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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

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
Mon
9 AM to 5 PM
Tues
9 AM to 5 PM
Wed
9 AM to 5 PM
View All days
Overall Ratings
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Reviews from Web
  • Experience
    J
    Joby J
    Torrance, CA
    Posted on April 16th, 2021 05:03 PM
    Took time to explain things and is very responsive. Great communication.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:24 PM
    Thank you, Joby, for leaving such a kind review. I'm pleased to hear that you had a positive experience with our communication and responsiveness. I always aim to make sure my clients fully understand the process, so I'm glad this was the case...
    read more
  • Experience
    J
    Jason L
    SAN JOSE, CA
    Posted on April 13th, 2021 05:09 PM
    Jerry was always accessible to answer our questions and very knowledgeable. He explained the process very well. Colleen was also always there to answer questions and help facilitate the process. They are pleasant to work with and explain things...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:25 PM
    I can't express how much your kind words mean to me, Jason. I'm committed to providing the best service and to be as accessible as possible for all your needs. I'm glad I was able to meet your expectations, and that Colleen was able to assist...
    read more
  • Experience
    E
    Elisabeth V
    SAN JOSE, CA
    Posted on April 13th, 2021 02:27 PM
    Jerry was extremely responsive to all of our questions, especially when I ran into problems with my lack of technical skills.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:25 PM
    I'm extremely pleased to hear that you found my service helpful, Elisabeth. Your positive feedback truly means a lot to me. It's always my goal to be responsive and assist in any questions or issues that arise, especially when it comes to navigating...
    read more
  • Experience
    L
    Lawrence S
    San Jose, CA
    Posted on April 8th, 2021 04:22 PM
    Jerry was clear and walked us thru the steps with ease. I would work with him again Larry Silveira
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:27 PM
    I deeply appreciate your kind words and 5-star rating, Lawrence. It was truly a pleasure walking you through the process and I'm thrilled to hear that you found it to be a smooth experience. I would absolutely look forward to working with you...
    read more
  • Experience
    D
    Denise C
    San Jose, CA
    Posted on April 6th, 2021 05:20 AM
    Jerry and his team were extremely professional and helpful throughout the entire mortgage process. They communicated effectively and kept us informed at each stage which made the entire process very seamless. We always felt that Jerry had our...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:27 PM
    Thank you, Denise, for sharing your positive experience with our team at Evolve Bank & Trust. We take great pride in serving our customers effectively and ensuring a seamless mortgage process. I'm glad to hear you felt well-informed and looked...
    read more
  • Experience
    C
    Cathal C
    San Jose, CA
    Posted on April 5th, 2021 02:23 PM
    Gerry and team were very quick to respond to my queries. They communicated clearly and were able to answer all my questions. They went the extra mile to ensure I could close my transaction on-time.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:28 PM
    I'm thrilled to hear that you had such a positive experience with our team, Cathal. Your feedback is greatly appreciated and it's great to know we were able to assist effectively with your transaction and answer all your questions in a timely...
    read more
  • Experience
    X
    Xavier M
    San Jose, CA
    Posted on April 2nd, 2021 07:15 PM
    Jerry and the team were great to work with. I had heard great things about Mr. Jerry McClain, but the experience working with him surpassed all expectations. He was/is always available; He will answer all/any question; His answers are well...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:28 PM
    Thank you so much for your kind words, Xavier. I'm glad to hear that your experience with me and the team was beyond your expectations. I make it a point to ensure that I'm always available for my customers and that I provide thorough and detailed...
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  • Experience
    K
    Kelly Y
    Cupertino, CA
    Posted on April 1st, 2021 05:23 PM
    Jerry and his team are great to work with. There's always someone available to answer your questions. It's a complicated process, but I appreciated feeling like someone was available to walk me through it.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:29 PM
    I'm deeply grateful for your kind words and 5-star rating, Kelly. It's rewarding to hear that you felt supported throughout the process. At Evolve Bank & Trust, we believe in keeping our customers informed and comfortable, so it's great to...
    read more
  • Experience
    K
    Katherine B
    San Jose, CA
    Posted on April 1st, 2021 04:13 PM
    Jerry and team were incredibly responsive, helpful, and knowledgeable. I felt like I could put my complete trust in their hands and they’d help me get through anything that came up. They made me refi experience easy and even pleasant. I can’t...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:29 PM
    I'm absolutely thrilled to hear you had such a positive experience with us, Katherine! Your trust is something we don't take lightly and it's our responsibility to make sure the process is as easy as possible for you. Thank you for your kind...
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  • Experience
    T
    Thomas L
    SAN PEDRO, CA
    Posted on April 1st, 2021 03:52 AM
    Jerry and his assistant Colleen are the best! They always had time to answer my questions and made the whole process smooth and transparent.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:30 PM
    I greatly appreciate your kind words and 5-star rating, Tom. It was a pleasure to assist you throughout the process. Colleen and I strive to make the financial process as smooth and transparent as possible for our clients. Thank you for choosing...
    read more
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    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
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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