Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JON ELLIOTT

JON ELLIOTT

Charlotte

Summary

Dynamic mortgage professional with extensive experience as an Owner at Alliance Home Capital LLC, excelling in business development and customer relations. Proven track record in generating revenue and enhancing operational efficiency. Skilled in marketing tactics and sales strategy development, fostering strong client relationships while providing expert guidance in real estate investments.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Owner/Licensed Mortgage Broker

Alliance Home Capital LLC
03.2020 - Current
  • Consulted with customers to assess needs and propose optimal solutions.
  • Managed day-to-day business operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Generated revenues yearly and effectively capitalized on industry growth.
  • Interacted well with customers to build connections and nurture relationships.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

Mortgage Broker

QC Lending LLC
02.2018 - 02.2020
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Assessed clients' financial data to determine loan suitability.
  • Explained entire mortgage loan process to borrower.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
  • Utilized online marketing platforms to promote real estate services and generate leads.

Builder Loan Officer

DHI Mortgage/DR Horton
09.2016 - 01.2018
  • Explained different types of loans pertaining to client situations.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Checked loan documents for accuracy prior to closing.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Mortgage Loan Officer

Cardinal Financial Corp
09.2014 - 08.2016
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Assisted customers with completing loan applications and other paperwork.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Identified opportunities to cross-sell and upsell loan products to customers.

Loan Originator

Reliance First Capital
03.2011 - 08.2014
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Collected information from banks, institutions and employers to assess applicant eligibility.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Interviewed applicants to assess loan requirements before suggesting offers.

Client Financial Management Specialist

American Express, AMEX
04.2009 - 03.2011
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Discussed financial options with clients and provided informed suggestions.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.

Mortgage Broker

US Equity Mortgage
05.2004 - 04.2009
  • Advised clients on loan process and specialized topics in home purchasing.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Explained entire mortgage loan process to borrower.

Advertising Sales Representative

Recycler Classifieds/LA Times
06.2000 - 02.2004
  • Created and presented media and advertising packages to prospective customers.
  • Used consultative sales techniques to pinpoint customers' advertising needs and close on short-term and long-term sales contracts.
  • Developed strong relationships with advertisers and negotiated pricing following established procedures.
  • Negotiated contracts with vendors and clients.

Education

Bachelor of Arts - Business

Guilford College
Greensboro, NC
05-2009

Associate of Arts - General Studies

College of The Canyons
Valencia, CA
12-2002

Skills

  • Marketing tactics
  • Social media control
  • Business development
  • Sales leadership
  • Sales strategy development
  • Sales management
  • Customer relations

Certification

NMLS Licensed Mortgage Loan Originator since 2004 - Personal NMLS# 129267

Timeline

Owner/Licensed Mortgage Broker

Alliance Home Capital LLC
03.2020 - Current

Mortgage Broker

QC Lending LLC
02.2018 - 02.2020

Builder Loan Officer

DHI Mortgage/DR Horton
09.2016 - 01.2018

Mortgage Loan Officer

Cardinal Financial Corp
09.2014 - 08.2016

Loan Originator

Reliance First Capital
03.2011 - 08.2014

Client Financial Management Specialist

American Express, AMEX
04.2009 - 03.2011

Mortgage Broker

US Equity Mortgage
05.2004 - 04.2009

Advertising Sales Representative

Recycler Classifieds/LA Times
06.2000 - 02.2004

Bachelor of Arts - Business

Guilford College

Associate of Arts - General Studies

College of The Canyons

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JON ELLIOTT