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.• Report on the value of deepening Equity Trust products and API services in client reviews and updates.• Aid in business development and leadership efforts to retain and expand revenue streams from institutional clients.• Attend external client events, ensuring professional representation and adherence to company procedures.• Consistently achieved or exceeded KPIs related to client retention, quality assurance, and satisfaction scores.

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 that plans are current and sustainable. • 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 implemented rigorous dispute resolution procedures, including the production and dissemination of mortgage banking handbooks.• 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 accuracy thoroughly and timely. Additionally, I bolstered my engagement with MetLife, business lines, and management in order to preserve claims processing efficiency.• 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 coordinated with correspondents to promptly resolve repurchase requests.• 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.