Jack Pasche
Suttons Bay,MI
Summary
Self-driven, charismatic, and fast-learning individual offering experience in sales and management. Reliable, hardworking, and detail-oriented. Familiar with working alone or with a team, welcoming challenges and finding creative solutions. Successful interpersonal and multitasking skills honed in a fast-paced environment. Personal interests include travel, reading, and the outdoors.
Overview
4
4
years of professional experience
Work History
Traveling Transitions Support Associate
Raymond James Financial
10.2021 - Current
- Travel weekly to consult and support Financial Advisor transitions across all channels of the industry
- Generate, quality control, and submit critical client documentation for thousands of varying client accounts
- Provide in-person training and guidance in Raymond James systems and back office departments to transitioning branches and advisors
- Research and provide resolutions to transition-specific issues of new PCG advisors
- Act as liaison between transitioning financial advisors and home office departments to ensure accuracy and prompt completion of transition business.
Mortgage Lending Intern
Matt Ness
05.2020 - 08.2020
- Originated Private Mortgage Loans for homebuyers and processed documents from both underwriters and clients
- Compiled applications and paperwork and double-checked for accuracy
- Submitted applications to credit analysts
- Recommended approval for loans that met specifications.
Education
Bachelor of Arts in History -
University Of Michigan
Ann Arbor, MI06.2021
Skills
- Proficient in Microsoft Office, Outlook and Excel applications
- Communication and Collaboration
- Problem solving
- Client Relations
- Customer focused
- Leadership
- Well-versed in Raymond James systems and software
Accomplishments
- 2013 - 2x Leelanau County Champion, 1x Northwest Regional Champion, and competed on national television at Scripps National Spelling Bee Contestant in Washington D.C.
- 2016 - 2x Michigan State Champion and 4th Place Finalist at Business Professionals of America National Parliamentary Procedure Competition in Boston, Mass.
- 2017 - Winner of the coveted Bruce Garland Scholarship for varsity athlete with highest GPA
- 2023 - Traveled to over 90 onsite transitioning branches across 31 different states with a 97.9+ average survey score
References
Provided upon request
Timeline
Traveling Transitions Support Associate
Raymond James Financial
10.2021 - Current
Mortgage Lending Intern
Matt Ness
05.2020 - 08.2020
Bachelor of Arts in History -
University Of Michigan