Jeri Lin Dunn

Senior Account Advisor at The Investor's Edge
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City Metropolitan Area

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5.0

/5.0
/ Based on 2 ratings
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Julie Winter

We worked on the same asset disposition team at VRM. She had an amazing ability to move through hundreds of files, most of which had some type of drama (be it title, eviction, reno, preservation) with great detail and inevitably killed her sales goals. I never got the feeling she worked 80 hours doing it either (like the rest of us). Jeri Lin has a high standard in everything she does though. She's a good friend, she has a sharp sense of humor and is always dressed to the nines. She is great to sit near too because she's somehow friendly and keeps to herself. Not sure how she pulls that off!

Todd Yovino

Jeri Lin a long time friend and client has been an absolute pleasure and Wealth of knowledge to work with all of the years. I Highly recommend and Endorse Jeri those fortunate enough to be able to work with her. Todd

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Account Advisor
      • Mar 2023 - Present

      • Manages a portfolio of customers that have expressed interest in real estate investing, and a portfolio of investors seeking to identify investment opportunities • Guides customers through the loan application process with software and online • Makes scheduled outbound calls to discuss milestones throughout the loan process • Provides support and generates basic revenue through discussing additional service offerings • Responsible for investor relations and collaborations • Manages a portfolio of customers that have expressed interest in real estate investing, and a portfolio of investors seeking to identify investment opportunities • Guides customers through the loan application process with software and online • Makes scheduled outbound calls to discuss milestones throughout the loan process • Provides support and generates basic revenue through discussing additional service offerings • Responsible for investor relations and collaborations

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Collateral Review Associate
      • Mar 2022 - Nov 2022

      Assessed and validated loan package documentation and materials for real estate property purchases including high-profile clients. • Updated internal web applications for loan package materials and documentation, validating changes in Summit (proprietary in-house system) and web-based share systems. • Reviewed 3rd party title insurance commitments or policies for title, judgments, and other items consistently maintaining insurability with zero risk. • Managed funding process to daily, monthly, and quarterly deadlines, ensuring compliance with internal company governance controls. • Delivered excellence in customer service, collaborating with internal and external clients providing prompt and accurate resolution of questions or issues Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Asset Manager
      • Oct 2017 - Mar 2022

      Responsible for managing a high-profile portfolio of REO assets located high risk/high profile/high volume markets. Directly working with/managing a diverse network of brokers, contractors, title companies, lenders, attorneys while keeping in compliance with strict client guidelines and reporting requirements. Conduct internal and external processes with a high degree of customer service focus and lead special projects as requested by management. Consistently meeting or exceeding key performance metrics, mentoring colleagues and building relationships. Show less

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Asset Manager
      • Feb 2009 - Oct 2017

      * Consistently Top performing Senior Asset manager challenged with overseeing a high-impact Regional/Territory-based profile while carrying maximum work load. * Ability to oversee a diverse and highly performing vendor network while negotiating sales through Broker Network and Client Sales Associates. Reviews/evaluates Broker Price Opinions , appraisals and other market data to determine most accurate market value and establish proper market strategies to identify buyer pool. * Meets or exceeds closing and aged closing goals, asset recovery, quality assurance, and accuracy goals each month and reduces days on market and listing timelines. *Provide excellent service to internal and external customers and identify and mitigate legal, financial, and business impact risks. Also act as liaison and provide training and performance feedback as needed and provide direction to resolve conflict with vendors, clients and the public. *Experience Real Estate Professional licensed since 2005- possess a high level of expertise and in-depth understanding of the real estate industry both retail and REO. Show less

Education

  • University of Utah
    Bachelor of Arts - BA, French Studies

Community

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