Jessica Mccauley Email & Phone Number

United States

• Manage a portfolio of institutional clients, developing strong relationships with key decision-makers and influencers.
• Collaborate with clients to set performance and processing goals, ensuring alignment with their business objectives.
• Oversee the lifecycle of high-impact projects across departments, delivering strategic guidance to drive client success.
• Conduct weekly syncs, monthly check-ins, and quarterly Institutional Business Reviews (QBRs) to ensure clients realize maximum value from Equity Trust products and services.
• Identify and troubleshoot client challenges, designing creative and tailored solutions to overcome obstacles.
• Serve as a peer mentor to new Institutional Client Success Managers (CSMs), providing guidance and support.

Cleveland, Ohio

• Here, I steered Chase's Correspondent Lending Division's Business Resiliency Oversight program. I liaised with contacts in each business plan; including finance, resiliency managers, and resiliency approvers to ensure.
• Generated monthly quality management reports containing data generated by process and employees.
• Analyzed market trends and offered recommendations for swift remediation of issues.
• Conducted audits and business readiness evaluations to offer high-quality products in accordance with departmental requirements.

Cleveland, Ohio, United States

• In this role, I created monthly QC Management reports that comprised data compiled by process and employee, trend identification, and recommendations for correcting shortcomings in the coming future. I also created and.
• Daily monitored conflicts for review.
• Presented monthly reports to management after examining data trends.
• Built two SharePoints for teams and accounted for all administrative responsibilities, including access requests, changes, permissions, workflows, and more.
• Developed error correction procedures as part of departmental action plans.

Cleveland, Ohio, United States

• During this tenure, I supported Chase's line of business contacts in determining whether losses were compensable by MetLife. I also assessed and verified the indemnification claim filing package for completeness and.
• Filed indemnity claims to MetLife and followed up as necessary.
• Performed and provided comprehensive accounting reconciliations.
• Identified errors and submitted claims and notified management.

Cleveland, Ohio

• In this role, I focused on training both novice and seasoned coworkers about challenging assignments. I also regularly fostered positive connections with sellers, account executives, managers, and coworkers. However, I.
• Guaranteed data integrity and compliance with federal regulations.
• Filed appeals to agency or requesting party and followed up with agency or requesting party regarding appeal responses.

Cleveland, Ohio, United States

• Here, I answered all repurchase requests, appeal responses, and related communications. Also, I assured data integrity and compliance with federal regulations. Met all deadlines for delivering given reports.
• Actively fostered positive connections with sellers, account executives, managers, and coworkers.
• Reviewed loan documents, collection notes, and underwriting evaluations.