Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Jordan Bean

Jordan Bean

Westminster,MD

Summary

Motivated sales professional with 8 years of hands-on experience evaluating direct and indirect lending products, finance concepts and loan origination. I strive to bring great customer satisfaction, while delivering high end results. Bringing a competitive and confident attitude to the work place, along with my daily enthusiasm to drive growth for companies and clients. Communicative team player with expertise in sales, maintaining/building customer relationships, closing and customer service. My passion for real estate and client first approach meshes perfectly to turn business transactions in lasting friendships.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Account Executive/Loan Originator

Anchor Loans LP
Thousand Oaks, CA
02.2024 - Current
  • Managed a 15-25 Loan pipeline monthly.
  • Highest career fundings month (14.6M).
  • Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
  • Review borrowers experience, Financial Documents, Entity information to ensure a smooth submission package.
  • Provided customer service support throughout the entire process from application through closing.
  • Structured term sheets and LOIs based on the customers' needs and product type.
  • Created Credit Committee write-ups for pre-approvals on projects outside of the credit box.
  • Developed and maintained relationships with potential customers to increase loan business and volume.
  • Managed CRM daily.
  • Generated new business through cold calls, LinkedIn outreach, community events, industry events, and referrals.
  • Strived to be an expert in the field, helping borrowers and guiding them through their investments.
  • Consistently closed above monthly quota volume of loans

Commercial Business Development

ClearEdge Lending
10.2023 - 01.2024
  • Submitted 2.2m worth of loans within first 2 months (DSCR/Fix&Flip).
  • Developed and maintained relationships with potential customers to increase loan business.
  • Analyzed financial data to determine the feasibility of granting loans.
  • Assisted in the development of new products and services for loan customers.
  • Continued to develop and maintain the current book of business with real estate investors, brokers, and real estate agents.
  • Daily outreach to drive business through cold calling, linkedin, and other sources.
  • Answered customer inquiries involving rates, products, and loan application status to facilitate quality customer service.
  • Highly motivated while working in a remote setting.
  • Worked closely with operations team to ensure smooth loan transactions.

Loan Officer

Dominion Financial Services
Baltimore, MD
11.2022 - 10.2023
  • Grew a 16 million dollar pipeline in 6 months including DSCR, Fix & Flip, and new construction loans.
  • Monitored sales pipeline, exceeded sales expectations, and ensured smooth transactions.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Analyzed new markets and developed referral networks to locate new loan prospects.
  • Traveled to/Attended industry events such as IMN, biggerpockets and local meetups.
  • Conducted client engagement activities and provided borrowers with needed information to make decisions concerning their current REO and future real estate deals.
  • Developed key customer relationships to increase sales.
  • Successfully on average closed 4-5m in volume monthly with mostly repeat business.
  • Presented products and services to prospective and existing customers to meet client needs.
  • Priced loan products to ensure certain revenue was met.
  • Worked closely with the operations team to ensure a smooth transaction from inception to close for all loan products.

Loan Officer

Supreme Lending
Reisterstown, MD
11.2016 - 09.2022
  • Educated borrowers/clients on different available products (Oral/Visual).
  • Mainlined a current NMLS license in 46 states
  • Top 5 loan originators since becoming licensed with the company.
  • Maintained an in-depth knowledge and understanding of existing and developing products in the market.
  • Executed the loan origination process and ordered credit reports, appraisals, and preliminary title reports.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Researched investor guidelines and kept up to date on program changes that affected loan processing or origination.
  • Investigated sales and service issues to provide successful resolutions.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information to update credit and loan files.
  • Managed multiple loans at different stages in my pipeline. (Prospect-close) 15 to 20 loans per month.

Education

Some College (No Degree) - Construction Management

The Community College of Baltimore County
Catonsville, MD

Skills

  • Customer Service-Focused
  • Written and Oral Client Communication
  • Creative Problem solving
  • CRM (Salesforce)
  • Database Management
  • Business Development
  • Excellent Time Management
  • Microsoft Office Suite (Word, Excel, and PowerPoint)
  • Highly analytical
  • Self Motivated

Accomplishments

  • Presidents Club Award winner, 47 million in volume over 226 units
  • Top producing loan originator
  • 55M+ funded in 2023 between DSCR/FiX&Flip/Ground up construction
  • 65M Funded between 2024- Current between DSCR/ Fix & Flip/ Ground up Construction

Certification

NMLS #1548194

Timeline

Account Executive/Loan Originator

Anchor Loans LP
02.2024 - Current

Commercial Business Development

ClearEdge Lending
10.2023 - 01.2024

Loan Officer

Dominion Financial Services
11.2022 - 10.2023

Loan Officer

Supreme Lending
11.2016 - 09.2022

Some College (No Degree) - Construction Management

The Community College of Baltimore County

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