Jesse Heifort Email & Phone Number

Elk River, Minnesota, United States

As a Credit Analyst, I serve a vital role in assessing the creditworthiness of both current and potential borrowers, managing and mitigating risks, and facilitating the underwriting process for various loan products, including SBA 7a and SBA 504 loans. Other duties in this role include close monitoring of watch credits, monitoring all loan policy exceptions and reconciliation of charge-off and recovery accounts.

Elk River, Minnesota, United States

Eagan, Minnesota, United States

As an AIS, my role was to interpret and enter correct benefit plan designs into the claims processing system, AS400. This position was heavily centered in data entry, meaning I would receive a health benefit plan, and enter the plans information into a complex data collection interface. After entry, I would run quality control tests to ensure my entries were clean and accurate, and then my work would be sent off to another quality control team for further testing.

Bemidji, Mn

Duties include doing estimates for contractor's and average customers. Estimates include framing, drywall, insulation, roofing, siding, windows, doors and much more. With this, I also have daily tasks to do around the department such as rebuilding displays, verifying signage, cleaning and some stocking.

Bemidji, Mn

I was the Intern at Big Horn Financial Services (a branch of LPL Financial). Big Horn is a financial services firm that helps individuals, as well as other businesses, invest. Clients served included people just starting out in investing, as well as high net worth individuals that have been with us for quite some time, and businesses looking to set up retirement benefits for employees. I had several duties in this position. Firstly was client communications, which included setting up meetings… Show more I was the Intern at Big Horn Financial Services (a branch of LPL Financial). Big Horn is a financial services firm that helps individuals, as well as other businesses, invest. Clients served included people just starting out in investing, as well as high net worth individuals that have been with us for quite some time, and businesses looking to set up retirement benefits for employees. I had several duties in this position. Firstly was client communications, which included setting up meetings with current and potential clients. I also would perform case studies for the advisers who would take my work into consideration when trading. With these duties, I also did standard paperwork for account creation and modification, including 401(K), IRA, and other investment accounts. Beyond the scope of my employment duties, I also sat in with many client meetings, where I would observe and learn how to work and communicate in the field. Show less

Lino Lakes, Mn

In my position in Mobile Marketing I helped sell exterior home-improvement products, and my job was door-to-door lead generation. I worked for this company for 4 summers and learned how to communicate with strangers, as well as pitch a cold lead. In July 2017 I was "top dog" of my colleagues, meaning I generated the most leads in the company.