Jake Thielen is an experienced mortgage loan specialist currently serving as the Team Lead for the mortgage lock desk at CharterWest Bank since August 2020. In this role, Jake collaborates with a compliance officer to manage customer-requested changes and ensures accuracy in loan documentation through pre-quality control reviews. Additionally, Jake processes lock requests, monitors service level agreements, and resolves post-closing conditions with investors. Previously, from April 2018 to August 2020, Jake worked at Venel as a Marketing Coordinator, optimizing SEO for clients and managing online campaign budgets. Jake holds a Bachelor of Business Administration in Business Administration and Management with a focus on Marketing from the University of Nebraska at Omaha, completed in 2019.
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