Jenna Wright Email & Phone Number

Concord, CA

• Provide superior customer service to 60 producers and internal employees
• Create and prepare presentation materials
• Work efficiently with other team members to ensure a productive workflow
• Responsible for enhancing and preparing Excel spreadsheets
• Assist in developing and enhancing PowerPoint presentations
• Respond and manage requests from the operations department

San Ramon, CA

• Ordered appraisals upon request from loan officers
• Responsible for uploading appraisals to our network for access
• Updating status on appraisals to loan agents frequently
• Transferred phone calls from the front desk to various departments
• Completed front desk duties and tasks on a daily bases to help with workflow
• Sent out mail and UPS when requested from team members

Pleasant Hill, CA

• Greet guests in a professional and friendly manner to create a welcoming atmosphere
• Work efficiently with other team members to ensure a productive workflow
• Maintain and balance cash drawer on a daily basis
• Developed and maintained long term relationships with customers
• Responsible for various bank tasks to be completed on time & in compliance
• Informing/offering customers on various bank products & financial reviews

Clayton, CA

• Attended to phone calls and assist customers with questions and their account information
• Responsible for typing memos, reports and other correspondence
• Selling rewards and movie passes to customers
• Helping customers find certain movies while providing outstanding customer service