Jake Toomey
Quincy,MA
Summary
To work in an office full-time or in a hybrid situation for a great company that allows me to collaborate with co-workers while building on my experience in Mortgage, Investment, and Banking products and values my positive attitude, strong communication skills, and problem-solving
abilities.
Overview
5
5
years of professional experience
Work History
Capital Operations Specialist
Toast Capital
10.2022 - 02.2024
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
- Collaborated across departments to identify opportunities for process improvements and increased efficiency.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards. Answered approximately 15 calls daily and processed on average 10 -15 loans daily.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
Client Service Advisor II
Boston Private
11.2021 - 09.2022
- Helped large volume of high-net-worth clients
- Processed client requests for statements, wire/ ACH transfers, updating personal information in database and ordering of checks and debit cards
- Answered product and service questions, suggesting other offerings to attract potential clients.
Banking/ Mortgage Specialist
Westfield Bank
03.2019 - 07.2021
- Provided high-level customer service through friendly approach, strong professionalism, and timely assistance with customer transactions
- Engaged in over 25 consultations per day at Bank's 2018 'Branch of the Year'
- Originated residential mortgage loan applications and communicated with borrowers and prospective borrowers regarding mortgage eCommerce/eBay Vendor loan terms/options with the goal of gaining the borrower's business
- Marketing Specialist - Managed all marketing materials in the branch, making sure all information is up to date and in compliance.
Education
Bachelor's Degree in Philosophy -
University of Massachusetts Amherst
Amherst, MASkills
- Microsoft Office Proficient
- Encompass and Velocity Mortgage Lifecycle Software Systems Proficient
- eCommerce/eBay Vendor
- Teamwork and Customer Service oriented
- Registered Massachusetts Notary Public
Interests
- Passionate about cooking! Feel free to follow my instagram @pizzabyjake
- Learning about and experiencing new cultures
Timeline
Capital Operations Specialist
Toast Capital
10.2022 - 02.2024
Client Service Advisor II
Boston Private
11.2021 - 09.2022
Banking/ Mortgage Specialist
Westfield Bank
03.2019 - 07.2021
Bachelor's Degree in Philosophy -
University of Massachusetts Amherst