Jack Groarke
San Diego,CA
Summary
Dynamic professional with a strong background in financial analysis and customer service, honed at Truvion Capital. Proven ability to streamline loan processing and enhance client communication, ensuring timely funding of residential loans. Adept at project management and digital marketing, driving engagement and results in diverse environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Officer Assistant
Truvion Capital
Irvine, CA
07.2024 - 06.2025
- Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
- Worked with a high-performing loan officer, Karcher Smith, and did support work to ensure funding of residential loans.
- Helped to process loans, as well as communicate with clients on the status of their loan applications.
COO
Caddie Spray
London, England
10.2021 - 03.2023
- Participated in development of new products, services through collaboration with marketing, R&D teams.
- I did the financials for this startup golf company and maintained logs for private and public events.
- Assisted in budgeting process by evaluating costs and allocating resources appropriately.
Financial Specialist
American Income Life
San Diego, CA
07.2022 - 02.2023
- Analyzed financial statements to determine appropriate levels of coverage for clients.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Enlighten customers about their retirement accounts and coverage limits to match their needs.
Digital Marketing Coordinator
Gray 42
London, England
01.2017 - 06.2019
- Generated weekly performance reports summarizing key metrics from all channels used in campaigns.
- Determined monthly email marketing schedules based on previous campaign performance and market trends.
- Analyzed consumer behavior data from various sources such as Google Analytics.
- Provided support for organic social media efforts by creating engaging posts that drove audience engagement.
Sandwich Artist
Subway
Walton-on-Thames, Surrey
05.2016 - 12.2016
- Provided excellent customer service by addressing inquiries promptly and professionally.
- Assisted team members during peak hours when necessary.
- Maintained cleanliness of work area throughout shift.
Education
Associate of Arts - Journalism
Orange Coast College
Costa Mesa, CA12-2025
High School Diploma -
American Community School
Cobham, Surrey, United Kingdom06-2018
Skills
- Financial analysis
- Project management
- Customer service
- Digital marketing
- Data analysis
- Effective communication
- Loan processing
- Loan closing
- File processing
- Loan origination
- Document verification
- Business development
- Mortgage broker collaboration
- Social media marketing
- Client account management
- Marketing strategies
- Professionalism and ethics
- Licensed insurance agent
- Practiced at FHA loan process
Affiliations
- PADI Certified Scuba Diver
- Golf Handicap: 12
- Experienced Skier
Certification
- Passed NMLS SAFE Exam
- Licensed Life Insurance Agent
Timeline
Loan Officer Assistant
Truvion Capital
07.2024 - 06.2025
Financial Specialist
American Income Life
07.2022 - 02.2023
COO
Caddie Spray
10.2021 - 03.2023
Digital Marketing Coordinator
Gray 42
01.2017 - 06.2019
Sandwich Artist
Subway
05.2016 - 12.2016
Associate of Arts - Journalism
Orange Coast College
High School Diploma -
American Community School
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