Jacob Hoffman, CFA

Experience

• 

  AEGON Americas

  Jan 2013 - Jan 2013

  Commercial Mortgage Loan Analyst Intern

  • Engaged commercial real estate valuation and research technology, including CoStar, Real Capital Analytics, RERC, CBRE, etc., to prepare value estimates on institutional-quality assets across the United States• Analyzed property-level financial statements using CREFC methodology• Performed miscellaneous tasked associated to working projects for the mortgage loan group which actively managed more than $8 billion in assets

• 

  Cohen Financial

  May 2014 - May 2015

  Commercial Real Estate Analyst

  • Serviced more than $4 billion in commercial mortgages across multiple portfolios.• Collected, reviewed, and analyzed property-level financial statements across various property types • Earned Mortgage Bankers Association inspection certification with an emphasis on Fannie Mae and Freddie Mac multifamily assets • Audit collateral property inspections performed by third-party vendors in accordance with established company policies and procedures• Interpret and analyze property financials for one of the first multi-borrower single-family rental securitizations Show less

• 

  Sprint, Real Estate

  Feb 2016 - Mar 2016

  Quality Control Analyst (Contract Assignment)

  • Tracked property reports and analyzed vendor relationships to identify bottlenecks and trends in the building maintenance process• Surveyed more than 750 of Sprint’s retail locations to collect, develop and distribute status reports for presentation to senior management• Collected and managed work-order origination data to track employee accuracy• Develop a variety of ad-hoc reports for senior management utilizing the company’s property database

• 

  Mazuma Credit Union

  Jun 2016 - Aug 2022

  • Established our Loan Participation Program and lead 15 deals totaling $125 million in transactions• Strategize with department leads on product structure and pricing• Contributing member of Pricing Committee, Investment Committee, and Asset and Liability Committee (ALCO) • Utilized SQL to provide business analysis across the organization• Constructed budgets to meet the organization’s needs• Led study of individual product profitability • Managed the data analytics tool used by the Credit Union• Utilized multiple data sources to locate and evaluate issues• Produced the organizational budget in line with managerial guidance• Provided ad-hoc financial analysis to various departments

  • Secondary Market and Treasury Analyst

    Jun 2020 - Aug 2022

  • Business Intelligence Analyst

    Dec 2017 - Jun 2020

  • Financial Analyst

    Jun 2016 - Dec 2017
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  Service Credit Union

  Aug 2022 - now

  Secondary Markets Manager