Jacob Mcclain Email & Phone Number

Roanoke, Va, Us

Roanoke, Virginia, United States

Trader on the mandatory whole loan desk. Analyze, bid and trade packages of whole loans received from correspondent client base for purpose of MSR acquisition and gain on sale revenue. Develop and maintain relationships with internal and external parties to facilitate Secondary Marketing activities and support channel goals. Maximize value of loan sales into the secondary market through best execution analysis and optimization. Primary channel for acquisition of affordable loans and primary driver of the banks CRA strategy.Additional Skills and Software: Extensions, Secondary Marketing, Risk Analysis, pair offs, mortgage capital markets, TradeWeb, Refinitiv Eikon, familiarity with federal programs and guidelines set by the GSEs and FHFA.

Raleigh-Durham, North Carolina Area

• Responsible for administration of US Fixed Income books of business and to ensure that the business is administered in an efficient, controlled, risk-free and timely manner. Integral role in understanding the intricacies and mapping of systems to ensure business flows appropriately. • Primary contact for day to day ops of FI processing for US funds. • Primary contact for all FI Collateral operations. • Assited with US wide systems migration; all US fixed income products from Aladdin to Alto (proprietary system) and mapping pathways to ensure proper functioning and automation while minimizing impact to clients and company. Products: Corporate Bonds, Investment Grade and High Yield bonds, Treasuries, Commercial Papers, Securatized/Mortgage backed securaties, Foreign Exchange, Collateral. Software & Skills: Oasys, Tradesuite, CTM, FXAll, Mediaplus, Swift, Bloomberg, Excel.

Greater Salt Lake City Area

Responsible for supporting all investment related tasks and projects for a boutique fee-based wealth management and financial planning firm.Work includes creating accounts, analyzing & rebalancing portfolios, understanding complex transactions, tracking all tasks through until completion and resolving any discrepancies, corresponding with high net worth individuals, interacting with portfolio managers and vendors to stay current on new products and performance, ensuring compliance for all investment activities. Systems & Products include: Salesforce, Excel, Vision2020, Fed Wire System, SEI, MorningStar, American Funds, Brinker Capital, Fidelity, NFS, REITS, BDCs, Equities, Fixed Income, etc. • Assigned to primarily oversee all investment related activity for firms leading partner and supporting the firms higher net worth clients as well as supporting all other investment tasks as need be. • Help manage investments for over 200 clients and over $600 million AUM.

Louisville, Kentucky

- Supporting audits by analyzing large amounts of shareholder data to ensure state regulatory adherence. As part of the Corporate Actions team, duties revolve around clients that have or are currently undergoing reorganizations. - Working primarily with in house databases and exporting data to excel to perform analysis, track progress and deliver documents to clients and auditors to minimize risk to shareholders and clients. - First member of the team in Louisville branch emphasizing ability to take initiative on projects with minimal supervision and strong communication skills. - Skills and Knowledge Required: keen eye for detail, prioritizing and balancing multiple projects, strong Excel skills, understanding of escheatment processes/compliance, corporate actions knowledge,

Louisville, Kentucky Area

Working primarily with shareholders to buy, sell, and transfer their securities using an array of financial systems. Additional tasks include online account creation, complex document completion, initial IT support services, ACH services, corresponding with other financial firms, DTC assistance, etc. all while upholding the utmost efficiency, accuracy and security. • Promptly trained to work with highly sensitive reincorporated clients in addition to standard client list. Reincorporation training was contingent on a strong financial acumen and professional demeanor to address standard as well as international (Netherlands, Ireland, UK, Singapore) compliance requirements and tax complications. • Consistently ranked 1st on team for performance (based on various factors i.e. quality, financial management, productivity, etc.). • Consistently ranked in the top 10% for performance site wide. • Ranked 1st in hiring class

Master Of Business Administration - Mba, Business Administration And Management, General

MBA

Bachelor'S Of Arts, Liberal Arts And Sciences/Liberal Studies

Activities and Societies: ●Secratary - Beta Beta Beta National Honors Soc. ●Biology Club ●Berea College Ultimate Frisbee-Literature review.

Skills For Success

Activities and Societies: Award for Highest Achievement

Diploma

Activities and Societies: ●Track and Field ●Chess Team