Robert Jocson Email and Phone Number
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• 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•
Nerdwallet
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Subject Matter Consultant - Mortgage CompareNerdwallet Mar 2017 - PresentSan Francisco Bay AreaCSM (Certifed Scrum Master 1/2018) -
President, Web MasterRotary Club Of San Francisco West Aug 2015 - PresentSan FranciscoDesign 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
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Past President (2014-2015)San Francisco West Rotary Club Aug 2012 - PresentRotary Club Of San Francisco West, San Francisco, Cawww.facebook.com/RotaryClubofSFWest
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Senior Product Specialist Ii-Mortgage CompareGoogle Sep 2015 - Apr 2016Mountain 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 -
Loan OfficerPrinceton Capital Jul 2012 - Oct 2015San FranciscoAchieved 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
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Mortgage Loan OfficerUsbank Apr 2011 - Apr 2012San 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 -
Loan OfficerChase Sep 2009 - Apr 2011Daly CityCollaborated 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 OfficerBank Of America Jan 2008 - Oct 2009San MateoCountrywide 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 ConsultantWamu 2005 - 2007San BrunoWAMU became Chase in 2008
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Home Mortgage ConsultantWells Fargo 2003 - 2005San Francisco Bay AreaOriginated 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 ConsultantCitimortgage Jun 2002 - Jun 2003San Francisco Bay AreaInterviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan -
Loan ConsultantAsia Pacific Groups Jun 2001 - Jun 2002Daly CityInterviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan -
Implementation Project ManagerEndymion Systems 1999 - 2000Oakland, CaHardware (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/NetworkMckesson 1995 - 1999San FranciscoSupported 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 AnalystLgt Asset Management 1992 - 1995San Francisco Bay AreaSupported 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
Robert Jocson Education Details
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Uc Berkeley ExtensionNetworking And Telecommunications
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.
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Robert Jocson
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Robert Kris Jocson
Electronics/Electrical Design Team Leader At Ionics Ems, Inc.Calabarzon, Philippines1gmail.com
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