Jason Petri
Sales & Account Manager, Pacific Trust Mortgage | Revenue Growth Driver | Strategic Sales Leader
- Role
- Sales & Account Manager Mortgage Banker at Pacific Trust Mortgage
- Location
- Sausalito, CA, US
- LinkedIn followers
- 500 followers
About Jason Petri
I am a Sales and Account Manager with 15+ years’ experience developing high-value…
Experience
Sales & Account Manager Mortgage Banker
Jun 2013 — Present · San Francisco, CA, US
Deliver strategic leadership to grow sales, develop relationships, and drive revenue for 30-person direct mortgage lender that competes with name-brand banks by providing boutique experience for customers. Maintain active sales funnel by prospecting, qualifying, educating, and structuring deals. Manage client relationship well-beyond closing to identify future business for refinance or future purchase opportunities. Own pipeline of 50+ inbound leads and guide prospects through sales cycle until ready to buy. Educate prospects and clients on intricacies of first-time home buying as trusted advisor. Network with potential customer referral sources—Realtors, CPAs, Financial Advisors, and Builders. Align cross-functional teams to meet clients’ needs. • Drove sales and leadership capacity during company expansion from Central Coast to Bay Area as sole loan officer in Northern California• Generate 200+ leads annually through organic networking channels• Exceeded sales goals on $300k to $3MM loans by originating and closing 20 loans per year• Enabled 25% of clients to beat out all cash offers during competitive race to buy homes in 2021• Pivoted lead generation strategy during 2022 downturn from potential homebuyers to existing homeowners able to tap into equity lines of credit
Education
California Polytechnic State University-San Luis Obispo
Bachelors of Science (B.S, Business Administration; Finance and Appraisal Concentration
2003 — 2008
Skills
- Private Equity
- Appraisals
- Salesforce
- Mortgage Lending
- Underwriting
- Financial Analysis
- Credit Risk
- Consumer Lending
- Real Estate
- Lines of Credit
- Credit
- Financial Modeling
- Commercial Real Estate
- Commercial Lending
- Small Business Lending
- Business Development
- Loan Origination
- Facebook Marketing
- Portfolio Management
- Loans
- Banking
- Commercial Mortgages
- Credit Analysis
- Mortgage Banking
- Finance
- Residential Mortgages
- Real Estate Financing
- Commercial Banking
- Refinance
- Cash Flow
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