Experience

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  Flagstar bank

  Jan 2001 - Mar 2005

  Account executive
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  Point lending

  Mar 2005 - Mar 2008

  Branch manager

  Directed processing and pre-underwriting of conventional residential loan applications, including the management of 3 reps and 5 loan processors. Aligned operations for establishing corporate policies and procedures to State and Federal rules and regulations. Increased secondary market loan originations by 40% in 2007. Awarded Sales Manager of the Year 2007.

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  Stone systems of south florida

  Mar 2008 - May 2010

  District sales manager

  Managed a team of 25 sales reps and their respective staff (approximately 300 employees) as a key member of the executive team for a fabrication company. Formulated marketing, brand planning and business-development strategies to drive revenue growth. Improved sales policies, and practices. Defined the sales cycle, created accurate job descriptions and developed standards for customer relationship management.

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  Jpmorgan chase

  May 2010 - Mar 2013

  Business banker

  Cultivate and manage new and existing client relationships of high-net-worth individuals and their related business. Uncover opportunities for investment management, estate planning, credit and personal banking. Utilize the bank's vast resources to create customized solutions for each individual client.

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  Black label notary closers, inc.

  Mar 2013 - now

  President

  Provide Notary Closing Services for Title Companies in South Florida Market efficiently with professional level of service tailored toward red carpet service.

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  Sunbelt title agency

  May 2015 - Oct 2015

  Account executive -miami market manager

  I am the Account Executive for our Miami-Dade Market. Sunbelt title is the largest title company in the state of Florida and specialize in providing proficient and superior closing experience for all client types.

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  First international title

  Oct 2015 - Apr 2016

  First international title

  Our motto is based on our quality of service and communication with all parties on real estate transactions that we provide Title Services. We not only provide closing services we also provide the technology to help you both as a Lender and Realtor to maintain your client base, but also continue to grow at no cost to our clients. The Realtor Board says after 2 years 90% of past clients say they would use their realtor or lender again yet only 10% actually do and that has to do with follow up and updates. If you want to work with a company that wants to grow your book of business while allowing you to focus on the next client I would love to sit down with you. Show less

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  Lexant title

  Apr 2016 - Apr 2018

  Technology & marketing manager

  I represent Lexant Title, an attorney owned Title Agency located on Federal Highway in Fort Lauderdale. Unlike most Title Agencies, we are more interested in helping agents like you, and believe that once we have shown how we can do that, we will earn your loyalty. As an example: Do you have a post-closing marketing plan? Did you know that according to the National Association of Relators, 90% of homeowners would re-use their real estate agent, but after 2 years only 10% remember who they are? With no cost to you ever, we have a solution for you. Its simple and you don’t have to do anything. We have also learned that more than 50% of home buyers wish their realtor did more in helping them move. Even though each client is different, we have a solution for this as well, and again, it doesn’t cost anything. In fact, the solution is so clever our concierge moving assistant can save the mover up to 5 hours, save them money, and offer them deals not available to the public. This will reflect on you.We have invested and worked diligently to not only find ways to help agencies such as yours keep clients but to turn closings into referral generating machines each time you close with us. We are a" Client First" full-service Title Company with marketing and technology tools that successful agencies and lenders are finding valuable to go along with the strength of service having Dan Jacobson, Esq. as an accessible attorney for each agent. Let me know when you can be available for a call or a brief meeting. Does your Title partner care about growing you as much as we do at no cost to you? 15 minutes is all I need to show you what we are doing … what do you have to lose?754-715-9226 Email: [email protected] www.LexantTitle.com Show less

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  Gold star mortgage financial group

  Sept 2017 - May 2019

  Senior loan originator

  Originate Residential Mortgage Loans as a Direct Lender in the state of Florida. I love helping Real Estate Agents close more loans in a fast pace awhile helping existing homeowners achieve the correct type of refinance loan that meets their needs. I have spent the last 17 years of my life gaining the knowledge to be the most efficient and expert in Mortgage financing.

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  Land home financial services, inc.

  May 2019 - Oct 2019

  Senior loan officer

  Land Home Financial Services is a Direct Lender licensed in all 50 states that services 90% of their loans. Along with State Bond Programs we also offer in house Down Payment Assistance Programs. We underwrite in house for Conventional, FHA, VA, and Bank Statement Loans. Look forward to helping you or your clients close quickly with excellent rates and service.

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  Mortgage direct

  Oct 2019 - now

  Mortgage advisor - ceo

  Mortgage Direct is a Mortgage Brokerage providing the direct link to consumers to the lowest rates on the market while providing exceptional service

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  Mortgagedirect

  Oct 2019 - now

  • Mortgage Advisor - CEO

    Oct 2019 - now

  • Mortgage Advisor - CEO

    Oct 2019 - now
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  Revolution mortgage

  May 2022 - now

  • Branch Production Manager

    May 2022 - now

  • Southeast Regional Market Leader SVP

    May 2022 - now