Jason Elliott Email & Phone Number
Funding Coordinator @ Inheritance Funding Company, Inc.
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Jason Elliott Location
- California, United States
Jason Elliott Work
- Funding Coordinator @ (September 2024 - Present)
- Mortgage Advisor @ (March 2025 - January 2026)
- Financial Advisor @ (December 2023 - September 2024)
- Financial Representative @ (May 2023 - December 2023)
- Associate @ (September 2022 - May 2023)
- Sr. Mortgage Loan Advisor @ (February 2020 - September 2022)
- Assistant Manager @ (October 2016 - January 2020)
- Specialist - Provider Information and Enrollment @ (August 2014 - June 2016)
Jason Elliott Skills
- Account Management
- Bank Secrecy Act
- Bank Statement Loans
- Budget Analysis
- Business Development
- Business Requirements
- Business Reviews
- CSM
- Campaigns
- Client Needs Assessment
- Client Relations
- Client Retention Strategies
- Client Training
- Commercial Real Estate
- Communication Training
- Computer Literacy
- Consultative Sales Approach
- Consumer Products
- Contract Terms
- Credit Analysis
- Cross-Selling Financial Products
- Customer Data
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction (CSAT)
- Customer Service Excellence
- Customer Success
- Customer-Focused Selling
- Data Management
- Design Thinking
- Effective Communication
- English
- Estate Planning
- Exceeding Quotas
- Executive Visibility
- Finance
- Financial Analysis
- Financial Education and Literacy
- Financial Services
- Financial Solutions Advisory
- GED
- Handle Multiple Projects
- HubSpot
- Inside Sales
- Interpersonal Communication
- Investment Management
- Keyboards
- Lead Generation
- Leadership
- Loan Officers
- Management
- Market and Financial Analysis
- Mortgage Lending
- New Business Development
- New Concepts
- Non-QM Lending
- Onboarding
- Operational Systems
- Oral Communication
- Outreach Services
- Outside-the-Box Loan Structuring
- Post-Sales
- Power Tools
- Presentations
- Proactive Client Engagement
- Problem Solving
- Problem Solving and Issue Resolution
- Product Knowledge
- Project Management
- Property Management
- Quotations
- Refinance
- Regulatory Requirements
- Relationship Building
- Relationship Development
- Renewals
- Retirement Planning
- Risk Management
- Risk Management and Compliance
- Sales
- Sales Pipeline Management
- Sales Processes
- Sales and Business Development
- Self-Employed Borrower Loans
- Service-Level Agreements (SLA)
- Skill Development
- Spoken English
- Strategy to Execution
- Team Collaboration and Partnership
- Team Management
- Teamwork
- Technology Integration in Banking
- Tenant Retention
- Training
- Underwriting
- Wealth Preservation Planning
- Working with Tenants
- Workshops
- Written Communication
Jason Elliott Summary
- Jason Elliott, based in California, United States, is currently a Funding Coordinator at Inheritance Funding Company, Inc.. Jason Elliott brings experience from previous roles at NEXA Mortgage, JPMorgan Chase & Co., Northwestern Mutual and First Republic Bank. With a robust skill set that includes Account Management, Bank Secrecy Act, Bank Statement Loans, Budget Analysis, Business Development and more. Jason Elliott has 3 emails and 2 mobile phone numbers on RocketReach.
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