
GG
Gianela Godinez
Colleague at NerdwalletMiami, Florida, United States
View →
CP
Channa Palmer
Colleague at NerdwalletChicago, Illinois, United States
View →
JE
Justina Eze
Colleague at NerdwalletUnited States
View →
EL
Ekumene Lysonge
Colleague at NerdwalletScottsdale, Arizona, United States
View →
CC
Charles C.
Colleague at NerdwalletSan Francisco, California, United States
View →
IC
Isabel Contreras
Colleague at NerdwalletBrooklyn, New York, United States
View →
Robert Jocson education
Bachelor'S Degree, Biology
Certification, Networking And Telecommunications
Frequently asked questions about Robert Jocson
Quick answers generated from the profile data available on this page.
What company does Robert Jocson work for?
Robert Jocson works for NerdWallet.
What is Robert Jocson's role at NerdWallet?
Robert Jocson is listed as "Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance at NerdWallet.
What is Robert Jocson's email address?
AeroLeads has found 1 work email signal at @nerdwallet.com for Robert Jocson at NerdWallet.
What is Robert Jocson's phone number?
AeroLeads has found 9 phone signal(s) with area code 415, 319 for Robert Jocson at NerdWallet.
Where is Robert Jocson based?
Robert Jocson is based in San Francisco Bay Area, United States while working with NerdWallet.
What companies has Robert Jocson worked for?
Robert Jocson has worked for Nerdwallet, Rotary Club Of San Francisco West, San Francisco West Rotary Club, Google, and Princeton Capital.
Who are Robert Jocson's colleagues at NerdWallet?
Robert Jocson's colleagues at NerdWallet include Michael Zierk, Rima Kruchten, Carrie Chen, Kimberly Palmer, and Gianela Godinez.
How can I contact Robert Jocson?
You can use AeroLeads to view verified contact signals for Robert Jocson at NerdWallet, including work email, phone, and LinkedIn data when available.
What schools did Robert Jocson attend?
Robert Jocson holds Bachelor'S Degree, Biology from University Of California, Berkeley.
What skills is Robert Jocson known for?
Robert Jocson is listed with skills including Project Management, Investment Properties, Customer Service, Sales, Residential Mortgages, Budgets, First Time Home Buyers, and Mortgage Lending.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Robert Jocson you were looking for.
View similar profiles