Jacob Mcclain

Jacob Mcclain Email and Phone Number

Truist | Capital Markets | MBA @ Truist
charlotte, north carolina, united states
Jacob Mcclain's Location
Roanoke, Virginia, United States, United States
Jacob Mcclain's Contact Details

Jacob Mcclain personal email

n/a

Jacob Mcclain phone numbers

About Jacob Mcclain

I am passionate about understanding capital markets, motivated by challenges, strive for success and seek to make lasting positive change. I have a professional history rooted in the financial services industry. Recreationally I enjoy hiking, fitness, reading, exploring, and trying and learning new things.

Jacob Mcclain's Current Company Details
Truist

Truist

View
Truist | Capital Markets | MBA
charlotte, north carolina, united states
Website:
truist.com
Employees:
8972
Jacob Mcclain Work Experience Details
  • Truist
    Avp - Mortgage Capital Markets
    Truist Jun 2020 - Present
    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.
    View
  • Amundi Us
    Investment Operations Analyst
    Amundi Us Mar 2019 - Jun 2020
    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.
    View
  • Integrated Financial Group, Llc
    Investments Specialist
    Integrated Financial Group, Llc Jun 2018 - Jan 2019
    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.
    View
  • Computershare
    Corporate Actions - Audit/Escheatment Specialist
    Computershare Aug 2017 - Feb 2018
    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,
    View
  • Computershare
    Customer Resolution Specialist
    Computershare Dec 2016 - Aug 2017
    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
    View

Jacob Mcclain Skills

Biology Research Editing Teaching Social Media Writing Creative Writing Public Speaking Microsoft Office Microsoft Excel Microsoft Word Social Networking Event Planning Higher Education Community Outreach Nonprofits Powerpoint Customer Service Leadership Financial Analysis Financial Services

Jacob Mcclain Education Details

Frequently Asked Questions about Jacob Mcclain

What company does Jacob Mcclain work for?

Jacob Mcclain works for Truist

What is Jacob Mcclain's role at the current company?

Jacob Mcclain's current role is Truist | Capital Markets | MBA.

What is Jacob Mcclain's email address?

Jacob Mcclain's email address is ja****@****eer.com

What is Jacob Mcclain's direct phone number?

Jacob Mcclain's direct phone number is +185986*****

What schools did Jacob Mcclain attend?

Jacob Mcclain attended Xavier University - Williams College Of Business, Berea College, Dale Carnegie Training, Washington Academy.

What are some of Jacob Mcclain's interests?

Jacob Mcclain has interest in Children, Economic Empowerment, Finance/investing, Education, Environment, Personal Development, Reading, Photography, Science And Technology, Hiking.

What skills is Jacob Mcclain known for?

Jacob Mcclain has skills like Biology, Research, Editing, Teaching, Social Media, Writing, Creative Writing, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking.

Who are Jacob Mcclain's colleagues?

Jacob Mcclain's colleagues are Chad Guzman, Jon Bridgeforth, Latasha T. Wagstaff, Evan Sampson, Danielle Jordan, Darion Mckinney ,mba, Owenee Sutton.

Not the Jacob Mcclain you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.