JAKE DOWLING
American Mortgage Plus
Irvine
1
Certification
11
years of professional experience
Sales professional with knowledge of mortgage finance real estate transactions, and emerging technology. Fowler College of Business graduate skilled in tracking loan processes, managing client records, coordinating workflows, and maintaining organized documentation. Brings strong communication, customer service, financial analysis, and CRM experience to real estate finance and operations environments.
Work History
MORTGAGE ASSISTANT
6 Years 3 Months- Built a CRM on the GoHighLevel platform leveraging artificial intelligence for buildout and pipeline automation, reducing process delays by 2 days per client.
- Monitor loan process stages from pre-qualification through post-closing to support seamless transitions and timely completion.
- Track application progress using internal software and maintain accurate records throughout the loan lifecycle.
- Organize client interaction records to support efficient follow-up, communication, and workflow management.
BEACH ATTENDANT
8 Months- Facilitated beach equipment rentals and reservations while delivering a high-quality guest experience.
- Addressed guest inquiries and resolved concerns efficiently to maintain strong customer satisfaction.
FINANCIAL ADVISOR INTERN
3 Months- Conducted 100+ outbound prospecting calls per week to identify potential clients, generate conversations, and maintained a 10/3/1 ratio for scheduling financial planning meetings.
- Gained hands-on experience in finance, insurance, sales, and client financial planning.
- Prospected potential clients, scheduled meetings, and supported clients through financial planning discussions.
- Organized, updated, and maintained client files using Microsoft’s on-premises CRM software.
SERVER ASSISTANT / BARBACK
6 Months- Supported efficient restaurant operations while delivering personalized service and memorable guest experiences.
- Built positive guest relationships through attentive service and a commitment to the local community.
JUNIOR SURF INSTRUCTOR
4 Years- Helped young surfers develop foundational surfing skills while fostering an appreciation for the ocean.
Education
Bachelor of Science - Real Estate
- Secretary and events coordinator for the SDSU Waterski and Wakesports Club.
- Contributing member of the Real Estate Society and Collegiate Sales Society.
Associate of Science
High School Diploma
Skills
Mortgage Pipeline Tracking
Real Estate Financial Modeling
Lead Qualification
Prospecting
CRM Management
Workflow Management
Client Communication
Sales & Business Development
Financial Analysis
Affiliations
- Fundraised $2000+ for the Ben Carlson Foundation; "Ben Did Go" paddle participant.
- Member — Surfrider Foundation
Certification
- California NMLS License (Approved – Inactive)
- Real Estate Financial Modeling (REFM) Level 3
- Bloomberg Market Concepts (BMC)
- Adult First Aid/CPR/AED Certified — American Red Cross
Timeline
BEACH ATTENDANT
La Jolla Beach and Tennis Club
03.2024 - 11.2024Read More
FINANCIAL ADVISOR INTERN
05.2023 - 08.2023Read More
SERVER ASSISTANT / BARBACK
Mosaic Bar & Grille, Montage Laguna Beach
04.2022 - 10.2022Read More
MORTGAGE ASSISTANT
American Mortgage Plus
04.2020 - CurrentRead More
JUNIOR SURF INSTRUCTOR
Nugget Surf
01.2016 - 01.2020Read More
Aliso Niguel High School
High School Diploma
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Saddleback Community College
Associate of Science
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San Diego State University
Bachelor of Science from Real Estate
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