Jacqueline Jackson
Chester
Summary
Dynamic Loan Consultant with a proven track record at Lendmark Financial Services, excelling in loan origination and client engagement. Adept at problem-solving and team training, I consistently deliver exceptional customer service while driving sales and marketing initiatives. Committed to achieving results and enhancing operational efficiency in fast-paced environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Consultant
Lendmark Financial Services
Petersburg
09.2024 - Current
- Answer multiple phone lines
- Make collection phone calls
- Assist customers with accounts
- Process and close Personal/Auto loan applications
- Accept Cash/Check/Debit card payments in person and over the phone.
- Release liens on autos/Add lien holders on Auto Insurance
- Solicit internal/external leads
- Market dealerships for business
- Process paid out account on sales/autos
- Provide excellent Customer Service
Real Estate Agent
Florida Homes Realty & Mortgage
Gainesville
03.2023 - Current
- Show/Sale Homes
- Rentals
- Referrals for home purchases
Loan Specialist
Omni Financial
Prince George
03.2024 - 09.2024
- Made collections phone calls
- Processed Loan applications/loan payments
- Made solicitation phone calls
- Answered multiple phone lines
- Trained new employees
- Provided excellent customer service
CEO
To Your Perfection, LLC
Gainesville
09.2016 - 03.2024
- Manage/operate business.
- Handle all cash/check deposits and payments.
- Perform Estimates for potential clients.
- Interview potential candidates for hire.
- Prepare and demonstrate power point presentations for hired employees.
- Post job listings.
- Network/Marketing for the company for business purposes.
- Provides excellent client services.
- Performs cleaning services for residential/commercial clients & companies.
- Deep clean occupied and vacant units.
- Perform paint jobs for residential clients.
- Provide quality service to meet the client's needs.
Account Representative
Mariner Finance
Gainesville
12.2021 - 12.2022
- Contacted loan applicants
- Ran/Reviewed/completed loan applications
- Set appointments
- Contacted underwriting to get approvals
- Closed loans and printed checks for customers
- Collected payments for current customers
- Sold other insurances offered with the loan (cross selling)
- Filed Lien documents with DMV
- Verified Car Insurance
Education
Psychology -
Santa Fe College
Gainesville, FLReal Estate License -
Tony Mesa Real Estate School
Gainesville, FLMortgage Loan Educators -
Mortgage Loan Educators
Ocala, FLSkills
- Sales and marketing
- Operations management
- Human resources
- Financial management
- Policies and Procedures
- Client engagement
- Loan Origination
- Sales solicitation
- Loan processing
- Problem solving
- Attention to detail
- Time management
- Negotiation skills
- Team player
- Customer service
- Team training
- Payment collection
References
Available upon request
Certification
- Real Estate Agent
Accomplishments
- Number 1 in district for most Loans and New Money gained throughout the region last month.
- Top performer in 6 months time for the past three months in our district.
References
References available upon request.
Timeline
Loan Consultant
Lendmark Financial Services
09.2024 - Current
Loan Specialist
Omni Financial
03.2024 - 09.2024
Real Estate Agent
Florida Homes Realty & Mortgage
03.2023 - Current
Account Representative
Mariner Finance
12.2021 - 12.2022
CEO
To Your Perfection, LLC
09.2016 - 03.2024
Psychology -
Santa Fe College
Real Estate License -
Tony Mesa Real Estate School
Mortgage Loan Educators -
Mortgage Loan Educators