Steffany Jensen Email & Phone Number

Gilbert, Az, Us

Gilbert, Az, Us

Remote

Remote

Greater Salt Lake City Area

• Effectively prioritized daily tasks, reports, trainings, and phone calls while complying with critical daily deadlines • Proactively communicated/escalated questionable accounts to compliance, legal, leadership, and sales teams to mitigate risk, to determine the clients’ relationship suitability for the firm, and to ensure that all accounts followed: FATCA, VOLKER, FINRA, FINCEN (CDD), KYC, and internal regulations• Amplified quick-thinking and problem-solving skills by answering 30-40 questions each day from sales teams and colleagues alike• Quickly built relationships with 15 sales teams across the US and became the “go to” person for excellent service • Consistently out-produced peers in quality and quantity of account documentation generated and accounts opened• Perfected attention-to-detail skills by reviewing legal documents such as: operating agreements, trust agreements, articles of incorporation, and client’s personal information, ensuring the firm was capturing all the correct information for client’s accounts. • Learned about Ownership Structures for UHNW clients• Gained understanding of differing account types, and there uses

Greater Salt Lake City Area

• Designed a new workflow to ensure that the daily workload could be distributed more effectively and efficiently• Produced 500+ backend files in a 9 week period (more than any full-time employee or intern during this time)• Won a Regional Innovation Pitch Team Challenge to move on to Globals

• Organized investment agreements from our clients after raising $246M• Successfully headed a $17,000 project to create a financial tombstone for our Fund III closing• Helped in transitioning the organizational structure of the company• Constructed tear sheets and BoD information sheets for our Managing Directors• Researched and gathered investment information about private companies

Lehi, Utah

• Immediately welcomed back after returning from a 1.5 year service mission• Developed outstanding attention to detail by comparing seller and borrow information with county and state records• Produced over 700 title packages within 6 months while working part time

Lehi, Utah, United States

• Solved problems by investigating discrepancies between client and underwriter information• Used editing and proofreading skills to process title packages for loans• Gained further knowledge of mortgage verbatim and property tax information•Top producer even while working part-time

• Worked with a team to process high volumes of loans everyday• Closely reviewed every document for errors• Updated the new employee training process and took on training new team members• Conducted Verification of Employment and Verification of Insurance phone calls • Coordinated with Loan Officers to gather any missing information from borrowers for final underwriting

Bachelor Of Science (Bs), Economics, Cum. 3.7

Activities and Societies: Economic Student Association Women in EconomicsThe Economics program helps students develop critical thinking.

Business Administration And Management, General, 3.9

Activities and Societies: Women's Soccer teamI received both academic and athletic scholarships to attend Menlo College.