Jake Schlichting has over 5 years of experience in database management, operations support, and financial analysis. He currently works as a Database Manager at Platinum Home Mortgage, where he generates loan volume, calculates financing details for clients, and operates their underwriting system. Previously, he held database management roles at TD Lending and an analyst role at The Retirement Group performing financial research. He has a Bachelor's degree in Business Administration-Finance from San Diego State University.
I am a seasoned professional with excellent administrative skills, strengths in membership based organizations and working with a volunteer board of directors. My strong communication skills helped me the past decade to retain and grow members during some the hardest economic times. I am excellent at identifying and resolving issues; and was recognized by my prior employment for customer service excellence, board of director development, and sustainability of vendor relations.
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I am a seasoned professional with excellent administrative skills, strengths in membership based organizations and working with a volunteer board of directors. My strong communication skills helped me the past decade to retain and grow members during some the hardest economic times. I am excellent at identifying and resolving issues; and was recognized by my prior employment for customer service excellence, board of director development, and sustainability of vendor relations.
Would you like to engage your participants? Would you like to make your seminar-conference-workshop more interactive? With Conferience.com your attendees will have an unforgetable event. Check here for more,
Graduate student in Human Behavior Studies seeking a position utilizing my pr...Erica Sims
Graduate student in Human Behavior Studies seeking a position utilizing my professional skills and experience. Demonstrates positive, proactive, and culturally respectful communications to diverse populations. Effective in one-on-one and group interactions. Provide counseling, empowerment, and intervention services to youth for behavior and development.
I have a background in product management and wealth management in financial services. During my MBA from the University of Washington, I explored marketing and data analytics in both tech and the nonprofit sector. Currently looking for a role in either marketing or data analytics in either sector.
A dedicated, results-oriented business professional that is capable of managing multiple projects at once. Great ability to communicate clearly and concisely. Great ability to establish and maintain effective relationships with clients, employees and management. Demonstrated ability to gain customer trust and provide exceptional follow-up, leading to increased repeat and referral business. Expertise in handling escalated situations. Resolve complaints and concerns at first point of contact. Great listening skills, very dependable, reliable and organized. Works well independently, or as part of a team and always lead by example: excellent team leadership and supervision skills.
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