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

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