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Jake M. Email & Phone Number

Financial Operations Specialist II at Silicon Valley Bank
Location: Mesa, Arizona, United States 7 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Operations Specialist II
Location
Mesa, Arizona, United States
Company size

Who is Jake M.? Overview

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Quick answer

Jake M. is listed as Financial Operations Specialist II at Silicon Valley Bank, a company with 4001 employees, based in Mesa, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Jake M..

Jake M. previously worked as Client Service Advisor at Silicon Valley Bank and Office Manager at Lcm Management. Jake M. studied at Arizona State University.

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Email format at Silicon Valley Bank

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Silicon Valley Bank

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Profile bio

About Jake M.

I am experienced in management roles with an emphasis on healthcare.

Current workplace

Jake M.'s current company

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Silicon Valley Bank
Silicon Valley Bank
Financial Operations Specialist II
santa clara, california, united states
Website
Employees
4001
AeroLeads page
7 roles

Jake M. work experience

A career timeline built from the work history available for this profile.

Financial Operations Specialist Ii

Current

Phoenix, Arizona, United States

Feb 2024 - Present

Client Service Advisor

Phoenix, Arizona, United States

Provide exceptional support to clients, colleagues, and third parties with various requests including logon assistance, user administration, products and services, ACH payments, wire payments, and more. Consistently exceeds all performance standards, OSAT, and QA scores.

Oct 2023 - Feb 2024

Office Manager

Lcm Management

Gilbert, Arizona, United States

Manage all office operations and procedures, developing new strategies for efficiency.Organize records manually and digitally.Manage scheduling of employees.Create and reconcile insurance claims.Manage accounts payable and process payroll.Liaison with vendors and property management.Maintain all IT services and devices.

Oct 2022 - Oct 2023

Contact Tracer Lead

Led a team of contact tracers during the COVID-19 pandemic.Provided guidance regarding symptom monitoring, self-isolation, accessto testing, and connected individuals with various social support resources.Assigned caseloads to contact tracers and performed quality assurance checks.Verified HIPAA compliance and all other policies and procedures were.

Nov 2021 - Oct 2022

Case Investigator

Conducted disease case investigation and management to individuals infected with COVID‐19. Used salesforce to call all contacts of anyone diagnosed with COVID‐19 to document a symptom check, refer them for testing according to established protocols, and provide them with instructions for quarantine. Provided services to identified at‐risk populations by.

Nov 2020 - Nov 2021

Case Manager

Scottsdale, Arizona

Monitored drug coverage policies for multiple payers.Worked with healthcare providers and patients to assist with appeal management for claim denials.Worked with physicians and payers to advocate for product-specific coverage.Communicated product benefits and efficacy to positively influence payer policy.Reviewed case outcomes to analyze and identify.

Oct 2019 - Nov 2020

Guest Services Agent

Phoenix, Arizona

Greeted and checked in thousands of guests.Experience as front desk, concierge, bell man, and PBX operator.Thoroughly trained multiple front desk agents.Generated extra revenue by selling upgrades and creating walk-in reservations.Managed reservations through Springer Miller Hospitality Management System.Posted charges to guest and house accounts and.

Jul 2018 - Oct 2019
Team & coworkers

Colleagues at Silicon Valley Bank

Other employees you can reach at svb.com. View company contacts for 4001 employees →

2 education records

Jake M. education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Jake M. work for?

Jake M. works for Silicon Valley Bank.

What is Jake M.'s role at Silicon Valley Bank?

Jake M. is listed as Financial Operations Specialist II at Silicon Valley Bank.

Where is Jake M. based?

Jake M. is based in Mesa, Arizona, United States while working with Silicon Valley Bank.

What companies has Jake M. worked for?

Jake M. has worked for Silicon Valley Bank, Lcm Management, Arizona Department Of Health Services, Mckesson, and Arizona Grand Resort & Spa.

Who are Jake M.'s colleagues at Silicon Valley Bank?

Jake M.'s colleagues at Silicon Valley Bank include Michelle Fiori, Saad Mansuri, Jose Zuniga, Christopher T. Mcnall, and Tyler Cornellier.

How can I contact Jake M.?

You can use AeroLeads to view verified contact signals for Jake M. at Silicon Valley Bank, including work email, phone, and LinkedIn data when available.

What schools did Jake M. attend?

Jake M. studied at Arizona State University.

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