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