Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Executive 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.
Core Qualifications
Microsoft Office Applications, SAP, Java based ordering systems, Outlook, Lotus Notes, Share Point, MASterMind, and Visio.
Professional Experience
Data Management Analyst, 11/2010 to Current
Citizens, ,
  • Control data element additions and/or changes to customer contracts, customer master information, material and other elements requiring front end analysis to verify requests for consistency, completeness, and accuracy.
  • Assist Sales, Customer Operations, Finance, Transportation, and Procurement groups to maintain all customer information including reviewing and completing reporting for period end, metrics, and historical information.
  • Managed successful relationships with cross functional teams throughout the entire business to develop and implement business processes and expectations.
  • Develop projects and implement new system procedures in SAP.
  • Manage and assist with special projects to better daily business functions and to ensure smooth transitions for new acquisitions.
Associate Account Manager, 08/2010 to 11/2010
PanjivaVirtual, MA,
  • Developed project plans and coordinate the completion of all new program set-up's and account maintenance activities with necessary staff or departments within a timely, accurate, and quality manner.
  • Tested new promotions and program changes to ensure smooth startup and execution by ensuring all technical support requests are completed; all specifications, maintenance requests, service confirmations, and price sheets are submitted in a timely manner ensuring the adherence to established policies and procedures.
  • Manage and participate in client meetings and conference calls; also cooperate with team members to meet goals, escalate work flow and communication issues to supervisor while establishing and maintaining a professional relationship.
Branch Service Manager, 08/2009 to 08/2010
Pacific Premier BankWoodcliff Lake, NJ,
  • Coordinate service expedites and escalations while documenting all related customer call data in appropriate systems daily within multiple interface systems that track and monitor multiple orders.
  • Ability to multi-task and continually monitor orders throughout the order lifecycle to identify any obstacles to successful, timely fulfillment, while providing support to the customer and Branch Sales Managers.
  • Conducted meetings with customers and sales teams that include preparing, distributing and reviewing reports as well as assist Sales Managers when initiated to escalate issues throughout the order lifecycle tracking to ensure the issue is resolved.
IRA Specialist, 11/2008 to 08/2009
AllyPittsburgh, PA,
  • Responsible for handling inbound and outbound calls with clients regarding their Individual Retirement Accounts (IRA) and Qualified Retirement Plan's (QRP) while identifying and resolving potential customer and company issues to prevent loss of customer security and to enhance overall client experience.
  • Analyzed and resolved customer questions regarding paperwork, IRS regulations, and specific questions about their accounts; extensive knowledge in Publications 590 and 560 regarding retirement accounts.Used extensive computer skills to interface with account and resolution databases as well as conduct research in a digital imaging system to ensure correct customer and corporate information is retained.
Bachelor of Science: Business Administrations, Expected in December 2015
University of Nebraska at Omaha - Omaha, NE
GPA: Dean's List

Specializations in Business Finance, Banking & Financial Markets, and Investment Science & Portfolio Management

Minor in International Business

Dean's List

Associate of Arts: Business Transfer Program, Expected in 2012
Metropolitan Community College - Omaha, NE
GPA: Member of the Kappa Beta Phi Chapter of the International Honor Society

Member of the Kappa Beta Phi Chapter of the International Honor Society

  • Received two Execution Excellence Awards in 2012 and 2013.
  • Strong interpersonal, communication, and presentation skills as well as working both independently and in a team-oriented, collaborative environment.
  • Capability to work productively with all levels in an organization, time management skills and follow through.
  • Ability to conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.
  • Dexterity in focusing on desired results, establishing what is important and urgent, clarifying next steps, and delegating effectively to meet deadlines and achieve desired results.
  • Capable of multi-tasking multiple projects and clients received via mail, e-mail, fax, and telephone.
  • Proactively coach, mentor and motivate other people and influence to take positive action, drive change management, and accountability for actions.
acquisitions, Art, business processes, contracts, client, clients, databases, digital imaging, Finance, functional, Java, Lotus Notes, meetings, Microsoft Office Applications, Outlook, policies, Procurement, project plans, Publications, quality, reporting, research, Sales, SAP, supervisor, technical support, Transportation, Visio

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Resume Overview

School Attended

  • University of Nebraska at Omaha
  • Metropolitan Community College

Job Titles Held:

  • Data Management Analyst
  • Associate Account Manager
  • Branch Service Manager
  • IRA Specialist


  • Bachelor of Science
  • Associate of Arts

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