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Consumer Engagement Specialist

Specialist & Consultant

Consult with qualified applicants to answer questions and gather information to assist with loan applications and prepare loan files. Interface between bridge loan officers, loan processors, borrowers, and third-party companies to ensure a successful loan transaction. Maintain communication with former, current and potential borrowers via phone, email, etc. Monitor sales pipeline, meet sales expectations, and assist with generating new business opportunities. Interview borrowers via telephone gathering relevant materials regarding their borrowing needs. Update borrower data in CRM to ensure leads and active applications are followed up with in a timely manner.

Private Money Lender

Responsible for communicating brand specific messaging to consumers, developing and strengthening key account relationships  and assisting with lead generation for sales division.


Responsible for developing, implementing and executing strategic marketing plans for the company. Establish positioning, identify target audiences, and develop marketing plans with specific objectives across different segments. Create, maintain and conduct analytics reportings and deliver strategic marketing plans across multiple platforms.


Marketing Assistant

Jordan Calvert is a Consumer Engagement Specialist at Maxa Private Capital in Laguna Niguel, CA.

Jordan Calvert

Jordan Calvert

Jordan Calvert

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