Tony Jacobs

Tony Jacobs Email and Phone Number

Business Development Officer @ Happy Home Lending
Houston, TX, US
Tony Jacobs's Location
Houston, Texas, United States, United States
About Tony Jacobs

With over a decade of experience in financial risk management within the mortgage sector, I bring expertise honed at leading institutions such as Morgan Stanley and USAA. Proficient in financial statement analysis and credit risk assessment, I excel in mitigating risk, maximizing recoveries, and driving strategic solutions in complex loan environments. Known for negotiation prowess and ethical customer relations, I am eager to continue delivering impactful solutions to the companies in which I partner.

Tony Jacobs's Current Company Details
Happy Home Lending

Happy Home Lending

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Business Development Officer
Houston, TX, US
Employees:
172
Tony Jacobs Work Experience Details
  • Happy Home Lending
    Business Development Officer
    Happy Home Lending
    Houston, Tx, Us
  • Specs Liqour
    E-Commerce Senior Analyst
    Specs Liqour Sep 2023 - Present
    Houston, Texas, United States
    Spearheading a pioneering project focused on enhancing order fulfillment efficiency and customer service through strategic collaboration with courier partners including DoorDash, Uber Eats, Drizly, Instacart, and Minibar. Leading a cross-functional team in developing innovative solutions to reduce incomplete orders and streamline the tracking and delivery process, ultimately optimizing the overall customer experience.Implemented strategic optimizations to the order fulfillment process, resulting in a remarkable 30% reduction in order processing times. This enhancement significantly elevated the overall customer experience, fostering increased repeat purchases and customer loyalty.Driving team efficiency and performance improvements through comprehensive training and mentoring initiatives. These efforts are contributing to exponential business growth and cementing this new team's reputation for excellence within the organization.
  • Acc Mortgage
    Senior Loan Processor
    Acc Mortgage Jan 2021 - Jul 2022
    Remote
    Spearheaded the streamlining of the final clear-to-close process nearly two years, optimizing file preparation procedures and resulting in a notable 15% reduction in turnaround time. This enhancement significantly expedited closings for clients, enhancing overall operational efficiency.Demonstrated adept organizational and problem-solving skills by effectively managing daily reports, reviewing loan documentation, identifying priorities, and proactively addressing potential issues for escalation. This proactive approach ensured smooth operations and timely resolution of challenges, contributing to sustained client satisfaction and business success.Adept negotiator skilled at securing favorable closing terms with brokers, ensuring streamlined operations and paving the way for successful closings. By maintaining effective communication and fostering positive relationships, I have significantly reduced rush closings by over 55%, demonstrating a commitment to excellence in execution and client satisfaction.
  • Houston-Galveston Area Council
    Loan Coordinator- Contract
    Houston-Galveston Area Council Apr 2020 - Jan 2021
    Houston
    During the Covid-19 Pandemic, specialized in the workout of commercial Small Business Administration (SBA) loans to support new and existing portfolio of small business owners in the Houston-Galveston Texas areas.Effectively assessed and mitigated risk during financial statement reviews and navigated regulatory compliance challenges, resulting in a notable 12% reduction in non-compliant loans within nine months.Played a pivotal role in facilitating safer lending practices and ensuring regulatory adherence, ultimately bolstering financial stability for small business owners during unprecedented economic challenges. Additionally, implemented robust recovery strategies to minimize losses and maximize loan recovery outcomes.
  • Morgan Stanley
    Ultra High Net Worth Mortgage Relationship Manager- Assistant Vice President
    Morgan Stanley Apr 2018 - Jun 2019
    Dallas
    Specialized in providing tailored home loan solutions for Ultra High Net Worth clients, leveraging expertise in the ability to assess risk while analyzing complex tax and financial statements maximizing returns on loans.Acted as the primary escalation point for resolving client experience issues involving bankers, advisors, and internal associates. Provided timely research and innovative solutions, effectively mitigating risk and fostering positive client relationships.Demonstrated exceptional multitasking and prioritization skills by successfully managing a diverse pipeline of loans and client escalations. This ability proved invaluable in overseeing various tech projects simultaneously, ensuring efficient operations and seamless client service delivery.
  • Mr. Cooper
    Senior Loan Processor
    Mr. Cooper Jul 2017 - Mar 2018
    4000 Horizon Way, Irving Tx
    Efficient Loan Processing: Managed a portfolio of 30+ clients and a pipeline of 30+ loans monthly, demonstrating the ability to efficiently handle a high volume of transactions.Reduced risk of non-compliant loans and ensuring compliance by evaluating approvals, resulting in regulatory compliance and safer lending practices within policies and procedures.
  • Usaa Real Estate
    Loan Processor
    Usaa Real Estate Nov 2012 - Jan 2016
    Addison, Texas
    Efficient Loan Processing: Managed a portfolio of 30+ clients and a pipeline of 30+ loans monthly, demonstrating the ability to efficiently handle a high volume of transactions.Reduced risk of non-compliant loans and ensuring compliance by evaluating approvals, resulting in regulatory compliance and safer lending practices within policies and procedures.
  • Bank Of America
    Sr. Workout Specialist
    Bank Of America Nov 2010 - Nov 2012
    Richardson, Texas
    Loan Workout and Recovery Strategies: Reviewed and analyzed loan documentation, financial statements, and borrower information to assess risk and develop recovery strategies.Exceptional Customer Support: Provided exceptional customer support to homeowners navigating their mortgage payments.Cross-functional Collaboration: Collaborated closely with internal teams to enhance the overall financial wellness of clients.Negotiated skillfully and ethically with customers and other stakeholders to maximize recovery outcomes.Maintained compliance with corporate guidelines, policies, and regulatory requirements.Demonstrated leadership in foreclosure prevention strategies, working proactively to find alternative solutions for homeowners facing financial hardships.

Tony Jacobs Education Details

Frequently Asked Questions about Tony Jacobs

What company does Tony Jacobs work for?

Tony Jacobs works for Happy Home Lending

What is Tony Jacobs's role at the current company?

Tony Jacobs's current role is Business Development Officer.

What schools did Tony Jacobs attend?

Tony Jacobs attended Texas Southern University, Eisenhower High School, Yates High School.

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