Summary
Overview
Work History
Education
Skills
Strengths
Accomplishments
Timeline
Generic

JACOB DAUGHERTY

Carrollton,TX

Summary

I am a seasoned sales professional with 12 years experience in mortgage originations and financial services looking to leverage my skills and experience to break into a career in project management.

Overview

12
12
years of professional experience

Work History

Debt Advisor

Lift Lending
Irving, TX
01.2024 - Current
  • Small Startup company with less than 12 employees.
  • Analyze prospects debt situation and build solutions designed to resolved their debt within a specified period of time.
  • Provide ongoing support to customers enrolled in one of our options.

Debt Consultant

Freedom Financial Network
Carrolton, TX
11.2022 - 01.2024
  • Evaluated client's financial situation and advise them on a strategic service to accomplish their financial goals.
  • Structured a client's program or solution to resolve their debt in a specified timeline
  • 6 time black diamond winner, an award based on hitting 110%+ goal in 5 categories (units, volume, lead conversion, compliance, & client rescission).
  • Maintained production in top 20% through duration of my time there
  • Earned and maintained DC3 status which is a designation based on unit volume and retention (profitability)

Mortgage Loan Originator

First Guaranty Mortgage Corporation
Plano, TX
07.2021 - 10.2022
  • Marketed to our partner's mortgage servicing portfolios for refinance opportunities in effort to maximum customer recapture.
  • Would filter through and organize account populations based on recapture opportunity and implement a marketing strategy to convert them.
  • Tasked with orchestrating the processor, underwriter, closer, and title company to drive each file to closing and beyond.
  • I consistently funded in the top 15% of our division and was placed in the "Top Producers" group where I received additional lead opportunity.
  • As a result of my pipeline profitability, I was one of only a few Loan Originators paired up strictly with a single high performing processor rather than to a general pool of processors.
  • The company unfortunately filed for bankruptcy in October of 2022 and shut down origination operations.

Mortgage Loan Originator

AmeriSave Mortgage Corporation
Plano, TX
02.2019 - 02.2021
  • Originating both refinance and purchases mortgage from online lead sources
  • Finished 2019 within the top 5 producers out of over 100 in the Plano office despite starting in March.
  • Earned 3 production related awards based on funded volume.
  • Built up my referral sources that eventually made up 40% of my monthly business.
  • Team leader by example, boosting morale, and helping others with credit risk guidelines and loan manufacturing process.

Mortgage Loan Originator

Nationstar DBA Mr. Cooper
Irving, TX
07.2015 - 02.2019
  • Inside Sales position maintaining a very large pipeline of business of typically 40-80 mortgage loans.
  • Fast paced environment requiring highly structured day to balance new business and existing pipeline.
  • Consulted customers on refinance options based on their financial goals and guided their entire process through closing.
  • Consistently maintained production in top 20% or better throughout time here.
  • Won 2 quarterly awards for production volume and efficiency metrics.
  • Earned team lead position in my final year here where I would help lead meetings and help colleagues with escalated file issues.

Mortgage Loan Originator

Ameridream Mortgage Group, LLC
The Colony, TX
12.2013 - 07.2015
  • Mortgage broker business model utilizing over 10 mortgage channels for product diversity.
  • Acquired my own business through buying leads and networking among real estate agents and general community.
  • I leveraged strong relationships with various lender account executives, realtor offices, and title companies in effort to drive a quality customer experience.
  • Successfully built a referral partnership with 2 different local realtor offices.

Mortgage Loan Originator

Nationstar Mortgage
Irving, TX
10.2011 - 11.2013
  • Portfolio lending in a high volume production environment maintaining large pipelines.
  • Coordinate with operations teams to drive files to closing
  • Won "Lion Cub" award for highest performing new hire and new to the industry.
  • Earned high average customer service reviews.

Education

Bachelor of Science - Biomedical Sciences

Texas A & M College
College Station
08.2011

Skills

  • Building Business Relationships
  • Problem Solving & Critical Thinking
  • Team Leadership
  • Organization & Task Prioritization
  • Conducting Presentations
  • Strong Verbal, Written, and Interpersonal Communication
  • Learning Agility and Adaptability
  • Detail Oriented
  • Self-Starter
  • Negotiating

Strengths

  • Thrive in a production driven environment meeting quotas and deadlines
  • Effectively orchestrate and lead my team in the loan manufacturing process to ensure timely closing with minimum fallout
  • Intelligently prioritize file issues based on closing date and issue complexity
  • Efficiently deescalate issues among clients, team members, and 3rd party partners
  • Exceptional customer service exhibiting consistently high client satisfaction ratings
  • Proven history of high profitability driven by large business volume and strong file pull through to closing
  • Repeatedly demonstrated ability to quickly master the products, processes, and policies within different organizations, industries, and business models
  • Historically been a valuable asset to management in being a team leader and providing constructive feedback on ways to enhance our processes

Accomplishments

  • Won 12 awards across 4 organizations for production and quality metrics.
  • I have maintained units and volume within the top 20% of the sales floor during my entire career.
  • I have been recognized in nearly all organizations for high customer satisfaction ratings
  • I have been approached by leadership for management opportunities in 4 different organizations

Timeline

Debt Advisor

Lift Lending
01.2024 - Current

Debt Consultant

Freedom Financial Network
11.2022 - 01.2024

Mortgage Loan Originator

First Guaranty Mortgage Corporation
07.2021 - 10.2022

Mortgage Loan Originator

AmeriSave Mortgage Corporation
02.2019 - 02.2021

Mortgage Loan Originator

Nationstar DBA Mr. Cooper
07.2015 - 02.2019

Mortgage Loan Originator

Ameridream Mortgage Group, LLC
12.2013 - 07.2015

Mortgage Loan Originator

Nationstar Mortgage
10.2011 - 11.2013

Bachelor of Science - Biomedical Sciences

Texas A & M College

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