Jae Jones
San Francisco,California
Summary
Experienced Relationship Banker with a solid background in banking and finance. Cultivates positive client relationships, consistently surpasses sales goals, and provides exceptional customer service. Demonstrates excellent communication and interpersonal skills to help customers understand their financial needs, goals, and available options.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
05.2023 - Current
- Managing assigned clients & proactively meeting with them- in person & over the phone - to build lasting relationships, discover financial needs and tailor products & service recommendations
- Partnering with Specialists (Financial Advisors, Mortgage Bankers, Business Bankers) to connect clients to experts who can help them with specialized financial needs
- Adhering to policies, procedures, and regulatory banking requirements.
- Increasing client portfolio by 25% annually
- Managing outbound call expectation of a least 30 calls per day
- Increased credit card sign-ups by 50% this year over last year
Mobile Notary Signing Agent
Self-Employed
08.2015 - 11.2023
- Conducted over 10,000 mortgage loan closing over the last 10 years
- Examined legal documents to verify completeness
- Verified identities of all signers & checked for the authenticity of all documents
- Administered oaths and initiated acknowledgments.
- Explained various mortgage and real estate documents to signing parties.
Escrow Assistant
Reali
11.2019 - 08.2020
- Reviewed all purchase contracts, title commitments & lender closing instructions prior to closing
- Maintained proper accounting procedures when depositing & removing earnest money & final disbursement from the escrow account
- Prepared closing documents such as settlement statements, escrow files, and closing statements
- Communicated with title insurance, homeowner insurance, loan officer, escrow processor and real estate agent team members to assist escrow officers in the closing process.
- Closed an average of 5 purchase deals per day within the Western Region of the U.S.
Commercial Escrow Assistant
First American Title Insurance Company
05.2015 - 09.2018
- Assisted in the escrow process for simple & complex commercial transactions such as preparing documents for closing, inputting closing statement information, and handling disbursement and follow-up
- Communicated regularly with customers and their legal team during the escrow process, adapted to communication style as needed
- Interpreted various agreements related to escrow closings
- Worked with innovative technologies to enable escrow transactions and communicated with customers to provide a phenomenal customer experience.
- Closed an average of 20 commercial deals per month
Education
No Degree - Business Administration
Fullerton College
Fullerton, CASkills
- Relationship building and management
- Customer Service-Oriented
- Financial Services
- Financial Planning
- Cross-Selling Products
- Banking
- Loans
- Portfolio Management
- Decision-Making
- Attention to Detail
- Problem-solving aptitude
- Self Motivation
Websites
Certification
- Loan Origination License, NMLS 1787143
- CA Insurance Producer License, CA Dept. of Insurance - License #4314898
- Series 6 Investment Company & Variable Contracts License, FINRA
- Securities Industry Essentials License, FINRA
- Series 63 Uniform Securities Agent State License, FINRA
Hobbies
Abstract Artist, Avid Gardener, Car Enthusiast
Timeline
Relationship Banker
JP Morgan Chase
05.2023 - Current
Escrow Assistant
Reali
11.2019 - 08.2020
Mobile Notary Signing Agent
Self-Employed
08.2015 - 11.2023
Commercial Escrow Assistant
First American Title Insurance Company
05.2015 - 09.2018
No Degree - Business Administration
Fullerton College