Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Jack Iacono

Fairfield,CT

Summary

Experienced, results-driven analyst with expertise in lending and equity investments. Recognized for reliability, excellence in independent work, and tackling analytical challenges. Strong time management and teamwork skills, eager to expand knowledge and take on new challenges in the financial sector.

Overview

5
5
years of professional experience

Work History

LOAN OPERATIONS SPECIALIST

PLANET HOME LENDING
MERIDAN
03.2023 - Current
  • Guide applicants through the intricacies of the loan process
  • Specialize in executing complex loan modifications across various categories, including GNMA, FNMA, FHLMC, FHA, and Private Investor Loans
  • Serve as underwriter for recast modifications
  • Amortize loans and craft new mortgages tailored to borrowers' unique financial needs
  • Conduct advanced data analysis using V-lookups and Pivot Tables
  • Document, research, and resolve customer service issues
  • Exceed financial targets through a strategic approach to balancing risk and reward, coupled with pursuit of overdue accounts

AMERICORPS MEMBER

LIFE BRIDGE COMMUNITY SERVICES
Bridgeport, CT
06.2022 - 08.2022
  • Invited back to Life Bridge Community Services through AmeriCorps to serve as Program Leader

STATE OF CONNECTICUT COLLEGE CORPS MEMBER

LIFE BRIDGE COMMUNITY SERVICES
BRIDGEPORT, CT
06.2021 - 08.2021
  • Distinguished as one of 500 college students chosen from thousands of applicants to partake in a government-sponsored summer education initiative benefiting children across Connecticut
  • Completed comprehensive training encompassing social-emotional health, equity, diversity, and academics focused on fostering resilience among inner-city youth (grades 6-10)
  • Provided targeted Math and English tutoring, resulting in tangible improvements in student achievement
  • Orchestrated engaging physical education and team-building activities
  • Supervised and mentored students adeptly resolving conflicts

INTERN

COLUMBUS CIRCLE INVESTORS
Stamford, CT
05.2019 - 06.2019
  • Participated in an intensive four-week internship program under the guidance of the Large Cap Growth Senior Portfolio Manager
  • Applied elements of growth stock investing, acquiring insights into fundamental drivers of stock returns, and mastering advanced portfolio construction techniques
  • Collaborated with the Senior Securities Analyst, specializing in consumer discretionary stocks, to conduct due diligence for Chewy Inc.'s initial public offering (IPO)
  • Actively contributed to high-stakes daily research meetings, engaging with investment professionals to analyze market trends and discuss investment strategies

Education

B.A. ECONOMICS -

FORDHAM UNIVERSITY
Bronx, NY
05.2022

Skills

  • Statistical analysis
  • Quantitative research
  • Problem-solving skills
  • Excel (including VLOOKUP and Pivot Tables)
  • Database management
  • Financial modeling
  • Risk assessment
  • Time Management
  • Solid communication skills
  • Understanding client needs
  • MS Office

Hobbies and Interests

  • Golf
  • Skiing
  • Rugby
  • Soccer
  • Fitness

Timeline

LOAN OPERATIONS SPECIALIST

PLANET HOME LENDING
03.2023 - Current

AMERICORPS MEMBER

LIFE BRIDGE COMMUNITY SERVICES
06.2022 - 08.2022

STATE OF CONNECTICUT COLLEGE CORPS MEMBER

LIFE BRIDGE COMMUNITY SERVICES
06.2021 - 08.2021

INTERN

COLUMBUS CIRCLE INVESTORS
05.2019 - 06.2019

B.A. ECONOMICS -

FORDHAM UNIVERSITY
Jack Iacono