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Jerry McClain - Evolve Bank & Trust - Senior Home Loan Advisor | NMLS # 582914

Jerry McClain - Evolve Bank & Trust

Senior Home Loan Advisor | NMLS # 582914

4.94
(106)
Evolve Bank & Trust is a full service financial services organization with offices throughout the United States managed by a well established team of seasoned banking professionals like Jerry. Deeply rooted in the communities we serve, our ...... Show More
Contact Info
San Jose, CA
Location & Business Hours
Business Hours
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM(Open now)
Fri
9 AM to 5 PM
Overall Ratings
4.94
(106)
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Reviews from Web
  • 5.0
    Experience
    K
    Kaitlin B
    SAN JOSE, CA
    Posted on November 25th, 2024 01:57 PM
    Jerry and Colleen are experts, prompt, and so kind. We would recommend them to anyone with home/mortgage needs and questions.
    Reply from Jerry McClain - Evolve Bank & Trust
    November 25th, 2024 08:12 PM
    Kate! Colleen and I are truly grateful for your kind words. It was a pleasure working with you and Nate. Colleen and I strive to provide the best service for our clients at Evolve Bank & Trust, knowing we were able to assist you effectively...
    read more
  • 5.0
    Experience
    N
    Nathan B
    SAN JOSE, CA
    Posted on November 25th, 2024 01:56 PM
    Jerry and Colleen were extremely communicative throughout the entire process.
    Reply from Jerry McClain
    November 25th, 2024 08:14 PM
    Thank you Nate for your kind review and high rating. We are pleased to hear that you felt well-informed throughout the process. Colleen and I pride ourselves on clear communication to ensure a smooth transaction. We appreciate your feedback...
    read more
  • 5.0
    Experience
    M
    Madison A
    MORGAN HILL, CA
    Posted on November 8th, 2024 01:54 AM
    Great communication and explained every step of the process. Very grateful for Jerry and his team! Would be happy to work with them again in the future!
    Reply from Jerry McClain
    November 18th, 2024 01:54 AM
    I enjoyed working with you. Thanks for the great feedback.
  • 5.0
    Experience
    J
    John C D
    MORGAN HILL, CA
    Posted on November 1st, 2024 01:09 PM
    The communication was top notch
    Reply from Jerry McClain - Evolve Bank & Trust
    November 1st, 2024 09:05 PM
    John, Colleen and I are glad to hear you found the communication to be excellent. That is always our top priority when working with clients. Your positive feedback really means a lot. Thank you for choosing Evolve Bank & Trust and for your...
    read more
  • 5.0
    Experience
    M
    Madison E A
    Morgan Hill, CA
    Posted on August 26th, 2024 04:41 PM
    Great communication and made the process easy for first time home buyers. Thanks for all your help!
    Reply from Jerry McClain - Evolve Bank & Trust
    August 29th, 2024 01:09 AM
    Maddie, I'm so glad to hear that you had a positive experience with your first home purchase. It's always my and Colleen's goal to make the process as easy as possible, and I'm delighted we could assist you and John. Your feedback means a lot...
    read more
  • 5.0
    Experience
    T
    Tieu N
    SAN JOSE, CA
    Posted on August 19th, 2024 05:37 PM
    Jerry and Colleen were very approachable and always available if/when I have any questions for them, which is huge for me as a 1st time homebuyer. Home buying process is a huge and stressful task and the loan part of is a big part of it. Jerry...
    read more
    Reply from Jerry McClain
    August 29th, 2024 05:37 PM
    Thank you for the 5-Star review. If you need anything, feel free to give us a call.
  • 5.0
    Experience
    B
    Benjamin M
    SALEM, OR
    Posted on May 29th, 2024 01:35 PM
    Communication was great working with Jerry, it made the process go well. Jerry was great to work with and I would recommend him for a home loan advisor.
    Reply from Jerry McClain - Evolve Bank & Trust
    May 29th, 2024 09:27 PM
    Ben, I'm thrilled to hear that you had such a positive experience working with me and Colleen. Communication is key in our line of work, and we are so glad that made the process smoother for you. It was our pleasure working with you as well....
    read more
  • 5.0
    Experience
    M
    Mengge M
    SALEM, OR
    Posted on May 20th, 2024 02:14 PM
    Jerry made the entire buying experience as easy as possible
    Reply from Jerry McClain - Evolve Bank & Trust
    May 20th, 2024 09:06 PM
    Meg, I'm really pleased to hear that you found the buying experience easy. Your feedback means a lot to me, Colleen, and the entire team at Evolve Bank & Trust. We always strive to make the process as smooth as possible for our customers. Thank...
    read more
  • 5.0
    Experience
    A
    Ann D T
    SAN JOSE, CA
    Posted on April 23rd, 2024 07:14 PM
    Responsive
    Reply from Jerry McClain - Evolve Bank & Trust
    April 23rd, 2024 07:36 PM
    Ann, I really appreciate your kind review. It's awesome to hear that you found my and Colleen's service responsive. We really appreciated how attentive you were to any request we had. Our priority is always to ensure a smooth and efficient...
    read more
  • 5.0
    Experience
    J
    John C D
    Morgan Hill, CA
    Posted on December 15th, 2023 02:06 PM
    Everything was very easy. Loved all the communication. It made first time home buying easy.
    Reply from Jerry McClain - Evolve Bank & Trust
    December 15th, 2023 07:44 PM
    John, thanks so much for your kind words and nice scores. Colleen and I loved working with you and Maddie. We loved being your support team for being first time homebuyers.You and Maddie were so awesome in getting us any documents we needed,...
    read more
  • 10 of 106
    About
    Evolve Bank & Trust is a full service financial services organization with offices throughout the United States managed by a well established team of seasoned banking professionals like Jerry. Deeply rooted in the communities we serve, our team has worked together for many years to develop a culture of integrity with an emphasis on outstanding service.
    Specialities
    Loans for First Time Homebuyers
    Calculating Income From Complicated Tax Returns
    Evaluating Restricted Stock Units (RSUs) For Income
    Advising Clients Looking For Investment Opportunites
    144
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    Search Rank Score
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    Positions
    • Evolve Bank and Trust - Home Loan Advisor
      Aug 3, 2020 - Current
    Memberships
    • Member of the Willow Glen Little League Coaching Staff
    • California Association of Mortgage Professionals
    • Lifetime Member of the Association of Professional Ballplayers of America
    • View All
    Addresses and Serving Areas

