Jason Thai
San Jose,United States
Summary
Charismatic finance professional who is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Recipient of 'Circle of Stars', awarded to the top 7% producers.
Overview
9
9
years of professional experience
Work History
Home Mortgage Consultant
Wells Fargo Bank, N.A.
10.2021 - 09.2023
- Developed and maintained relationships with mortgage brokers, real estate agents and other referral sources to increase loan volume
- Provided expert guidance during the entire loan process, ensuring smooth transactions from pre-approval to closing.
- Assessed clients' financial data to determine loan suitability.
- Coordinated with title companies, appraisers, real estate agents, and other professionals during settlement procedures ensuring seamless transactions.
Business Banking Specialist
Wells Fargo Bank, N.A.
01.2019 - 10.2021
- Engages with customers in all phases of the business life cycle while following policies and leveraging product knowledge and resources
- Maintaining and growing a book of business through proactive outreach, follow ups and leveraging centers-of-influences
- Proactively work with colleagues and internal partners to provide exceptional customer service to business owners.
Personal Banker
Wells Fargo Bank, N.A.
04.2016 - 01.2019
- Conducted needs based conversations by identifying credit, deposit and servicing needs of customers
- Conducted risk assessments and implemented risk management strategies to ensure compliance with regulations
- Researched and identified potential investments and markets to increase the bank's profitability.
Bank Teller
Wells Fargo Bank, N.A.
12.2014 - 04.2016
- Learned and followed store policies and procedures, minimizing loss exposure and improved customer service
- Processed transactions accurately and efficiently, ensuring that all transactions were completed within the established time-frame
- Handles customer complaints calmly and professionally
Skills
- Adaptability
- Empathy and patience
- Client Service
- Relationship Building Abilities
- Ethical business conduct
- Networking aptitude
- Ethical business conduct
- Attention to Detail
- Ethical business conduct
- Networking aptitude
Details
San Jose, United States, 408-826-9918, thaijason92@gmail.com
Personal Information
Title: Loan Officer
References
References available upon request
Timeline
Home Mortgage Consultant
Wells Fargo Bank, N.A.
10.2021 - 09.2023
Business Banking Specialist
Wells Fargo Bank, N.A.
01.2019 - 10.2021
Personal Banker
Wells Fargo Bank, N.A.
04.2016 - 01.2019
Bank Teller
Wells Fargo Bank, N.A.
12.2014 - 04.2016