Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -

Hardworking and reliable future employee with strong ability in numbers and logic. Offering integrity, capable employee and punctuality. Highly organized, proactive and punctual with team-oriented mentality.

  • Records administration
  • Accounting standards understanding
  • Financial advising
  • Portfolio performance reporting
  • Project management
  • Money handling
  • Quality control
  • Understanding tax law
07/2020 to 09/2020
Financial Services Trainee Octagon San Francisco, CA,
  • Updated client portfolio values, returns and risk statistics.
  • Participated in compliance recordkeeping and marketing activities.
  • Profiled and analyzed investment products to devise financial strategies meeting client financial needs and to forecast opportunities with highest return on investments.
  • Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
02/2020 to 08/2020
Case Management Specialist Jazz Pharmaceuticals Plc Carlsbad, CA,
  • Participated in case conferences with multi-disciplinary team to discuss client care planning and progression.
  • Facilitated ongoing case management services to support successful outcomes and meet stabilization goals.
  • Developed comprehensive client-driven case plan with short and long-term goals.
  • Identified strengths and opportunities for staff improvement based on audit results.
  • Performed audits of objectives and case progression for case management team.
  • Determined functional status, activity, acuity and self-management levels to make proper care referrals.
  • Protected patient data in alignment with HIPAA privacy protocols.
  • Cooperated with local service providers, outreach workers, case managers and collaborative agencies to facilitate services for members.
  • Managed multiple program budgets and approved purchases for staff.
  • Conducted assessments to obtain information for participant-centered plan of care.
  • Constructed case notes and comprehensive reports, including data entry into Hermes portal.
  • Used facility EMR system to update patient records, transmit prescriptions and transfer files.
  • Delivered quality patient care from admission to discharge through direct supervision of all nursing and ancillary staff.
  • Coordinated care with physicians and other clinical staff to prepare for treatment, carry out interventions and enhance continuum of care to deliver comprehensive services.
  • Reached out to patients to convey lab results and provide care instructions.
  • Helped patients and families feel comfortable during challenging and stressful situations, promoting recovery and reducing compliance issues.
  • Executed appropriate steps for patient treatment following careful review of physician medical regimen.
  • Communicated with primary care physicians or emergency care providers to relay patient needs.
  • Developed and adapted individualized treatment plans according to patient recovery goals.
  • Administered oral, intramuscular and IV medications to patients and monitored responses.
  • Delivered information regarding care and medications to patients and caregivers in comprehendible terminology.
  • Delivered quality care and comfort to patients with heart failure, pulmonary hypertension, pulmonary embolisms and end-stage renal disease.
  • Administered scheduled medications and therapies intravenously, rectally, orally, subcutaneously and via intramuscular injections while overseeing pain management plans.
  • Utilized computerized Resource and Patient Management System (RPMS) and Electronic Health Record (EHR) system.
  • Observed strict safety measures, including checking medication dosages before administration to patients.
  • Answered patient questions and provided take-home materials for further information.
01/2019 to 06/2019
Waitress Traditions Spirits Ada, OK,
  • Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties.
  • Educated guests on daily specials and appetizers, entrees, desserts and other menu items.
  • Assisted kitchen staff with food counts by determining number of items required for complete service.
  • Minimized customer wait times by efficiently taking and filling large volume of orders each day.
  • Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
  • Served plated dinners, buffet-style dinners and passed hors d'oeuvres for parties.
  • Stocked server areas with supplies before, during and after shifts to boost performance of serving staff.
  • Arranged place settings with fresh tablecloths, tableware and flowers to beautify table.
  • Prepared salads, appetizers and set up garnish stations to assist kitchen staff.
  • Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
  • Increased sales of high margin menu items through effective upselling.
  • Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
  • Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Updated repeat customers on menu changes and new food and beverage offerings to maintain quality service relationships.
  • Maintained accuracy while handling payments, giving change and printing receipts to customers.
  • Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
  • Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.
06/2018 to 06/2019
Certified Crew Trainer Zaxby's City, STATE,
  • Collaborated with trainees to bolster understanding of project management, safety and inventory waste to meet pre-established business thresholds for operation.
  • Documented needs for performance improvement, safety and customer service to optimize operations.
  • Developed and implemented strategies to enhance team performance, improve processes and increase efficiency.
  • Instructed new team members on correct procedures for all areas of operations.
  • Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
  • Stayed up to date on requirements of all team positions to optimize training.
  • Lent hands-on training services to maximize employee efficiency.
  • Reduced process lags and effectively trained team members on best practices and protocol.
  • Cross-trained on [Type] devices and continued training end users in new applications.
Education and Training
Expected in 05/2022
Associate of Science: Business Economics
Central Piedmont Community College - Charlotte, NC

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School Attended

  • Central Piedmont Community College

Job Titles Held:

  • Financial Services Trainee
  • Case Management Specialist
  • Waitress
  • Certified Crew Trainer


  • Associate of Science

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