Jordan Webb
Shelby Township
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
8
8
years of professional experience
Work History
Sales Manager
AAA Insurance Agency
12.2023 - Current
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
Relationship Banker
JP Morgan Chase
03.2023 - 12.2023
- Obtained my series 6, series 63, and Life and Health Insurance License
- Working with Financial Advisors to secure the best financial situation for each client
- Dialing out to clients to set appointments as well as working with clients that come into branch to over exceed production expectations without sacrificing tremendous customer service
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Worked well in a team setting, providing support and guidance.
- Excellent communication skills, both verbal and written.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Financial Advisor Apprentice
Joseph Aiello and Assocaiates
10.2022 - 02.2023
- Marketing and build relationships with new and old customers to build book of business
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Meeting with clients uncovering all aspects of current finances to direct them to the right avenue for the best suitability to reach their financial goals
- Maintaining relationships with clients, with the day to day of dialing and marketing to build new client relationship to grow the overall business, exceeding production goals
Licensed Loan Officer
New American Funding
06.2022 - 10.2022
- Sold and Originated Refinance and Purchase Mortgages
- Hit and exceeded all production goals and metrics enuring overall new business was the forefront of daily activities while maintaining a pipeline
- Assessed Clients financial histories as well as financial goals to customize their Mortgage to best suit their needs
- Knowing current guidelines, having an unmatched work ethic and drive to always exceed expectations to unsure the loan of coming to me, as well as their future business
- Managed a diverse portfolio of loans including conventional, FHA, VA, USDA, jumbo mortgages while maintaining regulatory compliance.
- Educated clients about mortgage terminology, processes, documentation required for successful applications leading to increased confidence during transactions.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Licensed Loan Officer
Amerisave Mortgage
05.2022 - 06.2022
- Sold and Originated Refinance Mortgages
- Hit and exceeded all production goals and metrics ensuring overall new business was the forefront of daily activities while maintaining a pipeline
- Assessed Clients financial histories as well as financial goals to customize their Mortgage to best suit their needs
- Knowing current guidelines, having an unmatched work ethic and drive to always exceed expectations to unsure the loan of coming to me, as well as their future business
- Enhanced loan application approvals by efficiently evaluating borrower qualifications and creditworthiness.
- Maintained up-to-date knowledge of changing industry regulations, policies, and underwriting guidelines for accurate guidance to clients.
- Delivered exceptional customer service, guiding clients through the entire mortgage process from application to closing.
Licensed Loan Officer
Loan Depot
04.2020 - 04.2022
- Completed Training and Safe Exam through Company in the top 5% of Class of Loan Officers
- Build a business within Loan Depot that was in the top ranks of my team month after month, exceeding target goals and managing a pipeline of Purchase as well as Refinance Mortgages
- Knowing current guidelines, having an unmatched work ethic and drive to always exceed expectations to unsure the loan of coming to me, as well as their future business
- Assessed Clients financial histories as well as financial goals to customize their Mortgage to best suit their needs
- Maintained up-to-date knowledge of changing industry regulations, policies, and underwriting guidelines for accurate guidance to clients.
- Conducted comprehensive financial analyses, ensuring appropriate loan recommendations based on individual client needs.
Sales Manager
LA Fitness
01.2017 - 04.2020
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
Education
Associate of Arts - Electrical Engineering
DeVry University
Downers Grove, ILSkills
- Loan structuring
- Account Management
- Marketing
- Negotiating
- Credit Analysis
- Banking
- Financial Planning
- Customer Service
- Goals and performance
- Staff Management
- Sales team training
Educationlicenses
- NMLS 2137876
- Series 6
- Series 63
- MI Health, Life, and Annuities License
Timeline
Sales Manager
AAA Insurance Agency
12.2023 - Current
Relationship Banker
JP Morgan Chase
03.2023 - 12.2023
Financial Advisor Apprentice
Joseph Aiello and Assocaiates
10.2022 - 02.2023
Licensed Loan Officer
New American Funding
06.2022 - 10.2022
Licensed Loan Officer
Amerisave Mortgage
05.2022 - 06.2022
Licensed Loan Officer
Loan Depot
04.2020 - 04.2022
Sales Manager
LA Fitness
01.2017 - 04.2020
Associate of Arts - Electrical Engineering
DeVry University
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