Spencer Jones

Enrollment Specialist at TurboDebt
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Contact Information
us****@****om
(386) 825-5501
Location
Pompano Beach, Florida, United States, US

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Credentials

  • CFI - Excel
    Corporate Finance Institute® (CFI)
    Jun, 2018
    - Nov, 2024
  • Adobe Certified Associate (ACA) - Dreamweaver
    Adobe
    Oct, 2013
    - Nov, 2024
  • Adobe Certified Associate (ACA) - Photoshop
    Adobe
    Apr, 2013
    - Nov, 2024

Experience

  • TurboDebt
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Enrollment Specialist
      • Jan 2023 - Present

      - Help individuals regain control of their finances and improve their overall financial well-being through a range of debt relief solutions, including debt settlement and debt consolidation, and work closely with clients to create a customized plan that meets their specific needs. - Conducted in-depth consultations with potential clients to understand their financial situation and recommend the best debt relief solution for their needs - Maintained accurate records of client information and progress in the company's CRM system, ensuring smooth and efficient processing of client accounts. - Demonstrated exceptional customer service skills, building strong relationships with clients Developed and delivered presentations to educate potential clients on debt relief solutions, increasing client engagement, enrollment, and retention. Show less

  • Network Capital #11712
    • Brickell, Miami
    • Mortgage Banker
      • May 2022 - Nov 2022

      - Provide and explain mortgage solutions to borrowers in a professional, ethical, and efficient manner. - Effectively and creatively found new strategies for client acquisition and higher retention of new customers from calculated cold calling in addition to qualified hot-transfers from the call center. - Maintained knowledge of current market conditions, products and services, regulations, and the policy and procedure for mortgage lending activities. - Collaborate with clients to thoroughly and accurately complete loan applications, promptly retrieve financial statements, and interpret that information to determine qualification for loan approval by secondary market investors. - Nurture lasting relationships with borrowers and guide them through the process with consistent excellent customer service. Show less

  • Choice Mortgage #166254
    • Mortgage Loan Originator / Condominium Liaison
      • Aug 2021 - Jul 2022

      Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicant's Credit, Financial Status, and Property Evaluations to determine feasibility of granting loans.Confer with underwriters to aid in resolving mortgage application problems and ensuring loan approval meets general underwriting guidelines. Establish an autonomous referral-based business derived from professional relationships, network events, general prospecting and digital marketing Show less

    • Condo Specialist
      • Jul 2021 - Aug 2021

      • Streamline the origination process by contacting various parties to obtain vendor information: Title Documents, Condo Questionnaires, Master's Insurance, et al. • The designated Condo Review Expert for all condo loans processed with Choice Mortgage. Astute in appraisals, master/flood insurance, financial statements, litigations, and condo review guidelines. • Assess condo eligibility for FNMA, FHLMC, FHA, VA, Non-QM. Approve the association with investors; Submit, interpret, and resolve approval conditions. 350+ Fl Condo Associations reviewed to date. • Directly communicating with all parties of transaction to obtain missing documentation required for close.• Utilizing meticulous communication, multitasking, and organizational skills to ensure a smooth and flawless closing that leaves the borrower with an excellent mortgage experience. Show less

  • Granite Telecommunications
    • United States
    • Telecommunications
    • 700 & Above Employee
    • Regional Account Manager
      • Nov 2019 - Jun 2021

      Identify client needs to create tailored sales proposals by effectively demonstrating the features and values to C-level executives and government agents. New business development nationwide by building a steady sales funnel nurtured by positive relationships. Identify client needs to create tailored sales proposals by effectively demonstrating the features and values to C-level executives and government agents. New business development nationwide by building a steady sales funnel nurtured by positive relationships.

  • Wealth Generators LLC
    • South Florida
    • Sales - Network Marketing
      • Dec 2015 - Mar 2018

      Help clients budget and invest through improving financial literacy and leveraging the foreign exchange markets. Acted as a leader, mentor, to an organically grown team of 140 by preparing workshops, presentations, public speaking events, and marketing campaigns. Help clients budget and invest through improving financial literacy and leveraging the foreign exchange markets. Acted as a leader, mentor, to an organically grown team of 140 by preparing workshops, presentations, public speaking events, and marketing campaigns.

Education

  • Florida Atlantic University - College of Business
    Bachelor of Business Administration - BBA, Finance and Financial Management Services

Community

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