Jacob Lemmond
Carthage,NC
Summary
I am a hard working and reliable professional that has primarily been involved in a financial analysis role in both the commercial and residential real estate fields with 7 years of experience. This time has been spent developing and refining a variety of skills that would transition well into any financial and analytical role. I am a team player and enjoy building connections and trust with peers, but also find comfort in an individual setting. Uncertainty and volatility in the real estate market has motivated me to find a change in career path that will provide more opportunities for advancement and a more challenging and rewarding environment.
Overview
7
7
years of professional experience
Work History
Processor Assistant - Condo Support Specialist
Alcova Mortgage, LLC
03.2021 - Current
- Granted Underwriter level persona to gather and review financial and legal documents such as Budgets and Income Statements to ensure figures conform to specific guidelines with a variety of Investors including Fannie Mae, Freddie Mac, VA, Federal Housing Administration, and USDA.
- Established strong organization system in Outlook to manage and proficiently communicate with upwards of 100 unique emails daily.
- Proficient using an extensive all-in-one Mortgage Origination Software system.
- Manage time diligently to balance upwards of 30 projects to meet strict closing deadlines, which can range from several days to a month in length.
- Effective verbal and written communication with vendors, branch partners, and clients.
- Effective verbal and written communication with individuals with a variety of knowledge levels.
- Work closely in a team setting to establish checklists and procedures to improve workflow processes.
Financial Analyst
SitusAMC
07.2017 - 06.2020
- Commercial Real Estate analysis and underwriting.
- Generate Asset Summary Reports and populate Excel templates to provide an analysis of a property’s finances, legal ownership, demographics, and surrounding market.
- Analyze Rent Rolls and Cash Flows to determine revenues, expenses, and overall profitability.
- Data Migration and Verification into software such as SalesForce.
Review Tax payments to ensure proper compliance with local government.
Education
Bachelor of Science - Business Administration
East Carolina University
Greenville, NC05.2017
Skills
- High level of organization to manage multiple tasks or projects
- Strong familiarity with financial documents and how to read and analyze them
- Strong familiarity with Excel templates and how to manipulate and analyze them
- Confidently and carefully handle sensitive information
- Ability to quickly understand and adapt to different software platforms
- Communicate clearly and concisely as well as ability to deescalate when necessary
- Excel in both team environment and in individual environment
- Maintain level-headed and logical approach to problem solving
- Eager to take on new tasks and explore other opportunities
- Great relationship building skills with peers and clients
- Professional demeanor
Timeline
Processor Assistant - Condo Support Specialist
Alcova Mortgage, LLC
03.2021 - Current
Financial Analyst
SitusAMC
07.2017 - 06.2020
Bachelor of Science - Business Administration
East Carolina University