Robert Jocson Email & Phone Number
@nerdwallet.com
9 phones found area 415 and 319
LinkedIn matched
Who is Robert Jocson? Overview
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Robert Jocson is listed as "Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance at NerdWallet, a company with 568 employees, based in San Francisco Bay Area, United States, 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.
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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
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Robert Jocson work experience
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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.
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
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”.
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.
Colleagues at NerdWallet
Other employees you can reach at nerdwallet.com. View company contacts for 568 employees →
Katherine Bruens
Colleague at NerdwalletSan Leandro, California, United States, United States
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DP
Drew Prescott
Colleague at NerdwalletDenver, Colorado, United States, United States
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VO
Victor Ordonez
Colleague at NerdwalletNew York, New York, United States, United States
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TB
Tamika Bowman Oliver, Crcm
Colleague at NerdwalletAtlanta, Georgia, United States, United States
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JA
Johanna Arnone
Colleague at NerdwalletKeene, New Hampshire, United States, United States
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DC
Derek Casanas
Colleague at NerdwalletCharlotte, North Carolina, United States, United States
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SR
Shye Ronen
Colleague at NerdwalletGreater Toronto Area, Canada, Canada
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SH
Steve Hwang
Colleague at NerdwalletSan Francisco, California, United States, United States
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SA
Samantha Allen
Colleague at NerdwalletGreater Chicago Area, United States
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BB
Brian Brenner
Colleague at NerdwalletChattanooga, Tennessee, United States, United States
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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, 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 Katherine Bruens, Drew Prescott, Victor Ordonez, Tamika Bowman Oliver, Crcm, and Johanna Arnone.
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.
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