1. Jake Schlichting
https://www.linkedin.com/pub/jake-schlichting/89/443/b5a | (626) 862-8546 | jake_schlichting@yahoo.com
EXPERIENCE:
Platinum Home Mortgage, San Dimas, California March 2016-Present
Database Manager
Jumpstarted the generation of $8 million in volume through proactive database management techniques
Calculated monthly loan payment, annual interest expense and total payout savings for proposed refinances
Attained pricing for quotes on the rate and insurance necessary for clients to acquire and secure the loan
Operated Desktop Underwriting system to issue preapprovals on refinances and purchases for clientele
Called database clients to follow up on refinance opportunity and scheduled appointments to begin the process
TD Lending, San Diego, California February 2015-February 2016
Database Manager
Utilized Salesforce to record vetted information, improve fluidity of the CRM, and communicate with the team
Ran borrowers credit, opened escrow on transactions and performed title searches on various properties
Performed weekly phone calls to clients to discuss their home search and request required information
Trained new interns to be proficient in Calyx Point, Salesforce and basic prequalification techniques of borrowers
Created flyers for open houses featuring loan officers and real estate agents through Rate Plug marketing systems
The Retirement Group, Sorrento Valley, California June 2014-October 2014
Analyst/Operations Support
Determined shortfalls in retirement of clients based on assets, pension plans and expected inflation rates
Conducted research projects on the valuation of companies, mutual fund performance, mergers and acquisitions
Prepared retirement plans for advisors through creation of cash flow analysis and asset allocation reports
Led market research and analysis of corporate mergers and layoffs to advise the marketing strategy
Compiled ad-hoc analysis for special projects and presented findings to the CEO and upper management
ORGANIZATIONS
Delta Sigma Pi, San Diego State University February 2014-December 2015
Webmaster/ABSC Representative
Represented Delta Sigma Pi on the Associated Student Business Council and reported news to members
Maintained the Fraternity’s WordPress website by updating member biographies and posting upcoming events
Re-designed and restructured the Fraternity website which helped to improve appearance and overall web traffic
Shepard’s Pantry, Glendora, California November 2011-April 2013
Clothing Distribution Assistant
Prepared and organized the clothing and food distribution centers prior to customers arriving for the day
Communicated with many families in order to determine exactly what items their family needed for the month
Helped the staff to organize clothing and food before distribution to families seeking counseling
ACCOMPLISHMENTS
San Diego State University, San Diego, California Graduated December 2015
Graduate
Bachelors of Science in Business Administration-Finance
Traveling, Europe June 2016-August 2016
Experienced Traveler
Backpacked 11 countries in Europe, met countless people from different cultures and fostered new relationships