Jamison Levy

About Jamison Levy

Experienced financial professional with over a decade supporting senior sales executives…

Experience

1. Senior Mortgage Banker

   SoFi

   May 2023 — Present

   As a Mortgage Loan Originator at SoFi, the primary focus is on generating new mortgage loan business by building relationships with borrowers, assessing their financial needs, and providing them with tailored mortgage solutions. Leveraging expertise in mortgage lending, sales, and customer service, the goal is to drive loan volume, meet revenue targets, and deliver exceptional service to borrowers while adhering to regulatory requirements- Cultivated and nurtured senior executive relationships, resulting in successful partnerships with both new and existing stakeholders-Collaborate with internal stakeholders to identify and capitalize on partnership opportunities within the financial technology industry-Proven track record of building and maintaining strong relationships with key industry professionals-Conduct comprehensive market research and analysis to identify emerging trends and potential partnership prospects, providing strategic insights for business development initiatives- Proven expertise in building and managing relationships with senior line of business executives, contributing to productive partnerships-Leverage advanced negotiation skills to secure favorable terms and conditions for clients, resulting in increased company profitability- Gained valuable experience in the FinTech landscape, bringing valuable insights to the role-Worked in tandem with Galileo (a proven financial technology platform, an innovation engine and a leader in card issuing, payments and digital banking) and Technisys (who offer a best-in-class financial technology platform that supports issuing payment cards, mobile push provisioning, and differentiated financial products across industries and geographies)-Developed strong working proficiency with Sales Force and Homebot.

Education

• Roosevelt University

  Bachelor In Psychology

  2006 — 2010

Skills

• Work Ethic
• Market Research
• Customer Experience
• Thorough Research
• Organizational Effectiveness
• Pipeline Development
• Healthy Lifestyle
• Networking
• Tenacious Work Ethic
• Long-Term Customer Relationships
• Salesforce.com
• Television
• Account Management
• New Business Development
• Presentation Skills
• Internet Strategy
• Strategic Sales
• Social Media Marketing
• Mobile Devices
• Executive Search
• Towers
• Sales
• Invention
• Social Media
• Blended Learning
• Dedicated Professional
• Sales Execution
• Music
• Pipeline Construction
• Social Networking
• Analytics
• Online Research
• Wellness
• Marketing Strategy
• Cold Calling
• Sales Process
• Advertising
• Pre-Sales
• Customer Service
• Customer Satisfaction