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
1
1
Certification
10
10
years of professional experience
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