Jake Wornow

Originations/Sales

• Identified and pursued new business opportunities through cold calling, marketing campaigns, and conference networking.

• Conducted daily research to identify trends, assess competition, and uncover new opportunities to exceed outreach goals.

• Proficient in CRM platforms such as Zoho and Abrigo.

• Maintained and organized sales pipelines and successfully represented company products at industry-leading conferences

• Maintained client relationships throughout the life of each deal.

Capital Markets

• Responsible for weekly financial reports to our capital partner

• Maintained pricing models the execution of capital markets transactions.

• Supported in all deal structuring, negotiation, communication, warehouse line transactions, and closings including financial analysis and modeling to support transaction decision-making.

• Coordinated with internal and external stakeholders, including clients, legal advisors, underwriters, and regulatory authorities, to ensure smooth transaction processes

• Company Overview: a Redwood Trust Company
• Accompanied all three asset management sub-divisions in the Irvine, California office of CoreVest Finance.
• A Redwood Trust Company

• Company Overview: a medical innovation software company
• Assisted the sales and digital marketing team for a medical innovation software company.
• A medical innovation software company

• Communicated via email, text and social media for a great friend living with cerebral palsy.

• Assisted the originations team and development department (commercial development properties around New York City).

• Assisted with online billing and scheduled depositions.
• Handled account receivables.