Robert Jocson
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Robert Jocson Email & Phone Number

"Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance at NerdWallet
Location: San Francisco Bay Area, United States, United States 15 work roles 2 schools
1 work email found @nerdwallet.com 9 phones found area 415 and 319 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email r****@nerdwallet.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
"Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance
Location
San Francisco Bay Area, United States, United States
Company size

Who is Robert Jocson? Overview

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Quick answer

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.

Company email context

Email format at NerdWallet

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{first_initial}{last}@nerdwallet.com
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AeroLeads found 1 current-domain work email signal for Robert Jocson. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Robert Jocson's current company

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NerdWallet
Nerdwallet
"Outside-the-box" FinTech Professional in Real Estate, Mortgages, and Life, Health, Disability, Property & Casualty Insurance
san francisco, california, united states
Website
Employees
568
AeroLeads page
15 roles · 34 years

Robert Jocson work experience

A career timeline built from the work history available for this profile.

Subject Matter Consultant - Mortgage Compare

Current

San Francisco Bay Area

CSM (Certifed Scrum Master 1/2018)

Mar 2017 - Present

President, Web Master

Current
Rotary Club Of San Francisco West

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.

Aug 2015 - Present

Past President (2014-2015)

Current
San Francisco West Rotary Club

Rotary Club Of San Francisco West, SAN Francisco, CA

www.facebook.com/RotaryClubofSFWest

Aug 2012 - Present

Senior Product Specialist Ii-Mortgage Compare

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
Sep 2015 - Apr 2016

Loan Officer

Princeton Capital

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”.

Jul 2012 - Oct 2015

Mortgage Loan Officer

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
Apr 2011 - Apr 2012

Loan Officer

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

Sep 2009 - Apr 2011

Mortgage Loan Officer

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.

Jan 2008 - Oct 2009

Loan Consultant

Wamu

San Bruno

WAMU became Chase in 2008

2005 - 2007 ~2 yrs

Home Mortgage Consultant

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

2003 - 2005 ~2 yrs

Mortgage Consultant

San Francisco Bay Area

Interviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan

Jun 2002 - Jun 2003

Loan Consultant

Daly City

Interviewed, qualified, and collected stakeholders’ requirementsConsulted prospective clients to match borrowers' budget with suggested program plan

Jun 2001 - Jun 2002

Implementation Project Manager

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.

1999 - 2000 ~1 yr

Client Services/Network

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.

1995 - 1999 ~4 yrs

Telecomm Business Analyst

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.

1992 - 1995 ~3 yrs
Team & coworkers

Colleagues at NerdWallet

Other employees you can reach at nerdwallet.com. View company contacts for 568 employees →

2 education records

Robert Jocson education

Certification, Networking And Telecommunications

Uc Berkeley Extension
FAQ

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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