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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
    C
    Cristina R
    San Jose, CA
    Posted on March 26th, 2021 10:06 PM
    Jerry is always so helpful and accommodating. He keeps us informed on what benefits we would get, what the process looks like, and makes it easy to get everything done.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:10 PM
    Cristina, I'm incredibly grateful for your kind words and the trust you've placed in me. Your experience is precisely what we strive for at Evolve Bank & Trust. It's always a pleasure to keep you informed and simplify the process for you. I...
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  • Experience
    J
    John I
    SAN JOSE, CA
    Posted on March 26th, 2021 06:18 PM
    Jerry and his team were a pleasure to work with. Very transparent and responsive all along the way, and we recommend him to others who need a refinance.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:11 PM
    John, I'm delighted to hear of your positive experience with me and my team at Evolve Bank & Trust. Colleen and I aim to keep our process as transparent and responsive as possible, and it is always fantastic to hear that we have hit the mark!...
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  • Experience
    G
    Gillian A
    Menlo Park, CA
    Posted on March 26th, 2021 05:37 PM
    Made the process smooth and easy
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:12 PM
    Gillian, I trust you are doing well. 'm thrilled to hear that you found the process to be smooth and easy. At Evolve Bank & Trust, we strive to ensure our clients have the best experience possible. It's rewarding to know we've succeeded in...
    read more
  • Experience
    D
    Denise M
    San Jose, CA
    Posted on March 26th, 2021 02:33 AM
    Jerry is a personable and knowledgeable agent who helped us through every step of refinancing and answered every question. His service is exemplary and I would be happy to refer him to any of my friends and relatives.
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:13 PM
    I'm deeply touched by your kind words, Denise. I strive to provide each of my clients with the highest level of service and guidance, and I'm thrilled to hear that your refinancing process went smoothly. Your satisfaction is my priority, and...
    read more
  • Experience
    H
    Heidi S
    SAN JOSE, CA
    Posted on March 24th, 2021 04:48 PM
    Jerry was very responsive to me every time I had a question. He was easy to work with and explained all of our options clearly. Colleen was very helpful in coordinating all of the details to make our refi experience seamless. Thank you Jerry...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:14 PM
    Heidi, I trust you and the family are doing well. I sincerely appreciate your positive feedback on this review. It was a pleasure to assist you with your refinancing process. My goal is to keep the process smooth and efficient, and I'm glad...
    read more
  • Experience
    R
    Roger S
    San Jose, CA
    Posted on March 21st, 2021 02:38 PM
    Jerry was there every step of the way. We have now done 5 loans with Jerry and it always goes very smoothly. Roger Samuels
    Reply from Jerry McClain - Evolve Bank & Trust
    March 27th, 2024 07:15 PM
    Roger, I'm extremely grateful for your kind words. I take pride in making the loan process as smooth as possible for my clients, and your feedback reaffirms this commitment. I look forward to assisting you again for any future loan needs. Thank...
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  • Experience
    J
    John M
    San Jose, CA
    Posted on March 20th, 2021 05:46 PM
    Jerry is flexible, timely, and service oriented and met all of our needs for refinancing
  • Experience
    S
    Stefan N
    San Jose, CA
    Posted on March 19th, 2021 06:46 PM
    NA
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 06:46 PM
    Stefan, I deeply appreciate your high rating. It's gratifying to know that your experience with me and Evolve Bank & Trust was satisfying. Your support aids us in striving to provide a better service every time. I trust this finds you and Bobbi...
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  • Experience
    K
    Karisma A
    REDWOOD CITY, CA
    Posted on March 19th, 2021 06:16 PM
    Jerry and Colleen are a dream team! This was such an smooth and easy refinance process!!
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 05:02 PM
    Karisma, I'm thrilled to hear that you found our service smooth and easy! We strive to make every process as seamless as possible for our customers at Evolve Bank & Trust. Your kind words about myself and Colleen are greatly appreciated and...
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  • Experience
    M
    Mark A
    Santa Rosa, CA
    Posted on March 19th, 2021 05:30 PM
    Jerry was super helpful, experienced at his job and is highly recommended. Mark & Mary Puccinelli
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 06:54 PM
    Mark and Mary, I'm thrilled to hear that you had a positive experience with me at Evolve Bank & Trust. Your recommendation means a lot, and I want to thank you for taking the time to share it. Providing a high level of service is something...
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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
      • 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
    Awards
    Achievements
    • Evolve Bank & Trust President Club Member 2022
    Hobbies
    • Pitching Lessons
    • Coaching Baseball
    • Playing Golf
      • View All