Jacob Schumaker, Cfa Email & Phone Number

Greater Grand Rapids, Michigan Area

• Independently developed a new method for management to track loans as they move through the mortgage process• Designed and implemented improvements for CRM software that enabled loan officers to work more efficiently• Assisted loan officers in managing leads by providing helpful and informational reports• Showed careful attention to detail in updating borrower records and mortgage information• Organized a marketing event that generated new leads for the branch• Worked with employees to solve technical issues and install new software on company laptops

Greater Grand Rapids, Michigan Area

• Developed an interactive Excel model allowing clients to compare different investment portfolios • Worked with eMoney financial software to compile client data and analyze investment strategies• Assisted a financial advisor in researching and evaluating investment options• Called leads and spoke with potential clients in order to generate new business

Grove City, Pa

• Offered friendly and helpful technical support to college students and staff• Showed skill in assessing, troubleshooting, and solving computer issues

Virtual

• Enhanced knowledge of the financial industry by building financial models in Microsoft Excel• Sharpened business knowledge and skill through participating in weekly conference calls and readings• Worked with a team to build a business plan and presented it to VCs and other investors at a competition in Pittsburgh

Virtual

• Published weekly financial articles that have been viewed by over 9,000 investors• Displayed financial knowledge and critical thinking skills in analyzing financial reports and company strategies

Greater Grand Rapids, Michigan Area

• Demonstrated responsibility and leadership in managing job sites• Showed reliability and flexibility by working long and varied hours when needed