Jasmine Thomas
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Jasmine Thomas Email & Phone Number

Private Wealth Asset Associate with a Customer-First Approach: Elevating Wealth Management, Property Management, and Asset Administration at Advocacy Trust
Location: Decatur, Georgia, United States 4 work roles 2 schools
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Role
Private Wealth Asset Associate with a Customer-First Approach: Elevating Wealth Management, Property Management, and Asset Administration
Location
Decatur, Georgia, United States
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Who is Jasmine Thomas? Overview

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Jasmine Thomas is listed as Private Wealth Asset Associate with a Customer-First Approach: Elevating Wealth Management, Property Management, and Asset Administration at Advocacy Trust, a company with 14 employees, based in Decatur, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jasmine Thomas.

Jasmine Thomas previously worked as Trust Administrator at Advocacy Trust and Specialty Asset Associate - Private Wealth Real Estate Division at Bank Of America Private Bank. Jasmine Thomas holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Mercer University.

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Advocacy Trust

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Profile bio

About Jasmine Thomas

With over 10 years of financial service industry experience, seven of which has been in private wealth asset management, I am passionate about providing a first class experience to our clients and working as a team to be positively impactful. I've had the privilege of assisting 10 asset managers with the fiduciary responsibility of managing over 250 commercial real estate investment properties and residential properties with portfolios valued at $350M+, resulting in successful real estate transactions, property management, leasing and rental processes.⠀I managed the distribution of income to beneficiaries, leading to a 100% increase in the timeliness and efficiency of fund distribution. I orchestrated the seamless onboarding of 40+ new assets per quarter, reducing onboarding time by 30%. Through the use of exceptional communication skills and customer service, I maintained a average customer satisfaction rating of 10 out of 10 by communicating and educating beneficiaries and clients on account activity.In addition to my professional achievements, I am also skilled in using applications such as Yardi, PACE, Customer Care Workbench, Trustweb, Concur and Microsoft Office Suite (Outlook, Word, PowerPoint, Excel) among others. ⠀Lastly, my commitment to delivering exceptional service and driving results has never waivered. I am excited to bring my talents and skills to your team and financial organization. If you would like to get in touch with me, you can contact me at jthomas1433@yahoo.com.

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Jasmine Thomas's current company

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Advocacy Trust
Advocacy Trust
Private Wealth Asset Associate with a Customer-First Approach: Elevating Wealth Management, Property Management, and Asset Administration
chattanooga, tennessee, united states
Employees
14
AeroLeads page
4 roles

Jasmine Thomas work experience

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Trust Administrator

Current

Atlanta, Georgia, United States

Jul 2023 - Present

Specialty Asset Associate - Private Wealth Real Estate Division

Greater Atlanta Area

- Assisted 10 asset managers with the fiduciary management of over 250+ commercial and residential properties with a portfolio worth $350M+.- Administered successful property transactions, leasing, and property management processes, boosting team efficiency by 30% in 6 months.- Orchestrated the seamless onboarding of 40+ new assets per quarter, reducing.

Nov 2014 - Nov 2021

Customer Care Hazard Research Specialist Iii

Duluth, Georgia

- Resolved 1K+ complex mortgage loan inquiries related to homeowners’ insurance and exception items within a satisfactory time frame.- Adequately explained the claims filing process and lender placed insurance coverage policies to 1k+ customers, enhancing the customers knowledge of the subject. - Delivered solutions, amplified customer knowledge base.

Nov 2012 - Nov 2014

Customer Care Research Specialist Ii

Columbus, Ohio Area

- Implemented personalized mortgage and home equity loan consulting by answering inquires, providing information, and managing difficult client situations, increasing customer satisfaction rate by over 95%.- Solved 500+ complex customer inquiries and escalated issues from Senior Management, Federal Agencies and United States Congressional Offices..

Sep 2009 - Oct 2012
Team & coworkers

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2 education records

Jasmine Thomas education

Bachelor Of Business Administration - Bba, Business Administration And Management, General

FAQ

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What company does Jasmine Thomas work for?

Jasmine Thomas works for Advocacy Trust.

What is Jasmine Thomas's role at Advocacy Trust?

Jasmine Thomas is listed as Private Wealth Asset Associate with a Customer-First Approach: Elevating Wealth Management, Property Management, and Asset Administration at Advocacy Trust.

Where is Jasmine Thomas based?

Jasmine Thomas is based in Decatur, Georgia, United States while working with Advocacy Trust.

What companies has Jasmine Thomas worked for?

Jasmine Thomas has worked for Advocacy Trust, Bank Of America Private Bank, Assurant Specialty Property, and Jpmorgan Chase.

Who are Jasmine Thomas's colleagues at Advocacy Trust?

Jasmine Thomas's colleagues at Advocacy Trust include Nick Lamorte, Lisa Kelly, Chsnc, Zina B., Mallory Tivey, and Sinead Fitzsimons.

How can I contact Jasmine Thomas?

You can use AeroLeads to view verified contact signals for Jasmine Thomas at Advocacy Trust, including work email, phone, and LinkedIn data when available.

What schools did Jasmine Thomas attend?

Jasmine Thomas holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Mercer University.

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