Jessica Jones

• Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
• Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
• Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
• Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
• Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
• Negotiate leveraging customized proving models with clients to close business
• Work with internal partners to ensure successful implementation and product ramp-up
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations

• Trained agents to effectively build rapport with consumers by conveying confidence and presence on the phone, while consulting with consumers to identify needs and create urgency
• Assisted agents in understanding the home lending offerings and guidelines; helped them become familiar with the diversity of Chase products and services as well as the advantages of each
• Successfully identified priorities and used time effectively to support the Home Lending Advisors by considering needs and current events

Key Accomplishments

• The overall team increased application volume by 50% year-over-year and funded units by 30% year-over-year in 2021
• Doubled the conversion rate of leads transferred to the sales team by conducting effective one-on-one training sessions and joint phone calls to build skill and provide customized feedback based on individual phone conversations
• Helped 10 agents grow within the firm, including one who is now a Bilingual Lending Manager
• Developed reporting chart and created and maintained agents' weekend rotation calendar
• Assisted in scheduling agents' daily lead source assignments

• Proactively converted inbound and outbound leads into HARP/FHA mortgage loan applications as well as consultative selling of first mortgages
• Recommended optimum product/rate program combinations to prospects as well as accurately sourced all business and logged all contacts with prospects
• Ensured compliance with applicable statutes and procedures and provided feedback on lead quality
• Provided borrowers with status updates
• Assisted with closing calls
• Reviewed documents with borrowers
• Accepted inbound sales calls
• Processed loan documents to prepare files for pre-operative review

• Developed and led a team of specialists by coaching on key behaviors and leading by example
• Selected and retained talent within the group as well as identified ways to support inclusion and diversity
• Participated in execution of strategy, assisted in risk and control initiatives and was required to abide by all applicable regulatory and department practices and procedures
• Monitored agents' calls
• Provided daily reporting
• Assisted with Medallia Complaints
• Reviewed documents with borrowers