Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
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Jacob Mustin

Simpsonville,SC

Summary

Account Manager with 5+ years of experience in real estate lending and portfolio management, delivering financial solutions to investors while driving growth. Skilled in credit analysis, risk assessment, and client management. A B.S. in Economics provides a strong foundation for data-driven decision making. Seeking to transition to a Credit Portfolio Manager role.

Overview

8
8
years of professional experience

Work History

Financial Advisor

Oak Capital Management
02.2018 - 02.2020
  • Cultivated and strengthened relationships with new and existing clients
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs
  • Helped clients plan for and fund retirement using mutual funds and other investment options
  • Utilized diverse wealth management strategies to meet client objectives
  • Developed financial plans using software such as Asset Map and eMoney, assisting clients with retirement, insurance, college, and cash flow planning.

Account Manager

Lima One Capital
03.2020 - Current
  • Identified potential bottlenecks in the production process, proposing solutions that resulted in smoother workflows across all departments.
  • Managed pipeline and production for dozens of sales representatives across the nation.
  • Enhanced communication between departments with regular meetings and progress reports, fostering a collaborative work environment.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Conducted credit analysis for incoming sponsors, upholding company standards.
  • Developed training system for Account Manager role that's currently being used by Lima.
  • Coordinated with production team to support productivity targets and deadline management.

Education

Bachelor of Science - Economics

Clemson University
Clemson, SC
05.2016

Skills

  • Series 7 Certification
  • Series 66 Certification
  • NMLS Certification
  • Excellent Communication
  • Deadline Management
  • Efficiency optimization

Personal Information

Date of Birth: 11/24/93

Timeline

Account Manager

Lima One Capital
03.2020 - Current

Financial Advisor

Oak Capital Management
02.2018 - 02.2020

Bachelor of Science - Economics

Clemson University

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