Jake Dowling
Summary
My time at San Diego State University, taught me to be a "student of success" both within and beyond the classroom. I am a dedicated real estate major with strong customer service skills and efficient workflow management, enhancing client experiences. Proven ability to track loan processes and maintain organized records, streamlining operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Mortgage assistant
American Mortgage Plus
04.2020 - Current
- Monitored loan process stages from pre-qualification to post-closing to facilitate seamless transitions.
- Tracked application progress using internal software to ensure timely processing.
- Organized client interaction records for quick reference and follow-up.
Beach attendant
La Jolla Beach and Tennis Club
03.2024 - 11.2024
- Facilitated beach equipment rentals and reservations for guests, enhancing their beach experience.
- Addressed guest inquiries and resolved concerns efficiently, ensuring high satisfaction levels.
Financial advisor intern
Northwestern Mutual
05.2023 - 08.2023
- Real-life experience and foundation in finance, insurance, and sales.
- Called potential clients, scheduled meetings, and guided clients through their financial planning needs.
- Organized, updated, and maintained client files within CRM software.
Server assistant/ barback at Mosaic Bar & Grille
Montage Laguna Beach
04.2022 - 10.2022
- Maintained a successful kitchen environment while creating emotional attachments with guests through personalized service, memorable experiences, and a commitment to the local community.
Junior Surf Instructor
Nugget Surf
01.2016 - 01.2020
- Responsible for helping young services develop their beginning surfing skills and develop a love and appreciation of the ocean.
Education
Bachelor of Science - Real Estate
San Diego State University
San Diego, CA, USA05-2026
Associate of Science -
Saddleback Community College
Mission Viejo, CA05-2023
High School Diploma -
Aliso Niguel High School
Aliso Viejo, CA06-2021
Skills
- NMLS Mortgage Loan Originator Approved- Inactive
- Financial analysis
- Document Management
- CRM software
- Workflow efficiency
- Customer service
Certification
- California NMLS license
- Real estate financial modeling (REFM) level three
- Bloomberg market concepts (BMC)
- Adult First Aid/CPR/AED certified (American Red Cross)
Affiliations
- Member, "Ben Did Go" Paddle Participant, Ben Carlson Foundation
- Member, Surfrider Foundation
Timeline
Beach attendant
La Jolla Beach and Tennis Club
03.2024 - 11.2024
Financial advisor intern
Northwestern Mutual
05.2023 - 08.2023
Server assistant/ barback at Mosaic Bar & Grille
Montage Laguna Beach
04.2022 - 10.2022
Mortgage assistant
American Mortgage Plus
04.2020 - Current
Junior Surf Instructor
Nugget Surf
01.2016 - 01.2020
Bachelor of Science - Real Estate
San Diego State University
Associate of Science -
Saddleback Community College
High School Diploma -
Aliso Niguel High School