Jake Sumpter Email & Phone Number

Tacoma, Wa, Us

Tacoma, Washington

• Analyzed over 3,000 financial statements (using Moody’s Analytics, Abrigo Sageworks, and a proprietary Excel model) to identify and explain the root causes of trends in operating and financial performance• Underwrote over 20 loans per month, ranging from $10 thousand to $6 million. Loan types include C&I LOCs and term loans, SBA 7a and 504, real estate (OO-CRE, NOO-CRE, MFR, SFR), and consumer LOCs and HELOCs• Performed industry, collateral, company, and guarantor analysis on every write-up• Helped create/adjust pricing, loan fees, and loan structure when needed• Worked with and underwrote for 17 different lenders• Managed credit risk from existing loans using various methods, including covenant checks, trend analysis, and annual term loan reviews. Recommended risk rating changes when warranted• Underwent formal training at the Credit Analyst Development Program with the Washington Bankers Association

Rexburg, Id

• Used social media business analytics to increase social interaction for more than 10 companies• Scheduled out social media posts up to a month in advance (depending on type of post)• Used Adobe Illustrator, Photoshop, and InDesign to create unique content for social media accounts, local events, and Google AdWords campaigns• Offered a permanent position upon completing my internship

Rexburg, Id

• Developed and executed a strategy to launch two nationwide products• Spoke with 500 professors to gain a better understand of the target market

Rexburg, Id

• Earned a net profit of over $2,800 in nine weeks (highest net profit out of all eight student-run businesses)• Created a social media ad that accumulated 7,500+ views from students (most viewed video on campus)• Won the award from BYU-Idaho for the company with best advertising • Forecasted and created a Pro Forma income statement and balance sheet in order to secure a $2,000 loan from a local bank

Snoqualmie Pass, Wa

• Managed the bank vault containing over $30,000 at any one time• Prepared financial reports for over $200,000