Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jason Griffin

Cedar City,UT

Summary

Seasoned Branch Manager with background in steering operations and driving growth. Leveraged leadership skills to enhance team performance, customer satisfaction, and bottom-line results in previous roles. Possess strong strategic planning and problem-solving abilities, coupled with proficiency in customer relationship management, sales strategy implementation, and staff development. Successfully boosted branch productivity by optimizing processes and cultivating high-performing teams.

Overview

20
20
years of professional experience

Work History

Branch Manager

Residential Wholesale Mortgage, Inc.
Cedar City, UT
03.2024 - Current
  • Originate Mortgage Loans- Experienced in Conventional, FHA, VA, USDA and Non-QM loans.
  • Assess customer financial status and credit worthiness to determine eligibility for mortgage loans.
  • Designed sales and service strategies to improve revenue and retention.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Establish and nurtured relationships with real estate agents and other industry professionals.
  • Ensure compliance with all federal, state and local regulations related to mortgage lending.
  • Direct daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Coordinate promotional campaigns for new products or services in order to boost sales revenue.
  • Comply with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Support outside sales force in servicing and obtaining new business.
  • Participated in community events to promote brand awareness.
  • Resolved escalated customer complaints in a timely manner.
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Developed strategies to increase customer satisfaction and loyalty.

Licensed to originate loans in Nevada

Heritage Reverse Mortgage
06.2023 - 03.2024
  • Licensed to originate loans in Nevada while brokering with Valley Mortgage Group
  • Identified needs of customers promptly and efficiently.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.

Branch Manager

Valley Mortgage Group
02.2023 - 03.2024
  • Originated mortgage loans, manage other loan officers and day to day business of the branch
  • Developed and implemented strategies to originate mortgage loans from various sources.
  • Negotiated terms and conditions with customers in order to secure optimal financing packages.
  • Established relationships with lenders, investors, underwriters and other key stakeholders in the lending process.
  • Analyzed customer's financial information including income, assets, liabilities and credit history to assess risk profile.
  • Reviewed existing mortgages for refinancing opportunities or modifications based on current market conditions.
  • Maintained up-to-date knowledge of changing regulations related to mortgage products offered by lenders.
  • Developed marketing plans designed to promote services provided by the company as a Senior Mortgage Broker.
  • Researched new industry trends and best practices related to mortgage brokering services.
  • Acquired new customers, counseled clients, and identified purchasing needs to deliver relevant real estate investments.

Branch Manager

Sun American Mortgage
01.2020 - 02.2023
  • Originated mortgage loans, manage other loan officers and day to day business of the branch.
  • Experienced in Conventional, FHA, VA, USDA, and Utah Housing Financing.
  • Consulted and advised First Time Home Buyers with their first home purchase.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Branch Manager/Loan Officer

Castle & Cooke Mortgage
10.2007 - 01.2020
  • Originated mortgage loans, managed other loan officers, and day-to-day business of the branch.
  • Experienced in Conventional, FHA, VA, USDA, and Utah Housing Financing.
  • Consulted and advised First Time Home Buyers with their first home purchase.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Loan Officer

Hometowne Mortgage
05.2005 - 10.2007
  • Originated mortgage loans as a loan officer
  • Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
  • Conducted interviews with prospective clients to gather information regarding loan applications.
  • Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
  • Negotiated terms and conditions of loan agreements with borrowers.
  • Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
  • Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.

Education

Associate of Science - Finance

Southern Utah University
Cedar City, UT
05-2007

Skills

  • Branch Operations Management
  • Business Development
  • Community relations
  • Strong interpersonal skills
  • Customer Service
  • Excels in team leadership
  • Client acquisition
  • Account review
  • Strategic planning
  • Coaching and mentoring
  • Relationship management
  • Account analysis expertise
  • Sales planning
  • Accounts receivable
  • Sales professional
  • Excellent work ethic

Timeline

Branch Manager

Residential Wholesale Mortgage, Inc.
03.2024 - Current

Licensed to originate loans in Nevada

Heritage Reverse Mortgage
06.2023 - 03.2024

Branch Manager

Valley Mortgage Group
02.2023 - 03.2024

Branch Manager

Sun American Mortgage
01.2020 - 02.2023

Branch Manager/Loan Officer

Castle & Cooke Mortgage
10.2007 - 01.2020

Loan Officer

Hometowne Mortgage
05.2005 - 10.2007

Associate of Science - Finance

Southern Utah University
Jason Griffin