Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • FIN 311 Preceptor - Aid in grading and material development, and conduct review sessions.
  • Nominated for enrollment in International Markets and Institutions Course, November 2004.
  • Selected for enrollment in Applied Portfolio Management and Investment Research courses.
  • Member of the Eller Cohort Advisory Board, Spring 2004.
  • Nominated for University of Arizona Women's Leadership Conference, Spring 2005 Additional Training and Skills.
  • Completed Advanced Argus training, 2015.
  • Experienced in using REIS, CoStar, CBRE, and Bloomberg.
  • Buker's Tax Analysis I and II, June 2007.
  • Real Estate for Non-Real Estate Lenders, August 2005.
  • RMA Commercial Credit for Lenders, September 2005.
  • Extensive knowledge of Microsoft Office and PC's Current Industry Affiliations.
  • Urban Land Institute, Young Leader.
  • CCIM Institute, Designation Candidate.
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Work History
Credit Analyst III, 09/2015 - Current
Simmons Bank Manchester, MO,
  • Responsible for analyzing complex companies and industries and preparing formal credit approval presentations for C&I and Investor Real Estate loans for senior management and credit approval.
  • Assists the Relationship Managers with loan documentation reviews to ensure accuracy and compliance.
  • Work closely with Relationship Managers and support services throughout the closing process to ensure Bank policies and Customer expectations are met.
  • Perform research and analysis related to projects such as market reviews, industry studies and management reports.
  • Responsible for analyzing and monitoring project and guarantor financial statements and maintaining portfolio credit ratings throughout the life of a loan.
  • Cross train C&I analysts in real estate credit underwriting in one-on-one setting and group meetings.
  • Monitor and work with new Relationship Manager's to grow their financial and credit analysis skill sets used for underwriting and evaluating prospects and credit requests.
  • Service Excellence Nominee and Champion for 2Q2016.

Assistant Relationship Manager III, Assistant Vice President, 02/2009 - 10/2015
US Bank City, STATE,
  • Assisted in the management of over $600 million of commercial real estate credits, including construction, term, and REIT facilities.
  • Underwrote new transactions and modifications in accordance with loan policy and assisted in the oral presentations to credit approvers.
  • Responsible for analyzing and monitoring project and guarantor financial statements and maintaining portfolio credit ratings throughout the life of a loan.
  • Worked closely with Relationship Manager and Loan Administration throughout closing process to ensure Borrower and Bank deadlines and expectations were achieved.
  • Maintained monthly portfolio tracking and reporting for both managers and Credit partners.
  • Supported Deposit Relationship Manager with approvals for ancillary business and responsible for identifying cross-sell opportunities.
  • Provided excellent customer service and maintained extensive knowledge of Bank's products.
  • Recipient of the APEX award in 2012 for outstanding achievements.
  • Three time recipient of The Best in Us Bronze Shield award - 2013, 2014, 2015.
Construction Lender I, Assistant Vice President, 02/2007 - 01/2009
Mutual Of Omaha Bank First National Bank City, STATE,
  • Managed a $100 million residential and commercial real estate portfolio, responsible for monitoring relationships, creating lending plans and analyzing results and account activities.
  • Devised plans for over $80 million of special credit portfolio, including the negotiation and workout structure to insure proper collateralization and satisfactory repayment terms.
  • Assisted Senior Vice President and Team Leader with daily management of an active $400 million real estate portfolio, including reporting, covenant tracking, and customer relations.
  • Communicate with borrowers, credit administration, appraisers, title companies, and legal counsel in a persistent and courteous manner to ensure the accuracy and timeliness of loan closings.
  • Responsible for daily management of team's Credit Analysts to ensure work was completed accurately and timely.
Credit Analyst I, II, III, 06/2005 - 01/2007
Mutual Of Omaha Bank First National Bank City, STATE,
  • Structured, underwrote, and presented both written and verbal approvals for new loan proposals and modification requests for over $200 million of commercial and residential real estate transactions, identifying credit risks and mitigants while maintaining compliance with credit policies and procedures.
  • Developed and facilitated real estate concentration reports and public builder analysis for management and Executive Loan Committee.
  • Maintained quarterly loan status reports for Senior Vice President's $550 million real estate portfolio.
  • Appointed to co-develop a new Construction Credit Approval Memorandum template.
  • Responsible for the training of 4 Credit Analysts in the art of underwriting, customer correspondence and credit policy.
  • Drafted quarterly budget presentations and reports for executive management.
Masters: International Real Estate, Expected in June 2015
Florida International University - Hollo School of Real Estate - ,
International Real Estate 3.85
Bachelor of Science: Business Administration Finance, Expected in May 2005
The University of Arizona - Eller College of Management - ,
Business Administration Finance

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School Attended

  • Florida International University - Hollo School of Real Estate
  • The University of Arizona - Eller College of Management

Job Titles Held:

  • Credit Analyst III
  • Assistant Relationship Manager III, Assistant Vice President
  • Construction Lender I, Assistant Vice President
  • Credit Analyst I, II, III


  • Masters
  • Bachelor of Science

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