Jolena Irving Email & Phone Number

Humeston, Ia, Us

Corydon, Iowa, United States

Iowa, United States

With the techniques of QHHT (Quantum Healing Hypnosis Technique) & Soul Speak I'm able to assist my clients with understanding how to find answers within themselves. From anything to a discomfort, a phobia, a relational concern, the topics I can help guide on are endless. Now offering COMPLIMENTARY Sessions for a limited number of enrollees.

Iowa, United States

Sowing the land one seed at a time for leisure and for lunch! As a family of 6 we certainly stay busy! We grow on a 6000 square foot market garden on our homestead. We're looking forward to sharing our story of planting, sowing and harvest along with everything in between. Check us out on FaceBook & Instagram @irvingacres #eatyourveggies

United States

• Coordinate Sales Initiatives and training with staff. Implement and mitigate gaps in sales approach and operations from patient perspective. • Provides Office Management & creates structure to assist Start up in Managing 1 location out of 2. • Addressed business needs as Operations Leadership, defined and refined processes for value stream management, operational excellence, & cemented solid processes for start up success. • Grew membership in Primary Care of clinic 343%, within 3 months’ time - after implementing processes, procedures and collaboration on pricing and delivery with owner. (Startup (0) to 50+ client’s growth in 8-10 weeks so far.) (Annual Memberships range from $1800-$12K per year.) • Assisted supporting virtual sick patient needs; managed virtual communications and assisted in building charts until additional roles were hired for me to train on tasks.

Chariton, Iowa, United States

I worked as a Business Banking Specialist with US Bank since December of 2017. I had covered many locations located in Southeastern Iowa, and when I began my role, assisted with many Des Moines and the outlying locations as well. I was responsible for assisting business owners, and their partners, in finding the best banking options tailored specifically for them. I offered a variety of products and services with a built-in relationship you couldn't find anywhere else. Common inquiries from businesses who reached out are were related, but not limited to: business deposit accounts, treasury management loans and lines, equipment financing, business credit cards and point-of-sale/payment solutions.

Des Moines Metropolitan Area

• Sold, Supported, & implemented Business Checking/Savings, Credit Cards, Loans/Lines, Credit Card Processing, Treasury Management and other misc. aids through referrals or suggestions. • Served as unofficial Liaison, in providing Government loan support to resolve rejections in SBA PPP loans. (PPP: Paycheck Protection Program.) (1st wave-Calculated entity loan details, 2nd wave promoted to specialty team to mitigate rejection codes, to troubleshoot and resolve individual issues. • Earned a Top 10 spot, in US Bank Business Bankers in Sales Revenue. (2018) • Partnered with Commercial Lending to aid in boosting US Bank Banking features for several HNW clients.

Des Moines, Iowa Area

• Worked primarily with Business Owners to address their personal retirement strategies and Exit Plans. Their employees were also a top priority, so I was able to educate and present on different plans that the owner(s) would implement for retention and appreciation purposes. • With Agricultural clients, I aided in difficult conversations regarding farm transfer and generational farm transition. • Educated clients on financial products to help them best implement or accentuate their financial goals both personally & Professionally; Built a personal portfolio managing over $40M in assets. • Fostered a positive environment and process for my clientele while being an advocate for their needs.

West Des Moines, Iowa

Managed operations with a team for 4 MS locations with 20+ staff. Oversaw trading/transaction approvals, staffing and training. Also assisted in Morgan Stanley Smith Barney merger as the only MS manager on transition team, my input was invaluable for operations and systems implementation.

West Des Moines, Iowa

• Supported 12 Financial Advisors as their customer support/admin. Built relationship with clients by sending cards, outbound calls, client inquiry management, and customer appreciation event organization.• Aided with stock, mutual fund trades and supported Advisor in their absence to create a seamless experience with the client. • Successfully supported 4 advisors or more with AUM over $300M combined. • Navigated the 2008/2009 Stock Crisis as a newly licensed professional; this helped me to better support clients and learn much more than one may in a standard economic year.• Successfully secured licensure on Series 7 in 2008, Series 66 Concurrently, including Life & Health Licenses, Series 9, & Series 10 also as promoted to Operations Manager.

Pleasant Hill, Iowa

• Managed a high-volume loan pipeline. (Car loan & Mortgage Processing.)• Created a positive customer experience by effectively communicating needs list, timelines and funding requirements.• Reviewed all loan documentation to ensure completion and, accuracy, and verify compliance with company policies and procedures, & adhere to all regulatory requirements.• Requested and/or run reports from third party agencies and conduct thorough review of all information to identify potential risks (i.e. credit, OFAC, Westlaw, UCC search, Flood Determination Certificate, Tax Verification.)• Maintained and updated banks internal loan processing system which includes data fields, transactional documentation, statuses, and notes.• Upon receipt of loan approval, request loan documents, review loan documents for accuracy and coordinate signing.• Reviewed and approved loan journals, review wire information input and assist other loan processors as needed.

West Des Moines, Iowa

• Collect financial documents, legal documents, and collateral documents from loan officers/customers.• Review and Calculate ratios according to underwriting requirements.• Review collateral/mortgage to insure met requirements for selected product were sound.• Communicate and gather appraisal information and apply to stipulations of the mortgage. • Once all stipulations met and documentation received, prepare package to send to Underwriting for last look.• Worked across different internal departments to ensure that the loan is serviced as appropriate within different applicable departments. (Funding/Legal etc.)• Managed multiple cases at one time insuring all customers were serviced and educated in a timely and organized manner.

Urbandale, Iowa

• Worked as a mortgage processor directly working with brokers all across the country.• Collected financial, legal and collateral documents as needed for specific product.• Practiced a 48 hour turn around to closing(or less) once all stipulations were cleared. • Trouble-shooting legal scenarios, as well as product changes last minute while adhering to 48 hr turn time goal.• Top producer for 2 years in a row while employed (out of approximately 25 processors.) • During mortgage market height, frequently assisted in coaching and training new employees due to exponential growth.

West Des Moines, Iowa

• Maintained an account portfolio of 500 customers through the maintenance, collections, restructuring, modification, refinancing, transferring and file updating on all recourse promissory notes. • Primarily worked loans with bank guaranty; worked closely with local bank branches across the country to organize additional support and planning for the customer.• Initiated recourse on portfolio of collections loans which included repossession of large machinery, automobiles and semi semi-trailers.• Utilize a solid understanding of company policies, procedures and collection systems in performance of duties.• Worked independently with weekly check-ins with supervisor.• Interacted with internal customers across departments such as bankruptcy & repossession.• Exercised independent judgment to determine timing of escalation (post 120 days delinquent.)

Bachelor'S Degree, Business Management - Finance Emphasis - Operations Specialty

Associate Of Science - As, Business Administration And Management, General