    Year Started

    1984

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • CA Department of Real Estate Broker's License
    • NMLS# 582914
    Videos
    video
    Achievements
    • Evolve Bank & Trust President Club Member 2022
    Hobbies
    • Pitching Lessons
    • Coaching Baseball
    • Playing Golf
    • View All
    FAQs
    Here are some Frequently Asked Questions about Jerry McClain - Evolve Bank & Trust
    What is Jerry McClain - Evolve Bank & Trust's phone number?
    Jerry McClain - Evolve Bank & Trust's phone number is (408) 799-7407
    What are the key services provided by Jerry McClain - Evolve Bank & Trust?
    Jerry McClain - Evolve Bank & Trust offers comprehensive solutions for Mortgage industry including San Jose, CA - Los Gatos, CA - West Hartford, CT.
    What is Jerry McClain - Evolve Bank & Trust's title??
    Jerry McClain - Evolve Bank & Trust is a Senior Home Loan Advisor | NMLS # 582914.
    What are Jerry McClain - Evolve Bank & Trust's areas of expertise?
    Jerry McClain - Evolve Bank & Trust specializes in Loans for First Time Homebuyers, Calculating Income From Complicated Tax Returns, Evaluating Restricted Stock Units (RSUs) For Income, Advising Clients Looking For Investment Opportunites.