Summary
Overview
Work History
Education
Skills
Licenses & Certifications
Timeline
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Brian Jordan

Irvine,CA

Summary

Eager to propel my career into top-tier sales organizations, I aim to apply my robust sales and marketing expertise. Recognized as a results-driven sales professional, I have consistently forged impactful partnerships, retained pivotal accounts, and catalyzed substantial revenue growth. Skilled in developing and executing successful strategies, influencing decision-makers, and growing professional networks, I have a robust background in customer relationship management and cross-functional collaboration. With a strong industry background, I prioritize quality in completing tasks and maintaining a professional demeanor. As a dependable and quick-learning team player, I excel in communication and organization, ensuring effective collaboration towards achieving common goals.

Overview

8
8
years of professional experience

Work History

Senior Account Executive

IJJ Consulting
03.2023 - Current
  • Negotiated prices, terms of sales and service agreements.
  • Received an average of 50-70 calls which consisted of warm transfers and inbound calls converting at 9% closing percentage
  • Sold new products and services such as home warranty and developed new accounts to maximize revenue potential.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

Senior Loan Officer

Macaria Inc. (DBA: Ace Lending)
03.2023 - Current
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Developed and maintained relationships with local real estate agents.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Developed strong relationships with customers through high levels of customer service.
  • Developed and implemented marketing campaigns to attract new customers.
  • Negotiated loan terms and conditions with customers to secure best deal.

Executive Assistant to VP of Lending

Macaria Inc. (DBA: Ace Lending)
12.2022 - 03.2023


  • Successfully made an average of 100-300 outbound calls per day to generate leads and identify potential borrowers, achieving a 2% conversion rate.
  • Collected and analyzed required information to present loan options to borrowers, ensuring accuracy and completeness of applications.
  • Conducted credit report analysis to calculate front-end and back-end debt-to-income ratios, and accurately matched prospects with specific loan programs.
  • Collaborated with multiple account executives from different lenders to ensure borrowers received the best possible loan options.
  • Proactively resolved borrower complications and provided solutions to streamline the application process, resulting in a more positive borrower experience.
  • Maintained confidentiality of personnel records, sensitive company information, and leads by organizing them efficiently.
  • Analyzed data from lead vendors to identify trends and increase company production, improving overall performance.
  • Implemented a dialer system to optimize workflow performance and enhance production, resulting in increased productivity and efficiency.

CEO

EBM Marketing
06.2020 - 07.2022
  • Fostered productive relationships with industry partners and competitors to support strategic business objectives, enabling successful collaboration and driving growth.
  • Effectively managed partnerships and strategic business relationships by negotiating favorable contract terms and proactively addressing conflicts, resulting in positive outcomes for all parties involved.
  • Developed and implemented key operational initiatives to drive and maintain substantial business growth, including process improvements and innovative solutions.
  • Conducted comprehensive reviews of individual department performance and collaborated with leadership to improve processes, procedures, and practices, resulting in increased efficiency and effectiveness.
  • Achieved a remarkable 800% increase in company revenue, from $25,000 to $225,000 within one year, by devising and executing aggressive marketing strategies, which included targeting new customers and implementing innovative tactics to attract and retain clients.

Account Manager

Celtic Marketing LLC
11.2019 - 03.2021
  • Led and managed a team of 13 sales agents and worked closely with the management team to ensure consistent achievement of daily and weekly quotas, resulting in improved sales performance and team morale.
  • Successfully managed a dialer campaign to ensure high call volumes, optimizing performance and driving results.
  • Developed and presented training sessions for new hires and existing agents, focusing on delivering an exceptional customer experience, which led to increased customer satisfaction and retention rates.
  • Introduced new processes to improve account and market tracking for better data analysis, resulting in a 3% increase in customer retention, as well as improved accuracy and insights for effective decision-making.

Finance Representative

Celtic Marketing LLC
10.2018 - 11.2019
  • Consistently received an average of 60-100 inbound warm transfer leads per day, resulting in an average of $10,000 in gross revenue, by efficiently handling customer inquiries and promoting relevant products/services.
  • Leveraged exceptional communication and interpersonal skills to gather pertinent information required to provide clients with the best service contract option, resulting in high customer satisfaction and repeat business.
  • Maintained a closing percentage of 8%, positioning as a top 3 producer based on overall deal count and gross revenue, by developing and executing effective sales strategies, nurturing client relationships, and delivering results.
  • Collaborated closely with clients to maintain relationships, providing them with thorough support and guidance, which resulted in increased customer retention rates and improved overall customer satisfaction.

Sales Representative

Car Guardian
12.2016 - 10.2018
  • Consistently accepted 50-60 inbound warm transfer leads and achieved an impressive 9% closing percentage, leveraging exceptional sales skills and product knowledge to drive positive results.
  • Converted an average of 60 deals per month, generating $240,000/month in gross revenue for Car Guardian, by effectively managing the sales process, delivering persuasive and compelling presentations, and building strong relationships with customers.
  • Demonstrated strong leadership skills in the role of "Team Lead", collaborating closely with other agents to maintain high levels of productivity and exceed sales targets, which led to improved team performance and a positive work environment.
  • Trained and mentored new sales representatives, sharing expertise and insights to drive individual and team success, resulting in increased sales and customer satisfaction.

Licensed Lending Officer

Americash Mortgage
03.2016 - 11.2016
  • Assisted potential borrowers with the 1003 loan application process, providing personalized support and guidance to help them achieve their mortgage goals.
  • Delivered exceptional value to borrowers by conducting thorough credit report analyses, analyzing financial situations, and developing customized plans to improve their overall financial well-being.
  • Built and nurtured strong relationships with borrowers throughout the mortgage process, ensuring their needs were met and expectations exceeded, which led to a high level of customer satisfaction and repeat business.
  • Successfully monitored pipelines to track and log loan statuses, utilizing strong attention to detail and organizational skills to ensure timely and efficient loan processing.
  • Effectively communicated complex financial information to applicants in a clear and concise manner, utilizing exceptional communication skills and industry expertise to help them make informed decisions.

Education

Bachelor of Science - Business Administration, Management

University of California
Riverside, CA
12.2022

Skills

  • Exceptional communication skills, both written and verbal, with the ability to listen attentively and understand clients' needs
  • Proficient in utilizing MS Office Suite (Word, Excel, PowerPoint) to create professional and effective presentations and reports
  • Expertise in persuasive negotiation tactics and the ability to work collaboratively within a team environment to achieve successful outcomes
  • Committed to delivering top-tier customer service, ensuring client satisfaction and repeat business
  • Continuously strives to innovate and improve processes to enhance overall company success

Licenses & Certifications

NMLS ID: #1312526

Statutory Course Completion Certificate

Real Estate Salesperson License Examination: Passed


Timeline

Senior Account Executive

IJJ Consulting
03.2023 - Current

Senior Loan Officer

Macaria Inc. (DBA: Ace Lending)
03.2023 - Current

Executive Assistant to VP of Lending

Macaria Inc. (DBA: Ace Lending)
12.2022 - 03.2023

CEO

EBM Marketing
06.2020 - 07.2022

Account Manager

Celtic Marketing LLC
11.2019 - 03.2021

Finance Representative

Celtic Marketing LLC
10.2018 - 11.2019

Sales Representative

Car Guardian
12.2016 - 10.2018

Licensed Lending Officer

Americash Mortgage
03.2016 - 11.2016

Bachelor of Science - Business Administration, Management

University of California

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