Jacob Aylward
Richmond,VA
Summary
Dynamic sales and finance professional with a proven track record at companies like CJGeo, excelling in pipeline management and customer service. Spearheaded projects totaling over $462,577 in revenue, managed a portfolio generating $50,000 monthly, and funded loans exceeding $12 million. Expert in business development and professional presentations, achieving an 11% sales conversion increase.
Overview
7
7
years of professional experience
Work History
Territory Manager
CJGeo
Richmond, VA
01.2024 - 02.2025
- Led all polyurethane sales for the VA, MD, NC, and SC markets.
- 1 hour PDH presentations prospected, organized, and presented by me
- Consulted with customers to gain feedback and improve deliveries.
- Coordinated trade shows and other promotional events to raise brand awareness in the territory.
- Created presentations for potential customers highlighting products' features and benefits.
- 23 projects completed totaling $462,577 in 2024
Account Representative
Apartments.com
Richmond, VA
08.2022 - Current
- Managed a Book of Business generating over $50,000 in monthly revenue.
- In 11 months closed new contracts totaling $78,797.
- Developed key customer relationships to increase sales while working directly with owners, portfolio managers, and regional directors.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Primary contact for any of my client's concerns, changes to advertisement, new contracts, or contract renewals.
Territory Manager
CJGeo
Richmond, VA
01.2024 - 02.2025
- Covered all polyurethane projects in the VA, MD, NC, and SC markets.
- Prospected, created, and delivered one-hour PDH presentations to engineering firms.
- 23 projects sold in 2024 totaling revenue of $462,577. Exceeded margin goals.
- Coordinated trade shows and other promotional events to raise brand awareness in the territory.
- Covered sales cycle from prospecting through contract signing
Home Mortgage Consultant
Wells Fargo
Oakland, CA
09.2020 - 04.2022
- Closed on $9,000,000+ in loans in 2021 with 70% purchase transactions.
- Worked at multiple local banks across the Emeryville and Berkeley, CA areas.
- Partnered with Wells Fargo financial advisors while working with high-value clients.
Senior Loan Officer
Newfi
Oakland, California
10.2019 - 09.2020
- Greatly increased my role responsibilities, expanding from origination to also performing processing, closing documents, signing, and funding.
- Funded over $12,300,000 in my time at Newfi Lending.
- Executed entire loan origination process and ordered credit reports, appraisals and preliminary title reports.
Loan Consultant | Partnerships With Ally Bank
Better.com
Oakland, CA
04.2019 - 09.2020
- Collaborated with Ally Bank in a brand new partnership with Better.com as one of the first four loan consultants chosen for the liaison role.
- Received extensive training in NYC with high-level Ally executives.
- Licensed in over 20 states through the NMLS.
- Prequalified borrowers based on credit criteria.
- Offered counseling and financial education to clients and potential clients in order to help them attain loan qualification.
Loan Consultant Associate
Better.com
Oakland, CA
08.2018 - 04.2019
- Managed a pipeline of over 300 clients.
- Member of a 4-unit team that increased sales conversion by 11% in a month.
- Facilitated the origination of 45 loans in January; setting a record as the highest number of any loan consultant in the company.
Education
Vice President of Management Society
Bachelor of Science - Business Management
University of Alabama at Birmingham
Skills
- Pipeline management
- Financial analysis
- Salesforce experience
- Lead generation
- Prospecting
- Marketing expertise
- Business Development
- Professional Presentations
- Account Management
- Customer service
Timeline
Territory Manager
CJGeo
01.2024 - 02.2025
Territory Manager
CJGeo
01.2024 - 02.2025
Account Representative
Apartments.com
08.2022 - Current
Home Mortgage Consultant
Wells Fargo
09.2020 - 04.2022
Senior Loan Officer
Newfi
10.2019 - 09.2020
Loan Consultant | Partnerships With Ally Bank
Better.com
04.2019 - 09.2020
Loan Consultant Associate
Better.com
08.2018 - 04.2019
Vice President of Management Society
Bachelor of Science - Business Management
University of Alabama at Birmingham