Jennifer Mcclung Email & Phone Number

Santa Paula, Ca, Us

Product Manager who takes ownership of products and services offered by ShareBuilder, meeting the needs of our customers and our business. Promotes both internal and external team collaboration for projects from concept to delivery, working with stakeholders throughout the organization to define product strategy, user experience, scope, and business requirements.

Chicago, Illinois, Us

Deliver professional service to clients, structuring and launching state-of-the-art technical implementations to advance business productivity and growth. Gather requirements and provide focused consultative and technical advising to clients' product managers, marketing departments, and technical operations staff. Coordinate assignments between internal business departments to enhance provision and integration of consumer credit products. Serve as first point of contact and resolution for client queries and concerns, preventing escalation of critical account and technical issues by delivering immediate and effective product support.

Chicago, Illinois, Us

Worked closely with key accounts to define requirements and create solutions for new products and services. Provided comprehensive oversight of all phases of development projects, from needs assessment through design, testing, and delivery. Authored requirements documents for review by business units and technology teams; prepared detailed documentation of use cases, test scenarios, and product mockups to support internal development processes.

Administered accounts payable / accounts receivable responsibilities. Prepared vouchers, distributed checks, and compiled associate expense reports; compiled monthly partner invoices and processed aging and manual refunds and charges submitted by customer support team. Performed monthly closing activities including account reconciliation and journal entries; handled purchasing of technical software and hardware.

Partnered with brokers and custodians to promote the swift and seamless settlement of domestic and global trades. Administered daily DTC downloads, transfer of securities, and fail follow-ups; diligently reviewed, reconciled, and settled all cash accounts and security positions. Compiled and documented broker confirmations and statements; handled monthly correspondence with partners. Accurately processed wire transfers and incoming contributions to fund and partner distribution.