Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • Self-motivated individual with leadership, organizational, and supervisory skills, encompassing key values of integrity, honesty, appreciation, teamwork, growth, and results-orientation with an eye toward continuous improvement.
  • Respected team leader with excellent interpersonal skills. Interact well with individuals from diverse cultures and all professional levels. Teach, train, mentor, motivate, and evaluate personnel to achieve the highest quality standards.
  • Lead special projects and provide strategic insight into operations. Effectively manage and prioritize multiple responsibilities. Ensure adherence to policies and procedures to achieve objectives in safety, quality, productivity, cost, and operational management practices.
  • Excellent communication skills
  • People-oriented
  • Excellent work ethic
  • Leadership
  • Initiative
  • Organized

Promoted to Assistant Vice President after 8 years of employment.

Managed successful sales, credit & processing teams from 7-25 associates who consistently exceeded sales goals each month.

Home Loans Fulfillment Team Leader, 08/2012 - Current
Rockwell Automation, Inc. , ,
  • Manage personnel in loan fulfillment processing and underwriting for first mortgage refinance.
  • Manage and Administer personnel performance, declining performance, and associate development while managing all associated efficiency goals, and compliance of credit policy, compliance, legal, and direct lending.
  • Ability to manage at a high level of detail while maintaining awareness of overall process and team results.
  • Project coordinator: organize associate teams to implement focus groups and best practices in identifying trends and solutions, and drives process improvements.
Existing Credit Management Sr. Manager, 08/2009 - 08/2012
, ,
  • Managed personnel utilizing credit and underwriting risk system platform: assessing risk and operational efficiency.
  • Managed and Administered personnel performance and declining performance while managing all associated efficiency goals, quality and compliance regulatory policies, and Associate development.
  • Provided guidance, developmental training, coaching, and counseling to Associates and Peers.
Customer Service Sales Team Manager, 08/2006 - 08/2009
, ,
  • Managed associates that provide sales and service fulfillment along with the successful resolution of all client requests and for overall client satisfaction.
  • Managed escalated calls, researched and resolves complex client issues, analyzes data, identifies trends, sets priorities and provided feedback and recommendations to site leadership.
  • Implemented procedures to meet production deadlines, successfully executes service level agreements and managed relationships with business partners.
  • Communicates process and procedural changes. Responsible for performance reviews to assess strengths and development needs providing feedback and opportunities for growth.
Customer Relationship Manager, 05/2005 - 08/2006
, ,

•Accommodate changing business need by assisting various Customer contact areas such as Customer Satisfaction, Credit, Customer Retention, Customer Marketing and Customer Assistance. Responded well to change and adapted quickly to each new environment.

Mortgage Originator, 04/2004 - 05/2005
, ,

•Responsible for providing MBNA customers with a mortgage program to best improves their financial position. Used effective sales techniques to gain commitment from customers.

Consumer Finance Collections, Associate, 08/2002 - 04/2004
, ,

•Maintain a portfolio to limit loan losses through negotiating mutually beneficial payment plans through 120-day delinquency. Efficiently manage time to maintain a well-developed portfolio of accounts while demonstrating flexibility in scheduling and encouraging team morale.

Special Agent, 03/2000 - 05/2002
M&T Bank , ,
Administrative Support, 05/1998 - 03/2000
Union Pacific Railroad Company , ,
Bachelor of Arts: Sociology, Expected in
Mount Union College - ,
Additional Information
  • Community Involvement/Activities: Volunteered with the John Dewey Elementary School Tutoring Program. Volunteered at the Cleveland Food Bank. Volunteered at University Settlement. Volunteered at Meals on Wheels. Volunteered with Make a Child Smile.

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School Attended

  • Mount Union College

Job Titles Held:

  • Home Loans Fulfillment Team Leader
  • Existing Credit Management Sr. Manager
  • Customer Service Sales Team Manager
  • Customer Relationship Manager
  • Mortgage Originator
  • Consumer Finance Collections, Associate
  • Special Agent
  • Administrative Support


  • Bachelor of Arts

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