Jared Wash
Residential Loan Officer #1333011 at Wheatland Bank- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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State of Washington
Notary PublicMay, 2012- Nov, 2024 -
Foundations of Financial Planner Certificate
CFFP -
Tax Preparation Certification
H&R Block
Experience
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Wheatland Bank
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United States
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Banking
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1 - 100 Employee
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Residential Loan Officer #1333011
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Aug 2017 - Present
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Willamette Valley Bank
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United States
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Banking
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100 - 200 Employee
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Home Mortgage Consultant
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Jan 2017 - Jul 2017
We are a team of dedicated mortgage professionals focused entirely on bringing our clients winning solutions, value, and a great experience. On the foundation of a rock solid FDIC insured financial institution, we can serve our valued clients with both confidence and flexibility. We are a team of dedicated mortgage professionals focused entirely on bringing our clients winning solutions, value, and a great experience. On the foundation of a rock solid FDIC insured financial institution, we can serve our valued clients with both confidence and flexibility.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Home Mortgage Consultant Jr.
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Jan 2016 - Jan 2017
Our Mortgage Origination team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Our Mortgage Origination team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership.
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Numerica Credit Union
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United States
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Banking
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300 - 400 Employee
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Member Service Representative II & Underwriter/Consumer Lender
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Mar 2011 - Nov 2015
• Interview members by phone or in person for loan requests and applications by analyzing applicant(s) financial status, credit and property evaluation to determine feasibility of granting a loan. Analyze potential lending opportunities involved in each lending situation to further assist the borrower as well as increase the credit union’s lending portfolio. Collect verification of income, loan payoffs and tax returns. Coordinate closings and disburse loan funds. Understand and effectively apply mortgage lending policies and procedures to all mortgage lending situations. • Process a variety of financial transactions for members including opening and close accounts, access and update account information, issue checks and certificates . Respond to member inquiry regarding the operation of accounts and online services. Resolve account discrepancies, balancing and reconciling, adding or reducing service features on various accounts and assisting members to make most effective usage of service offerings. Actively market and cross-sell current and prospective members the products and services of the credit union, resolving member disputes and attempting to educate members on the benefits of new as well as existing services. Show less
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Cogo Capital
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United States
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Real Estate
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1 - 100 Employee
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Loan Officer/Deal Qualification Analyst
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Sep 2014 - Nov 2014
Cogo Capital connects private investors to real estate investors to help them achieve personal wealth. Cogo Capital serves as a sound financing option for real estate investors who are seeking the capital to make money off real estate deals. The company attracts investors seeking a secure and higher rate of return for their investment through private money lending. Cogo Capital is a division of Secured Investment Corp, which has a vision to create a Circle of Wealth by helping its clients, create prosperity through real estate investing, and private lending. Show less
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Davenport Hotel Collection
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United States
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Hospitality
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100 - 200 Employee
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Server
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Sep 2011 - Dec 2013
Provided Four Diamond customer service at all times. Exercised teamwork and positivity with both front of house and back of house staff. Displayed extensive menu and wine knowledge. Multi-tasked with efficiency and precision. Maintained cash and nightly drops with 100% accuracy Provided Four Diamond customer service at all times. Exercised teamwork and positivity with both front of house and back of house staff. Displayed extensive menu and wine knowledge. Multi-tasked with efficiency and precision. Maintained cash and nightly drops with 100% accuracy
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Education
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College for Financial Planning
Foundations of Financial Planner Certificate, Financial Planning and Services -
Life Pacific College
Bachelor's degree, General Studies, Minor in Business