Jan Savich
San Diego
Summary
Strategic customer-focused financial professional with 20+ years of experience leveraging client data, market insights, and relationship management to drive decision-making and enhance customer experience. Proven ability to translate complex financial scenarios into clear, actionable strategies while collaborating with cross-functional stakeholders to deliver measurable business outcomes. Recognized for building trust, influencing decisions, and improving client satisfaction through a consultative, insight-driven approach.
Overview
39
39
years of professional experience
Work History
Mortgage & Client Strategy Advisor
PrimeLending
San Diego, CA
05.2023 - Current
- Analyzed client financial data, credit profiles, and market conditions to develop customized financial strategies, improving client outcomes and long-term satisfaction
- Translated complex financial information into clear, actionable insights, enabling clients to make confident, informed decisions
- Collaborated with cross-functional stakeholders including real estate agents, underwriters, and internal teams to align solutions with business and client objectives
- Acted as a trusted advisor, guiding clients through high-impact financial decisions while delivering a seamless and supportive customer experience
- Identified patterns in customer behavior and market trends to proactively adjust strategies and improve engagement and conversion rates
- Managed a high-volume pipeline by prioritizing opportunities using data-driven decision-making, consistently achieving and exceeding performance goals
- Presented financial strategies and recommendations in a clear, compelling manner, simplifying complex concepts for diverse audiences
- Strengthened client retention and referral growth through relationship-building and personalized service strategies
Home Mortgage Consultant
Wells Fargo
05.2014 - 05.2023
Senior Mortgage Loan Officer
Peoples Bank
02.2014 - 05.2014
Senior Mortgage Loan Officer
PNC Bank
02.2013 - 02.2014
Sales Manager / Senior Loan Officer
Mid America Mortgage
10.2007 - 10.2012
- Directed a high-performing sales team to consistently exceed monthly production targets.
Owner
Custom Care Promotions
01.1994 - 03.2001
- Interpreted customer feedback to optimize service offerings, focusing on improving overall client satisfaction.
Sr. Administrative Assistance
Chrysler Credit Corporation
06.1987 - 10.1993
- Coordinated logistics and maintained clear customer communications during branch transition phases.
- Conducted comprehensive market research and supported senior management in developing strategies and building key relationships.
Education
Bachelor of Arts - Business Administration/ Marketing
Indiana Tech
12-2017
Administrative Skill
Sawyer College of Business
05-2017
Skills
- Strategic Sales Planning
- Client Relationship Management
- Leadership & Team Development
- Market Research & Data Analysis
- Organizational & Administrative Expertise
- Mortgage Loan Origination
- Communication & Presentation Skills
- Self-Motivated & Results-Driven
- Creative Marketing & Promotions
- Customer Experience Strategy
- Data Analysis & Insight Translation
- Client Relationship Management
- Process Improvement
- Cross-Functional Leadership
- Consultative Problem Solving
- Communication & Executive Presentation
Timeline
Mortgage & Client Strategy Advisor
PrimeLending
05.2023 - Current
Home Mortgage Consultant
Wells Fargo
05.2014 - 05.2023
Senior Mortgage Loan Officer
Peoples Bank
02.2014 - 05.2014
Senior Mortgage Loan Officer
PNC Bank
02.2013 - 02.2014
Sales Manager / Senior Loan Officer
Mid America Mortgage
10.2007 - 10.2012
Owner
Custom Care Promotions
01.1994 - 03.2001
Sr. Administrative Assistance
Chrysler Credit Corporation
06.1987 - 10.1993
Administrative Skill
Sawyer College of Business
Bachelor of Arts - Business Administration/ Marketing
Indiana Tech