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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
    T
    Tate P
    San Jose, CA
    Posted on March 14th, 2021 02:19 PM
    I always come to Jerry for financing. I trust him and know he’s giving me the same advice he’d give his own family.
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 06:58 PM
    Tate, I'm sincerely humbled by your feedback. It's always a pleasure to assist you with your financing needs and I'm thrilled to hear that you trust my advice as if it's for my own family. This is exactly the level of service we strive for...
    read more
  • Experience
    M
    Margaret M
    RANCHO MIRAGE, CA
    Posted on March 13th, 2021 04:53 PM
    Jerry McClain and Colleen Maxwell were very knowledgeable and easy to work with. I was able to understand all the terms and what I needed to complete my refi. All transactions were completed smoothly and accurately. The whole process was easy...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 07:01 PM
    Margi, I'm thrilled to hear your refinancing process was smooth, understandable, and quick. Your positive feedback about working with Colleen and me is greatly appreciated. It was our pleasure to ensure you were fully informed and comfortable...
    read more
  • Experience
    D
    Dennis B
    RANCHO MIRAGE, CA
    Posted on March 10th, 2021 05:46 PM
    Great Agents (Jerry McClain and Colleen Maxwell)...ease of documentation, good communication, fantastic signing agent and quick! Got the rate I was promised.
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 07:04 PM
    Dennis, I'm absolutely delighted to hear that you were satisfied with the service provided by myself and Colleen. Our primary aim at Evolve Bank & Trust is to ensure a seamless and efficient experience for our clients. We are thrilled to know...
    read more
  • Experience
    J
    Jean M
    FOLSOM, CA
    Posted on March 5th, 2021 02:51 PM
    Jerry made the process seem easy, and he was always available to patiently answer our questions and reassure us.
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 07:07 PM
    Jean, I know this is dated, but I sincerely appreciate your kind words and high rating. It was my pleasure to make your process as smooth as possible. My priority at Evolve Bank & Trust is always to be there for our valued customers to answer...
    read more
  • Experience
    G
    Gary S
    FOLSOM, CA
    Posted on March 2nd, 2021 07:26 PM
    Jerry is friendly, knowledgable, clearly laid out what we needed to supply, and promptly replied to inquiries directly or through his excellent support staff. The online features were easy to use. This was the fastest, least stressful loan...
    read more
    Reply from Jerry McClain - Evolve Bank & Trust
    April 11th, 2024 07:10 PM
    Gary, thank you so much for your positive feedback and for giving Colleen and me a perfect rating. I'm thrilled to hear that you found the process straightforward and stress-free, as we always aim to provide. We strive to maintain high standards...
    read more
  • Experience
    C
    Charles E
    Menlo Park, CA
    Posted on February 26th, 2021 04:08 PM
    Professional. timely. informative and made it easy to completer process despite covid Thanks Jerry
  • Experience
    R
    Richard A
    San Jose, CA
    Posted on February 24th, 2021 12:28 AM
    Jerry is just a great guy to work with. He's always available and certainly knows his stuff.
  • Experience
    K
    Kevin W
    ORANGEVALE, CA
    Posted on February 23rd, 2021 11:49 PM
    Jerry is very informative and pleasant to work with.
  • Experience
    H
    Hong Q
    San Jose, CA
    Posted on February 22nd, 2021 03:21 PM
    Jerry is great, I just want to add something for Colleen as well. She is very helpful in the whole process, efficient and professional, very nice lady. I am glad I have both Jerry and Colleen helping me. Wish them all the best.
  • Experience
    J
    Janice S
    San Jose, CA
    Posted on February 19th, 2021 04:17 PM
    Jerry is very attentive and answered all the questions that came up for us through the process in a timely manner. I would highly recommend him to friends and family.
    • 71–80 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
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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