Jason Stone

Experienced loan professional and financial planner with expertise in simplifying complex financial strategies. Proven ability to manage high-volume sales calls and resolve problems effectively while implementing actionable solutions. Recognized for high productivity and efficient task completion in financial services. Specialized in risk assessment, regulatory compliance, and delivering exceptional customer service.

Loan Advisor at Texans Credit Union (2022-08 – Present)

Current role as Loan Advisor

• Identified opportunities for improving operational processes related to loan origination and servicing
• Managed a diverse portfolio of products and services, advising clients on net tangible benefits
• Educated clients about credit scores and financial health
• Monitored market trends in order to provide competitive rates for clients
• Compiled monthly activity reports summarizing progress towards goals set by management
• Utilized CRM systems to effectively manage client interactions and follow-ups

Mortgage Professional at Mr. Cooper/Nationstar Mortgage (2021-08 – 2022-08)

Mortgage Professional role

• Monitored market trends in order to provide competitive rates for clients
• Compiled monthly activity reports summarizing progress towards goals set by management
• Utilized CRM systems to effectively manage client interactions and follow-ups

Select Sales Executive at Travelers Insurance (2019-01 – 2021-08)

Sales Executive role managing insurance products

• Managed small business insurance brokerages in Georgia and South Carolina
• Developed consistent pipelines with brokerages to generate qualified business opportunities
• Monitored customer feedback on product quality and recommended enhancements

Senior Mortgage Advisor at Paramount Equity Mortgage (2016-10 – 2018-05)

Senior Mortgage Advisor role managing high net worth clients

• Provided expert advice on mortgage products tailored to client needs
• Managed a portfolio of high net worth clients, providing them with tailored mortgage advice
• Improved loan processing times by streamlining application procedures

Bachelor of Science in Biological Sciences – California State University, Sacramento (2011-12)