Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
Work Availability
Quote
Timeline
AssistantManager
Jules Jacquart

Jules Jacquart

Dallas,TX

Summary

Dynamic mortgage professional with a proven track record of increasing revenue through strategic relationship management and innovative problem-solving. Adept at cross-selling and enhancing operational efficiency, I excel in effective communication and critical analysis, consistently delivering results that exceed expectations.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Wholesale Loan Closer and Loan Coordinator

Norwest Mortgage
06.1995 - 06.1996
  • Collaborated with lenders, attorneys, real estate agents, and title companies to ensure successful closing of loans.
  • Coordinated the timely funding of loans by communicating with underwriting departments at various lending institutions.
  • Notarized documents as necessary per state laws.

Loan Closer, Loan Coordinator

Accubanc Mortgage Corporation
Dallas, TX
01.1993 - 06.1996
  • Wholesale Government Insurer
  • Wholesale Lock Desk Coordinator
  • Wholesale Shipper
  • Wholesale loan closer
  • Wholesale coordinator

Co-Owner

MPS MORTGAGE LLC
Dallas, Texas
05.2023 - Current
  • Develops and implements policies and procedures to standardize operations, and ensure compliance.
  • Reviews financial statements, and sales or activity reports to measure productivity or goal achievement.
  • Integrated innovative solutions that optimized processes and increased efficiency.

Account Executive

Logan Finance
Dallas, TX
05.2024 - 02.2025
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Developed, maintained and utilized diverse client base.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Met existing customers to review current services and expand sales opportunities.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Business Development Manager

PBG
Dallas, TX
01.2024 - 05.2024
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.
  • Generated new business with marketing initiatives and strategic plans.
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Kept meticulous client notes and updated account information in company databases.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.
  • Represented company and promoted products at conferences and industry events.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.

Correspondent Account Executive- TX, OK, AR, LA

Flagstar Bank, FSB
Dallas, TX
11.2016 - 05.2023
  • Took 10 year dormant territory up to over 30mm per month (non delegated) in less than 4 years
  • 4mm in revenue in 2020
  • Cover North Texas, West Texas, Oklahoma, Arkansas, N Louisiana
  • Built and strengthened relationships with new and existing accounts to drive revenue growth
  • Cross-Selling and Upselling
  • Creative Problem Solving

Account Manager

MGIC
Dallas, OK, AR, TX
03.2015 - 11.2016
  • Boosted sales numbers with proactive account servicing and diligent relationship-building
  • Worked with large mortgage correspondents, banks and credit unions in product design
  • Covered North Texas, West Texas, Oklahoma and Arkansas

OWNER MORTGAGE BROKER

Preston Hollow Financial Services, Inc
Dallas, TX
09.2008 - 01.2011
  • Duties include managing all operations including processing, compliance, investor relations and marketing on a daily basis
  • Also responsible for infrastructure management

Wholesale Account Executive

Homecomings Financial, LLC
Dallas, TX
12.1996 - 09.2008
  • Duties include acquiring and maintaining relationships with mortgage brokers, mortgage bankers, retail banks, credit unions
  • Responsible for selling FNMA/FHLMC, A paper niche and FHA loan products
  • Educated loan officers on products and loan submission

Wholesale Lock Desk Coordinator

Inland Mortgage Corporation
06.1996 - 12.1996
  • Setting and publishing daily rates
  • Locked loans, extended locks, negotiated price between broker and branch
  • Reset pricing based on daily market fluctuations

Education

Some College - Mathematics

Texas Tech University
Lubbock, TX

Skills

  • Effective Communication
  • Customer Identification
  • Strategic Relationship Management
  • Negotiation and Resolution
  • Problem Detection and Resolution
  • Effective Conflict Management
  • Customer Relationship Management
  • Critical Analysis Skills
  • Cross-Selling Expertise
  • Innovative Problem Solving

Certification

  • Certified BPOR
  • ABR
  • SFR
  • Texas Real Estate Sales Person License

Affiliations

  • Pickleball
  • Tennis
  • Golf

Accomplishments

Major Events Director-DMBA

Associate Leadership Council- Keller Williams

Rookie of the Quarter-Keller Williams

Top 20% producer-Keller Williams

Trainer/Mentor Realtor-Keller Williams

Multimillion Dollar producer-Zip Realty, Keller

Williams, United Real Estate

Rookie Account Executive of the Year-1997-Homecomings Financial

Most Profitable AE in company-1997-Homecomings Financial

Produced #1 volume broker in company-1997,98-Homecomings Financial

#1 producing AE in Dallas/Ft. Worth market-97-2007- Homecomings Finc

Mentor AE-Homecomings Financial

AE Trainer-Homecomings Financial

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Account Executive

Logan Finance
05.2024 - 02.2025

Business Development Manager

PBG
01.2024 - 05.2024

Co-Owner

MPS MORTGAGE LLC
05.2023 - Current

Correspondent Account Executive- TX, OK, AR, LA

Flagstar Bank, FSB
11.2016 - 05.2023

Account Manager

MGIC
03.2015 - 11.2016

OWNER MORTGAGE BROKER

Preston Hollow Financial Services, Inc
09.2008 - 01.2011

Wholesale Account Executive

Homecomings Financial, LLC
12.1996 - 09.2008

Wholesale Lock Desk Coordinator

Inland Mortgage Corporation
06.1996 - 12.1996

Wholesale Loan Closer and Loan Coordinator

Norwest Mortgage
06.1995 - 06.1996

Loan Closer, Loan Coordinator

Accubanc Mortgage Corporation
01.1993 - 06.1996

Some College - Mathematics

Texas Tech University
Jules Jacquart