global technology and operations resume example with 4+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Mission: To reach people and change lives transcending from one generation to the next through the use of financial services. Hardworking and reliable, seeking role within the financial services field with Merrill Lynch. Strong ability to clearly communicate to the client information required to make informed decisions. Offering sales skills, backed by a genuineness to help others make decisions and reach their goals. I have a passion for educating clients on tools and resources, and ways to help them reach their financial goals. Highly organized, proactive and punctual with team-oriented mentality. With my burning desire and definiteness of purpose to help others reach their goals and succeed, I too will reach my goals and succeed.

  • Highly value personal development, pushing myself to grow and exceed my goals.
  • Strong work ethic with attention to detail
  • Goal orientated
  • Sales
  • Business analytics
  • Document Analysis
  • Customer retention
  • Process development
  • Strong Communication
  • Strong client service & technical skills (MS Word and Excel)
Global Technology and Operations , 11/2020 - Current
Bank Of America City, STATE,
  • Analyzed Business documents to ensure met BofA and SBA operational risk requirements and guidelines.
  • Analyzed / Audited BofA's loans originated for clients to ensure operational risk / Quality Assurance - Accuracy / Legality / to ensure met fair and compliant with BofA's rules and government regulations.
  • Communicated with clients, by phone and email to develop strong trusted, personal relationship.
  • Managed numerous accounts at a time, while government rules, regulations, and processes frequently changed.
  • Paycheck Protection Program (Forgiveness Department , promoted to Loan Remediation Department)
  • Achieved cost-savings for BofA
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Leveraged BofA proprietary software systems to input and compile data gathered from various sources.
  • Improved operations by working with team members and customers to find workable solutions.
Wealth Management , 04/2020 - 11/2020
Merrill Lynch City, STATE,
  • Merrill Lynch FADP Program
  • Independent Study for SIE , Series 7
Server / Trainer, 04/2017 - 04/2020
The Twisted Olive (Gervasi Vineyard) City, STATE,
  • Nationally Recognized, Award Winning Vineyard
  • Trained employees
  • Team motivator
  • Thorough product knowledge
  • Took care of variety of high-profile guests: public officials, CEO's professional athletes, actors
  • Awarded for consistent high sales
  • Awarded for sales contests
  • Awarded for building client relationships
  • Surpassed personal sales goals year over year
Education and Training
Bachelor of Arts: Organization Management & Project Management, Expected in 05/2019
Malone University - Canton, OH
Status -
: Automotive Design / Product Design , Expected in
College For Creative Studies - Detroit, MI
Status -
  • Consistently maintained high customer satisfaction ratings.
  • Promoted from Paycheck Protection Program (Forgiveness Department) to Paycheck Protection Program (Loan Remediation Department), in less than 6-months.
  • Recognized for outstanding performance and team contributions. (100 % accuracy rate of my cases submitted to SBA)
  • Awarded / Exceeded business operation sales goals, and building client relationships.
  • Exceeded personal sales goals set above business operation sales goals.
  • SIE
  • NMLS ID: 2006054

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Resume Overview

School Attended

  • Malone University
  • College For Creative Studies

Job Titles Held:

  • Global Technology and Operations
  • Wealth Management
  • Server / Trainer


  • Bachelor of Arts
  • Some College (No Degree)

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