Summary
Overview
Work History
Education
Skills
Timeline
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Jake Fultz

White Lake,MI

Summary

Over a year of mortgage underwriting experience, working for the industry's leading mortgage lender. In addition, I have two and half years in retail banking working for one of America's longest standing financial institutions, Comerica Bank. Both positions training me to be adaptive to ever evolving financial landscape. I have developed a keen eye for fraud and protecting my customer's best interest. I am passionate about my work and I strive for only the best outcome for all my clients.

Overview

8
8
years of professional experience

Work History

Sr. Relationship Banker

Comerica Bank
White Lake, MI
07.2022 - Current
  • Identify and resolve complex client service issues to deliver exceptional customer service
  • Follow operational guidelines promoting security, risk management and compliance
  • Cash management in accordance with industry standards and federal regulations
  • Cultivate relationships with partners to fulfill or provide appropriate referrals for clients
  • Led on the job training for new banking center employees
  • Promoted to Sr. Relationship Banker in March 2025

Senior Mortgage Underwriter

United Wholesale Mortgage
Pontiac, MI
01.2021 - 04.2022
  • Approve/deny loans at initial submission based on the borrower(s) qualifications and investor guidelines
  • Review income, occupancy, and credit to determine risk of lending
  • Create and maintain working relationships with clients in order to aid in assisting any and all questions relating to getting their loan closed
  • Detect and respond to any potentially fraudulent activities
  • Team lead for development of new underwriters on the floor

Merchandising Execution Team Associate

The Home Depot
White Lake, MI
05.2017 - 08.2020
  • Build and maintain effective relationships with peers and upper management to drive team success toward common sales, service, and operational goals
  • Lead projects and aisle resets for the store's suppliers
  • Kept work areas clean, neat and organized for optimal productivity and worker safety

Education

Bachelor of Arts - Major in Theatre, Minor in Music

Saginaw Valley State University
University Center, MI
12.2020

Skills

  • Risk Management
  • Data Analysis
  • Regulatory compliance
  • Client Outreach
  • Training
  • Team Collaboration

Timeline

Sr. Relationship Banker

Comerica Bank
07.2022 - Current

Senior Mortgage Underwriter

United Wholesale Mortgage
01.2021 - 04.2022

Merchandising Execution Team Associate

The Home Depot
05.2017 - 08.2020

Bachelor of Arts - Major in Theatre, Minor in Music

Saginaw Valley State University
Jake Fultz