Jessica Thomas Email & Phone Number

West Point, Nebraska, US

Draper, Utah, US

Armonk, New York, NY, US

Identified process inefficiencies through gap analysis.Recommended operational improvements based on tracking and analysis.Develop, document and implement world-wide support plans.Advise on technical support processes and responsible for preparing the IBM support structure fornew and existing offerings.

Milwaukee, Wisconsin, US

Exceeded expectations in learning Fiserv products and programs.Provide frontline product support for clients via telephone, email and web based contact channels. Deliver professional and timely client communications regarding project updates, ongoing support items, and product implementation services.Thoroughly track, organize and document all product.

Communicated with agents to determine what financial products would meet their client’s needs.Produced an average of 100-200 outbound cold calls daily.Exceeded expectations in generating in new business.Top 25 Marketer out of 200.

Natchitoches, Louisiana, US

Managed a portfolio of 40-50 Clients within the Health care profession with an average client net worth of $500k - $5,000,000.Communicated with clients to determine their financial needs and goals.Analyzed client information in order to accurately calculate a financial plan specific to their goals.Compiled all necessary information needed to accurately.

Natchitoches, Louisiana, US

Assisted the Senior Loan Processor.Processed residential loans throughout the U.S.Obtained required documents from lenders, clients and other third party companies. Ensured the loan process was completed accurately and in a timely manor.Ensured compliance requirements were met.

Owner/Operator of a marketing data supplier specializing in communications data that includes opt-in SMS, Mobile phone and Fax numbers as well as e-mail services. Demonstrate quality service while delivering marketing information that met my client’s needs.

San Francisco, California, US

Implemented new cash management services for new and existing clients.Instructed corporate clients how to navigate through the Commercial Electronic Office.Communicated with clients, sales officers, vendors and other internal bank operations in order to meet product start-up dates.Defined customer’s financial/technical needs.Identified additional product.

San Francisco, California, US

Assisted multiple loan officers in the commercial banking divisionManaged a portfolio of 20-30 clients, average company asset size $2,000,000 - $5,000,000.Solved moderate to complex account issues.Processed monthly loan reports for review by relationship manager.Proficient knowledge of bank systems as well as commercial cash management.