Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Energetic Director of Client Services with 12 years experience in high-level executive support roles. Organized, professional dedicated, focused and  resourceful extensive office operations and personnel organization expertise.
 Seeking a role of increased responsibility and authority.
  • Microsoft Office proficiency
  • Excel spreadsheets
  • Meticulous attention to detail
  • Results-oriented
  • Self-directed
  • Professional and mature
  • Resourceful
  • Dedicated team player
  • Proofreading
  • Understands grammar
  • Notary Public 
  • Professional and mature
  • Microsoft Office proficiency
  • Excel spreadsheets
  • Results-oriented
  • Time management
  • Self-starter
  • Excel I & II Seminar: Management Skills for New Supervisors
  • Seminar: How to Motivate, Manage, and Lead a Team
  • Seminar: How to Deal with Unacceptable Employee Behavior
  • Seminar: Essentials of Leadership.
  • Developing Extraordinary Leaders Seminar: Coaching for Success.
  • Developing Extraordinary Leaders
  • Promoted to Assistant Regional Finance Manager after 6 months of employment at Keyboard Acceptance.  
  • Promoted to Team lead within 9 months of employment at Axcess Financial
  • Proficient with Microsoft word and Excel.
  • Handled all legal accounts for our region (Interacting with our attorneys), all bankruptcies, filed all claims and paperwork involved.
  • Increased office organization by developing more efficient to have Internet access installed on all assistants' computers for bankruptcy  research.
  • ​Obtained my Notary Public License 
2014 to 03/2016
Director of Client Services M3 Global Research Durham, NC,
  • Opened the Office each day and used Ameriprise's Computer system to enter client data and upload applications and each client's sensitive and financial information.
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. 
  • Ordered supplies and took care of the needs of everyone in the office.
  • I am a Notary Public for Hamilton County
  • Dispersed incoming mail to correct recipients throughout the office.
  • I created a processing manual for the Administrative staff members and I was creating one for the Office Procedures.  Had Client face to face, phone and computer interactions daily using my skills with Microsoft word and excel
  • Trained myself on all new computer systems based procedures provided by Home office and trained the rest of the staff in these procedures.
  • Facilitated working relationships with co-tenants and building management.
  • Used administrative skills learned throughout my 23 years of work experience Clerical Support.
06/2013 to 03/2014
Temporary Employee Temple University Harrisburg, PA,
  • At Ameritas, an Insurance Co.
  • I used Ameritas computer system to look up customers and matched the information with their incoming electronic file.
  • I would go through hundreds of documents per day and enter any data that was needed so that the process could continue to the loan specialist.
2002 to 2010
Technical Office Coordinator Axcess Financial City, STATE,
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information. Manage the day to day back office functions while providing team support through various efforts.
  • Compiled, created and distributed various reports to management, were maintained; performed similar actions for the supervised representative such as processing loans, servicing loans as well as making and taking phone calls when needed.
  • Participated and/or lead on special projects as required.
  • Coordinate the distribution and processing of refinances and responsible for the completion of daily paperwork and audits.
  • led a team 6 Customer Service Representatives who contacted customer base for refinancing purposes.
  • Help CSR's with incoming call load and refinancing loans.
  • Trained new employees.
  • Maintained Fax Maintenance and Hold Reports.
  • Created and Maintain. KPI Report: Bonus Program within the Loan Service Group.
Expected in
High School Diploma: Computer Information Systems General
DeVry Institute of Technology - Columbus, OH
Computer Information Systems General
Expected in
Forest Park High School - Forest Park, OH
Work History

Loan Service ,
administrative skills, Administrative, Clerical, Client, Customer Service, Fax, financial, Home office, Insurance, excel, Office, Microsoft word, Notary Public, supply inventory, phone

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    • Forest Park High School

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