In the lending industry for 40 years, Jay Jacobson remembers how the business actually found him. After college, he worked at a national mortgage lender that was managed by a mentor who was very formative in his approach: to help Jacobson understand as much as possible about the home purchase process and mortgage lending guidelines. “To this day, helping clients navigate through the process of homeownership, whether they are buying, building, renovating or refinancing, is the hallmark of me and my team’s success,” Jacobson says. “We simply refer to it as our white-glove concierge service.”
A senior loan officer with Wintrust Mortgage, Jacobson specializes in wealth leading, as well as new construction, first-time homebuyers, VA loans and physician loans. Leading a team with over 95 combined years of experience, he helps make his clients feel comfortable every step of the way. When meeting with new clients, he takes the time to go over a thorough financial breakdown of their transaction to help them feel comfortable with the financial side of purchasing a home and get on with the exciting part of finding, designing or simply living in their new home.
As one of the leading lenders in his company and market, Jacobson is a member of Wintrust Mortgage’s President’s Circle and Honors Circle. He belongs to the National Association of Home Builders and the Illinois Mortgage Bankers Association. “My experience makes a difference,” he says. “Sharing my knowledge and being a solid guide allows my clients to move through the homeownership process more comfortably.”
When not working, Jacobson likes to go boating, go fishing and spend time with his family, including his four grandchildren.
