Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Timeline
AdministrativeAssistant
Jack Robertshaw

Jack Robertshaw

South Park Township,PA

Summary

Outgoing mortgage producer and team leader with 25 years of Mortgage and lending experience. Fantastic salesperson with proven eye for detail and goal-oriented mindset. Known for closing sales quickly and ensuring both buyer and seller satisfaction.

Proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination (Conventional, FHA, VA, USDA, Jumbo, manufactured) and closing. Offers great time management and task prioritization skills.

Spent the last four years working remotely with Own Up and Society Mortgage, both fin tech mortgage companies, and maintain top producer status, which I believe will prove valuable.

Overview

24
24
years of professional experience
1
1
Certificate

Work History

Sr Mortgage Advisor

Society Mortgage
11.2023 - Current
  • Developed tailored mortgage solutions for diverse clientele, resulting in a higher percentage of successful loan applications.
  • Conducted comprehensive financial analyses to identify potential risks and recommend suitable loan products for various client profiles.
  • Maintained up-to-date knowledge of market trends, regulatory changes, and competitive offerings to provide accurate advice to borrowers.
  • Managed a large pipeline of loans efficiently without compromising on quality or customer service.
  • Conducted thorough pre-qualification assessments, ensuring clients had a clear understanding of their financial position before entering the home-buying process.
  • Maintained consistent home shopping pipeline of 70-100 borrowers.
  • Issued 8-12 pre approvals weekly from 16-20 weekly document requests.
  • Have worked remotely for 4 years and maintained a top producer status.
  • To increase production and availability I made myself available on weekends for borrower and agent calls.

Team Lead/Producing Sr. Home Advisor

Own Up
11.2020 - 10.2023
  • Reviewed and executed confidential documents, contracts and disclosures.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Proficient in VA, FHA, Manufactured, Conventional, Jumbo and other loan types.
  • Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Worked in mortgage tech space with a start-up and was a top producer. Originated 157 loans in 2022 alone.
  • Lead top originating team 9 consecutive months.
  • Educated clients on current market conditions, pricing, and mortgages.
  • Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.

Branch Manager

FIRST NATIONAL BANK OF PA
01.2019 - 10.2020
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in 23% increase in annual sales.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Developed strategic plans for day-to-day financial operations.
  • Complied with established internal controls and policies.
  • Examined customer loan applications for loan approvals and denials.

Market Sales Coordinator

Combined Insurance
09.2016 - 01.2019
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Generated new leads through networking and attending industry events.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Utilized CRM software to manage customer accounts and track performance metrics.
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Organized promotional events and interacted with community to increase sales volume.
  • Multiple sales contest winner and recognized as top team leader.

Branch Manager

Citizen's Bank
03.2010 - 07.2016
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Examined customer loan applications for loan approvals and denials.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Complied with established internal controls and policies.
  • Developed strategic plans for day-to-day financial operations.

Mortgage Market Manager

PNC Mortgage
06.2006 - 02.2010
  • Achieved sales goals and service targets by cultivating and securing new customer relationships resulting in a 233% increase first year in the position.
  • Coached sales team members in effective selling strategies and closing techniques.
  • Made strategic and successful decisions by documenting and tracking sales activities.
  • Networked in market to build partnerships and connections with prospects.
  • Directed work of 23 sales professionals at multiple offices across 122 locations.
  • Achieved monthly sales targets consistently by pursuing new business.
  • Built relationships with customers and community to establish long-term business growth.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Liaised between senior management and front-line team members to implement effective changes and revitalize market growth.
  • Created and launched new online marketing strategies that resulted in 24% sales increase.
  • Increased revenues by 233% within first year as Market Sales Manager.

Branch Manager/Owner

Allied Home Mortgage Capital Corporation
01.2000 - 06.2006
  • Developed strategic plans for day-to-day financial operations.
  • Developed client base through network and seminar marketing.
  • Insured client retention by providing strategic mortgage recommendations based on evaluation of client supplied information.
  • Employed numerous mortgage instruments in sometimes complex strategies specializing in VA, Government, Conventional and Jumbo lending products.
  • Developed high producing Loan Officer force of 13 in less than 10 months.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

Education

Bachelor of Science - Business, Finance

University of Pittsburgh - Titusville
Titusville, PA

Skills

  • Production Monitoring
  • Regulatory Compliance
  • Schedule Management
  • Complaint Resolution
  • Coaching
  • Mentoring
  • Analytical Thinking
  • Sales Expertise
  • Team Building
  • Issue Resolution
  • Complex Problem-Solving
  • Verbal and Written Communication
  • Goal Setting
  • Knowledgeable in Hubspot (CRM), Path, Lodasoft, Lenders One, Calyx, Byte, Optimal Blue and others

Accomplishments

    I currently hold an elected position on the board of Auditors in South Park Township, PA (a voluntary position).

Certification

I have an NMLS registry number 748693 and an NMLS national license as well as licenses in PA, FL, IL, TN, AL and TX.

Additional Information

In 2016 I made a brief career change due to the flexible scheduling nature of the employment compared to the bank hours. My elderly father was diagnosed with cancer and needed assistance getting to his numerous appointments during the day over the course of 2 years. I returned to the mortgage and banking industry shortly thereafter.

Timeline

Sr Mortgage Advisor

Society Mortgage
11.2023 - Current

Team Lead/Producing Sr. Home Advisor

Own Up
11.2020 - 10.2023

Branch Manager

FIRST NATIONAL BANK OF PA
01.2019 - 10.2020

Market Sales Coordinator

Combined Insurance
09.2016 - 01.2019

Branch Manager

Citizen's Bank
03.2010 - 07.2016

Mortgage Market Manager

PNC Mortgage
06.2006 - 02.2010

Branch Manager/Owner

Allied Home Mortgage Capital Corporation
01.2000 - 06.2006

Bachelor of Science - Business, Finance

University of Pittsburgh - Titusville

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Jack Robertshaw