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.
• 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.

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.