Jake Bemisderfer
Alexandria
Summary
Finance professional prepared for high-level challenges, bringing valuable experience in strategic financial management and operational efficiency. Known for fostering collaborative environments and driving results. Adept at navigating complex financial landscapes and adapting to evolving business needs.
Overview
14
14
years of professional experience
Work History
Business Office Manager/Accountant
Bishop O’Connell High School
11.2021 - Current
- Oversaw and supported business office, faculty, and staff with daily operations, providing long-term guidelines and guidance to ensure efficiency and alignment with goals.
- Balanced and reconciled multiple bank accounts and credit card accounts, maintaining 100% accuracy in financial records and ensuring compliance with nonprofit financial standards.
- Recorded benefits balances on Diocesan bill and reconciled benefit liabilities from the master payroll to the general ledger.
- Reviewed AP aging report and contact vendors with any discrepancies.
- Processed journal entries for departmental transfers, copier printing cost and postage ensuring accuracy and compliance.
- Established online ordering capabilities with vendors such as Amazon and Office Depot, enhancing efficiency, reducing costs, and ensuring timely access to essential supplies.
Assistant Manager, Mortgage Originations
PenFed Credit Union
09.2017 - 10.2019
- Managed two service centers with 50+ team members, consistently surpassing cycle time and pull-through goals for fixed home equity loans.
- Oversaw a $25M loan pipeline, closing an average of 230 units ($14M) monthly by collaborating with supervisors, processors, closers, and underwriters.
- Ensured compliance with federal, state, and local regulations, including Qualified Mortgage criteria and TRID requirements.
- Enhanced member experience using Medallia Net Promoter Scores, communicating trends and results to staff and senior leadership.
Mortgage Loan Advisor
PenFed Credit Union
06.2016 - 09.2017
- Consulted members on home loan programs, structuring complex applications to meet borrower needs and regulatory standards.
- Managed loan pipeline, ensuring timely delivery of disclosures and compliance with LTV, DTI, and loan-level pricing adjustments.
- Collaborated with senior leadership, support teams, and vendors to resolve issues and optimize loan processing efficiency.
Regional Bank Private Banker
Wells Fargo Bank
05.2014 - 06.2016
- Managed a portfolio of 220 affluent households, recommending deposit, investment, and lending solutions.
- Collaborated with Private Bank specialists to deliver trust, estate, and fiduciary services, identifying opportunities for asset-based lines of credit.
- Grew client base through relationship-building and cross-selling investment products with financial advisors.
Senior Mortgage Loan Officer
Prime Lending
05.2013 - 05.2014
- Originated residential mortgages through FNMA, FreddieMac, USDA, VHDA, and VA loan programs, ensuring compliance with QM requirements.
- Educated clients and partners on loan products, providing detailed scenarios including PMI options and lender credits.
- Generated referrals through proactive outreach to realtors, bankers, and attorneys, expanding business networks.
Manager, Business Development
TD Bank
03.2011 - 05.2013
- Managed a diverse portfolio of commercial, small business, and consumer accounts, achieving 50% of annual revenue goal ($840K) by May 2013.
- Ranked #1 in store revenue-to-goal (130%) for Q3 2012 among 13 stores, finishing in top quartile regionally.
- Originated home equity loans, residential mortgages (up to $3M), and small business loans (up to $500K).
- Promoted TD brand through community leadership (Chamber, Rotary, volunteer events) and coached team on performance and talent development.
Education
Bachelor of Science - Accounting
North Carolina State University
Raleigh, NC01.1999
Skills
- Church Treasury Trustee
- Reliable, organized, and goal-oriented
- Quickbooks online, e-requisition
- Strong work ethic
- Account reconciliation
- Expense reporting
- Workflow planning
- Virginia Notary
Timeline
Business Office Manager/Accountant
Bishop O’Connell High School
11.2021 - Current
Assistant Manager, Mortgage Originations
PenFed Credit Union
09.2017 - 10.2019
Mortgage Loan Advisor
PenFed Credit Union
06.2016 - 09.2017
Regional Bank Private Banker
Wells Fargo Bank
05.2014 - 06.2016
Senior Mortgage Loan Officer
Prime Lending
05.2013 - 05.2014
Manager, Business Development
TD Bank
03.2011 - 05.2013
Bachelor of Science - Accounting
North Carolina State University
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