Jonathan Slipp
Sales & Marketing Executive
Orange County,CA
Summary
Driven and passionate Account Executive with 15+ years of experience and special interest in selling to small businesses with high potential for mutually-beneficial partnerships. Dedicated to developing long-term relationships with customers. Focused on building intimate knowledge of products and services as well as unique small-business needs.
Overview
27
27
years of professional experience
16
16
years of post-secondary education
Work History
Account Broker
Royal Pacific Funding Dba BluePoint Mortgage
5 2023 - 5 2024
- Established new broker accounts
- Educated brokers on new available products and how to relate them to current scenarios
- Achieved and consistently exceeded monthly targets, contributing to the overall success of the team and company.
- Developed comprehensive knowledge of various loan programs, allowing for better service to customers and expedited processing times.
- Established new broker accounts
- Educated brokers on new available products and how to relate them to current scenarios
- Collaborated with brokers/borrowers mitigating challenges within the loan and internal backend to expedite the approval process for mortgage applications.
- Improved client retention rates by consistently delivering top-notch customer service throughout the entire loan process.
- Cultivated a referral network among satisfied clients, generating additional leads through word-of-mouth advertising strategies..
- Spearheaded cross-selling initiatives with brokers, increasing overall product penetration among existing clients.
- Increased client satisfaction by providing personalized account management and timely responses to inquiries.
Mortgage Account Executive
Hometown Equity Mortgage Dba TheLender
04.2022 - 05.2023
- Educated brokers on new available products and how to relate them to current scenarios
- Stayed current on industry trends, market conditions, and competitor offerings to continuously refine sales approach for maximum effectiveness.
- Boosted loan application approvals by effectively managing a pipeline of mortgage applications and ensuring timely followups.
- Increased loan origination volume through proactive outreach to potential clients and referral partners in the real estate industry.
- Conducted rigorous credit analysis and risk assessments to ensure loan viability, reducing default rates for the company.
- Collaborated with internal teams to develop marketing strategies for attracting new borrowers and expanding market share in the region.
- Resolved broker/borrower challenges within the loan and internal backend errors
- Working knowledge of industry, product and current trends.
National Sales Representative
Sovereign Fields
08.2018 - 03.2022
- Conducted B2B sales and marketing
- Championed process improvements that led to increased efficiency across the entire sales organization.
- Boosted sales revenues through the development and implementation of targeted marketing strategies.
- Spearheaded initiatives aimed at reducing lead-to-close times, resulting in accelerated deal progression.
- Analyzed market trends to inform strategic planning efforts, positioning the company ahead of competitors in key areas.
- Developed long-term partnerships with clients, resulting in repeat business and sustained revenue growth.
- Provided issue resolutions to secure client interest and account retention.
SEO Executive
EZOOM-it/ZOOM-ads
05.2013 - 07.2018
- Created and executed successful content marketing campaigns, leveraging SEO best practices to drive targeted traffic and increase brand visibility.
- Analyzed Google Analytics data to uncover insights about user behavior patterns, guiding future optimizations for better engagement.
- Established clear KPIs and reported on performance metrics, demonstrating the impact of SEO initiatives on business goals.
- Established new SEO accounts with businesses nationwide and maintained account needs
- Created and distributed promotional material for a 30-60 second commercial
- Prepared comparative market research analysis to establish the most effective locations and keywords to drive customers to the business
- Guided business owners through the SEO process
- Update SEO listings to match the business growth.
Sales Manager- Mortgage & Loans
Home Loan Mortgage Corporation
08.2004 - 04.2013
- Managed originators, loan processors/account managers
- Worked closely with underwriters and funders in closing and retention to increase efficiencies in the process
- Managed production lines for set up, account management, disclosures, documents & funding departments with direct reports
- Created training material and implemented the training as it pertained to procedure, agency or company policy changes as they occurred including TRID implementation.
Loan Officer
Residential Credit Corporation
02.1998 - 05.2004
Loan Origination Representative
Express Capital Mortgage
01.1996 - 02.1998
Education
CA Real Estate License -
01.2009 - 05.2025
Skills
Portfolio Management
Data Interpretation
Goal-oriented mindset
Strong negotiation skills
Negotiation expertise
Business growth and retention
Sales techniques
National account management
Client Relationship Building
Revenue Generation
Business Relationship Management
Sales Forecasting
B2B Sales
Market Trend Analysis
Mortgage & Loans
Client acquisition
Account development
Timeline
Mortgage Account Executive
Hometown Equity Mortgage Dba TheLender
04.2022 - 05.2023
National Sales Representative
Sovereign Fields
08.2018 - 03.2022
SEO Executive
EZOOM-it/ZOOM-ads
05.2013 - 07.2018
CA Real Estate License -
01.2009 - 05.2025
Sales Manager- Mortgage & Loans
Home Loan Mortgage Corporation
08.2004 - 04.2013
Loan Officer
Residential Credit Corporation
02.1998 - 05.2004
Loan Origination Representative
Express Capital Mortgage
01.1996 - 02.1998
Account Broker
Royal Pacific Funding Dba BluePoint Mortgage
5 2023 - 5 2024
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