Jacob Guertin Email & Phone Number

Pittsburgh, Pennsylvania, United States

Carnegie, PA

Rockville, MD

• Responsible for sustaining current and growing new business through workflow customization and direct relationship building.
• Oversees the process of developing and successfully submitting multi-million dollar proposals to financial institutions.
• Leads execution of technical and talent solutions to seamlessly integrate value management systems into client IT architecture.
• Primary Salesforce system administrator and technical subject matter expert for business initiatives; directs successful implementation, configuration and management of Salesforce software and ensures reliable system.
• Identifies inefficiencies and implements solutions that update or improve tools, systems, and processes critical to business development and client delivery/support.

Rockville, MD

• Administered daily operations of organization in excess of seventy (70) employees across multi-site, geographically separated locations
• Developed company organizational structure, including creation of independent Vendor Relations department and Succession Planning Program
• Wrote department policies and procedures established by management requirements and department head insight
• Interviewed candidates for varying positions in satellite offices
• Structured needs assessment systems to monitor service levels, order volume and associated staffing requirements
• Created order management system based on Salesforce.com® Dashboards to increase operational efficiency and resolution of service anomalies

Mclean, VA

• Rapidly progressed from unpaid entry level position to management in an unfamiliar field
• Played an integral role in the development of a dynamic loan production system, designating the conventional processor role into specialized departments
• Managed a staff of approximately 20 processors and compliance specialists who continually set company funding records, averaging $10-15M on a monthly basis
• Transitioned production staff from in office to remote positions while exceeding projected production metrics