Jake Gottlieb Email & Phone Number

Boston, Ma, Us

Merrimack, Nh

Merrimack, New Hampshire

Merrimack, New Hampshire

Greater Boston Area

Worcester, Ma

• Responsible for the credit risk due diligence process and formal underwriting of Commercial and Industrial loans between $500,000 - $20,000,000 for presentation to the Executive Loan Committee.• Underwrote 60+ C&I deals and 100+ aircraft deals with combined exposure of more than $200 Million. • Accountable for the testing of financial covenants, ensuring necessary documentation is in Bank possession, and reporting of default scenarios to Loan Officers. • Worked closely with Loan Officers and Senior Management to perfect in-depth credit analysis. • Completed formal commercial bank training program on capital structure and credit analysis. • Analyzed and spread financial statements and tax returns; ordered and tracked appraisals. • Became proficient in various forms of debt structure including working capital facilities, term loans, commercial real estate mortgages, construction loans, syndicates, and leveraged buyouts.• Completed formal commercial lending training program.

Bedford, New Hampshire

• Responsible for gathering and presenting to senior executives the information needed to build financial plans around insurance, wealth management, and trust services.• Built excel models to graphically illustrate and summarize various financial metrics as needed for presenting to clients, including cash flow and forecasting models.• Regularly assisted senior agents during meetings both with current, and prospective clients.• Assisted CEO and senior management with special tasks and projects in a $20 Million office.

New Hampshire

• Built a comprehensive marketing strategy for the company. Specific activities included: conducting due diligence on compliance requirements enforced by the New Hampshire State Liquor Commission, go-to-market strategy analysis, and presentation design. • Plan was presented to commission by company owners and approved by State Liquor Commission.• Managed process of developing new sales channels and supplier relationships. Activities included everything from budgeting and financial analysis to sales calls and supplier onboarding.

Madison, Connecticut

• Responsible for the safety of 50 campers; managed 10 staff members.• Held weekly staff meetings to ensure quality of programming and address staff concerns.• Actively managed counselors’ weekly schedules and ensured program continuity.• On call 24 hours to manage emergencies and mitigate any issues. Reported directly to Camp Director.

• Managed team of 4 individuals that produced high-grade metals inventory valued at over $25 million. Critical responsibilities included maintaining focus on procedures and quality assurance, while always keeping an eye on staying under budget.• Responsible for optimizing production scheduling regarding both labor and equipment to ensure that we met all efficiency benchmarks.• Built various financial models used to monitor and report production statistics, and presented them to management weekly. • Assisted finance team in reviewing performance metrics, and provided recommendations for improvements.

East Haven, Ct

• Prepared cabanas based on client request and performed daily maintenance. • Focused on improving customer experience with exceptional customer service.• Provided concierge services and utilized discretion for guest requests.• Played key roll in customer experience and learned valuable customer service skills.

Bachelor Of Science In Business Administration (B.S.B.A.), Finance And International Business

International Business And Finance

Academic Sponsor: University of Virginia

Finance And Operations Analysis, 3.9 Gpa

Activities and Societies: Club Lacrosse - Treasurer

Education record