Livecareer-Resume
JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary
Jessica has a FINRA Series 7 and about 19 years of "Hands-On" Business experience, having worked in Retail and Field Sales, Loans Administration, Brokerage Operations and Commercial Lending. Having worked in Liverpool, Abu Dhabi, Mumbai, New York, Dallas and Los Angeles, Jessica brings well-rounded commercial experience in blending across global business teams, enabling functions and varied cultures. Jessica began his career as a maritime sailor working on hazmat tankers around Europe and UAE. He holds a Masters in Marketing from NMIMS Mumbai and an MBA from the Citadel in South Carolina.
Highlights
  • MS Office - Word, PowerPoint, Excel (vlookup, pivot, complex formulas, data mining)
  • Business Analytics - Qlikview, Spotfire, Tableau and Business Objects
  • Loans onboarding, servicing and invoicing - ACBS, AFS, IBS Metavante, Cashpro, Webcash
  • Accounting - Quickbooks
  • Coursework - Collateral Valuation & Portfolio Account Management, Fundamentals of Risk Analysis.
  • Collaborative team member
  • Diligent and resourceful employee
  • Reviewing credit agreements
  • Business Analytics
  • Loans Administration
  • Client relationships and Sales management
Experience
08/2014 to Current Financial Advisor First Commonwealth Bank | Westerville, OH,
  • Jessica currently manages a $ 5 million portfolio for retail establishments.
  • Partner with business clients in managing sales receipts, expenses, cashflow, taxes and reinvestments.
  • Synergise with clients in creating a diversified investments portfolio and helping them achieve their financial goals.
  • Assist to enable clients with understanding market swings, portfolio nuances, Day trading and money management.
05/2013 to 08/2014 Commercial Data Analyst Southern Glazer's Wine And Spirits, Llc | Louisville, KY,
  • As a data steward, Jessica was responsible for providing Growth Room analytics for GE Capital's $8 billion Equipment Finance business.
  • Built reporting process to track monthly updates on a Sales campaign to trend $ 200 million in incremental volume.
  • Manage the weekly reporting process for Sales Volume, Order Conversion and relative data points across Leasing and Lending platforms.
  • Provide ITO and OTR data support to internal teams with analytical reports, transaction reporting and trend analysis.
  • Support the data needs of Transportation Finance business with insight in Sales data and Territory Coverage analysis.
10/2007 to 05/2013 Commercial Loans Portfolio Analyst Hudson's Bay Company | New York, NY,
  • As a Credit Operations Associate, Jessica was responsible for onboarding, servicing and invoicing of loans and leases on ACBS and AFS.
  • Manage loans to support Portfolio Managers in handling over 800 million dollars of cash flow and collateral based debt (dealing with funding, drawdowns, rollovers, interest payments, fees payments, prepayments, repayments, client and bank correspondences, miscellaneous matters).
  • Monitor debtor's financial reports and pledged collateral's (Sales Invoices, Machinery and Equipment values, Real Estate values and Ineligibles) to determine borrowing strength and ensure risk controls are executed.
05/2003 to 10/2007 Operations Associate Merrill Lynch | City, STATE,
  • Jessica supported 50 financial advisors across eight brokerage offices providing operations sales support.
  • Support financial advisors in handling USD 300 million in assets for individuals and small businesses.
  • Optimize transactions such as multi-currency wire transfer, distribution, trade reconciliation & Securities Processing.
  • Draft processes for business continuity plan, remote computing & data management.
  • Create performance reports to assist in periodic client meetings and improve the overall customer experience.
Education
Expected in 2006 MBA | Marketing and Finance The Citadel, Charleston, South Carolina GPA:
Marketing and Finance
Expected in 2002 | Marketing NMIMS, Mumbai, GPA:
Marketing
Expected in 1997 | In Mathematics and Statistics , Mumbai, GPA:
In Mathematics and Statistics
Skills
  • Collaborative team member
  • Diligent and resourceful employee
  • Reviewing credit agreements
  • Business Analytics
  • Loans Administration
  • Client relationships and Sales management
 
 

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Resume Overview

School Attended

  • The Citadel
  • NMIMS

Job Titles Held:

  • Financial Advisor
  • Commercial Data Analyst
  • Commercial Loans Portfolio Analyst
  • Operations Associate

Degrees

  • MBA

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