Taylor Jackson
Los Angeles
Summary
Dynamic individual with talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Closer
Renovo Financial
01.2025 - Current
- Coordinate loan closings, manage communication between title companies, real estate agents, attorneys, insurance agents, and clients, to ensure closings take place on time.
Relationship Banker
JP Morgan & Chase
10.2023 - 01.2025
- Balanced business objectives with customer satisfaction. Had in-depth conversations with clients about short-term and long-term financial needs. Partnered with JPMorgan Wealth Management Advisors to discuss current market trends to help develop a comprehensive wealth plan for high net worth individuals. Assisted clients with their bank-side needs, home lending, business banking, and auto loans to help consolidate finances under JPMorgan.
Financial Representative
Northwestern Mutual
03.2023 - 10.2023
- Created an outreach strategy for obtaining clients, along with referrals, to build my client base. Surpassed company expectations as a first-year representative. Created tailored financial plans for each client based on their budget and goals, educating clients on various company products, such as Term and Whole Life Insurance.
Operations Manager
Sparrows and Arrows
07.2022 - 02.2023
- Managed a portfolio of 10 multi-family residential buildings through their reconstruction, while maintaining positive relationships with tenants, and investors. Leveraged Appfolio and Google Suites to create an organized system and blueprint for bringing on additional buildings and/or new general contractors.
Production Manager of Mortgage Closing
Guaranteed Rate, Inc
04.2020 - 05.2022
- Developed and managed a direct group of twelve closing coordinators who were aligned with 40+ loan officers by providing training, weekly team meetings, and individual consultations to develop their careers.
Server
Bandera
11.2019 - 03.2020
- Provided polished, attentive service to ensure guests had an overall positive dining experience. Take accurate orders, deliver food promptly, and handle any special requests. Maintain the cleanliness of the restaurant, and work with the kitchen, management, and fellow servers to create seamless operational efficiency for the guests and the restaurant.
Advertising Account Executive
Amazon
07.2018 - 07.2019
- Directly presented to C-suite professionals, promoting Amazon-specific advertising products to increase customer engagement and sales. Managed a book of business of approximately 80 clients in industries such as Beauty, Apparel, Toys, and Auto. Successfully reached a set quota of three-quarters of a million dollars, and achieved 100% of the quota each quarter.
Host
Islands Restaurant
06.2015 - 09.2018
- Greet guests warmly as they arrive. Manage walk-ins and waitlists, optimizing seating arrangements. Guide guests to their tables to ensure a smooth transition. Keep the entrance and waiting area clean, organized, and inviting. Address guests' questions and provide information about the menu and wait times.
Education
Bachelor of Science - Operations and Business Analytics Concentration
University of Oregon
Eugene, OR06.2018
Skills
- Communication: Strong verbal and written communication skills, adept at translating complex information into clear, actionable steps for clients, colleagues, and stakeholders
- Organization: Proficient in creating and managing systems to track operations, prioritize tasks, and ensure smooth project execution
- Problem-Solving: Ability to identify operational risks and proactively address them, ensuring smooth operations even under time constraints
Certification
SIE, Series 6, Series 63
Timeline
Loan Closer
Renovo Financial
01.2025 - Current
Relationship Banker
JP Morgan & Chase
10.2023 - 01.2025
Financial Representative
Northwestern Mutual
03.2023 - 10.2023
Operations Manager
Sparrows and Arrows
07.2022 - 02.2023
Production Manager of Mortgage Closing
Guaranteed Rate, Inc
04.2020 - 05.2022
Server
Bandera
11.2019 - 03.2020
Advertising Account Executive
Amazon
07.2018 - 07.2019
Host
Islands Restaurant
06.2015 - 09.2018
Bachelor of Science - Operations and Business Analytics Concentration
University of Oregon