Jack Newman
Mortgage Loan Officer
San Diego,CA
Summary
I strive to achieve a career that I can put my years of communication and sales skills to use. With communication and a level of customer service I have been able to create lasting connections and I am looking for the right position to apply my skills to. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Veterans First Mortgage (Wintrust Bank)
Wintrust Bank
01.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Skilled at working independently and collaboratively in a team environment.
- Expert knowledge of the LOS Encompass systems.
- CRM application Salesforce trained.
- Origination Pricing tool Polly trained.
- SnapDocs Trained for faster smoother hybrid closings.
- Veteran, FHA, and Conventional mortgage loan products trained.
- Product origination in over 240+ loan programs.
- Earned 10's on all my MPS Surveys and overall ranking was 100% with Veterans First mortgage, number 10 in the company for survey satisfaction and I effectively have trained my skills to a greater knowledge.
- Closed 50 loans 2024-2025.
- Purchase loan officer and refinance loan officer ready.
- Heloc/Heloan trained, Correspondent, broker, and in house mortgage bank loans. As well as manual underwriting.
- Self Gen, Inbound lead, previous/past funded, and referral type lead sources all utilized for lead sourcing.
- Have done family/friend loans, past client repeated, and most of the times the client will refer out to their friend or family due to high satisfaction ratings on the mortgage loan service provided and for what I bring to the table which is expert tangible knowledge that aids to my loans values.
- Conversion rates hovered around 5%-7% from all the mentioned above lead sources. (higher sometimes)
- Total Funded since beginning at Veterans First Mortgage in volume was $12 Million.
- SAFE MLO Certified.
- Credit Repair/counsel trained. (Rapid rescore, informative research, and Factual data trained)
Sr. Mortgage Loan Officer
Global Equity Finance
03.2021 - 10.2023
- Offered excellent customer service to help my company solidify qualified leads through to closing
- Averaged 14-day closes
- Consulted with clients about their lending objectives to help successfully achieve their financial goals
- Collect the financial documents and information needed to complete a mortgage application and ensure that all information is complete and accurate
- Used Teamwork to resolve problems throughout the application process
Jr. Mortgage Loan Officer
Global Equity Finance
12.2020 - 03.2021
- Quickly established rapport with interested Clients
- Became the top of the Leaderboard in Qualifying Leads
- Updated my job knowledge by participating in educational opportunities
- Became Licensed in 6 states
- Received a promotion due to consistently assisting Sr
- Officers in gaining more than 10 loans monthly
Sales Associate
Fully Promoted
09.2017 - 11.2020
- Gained experience working under pressure in a fast-paced sales environment
- Recruited, Trained, and managed new sales team members
- Anticipated the needs of patrons to provide next level customer service
- Thoroughly studied all offered products to help clients make well informed decisions and helped to show expertise when answering questions
Education
Business/Finance/Math
SDSU
San Diego Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Mortgage loan origination expertise
- Dependable and responsible
- Attention to detail
- Problem resolution
Accomplishments
Closed 50 Loans in 1 year of work at Veterans First Mortgage for total of $13 Million Volume.
Was ranked 30 out of 85 loan officers in the presidents circle rankings.
Completed mortgage loans for borrowers speaking Spanish and English.
Achieved a 100% 10's on all Mortgage (MPS) surveys for satisfaction of loan service ranked top in the company for customer satisfaction.
Certification
Loan Originators Certificate, NMLS 2167173
Languages
English
Native or Bilingual
Spanish
Professional Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancement401k matchHealthcare benefitsQuote
Almost everything worthwhile carries with it some sort of risk, whether it’s starting a new business, whether it’s leaving home, whether it’s getting married, or whether it’s flying into space.
Chris Hadfield
Software
Polly origination tool
Credco Credit corelogic
Factual Data
Informative Research
Encompass LOS
Byte LOS
Filemaker LOS
Sales Force CRM
Interests
Helping assist in the transparency and smoothness of the most largest purchase in ones lifetime
Timeline
Veterans First Mortgage (Wintrust Bank)
Wintrust Bank
01.2024 - Current
Sr. Mortgage Loan Officer
Global Equity Finance
03.2021 - 10.2023
Jr. Mortgage Loan Officer
Global Equity Finance
12.2020 - 03.2021
Sales Associate
Fully Promoted
09.2017 - 11.2020
Business/Finance/Math
SDSU
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