Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic
Chad Erickson

Chad Erickson

Chandler,AZ

Summary

I've spent over 15 years immersed in the dynamic world of finance. With a passion for numbers and a knack for strategy, I've navigated through various roles and challenges, constantly seeking growth and innovation. One of my proudest achievements has been building a thriving company from the ground up, assembling a team of 11 talented individuals who share my vision and dedication. From laying the foundation to fostering a culture of excellence, every step of the journey has been rewarding and transformative. My journey in finance was further enriched by my education at Notre Dame, where I honed my analytical skills and embraced the values of integrity and perseverance. Armed with a strong academic background and real-world experience, I continue to approach every opportunity with enthusiasm and a drive to make a positive impact. Whether it's devising strategic investment plans or empowering my team to reach new heights, I thrive on challenges and am committed to driving success, both professionally and personally.

Overview

15
15

Years of professional experience

15
15

Years of great customer service and sales

Work History

Private Client Home Lending Advisor

JPMorgan Chase & Co
10.2024 - Current
  • Responsible in uncovering assets during the application process and partnering with the Financial Advisor to deliver options directly to client in an effort to grow AUM at the branch
  • Manage a portfolio of affluent clientele, delivering personalized assistance and guidance with their lending needs.
  • Analyze clients' individual needs and preferences, offering tailored suggestions for suitable mortgage products aligned with their financial goals and aspirations.
  • Evaluate clients' financial standing, credit background, and pertinent credit guidelines to ascertain loan eligibility. Direct the entire loan origination and administration workflow, maintaining proactive communication with clients to ensure the highest satisfaction and loyalty.

Owner / Broker

JCM Lending
08.2022 - 10.2024
  • Developed and executed strategic business plans to expand client base and increase revenue as an Owner/Broker.
  • Implemented marketing strategies to enhance visibility and drive brand recognition within the real estate market.
  • Provided guidance and negotiation skills to facilitate successful transactions with customers directly.
  • Successfully grown the company to 11 employees across two states while always maintaining profitability.
  • Analyze clients' individual needs offering tailored suggestions for products aligned with their goals

Producing Branch Manager

Caliber Home Loans, Inc.
03.2021 - 08.2022
  • Successfully led a team of 12 employees in achieving branch revenue targets, resulting in an increase in sales year-over-year.
  • Developed and executed operational efficiency improvements, leading to a reduction in branch expenses while maintaining high customer satisfaction ratings.
  • Conducted regular performance evaluations and training programs for staff to enhance their skills and improve overall team performance.
  • Cultivated relationships with clients and outside partners to drive business development opportunities and expand the branch's customer base.

Private Client Advisor / Lending Manager

JPMorgan Chase & Co.
08.2017 - 03.2021
  • Provided leadership and management to 15 Home Lending Advisors, Assistants and various personell. Focusing in and increasing their individual production in multiple buckets includuing; total units, customer survey score, pull-though, and total volume.
  • Utilized strong interpersonal skills to effectively manage and expand retail mortgage production within my designated area. Developed strategic partnerships with Bank Market & District Managers, and Operations & Underwriting teams to ensure flawless execution by my mortgage team of the coverage model and Mortgage Banker behaviors.
  • Demonstrated leadership capabilities in attracting, recruiting, retaining, and developing a successful team of Home Lending Advisors, tailored to succeed in Chase's business environment. Provided comprehensive sales leadership, modeled and coached key behaviors, facilitated effective education and employee development, and actively solicited feedback from banking partners to optimize team performance.
  • Successfully implemented different strategies to move my market ranking of 240 from when I took over to number 8 in the nation in a year over year review.
  • Responsible in uncovering assets during the application process and partnering with the Financial Advisor to deliver options directly to client in an effort to grow AUM at the branch
  • Manage a portfolio of affluent clientele, delivering personalized assistance and guidance with their lending needs.

Home Lending Advisor

JPMorgan Chase & Co.
08.2010 - 08.2017
  • Manage a portfolio of high-income customers, providing support and assistance with their lending needs.
  • Identify customers’ needs and requirements, making recommendations for appropriate mortgage products to support their financial and personal objectives.
  • Consistently achieve top 10% in Arizona and attained top 10% in region.

Education

Business Management and Leadership -

University of Notre Dame - Mendoza College of Business
12-2018

Skills

  • Team Management
  • Operations Management
  • Financial Services
  • Strong Sales Acumen
  • Highly Adaptable
  • Relationship Building

Affiliations

YPN - Young Professionals Network

  • Identifies, equips, and mobilizes future young professionals by developing them and engaging in initiatives that are geared toward improving our communities.

Certification

SIE License - May 2025


NMLS - August 2010

Timeline

Private Client Home Lending Advisor

JPMorgan Chase & Co
10.2024 - Current

Owner / Broker

JCM Lending
08.2022 - 10.2024

Producing Branch Manager

Caliber Home Loans, Inc.
03.2021 - 08.2022

Private Client Advisor / Lending Manager

JPMorgan Chase & Co.
08.2017 - 03.2021

Home Lending Advisor

JPMorgan Chase & Co.
08.2010 - 08.2017

Business Management and Leadership -

University of Notre Dame - Mendoza College of Business

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