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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
Mortgage
Contact Info
(408) 799-7407
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
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Overall Ratings
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Reviews from Web
  • Experience
    M
    Matthew S
    SAN JOSE, CA
    Posted on March 31st, 2021 09:06 PM
    Very quick with responses to our questions, and made this a very painless process even while we were dealing with difficult issue at home.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 8th, 2024 10:30 PM
    I'm truly delighted to hear that you had a positive experience with us, Matt. Our aim at Evolve Bank & Trust is to make every process as seamless as possible for our clients, especially during challenging times. It was my pleasure to assist...
    read more
  • Experience
    J
    Jon S
    REDWOOD CITY, CA
    Posted on March 31st, 2021 04:40 PM
    Jerry and his team were professional, quick, and responsive. Made the process very smooth for us as the customer, will definitely refer others to him.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 21st, 2024 06:07 PM
    Jon, thank you for the high rating and the positive feedback. I'm glad to hear that you found our process smooth and efficient. It's been a pleasure serving you at Evolve Bank & Trust. Your kind words are greatly appreciated and I look forward...
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  • Experience
    A
    Angela C
    ORANGEVALE, CA
    Posted on March 31st, 2021 04:05 PM
    Jerry was very responsive.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 04:21 PM
    Angela, I'm truly pleased to hear that you found my responsiveness to your needs satisfactory. Your high rating is greatly appreciated. It's always a priority for us at Evolve Bank & Trust to provide excellent communication and service. Should...
    read more
  • Experience
    T
    Theodore W
    San Jose, CA
    Posted on March 31st, 2021 03:10 PM
    Responsive, knowledgeable, easy to work with.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 04:22 PM
    Ted, I'm overjoyed to hear that you had a positive experience with me at Evolve Bank & Trust,. Your satisfaction is my top priority, so it's reassuring to know that my efforts in providing responsive, knowledgeable, and easy-to-work-with service...
    read more
  • Experience
    C
    Christopher A
    CAMERON PARK, CA
    Posted on March 30th, 2021 03:48 PM
    Everything was handled smoothly and with great communication. Jerry and his team even help resolve an issue with an account issue that was being problematic for closing.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 04:24 PM
    Chris, I'm thrilled to hear that you had a smooth experience and that communication was to your satisfaction. It's our top priority to ensure any issues, like the one you faced with your account, are resolved promptly to ensure a seamless closing...
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  • Experience
    C
    Catherine L
    San Jose, CA
    Posted on March 29th, 2021 05:31 PM
    Jerry was always timely in answering our questions regardless of their complexity. He was extremely positive in each conversation which reduced the stress one may feel in the loan process. If we were ever to buy or refinance another home, I...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 04:25 PM
    Catherine, I'm truly humbled by your positive feedback. Ensuring that your loan process is as stress-free as possible is always my top priority, and I'm glad to hear that my efforts had such a positive impact on your experience. It's been a...
    read more
  • Experience
    E
    Eric J
    Scotts Valley, CA
    Posted on March 28th, 2021 12:58 AM
    It was a pleasure surfing with Jerry, and specifically Colleen who we corresponded with by email. They were prompt in their replies and always kept us in the loop while gathering documents and working towards signing. A close trusted friend...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:06 PM
    Eric, I'm truly touched by your kind words. Colleen and I are extremely pleased to hear that you had a positive experience with us at Evolve Bank & Trust. Your satisfaction is our top priority. We understand that refinancing can sometimes be...
    read more
  • Experience
    J
    Jessica A
    SANTA CLARA, CA
    Posted on March 27th, 2021 03:56 PM
    Jerry took the time to clearly explain everything and to answer all of our questions. He also didn’t put any pressure on us, which helped us to feel confident in our decisions.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:07 PM
    Jessica, I appreciate your kind words and fantastic rating. It was a pleasure to help guide you through this process. It's my main goal to ensure my clients are well-informed and comfortable with their decisions. Please feel free to reach out...
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  • Experience
    C
    Charlie S
    San Jose, CA
    Posted on March 27th, 2021 01:27 PM
    Jerry communicates great and answers all questions perfectly. Just a very smooth process all round!
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:08 PM
    Charlie, I'm really pleased to hear that you had such a positive experience. Your feedback is greatly appreciated. It's always my objective to provide clear communication and make the process as smooth as possible for my clients. Thank you...
    read more
  • Experience
    K
    Krista J
    Scotts Valley, CA
    Posted on March 27th, 2021 12:24 AM
    Jerry did a great job responding to us quickly whenever we had questions or concerns. He made the refinance process very smooth and really helped limit any stress we felt.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:09 PM
    Krista, I'm really glad to hear that your refinancing process went smoothly. It was my pleasure to assist you and ensure that your questions and concerns were addressed promptly. At Evolve Bank & Trust, we always aim to make the experience...
    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
    What is the 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
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    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
    Awards
    Achievements
    • Evolve Bank & Trust President Club Member 2022
    Hobbies
    • Pitching Lessons
    • Coaching Baseball
    • Playing Golf
      • View All