Luke Jager Email & Phone Number

Grand Rapids Metropolitan Area

🔹Client Management: Manages an extensive portfolio of clients with revenues of +$30 million, acting as the primary point of contact. Provides comprehensive financial solutions to help clients save, borrow, and invest.🔹Business Development: Acquire, deepen, and maintain client relationships through proactive sales, prospecting, and enhancing existing relationships.🔹Financial Analysis: Provides credit assessment, risk management, performance evaluation, and client advisory solutions, as well as provides knowledge of industry trends.🔹Collaboration: Works closely with product specialists to design and deliver tailored financial solutions.

Grand Rapids, Michigan, United States

🔹Serve as a strategic partner for clients with annual revenues of above $50 million, by adding value and providing the best-in-class products and business solutions. 🔹 Perform and assist in deal structure, relationship management, and product suite activities for our clients.

United States

🔹 Evaluated and reviewed company financials, referencing key financial metrics to access the creditworthiness of our clients. 🔹 Analyzed the credit histories of businesses / individuals to determine the degree of risk which will be involved in lending. 🔹 Completed loan proposals for loan committee. 🔹 Tracked and created reports to regional commercial performance of our team.

Bachelor Of Business Administration - Bba, Finance And Economics

Activities and Societies: 🔹 Chief Economic Officer at Seidman IPO 🔹 Co-founder/board member GVSU TPUSA 🔹 Seidman Professional Mentorship.

Completeing Bachelor'S In Finance, Business

Activities and Societies: 🔹 Collegiate soccer 🔹 Innovation club 🔹 High honor role student athlete award 🔹 GPA: 3.91