Jason Slaby
Brecksville,Ohio
Summary
Results-oriented financial professional with extensive experience developing client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.
Overview
10
10
years of professional experience
Work History
Assistant Branch Manager
Semper Home Loans
07.2022 - 07.2023
- Managed branch team of 12 full-time employees.
- Developed strategies alongside regional vice president to meet established sales objectives and increase branch revenue.
- Trained and developed new team members in alignment with branch service standards.
- Addressed all new incoming leads prioritizing customer satisfaction.
Lead Loan Partner
Financial Mortgage Solutions
06.2020 - 07.2022
- Main point of contact to communicate with clients, realtor and broker partners, the processing team, and to make sure day to day operations were moving efficiently.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Team closed on average 30-40 loans per month consisting of both purchase and refinance products.
Loan Officer
KeyBank Mortgage
01.2019 - 07.2019
- Maintained vast knowledge of all programs that Key Bank offered.
- Pipeline consisted of purchase loans, refinance business, equity loans, as well as lines of credit.
- Created a book of business by maintaining relationships with realtors, personal bankers, the financial advising team, and branch managers.
- Coached and counseled branch staff to assist in increasing revenue in all aspects of the branch.
Loan Officer
NVR Mortgage
11.2013 - 10.2018
- Worked alongside one of the top five homebuilders in the nation Fox Ridge/Ryan Homes in assisting new home buyers with mortgage financing from home purchase to settlement.
- Remained knowledgeable on all available loan programs offered by NVRM, as well as broker offerings, to compete with lenders and earn each customer’s business.
- Maintained strong partnerships with the NVR homebuilding sales team to assist in monthly sales goals and sustain a high capture rate in the growing Cleveland and Nashville market.
- Originated a pipeline of up to 100 customers at a time while maintaining an excellent customer service rating of 9.4.
Education
Bachelor of Business Administration - Marketing
University of Cincinnati
Cincinnati, Ohio08.2013
Skills
- Credit Risk Evaluation
- Business Development
- Sales Expertise
- Relationship Building and Management
- Financial Advising
- Staff Development
Timeline
Assistant Branch Manager
Semper Home Loans
07.2022 - 07.2023
Lead Loan Partner
Financial Mortgage Solutions
06.2020 - 07.2022
Loan Officer
KeyBank Mortgage
01.2019 - 07.2019
Loan Officer
NVR Mortgage
11.2013 - 10.2018
Bachelor of Business Administration - Marketing
University of Cincinnati
Similar Profiles
Dale Joseph GallantDale Joseph Gallant
Chief Development Officer at Semper Home Loans, IncChief Development Officer at Semper Home Loans, Inc
Bryan RexBryan Rex
Senior Recruiter at Semper Home LoansSenior Recruiter at Semper Home Loans
Danielle BiermannDanielle Biermann
VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)