Jessica Anderson Email & Phone Number

Seattle, Washington, United States

• Assists Back Office department and Client Services team with various tasks.• Prepare and track account opening and transfer documents.• Track and submit wires, ACH, check requests, etc.• Prefilling documents and completing DocuSigns.• Paperwork processing and follow-up.• Renaming, filing, and processing paperwork daily.• Escalate issues or complex tasks to appropriate personnel.• Assist with onboarding new advisors and clients.• Maintain all client and advisor files in orderly manner.• Answer telephone calls.• Follow operational procedures.

Seattle, Washington, United States

• Responsible for electronic and physical routing documents, faxing and photocopying assignments. • Prepare, review and create outgoing mail, for CSU, Admin, and Claims departments.• Research and process – including voiding and reissuing – stale-dated claim checks.• Performs administrative work for adjusters, including entering and assigning new claims, opening reserves, and creating and updating items assigned to adjusters in system(s).• Contact vendors to obtain W-9 forms, maintain received documents and records, and update information in the system.• Assist with the creation and maintenance of job aides, procedure manuals, and training materials.

Seattle, Washington, United States

During my four-year career with The Maudling Team, I moved with the team from Guild Mortgage to CrossCountry Mortgage.My main responsibilities on the team were to:• Coordinate & Assist High Production Sales Team in day to day tasks & functions • Listen, diagnose, and resolve problems by guiding users through step-by-step solutions• Utilize CRM database functions while implementing data migration & system integrations • Communicated efficiently with clients and business partners to maintain sales pipeline • Creating, planning, and executing successful marketing events and projects on timeCrossCountry Mortgage LLC, NMLS3029Dates: March 2020 - January 23, 2023 - Laid off due to Housing Market ConditionGuild Mortgage - Assistant & Transaction Manager Dates: Sept 2019 - March 2020

Henderson, Nevada

• Promoted to Senior Service Agent after completion of leadership development program • Providing top-tier service by using computer and multi-line phone efficiently• Full circle problem solving of servicing, billing, and maintenance of insurance policies• Managing complaints, complex additions, and alterations of policies while retaining accounts• Leading training sessions to help prepare new hires to meet milestones and objectives• Providing excellent verbal and written communication in case notes, emails, and memos

Gunnison, Colorado

• Supervising a shift of at least four cashiers assuring schedule and cash management• Managing schedules and financial services for the service desk• Fast-pace environment – often requiring coordination of multiple tasks simultaneously.• Customer relations and dispute resolution

Gunnison, Colorado

• Responsibly cashing out members and assisting with a pleasant interaction• Fast-pace environment – often requiring coordination of multiple tasks simultaneously.• Promoted to Service Management Representative

Gunnison, Colorado

• Safeguard patrons • Implemented safety rules and warnings to keep patrons safe• Engage in personal customer service, leadership, and communication

Western State Colordo University Campus

• Spreading the word about the opportunities WayUp has to offer. • Posting on social media • Posting flyers around campus • Talking to students, teachers & campus about the benifits of WayUp

Richland/Kennewick/Pasco, Washington Area

• Started my own private lessons series for the last 4 summers.• Helping students develop proficient swimming skills • Teaching safety in or around the water• Client base grew by positive word of mouth and experience of clients

Pasco, Washington

Safeguard patrons- Implemented safety rules and warnings to keep patrons safe- Engage in personal customer service, leadership, and communication- Cleaned restrooms and other areas of the facility- Covered and uncovered the pool - Taught swim lessons - Trained other instructors on how to teach swim lessons

Gunnison, Colorado

To assist the Athletic department and the Head Swim and Dive Coach - Fundraising and Team Organization - Event staff for athletic events - Responsible for checking out team equipment

Bachelor'S Degree, Business Administration And Management, General

Activities and Societies: NCAA Diver 2013 - 2017 KAPP MU DELTA Scholarship award winner 2015 -2016 NCAA Student Committee Member 2015.

Bachelor'S Degree, Exercise Sports Science Management

Activities and Societies: NCAA Diver 2013 - 2017 Team Records Broken for: 1 meter 11 dive with a score of 418 1 meter 6 dive with a score.

High School Diploma, General Studies

Activities and Societies: Dive, Gymnastics and Track athlete. FFA member Tri-Tech Nursing Program