Jake Wallace

**** ***** ***** *****, *********, OH 44109

216-***-**** actga8@r.postjobfree.com:actga8@r.postjobfree.com

mailto:actga8@r.postjobfree.com

Highly motivated, process directed, results-oriented, specialist seeking a career in Banking/Business Development by leveraging previous customer services, sales, and finance experience.

KEY QUALIFICATIONS

●Proven experience in exceeding productivity goals.

●Ability to provide exceptional customer service.

●Advanced team-building skills along with strong training, developing, and mentoring abilities

EDUCATION AND TRAINING

Baldwin-Wallace University

Bachelor of Arts, 2011 - 2013

Major: Business Management Minor: Marketing

GPA: 3.73 Business Honor Society

Cuyahoga Community College

Associate of Applied Business 2002-2004

Major: Business

Concentration: Visual Communication & Design

EXPERIENCE

FINANCIAL ANALYST TRAINEE

PNC CLEVELAND, OHIO 2014 - 2014

●Observed operating strategies to drive good decision making through financial management

●Opened checking/savings accounts and handled daily operations/customer requests

●Analyzed/Provided data ensuring financial compliance concerning regulatory requirements

SENIOR ACCOUNT MANAGER

BANK OF AMERICA BEACHWOOD, OHIO 2008 - 2011

●Obtained financial assessments for customers and analyzed their budget to provide correct solutions

●Exceeded monthly production goals consistently to increase district revenue and mitigate loss

●Mentored associates with goal of enhancing team performance

●Created and managed contests assisting managers and motivating coworkers

●Educated clients on financial decisions and tailored loan products to meet customer needs

MORTGAGE BANKER

QUICKEN LOANS CLEVELAND, OHIO 2007 - 2008

●Ensured regulatory compliance for loan closings including FHA, conventional and subprime loans

●Managed outbound calling, educated, strengthened and maintained business relationships with customers

●Processed loan packages in accordance with FNMA and HUD guidelines

●Analyzed credit reports to determine program eligibility and marketable rates

SENIOR LOAN OFFICER

NATIONS LENDING CORPORATION INDEPENDENCE, OHIO 2003 – 2007

●Designed loan refinance material contributing to over $14 million in residential loans closed in 2006

●Prospected for new business and built client pipeline by identifying and qualifying leads generated from cold-calling, networking, marketing, referrals and lead databases

●Established relationships with real estate professionals and various advertising sources via print media, telemarketing, special promotions, and radio to promote company and meet monthly production goals

●Managed a team of Junior Loan Officers to develop skills for Senior positions

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