Jason Le
San Jose,CA
Summary
Dynamic executive with expertise in mortgage and fintech, specializing in team leadership and strategic growth. Achieved $180 million in personal loan volume while enhancing customer service metrics. Skilled in building partnerships and fostering collaboration to meet business objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
CEO/CoFounder
HelpULend Inc
San Jose, CA
01.2021 - Current
- Drove profitability and ensured long-term sustainability across all operational aspects.
- Established strong relationships with lenders, vendors, and partners to foster collaboration.
- Developed strategies that increased loan origination volume and improved operational efficiency.
- Led technological advancements that improved service delivery and reduced
operational bottlenecks. - Recruited and mentored all loan officers to enhance team performance.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Developed strategies for improving customer service standards throughout the company.
- Hired, trained, and mentored staff members to maximize productivity.
- Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
VP
Loan Factory
San Jose, CA
01.2019 - 01.2022
- Advised CEO on best practices for mortgage products and technology.
- Closed 387 transactions, achieving $180 million in personal sales volume during 2020.
- Executed strategic planning initiatives to drive profitability and foster company growth.
- Spearheaded efforts to enhance customer service processes while maintaining quality assurance standards.
Director
Freedom Financial Network now Achieve
San Mateo, CA
01.2018 - 01.2019
- Expert in bridging the gap between tech and mortgage.
- Guided the successful launch of a mortgage division, leveraging industry expertise and
strategic acumen. - Freedom Financial Network (now Achieve) acquired Sindeo and I came along with the acquisition.
- Key personnel to help launch Freedom Financial Network mortgage division from ground level.
- Helped launch mortgage division from ground zero.
- Holding 30+ state licenses and Broker of Record.
Director
Sindeo
San Francisco, CA
01.2014 - 01.2018
- Managing a team of mortgage advisors - Hiring, training, support and mentoring.
- Producing Manager: #1 Producer in loan originations - both units and volume with the highest NPS rating 90.
- Project Management: Managing multiple projects, systems and partnerships.
- Responsible for opening Sindeo's first net branch in San Jose/Milpitas.
- Working with cross functional teams: Engineering, IT, Operations and Legal.
- Experience working with online leads: Zillow, Bankrate, Lending Tree and others.
- Responsible for MSAs relationship nationwide with major real estate companies.
Program Manager
Sony Electronics
- Managing Sony Reader application on Android for tablet and mobile devices.
- Strong track records on managing/tracking multiple projects to ensure target milestones achieved.
- Daily interaction to track status/progress with DEV, SQA, UX and 3rd party vendors internal/global.
- Working closely with business, marketing and cross-functional team on feature requirements.
- Writing and maintaining software functional specification.
Lead Sustaining/QA Engineer
Sony Electronics
- Administrator for all JIRA, Confluence and file-sharing servers.
- Technical Lead for SQA Team in San Jose and outsource SQA team in India.
- Provided training/mentoring to SQA, Customer Support Rep and Business Unit on software/hardware functionality.
- Performed acceptance criteria for all products developed by outsource development team.
- Participated in design reviews and make recommendations for product improvements based on customer's feedback.
- Tier IV level support to Sony's Call Center in Costa Rica and El Salvador.
- Provided design and usability feedback to development team for product improvement.
Education
Certification Project Management Program -
Santa Cruz Extension
Santa Clara, CABachelor of Science - Software Engineering
San Jose State University
San Jose, CASkills
- Mortgage
- Real Estate
- Fin-Tech
- Technological Integration
- Leadership and people development
- Start-Up
- Project management
- Sales growth
- Cross-functional collaboration
- Risk Mitigation
Certification
- Broker of Record for CA and WA
- Database System Certification from UC Santa Cruz Extension
Timeline
CEO/CoFounder
HelpULend Inc
01.2021 - Current
VP
Loan Factory
01.2019 - 01.2022
Director
Freedom Financial Network now Achieve
01.2018 - 01.2019
Director
Sindeo
01.2014 - 01.2018
Program Manager
Sony Electronics
Lead Sustaining/QA Engineer
Sony Electronics
Certification Project Management Program -
Santa Cruz Extension
Bachelor of Science - Software Engineering
San Jose State University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native language
Vietnamese
Upper Intermediate (B2)
B2
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