Introducing Prospect Financial Group’s Top Loan Officer for Quarter 3, 2019

September was Prospect Financial Group’s biggest fiscal month ever, after 13 years in business. A combination of global factors (US / China trade disputes, political anxieties, etc.) have contributed to make 2019 a year for record low interest rates. Inquiries for home refinances have come in droves, making it all the more impressive that our Senior Loan Officer Jessie Beckett has taken the #1 Loan Officer spot at Prospect for Quarter 3.

 

Our Top Loan Officer award is given to the Loan Officer with the highest score out of 13 categories. These relate to metrics like the number of phone calls made to borrowers, the number of emails sent to clients, number of rate quotes pitched to clients, number of 5-star reviews, and more. Essentially, these categories are meant to serve as a guiding light for Prospect Loan Officers; if they score well, then they bring fantastic customer service to borrowers, work productively to close loans quickly, and demonstrate Prospect’s core value of being a team player.

 

 

 

When asked about her process in scoring so highly this quarter, Beckett explained,

“Seriously - understanding your limits and giving yourself permission to let go of the process is super important to long term success in this business. You have to surround yourself with people you trust and let them help you, or you will burn out. My team is made of people who treat my clients like family, and we work really, really well together. Yes, it is an investment to build a team like this, but it also allows me to have a life. I have had to become very protective of ‘me time’ in order to stay fresh for my clients! I hope they are satisfied with the service they’ve received at Prospect.”

 

A constant flow of positive Yelp, Facebook and Google reviews for Beckett suggest that her borrowers are, in fact, very satisfied with their home finance. In a crowded market of mortgage loan origination companies, we can’t just offer the lowest rates. Prospect knows it must stand out through fast turn times, great communication and exemplary customer service.

 

Beckett actually won Prospect’s Sales contest last quarter as well, showing her unwavering commitment to her borrowers over the year. Especially in times of high client volume, it becomes important to prioritize each borrower’s individual needs. We’re very proud of all of our Loan Officers' achievements, and we look forward to seeing which of our loan officer comes out on top in Q4. For now, congratulations to Senior Loan Officer Jessie Beckett!

 

Jason Vondrak

Company President

Prospect Financial Group

948 Garnet Avenue

San Diego, CA 92109

NMLS: 349089 | BRE: 01837707

Jason Vondrak has been in the mortgage industry since 2004 and co-founded the mortgage brokerage Prospect Financial Group in 2006 in San Diego, California. Today he serves as President and CEO of Prospect Financial Group and the president and founder of Prospect Property Group, a real estate development company, established in 2012.

"I've had the privilege to serve in an industry that exists to ensure homeownership remains among the top priorities of government and citizens alike. Over the years, it has been a pleasure working alongside homeowners, real estate professionals, and business associates combining efforts and teaming up to help homeowners realize the dream of home ownership."