Cassidy Sobol
Phoenix,AZ
Summary
Dynamic Senior Home Lending Advisor at JPMorgan Chase Bank, recognized with the Leaders Club/National Achiever Award for exceptional production and customer satisfaction. Expert in mortgage lending and relationship building, I excel in delivering tailored solutions and maintaining high customer satisfaction scores while thriving in fast-paced environments.
Overview
16
16
years of professional experience
Work History
Senior Home Lending Advisor
JPMorgan Chase Bank
Phoenix, AZ
06.2009 - Current
- 7x Leaders Club/National Achiever Award for top-tier production and customer satisfaction
- Originate and close a high volume of residential home loans for purchase, refinance and home equity clients
- Expertly match customers with lending solutions through needs-based conversations and active listening
- Build and maintain lasting relationships with Real Estate Agents, Financial Advisors and other partners
- Maintain exceptional customer satisfaction scores through responsiveness and service excellence
- Collaborate across departments to deliver a seamless experience for our customers
- Handle confidential financial information with professionalism and integrity
- Quickly adapt and become proficient in multiple loan origination systems and tools
- Thrive in fast-paced environments by managing time, tasks, and pipelines efficiently
Education
High School Diploma -
Cactus High School
Glendale, AZSkills
- Mortgage lending expertise
- Loan origination systems
- Technology adaptation
- Product cross-selling
- Relationship building
- Active listening
- Product knowledge
- Team collaboration
- Time management
- Sales strategy
- Customer service excellence
References
Available upon request
Timeline
Senior Home Lending Advisor
JPMorgan Chase Bank
06.2009 - Current
High School Diploma -
Cactus High School
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