Scott Jackson Email & Phone Number

Plano, Texas, United States

Plano, Texas

Educate the Capital Markets Managers of my assigned account to use all facets of the Optimal Blue product and pricing engine, including creating margins, scripting adjustments and eligibility rules and dynamic markups based on loan data.Field emails and phone calls from my accounts to help them problem solve loan level pricing issues, eligibility questions, LOS integration issues and to offer advice/best practices.Conduct business review calls with my customers and… Show more Educate the Capital Markets Managers of my assigned account to use all facets of the Optimal Blue product and pricing engine, including creating margins, scripting adjustments and eligibility rules and dynamic markups based on loan data.Field emails and phone calls from my accounts to help them problem solve loan level pricing issues, eligibility questions, LOS integration issues and to offer advice/best practices.Conduct business review calls with my customers and Optimal Blue BDM’s to gain insight into their business model so that I will know how to best help them with Optimal Blue solutions, what the might benefit from most, as well as generate cross sell opportunities for other ancillary Optimal Blue products.Assist customers in the process of transitioning LOS integrations, and walking them through the testing process and what the differences are in the integrations in terms of data transfers.Identify system related errors/issues and when appropriate, create and escalate technical requests so that software developers could correct the issues. Show less

Plano, Tx

Managed relationships with 67 dealers in northwest Arkansas and southwest Missouri by working to structure auto loans in such a way that they maximize their revenue on the deal, including reserve and back end products.Funded 209 loans during the first full month (August 2014) of managing the territory, which was a remote territory prior. Increased funded loan count 144 for a total of 353 in January 2015, representing a 168.8% increase in monthly funded volume in only 6… Show more Managed relationships with 67 dealers in northwest Arkansas and southwest Missouri by working to structure auto loans in such a way that they maximize their revenue on the deal, including reserve and back end products.Funded 209 loans during the first full month (August 2014) of managing the territory, which was a remote territory prior. Increased funded loan count 144 for a total of 353 in January 2015, representing a 168.8% increase in monthly funded volume in only 6 months.Fought through adversity when a new buying model was released (G3/V3) and cashout rates in subprime dropped to 6% in Arkansas. Competition was strong during this time but by March of 2016 funded contracts reached a record high of 475.Assisted in increasing Capital One market share in the state of Arkansas from July 2014 through December 2104 by following FICO ranges, 500 to 620 increased from 11.07% to 13.77%, 620 to 700 increased from 2.67% to 6.41%, 700 + increased from 2.54% to 6.16%Represented our buying team in our regional Dealer Management Committee. Advised the team of which dealers to focus on to drive incremental contract volume. Our team uptiered 11 dealers in March 2016, which was the first full month of existence of this committee, 3 of these dealers were dealers that I personally managed. Show less

Plano, Tx

Managed administrative duties for all of Bank of America’s marketing services agreements with realtor partners on the east coast with monthly marketing fees ranging from $500 to over $250,000.Worked with alliance partners, marketing, and business development to ensure that marketing efforts on behalf of Bank of America are in compliance with RESPA.Trained partners on what was expected of them in terms of their monthly and quarterly marketing evidence submissions and the proper… Show more Managed administrative duties for all of Bank of America’s marketing services agreements with realtor partners on the east coast with monthly marketing fees ranging from $500 to over $250,000.Worked with alliance partners, marketing, and business development to ensure that marketing efforts on behalf of Bank of America are in compliance with RESPA.Trained partners on what was expected of them in terms of their monthly and quarterly marketing evidence submissions and the proper way to make such submissions.Successfully managed a pipeline of over 75 alliances while maintaining a month over month success rate of 95% of partners submitting their monthly marketing information before the due date, and subsequently reviewed within 2 business days 100% of the time.Partnered with risk management and legal to reassess contracted marketing responsibilities to bring evidence in alignment with RESPA requirements.Identified issues with partners’ marketing that was out of compliance or in breach of the executed agreement and brought those issues to the attention of senior management at the bank. Show less

