Jordon Mansky

• Complete and pass all assigned Mortgage Banker training and licensing activities – 15 weeks of Mortgage Banker training and licensing.
• Consult with clients about current and future needs in achieving their financial goals.
• Deliver world-class client service and establish ongoing financial services relationships.
• Interview clients to gather information about their unique financial situations, needs and objectives.
• Conduct credit, underwriting and financial analyses to qualify clients for various loan programs.
• Evaluate various loan programs and affordable financing plans from a broad range of Quicken Loans mortgage options.
• Educate and advise clients on the home buying process and how to best manage their mortgage(s).
• Ensure exceptional client experiences with ongoing communication throughout the entire loan process.
• Protect Quicken Loans’ interest and reputation as the nation’s largest online retail mortgage lender and the second largest retail mortgage lender in the U.S.Worked with underwriters to fix application problems and resolve issues.
• Reviewed loan files and updated to match current standards.
• Implemented sales strategies that established relationships with realtors and CPAs.
• Fielded customer complaints and provided solutions.

· Cultivate relationships with new/previous customers to achieve sales objectives and provide insight into new products, features, and options.

· Personally calculate and collect financial requirements/stipulations prior to obtaining approval from dealership manager, and finance manager.

· Present sale offers/strategically negotiate with customers to come up with a resolution that works best for both the dealership and the customer.

· Maintain contact/follow up and build strong rapport with customers via email, phone calls, and in person.

• Maintain strong customer service skills to obtain/provide accurate and complete information.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Provided primary customer support to internal and external customers.
• Consistently multi task and shift between tasks/dual monitors with ease and proficiency.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Recommended products to customers, thoroughly explaining details.
• Provide ability to solve complex problems and make decisions within position standards.

• Utilize advanced skip tracing and other available resources for accounts where there has been difficulty establishing contact.
• Contact delinquent accounts to request payments and/or collateral to bring the account to a current status in a prompt, courteous and professional manner.
• Negotiate the best solution for not the only the company but the customer as well.

• Represent company by providing exceptional customer experience.
• Perform multiple strategies and techniques on portfolio of loans each month in an attempt to make contact with customer, and to stress urgency and importance.
• Investigate and negotiate solutions that would best help customers.

• Answered clients’ questions regarding the purposes and details of financial plans and strategies.
• Provide excellent customer serve to customers who need assistance meeting their contract obligations.
• Meet and exceed monthly production goals

• Collected information from banks, institutions and employers to assess applicant eligibility.
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
• Examined customer loan applications for loan approvals and denials.
• Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
• Originate refinanced loans from outbound, inbound, and email lead sources.
• Known amongst other loan officers as a go to person for guideline related questions.