Summary
Overview
Work History
Skills
Timeline
Generic

Ethan Jacoby

Lincoln Park

Summary

Worked with escalated clients regarding their post close issues and their home financing needs. Provided creative solutions that made sense for the client and the business as a whole and worked with them to obtain said solution. Followed up daily regarding solutions with the client and any other needs or questions they may have had.

Overview

7
7
years of professional experience

Work History

Small Business Sales Representative

Gusto
12.2023 - Current
  • Qualified Small Businesses on what plan for payroll would be best suited for them using the Sadler Sales Method.
  • Provided ongoing support with each client in helping them onboard their business onto Gusto's Platform.
  • Maintained quality of production of recommended level by business (i.e. conversation rate, quality assurance, etc.)
  • Maintained support for clients across various means of communication. (Phone, Chat, Email, Etc.)

Server

Maiz Mexican Cantina
08.2023 - 12.2023
  • Served food and beverages promptly with focused attention to customer needs.
  • Cultivated warm relationships with regular customers.
  • Maintained clean and organized dining areas to uphold restaurant hygiene standards.

Executive Shortage Review Analyst

Rocket Mortgage
08.2020 - 08.2023
  • Researched and resolved loan funding issues post closing for refinance and purchase transactions.
  • Maintained compliance with applicable mortgage regulations laws and guidelines through client's entire loan process.
  • Maintained and recorded company data regarding how funds were allocated each month to resolve client's shortages.
  • Worked with highly escalated clients, delivering unattractive news, and then worked to offer solutions regarding their post closing finance/shortage issues.

Senior Client Communications Specialist

Rock Connections
08.2017 - 08.2020
  • Delivered exceptional client service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Logged and maintained call information and solutions provided into internal database. (Including production goals regarding dials per day, client's helped per day, etc.)
  • Connected clients to the right banker to help them get started on their home loan process using the information gathered in the conversation.

Skills

  • Sales Expertise
  • Proficient in Excel, Teams, Zoom
  • Teamwork and Collaboration
  • Critical Thinking
  • Complaint Resolution
  • Highly Adaptable

Timeline

Small Business Sales Representative

Gusto
12.2023 - Current

Server

Maiz Mexican Cantina
08.2023 - 12.2023

Executive Shortage Review Analyst

Rocket Mortgage
08.2020 - 08.2023

Senior Client Communications Specialist

Rock Connections
08.2017 - 08.2020

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Ethan Jacoby