Plano, Tx

Managed all of Bank of America’s strategic affinity alliances such as Overstock.com, Reply.com, HomeGain.com, Bluebook International, Augeo and Allison James Estates and Homes with annual forecasts ranging from $39,488,500 to $1,486,250,000 per alliance.Strategized and identified methods for Bank of America to increase the capture rate of the partner’s buy-side volume. Assisted the Bank of America Legal and Compliance teams to identify possible flaws in the marketing… Show more Managed all of Bank of America’s strategic affinity alliances such as Overstock.com, Reply.com, HomeGain.com, Bluebook International, Augeo and Allison James Estates and Homes with annual forecasts ranging from $39,488,500 to $1,486,250,000 per alliance.Strategized and identified methods for Bank of America to increase the capture rate of the partner’s buy-side volume. Assisted the Bank of America Legal and Compliance teams to identify possible flaws in the marketing responsibilities being performed by business partners that could potentially pose RESPA risk to both parties.Conducted strategic meetings with partner’s executive management team to identify areas of concern with the alliance and identify actionable items that could be discussed with the supporting Loan Officers.Lead launch calls and presented to the partner’s network of Realtors / Franchisees to demonstrate the benefits and value they could provide their customers by having a strategic partnership with Bank of America.Attended and presented at partner’s regional and national sales conferences to gain support of the alliance from the partner’s Agents / Franchisees and the attending Bank of America support staff. Show less

Plano, Tx

Worked with a steady pipeline of 350-500 borrowers to help determine the best permanent loan product for their One Time Close construction loan. Assisted borrowers with expiring rates to relock or extend and explain the financial implications of each scenario.Originated HELOCs and fixed rate second liens for those borrowers who were unable to avoid private mortgage insurance by means of an increase appraised value once the home was completed.Maintained a conversion… Show more Worked with a steady pipeline of 350-500 borrowers to help determine the best permanent loan product for their One Time Close construction loan. Assisted borrowers with expiring rates to relock or extend and explain the financial implications of each scenario.Originated HELOCs and fixed rate second liens for those borrowers who were unable to avoid private mortgage insurance by means of an increase appraised value once the home was completed.Maintained a conversion percentage of 92% to 96% losing few loans to competitor refinances.Consistently ranked among the top in the department for locked loans and loans converted from construction to permanent.Locked a total of 122 loans for $58,903,135 in February of 2007 when business was at a peak. Show less

Plano, Tx

Corrected loan level pricing errors that had been escalated from the Pricing Analysts.Mentored Junior Pricing Analysts by coaching them on pricing strategies and various techniques of correcting pricing related errors.Generated “off sheet” rate requests when needed, to facilitate customers’ need to buy down their rate beyond the lowest published rate. Reconciled end of month reports for corrected loans and financial impact to branch office’s profit and… Show more Corrected loan level pricing errors that had been escalated from the Pricing Analysts.Mentored Junior Pricing Analysts by coaching them on pricing strategies and various techniques of correcting pricing related errors.Generated “off sheet” rate requests when needed, to facilitate customers’ need to buy down their rate beyond the lowest published rate. Reconciled end of month reports for corrected loans and financial impact to branch office’s profit and loss.Worked with senior management to identify pricing related system issues and suggested methods of resolution.Worked with Home Loan Branch Managers to improve profit margins for their branch by coaching them and their Loan Officers on proper loan level pricing and rate lock extension strategies. Show less

Plano, Tx

Completed builder registrations based upon review findings from suppliers, sub contractors and past customers.Contacted suppliers and sub contractors to verify builder accounts and payment history.Spoke with past clients of the builder to verify quality of work and their level of satisfaction with the builder.Searched public records to ensure the builder had no tax liens and was not party to a lawsuit.Mitigated risk levels by making builder relationship… Show more Completed builder registrations based upon review findings from suppliers, sub contractors and past customers.Contacted suppliers and sub contractors to verify builder accounts and payment history.Spoke with past clients of the builder to verify quality of work and their level of satisfaction with the builder.Searched public records to ensure the builder had no tax liens and was not party to a lawsuit.Mitigated risk levels by making builder relationship recommendations to the department manager. Show less

Irving, Tx

Generated animation and graphics for training and marketing videos.Developed graphics and marketing material for trade shows.Produced telephony topology charts for industry magazine publications.