Dee Jones

• • Advised a book of over 700 participants on retirement planning, investment strategies, and 401(k) allocations, helping them optimize savings and long-term performance.
• • Conducted comprehensive reviews of employer-sponsored plans, aligning investment choices with risk tolerance, time horizon, and financial goals.
• • Collaborated with internal retirement specialists and investment advisors to provide holistic financial guidance, including rollover strategies and Roth conversions.
• • Utilized financial planning software to develop scenarios for asset accumulation, income sustainability, and tax efficiency.
• • Achieved high client satisfaction scores and regularly exceeded performance benchmarks related to client engagement and retention.
• • Supported senior advisors in preparing financial plans and conducting market research to inform asset allocation and fund selection.
• • Educated participants on investment basics, retirement vehicles (401(k), IRA, HSA), and portfolio diversification.

• • Reviewed, verified, and processed mortgage loan applications from origination through closing, ensuring compliance with federal lending regulations (FHA, VA, conventional).
• • Coordinated with loan officers, underwriters, title companies, and clients to collect required documentation and resolve processing issues promptly.
• • Analyzed credit reports, income statements, tax returns, and appraisal reports to assess borrower eligibility and loan conditions.
• • Maintained accurate records in LOS (Loan Origination System) and ensured all deadlines were met for underwriting and closing timelines.
• • Proactively communicated with clients to explain loan terms, document requirements, and progress updates, helping reduce application falloff and improve client satisfaction.

• Maintained accurate records in LOS (Loan Origination System) and ensured all deadlines were met for underwriting and closing timelines.

• Proactively communicated with clients to explain loan terms, document requirements, and progress updates, helping reduce application falloff and improve client satisfaction.

• Collaborated with team members to meet monthly targets, contributing to the overall success of the department.
• Reduced turnaround time for mortgage approvals through effective communication with underwriters and loan officers.

• Licensed to provide supplemental Health and Life Insurance Products to Americans on budget
• Met with families to offer programs supplied by their Union or Association
• Developed a robust referral network by forging partnerships with local businesses and professionals within complementary industries such as financial planning or real estate.
• Developed targeted marketing strategies that effectively reached potential clients within specific demographics or industries.

• Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
• Handled any conditions sent from underwriting departments.
• Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.

• Handled any conditions sent from underwriting departments.
• Prepared file for final clear-to-close by branch management.
• Coordinated closing process with attorneys, title companies, and government clerks.
• Maintained accurate records of loan processing activities and documents in CRM system.
• Received on-going, comprehensive training on home loan products and mortgage process.