Summary
Work History
Education
Skills
Timeline
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Jake Schlemovitz

San Diego,CA

Summary

Detail-oriented analyst with expertise in financial analysis and Salesforce CRM. Proven ability to streamline processes and enhance client engagement, contributing to informed lending decisions and improved operational efficiency.

Work History

Junior Analyst

Axos Bank
San Diego, CA
  • Evaluated creditworthiness and business growth potential of prospective clients through financial analysis.Supported informed lending decisions by analyzing client financial data comprehensively.
  • Evaluated creditworthiness and business growth potential of prospective clients through financial analysis.
    Supported informed lending decisions by analyzing client financial data comprehensively.
  • Utilized Salesforce CRM to track client interactions and manage pipeline activities.
    Supported relationship managers in business development initiatives to enhance client engagement.
    Streamlined processes for tracking client interactions to improve efficiency.
    Facilitated effective pipeline management to maximize sales opportunities.

Administrative Assistant

Plante Huguenin Lebovic Kahn LLP
Irvine, CA
  • Coordinated client intake processes, fostering strong relationships with high-value clients.
  • Managed client communications and scheduling in fast-paced legal office, ensuring efficient support for attorney team.
  • Streamlined administrative workflows, reducing processing times and enhancing team efficiency.
  • Prepared accurate, professional client-facing materials and reports to enhance client interactions.

Support Staff

Holdrens Steak and Seafood
Santa Barbara, CA
  • Delivered exceptional guest experiences in high-volume upscale dining, resulting in increased client satisfaction and repeat business.
  • Collaborated with team members to surpass service standards and enhance guest outcomes.
  • Developed interpersonal and communication skills through consistent engagement with diverse clientele.

Education

Bachelor of Arts - Economics And Accounting

University of California, Santa Barbara
Santa Barbara, CA
06-2025

Skills

  • Financial analysis
  • Financial modeling
  • Data evaluation
  • Salesforce CRM
  • Microsoft Excel
  • Project management
  • Customer relationship management
  • Communication skills

Timeline

Junior Analyst

Axos Bank

Administrative Assistant

Plante Huguenin Lebovic Kahn LLP

Support Staff

Holdrens Steak and Seafood

Bachelor of Arts - Economics And Accounting

University of California, Santa Barbara

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Jake Schlemovitz