Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary
Seeking a position in the finance or real estate industry where excellent analytical and technical skills can be utilized to improve the company's profitability and efficiency.
  • Financial and operational reporting
  • Budgeting and financial management
  • Financial modeling
  • Real estate development
  • Advanced financial analysis
  • Strong interpersonal skills
  • Customer-oriented
  • High level of accuracy
Work History
Intern, 10/2017 to Current
BankwestRapid City, SD,
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Audited and documented all processes and procedures for the new accounts department.
  • Targeted both offline and online consumers by designing a multi-pronged and comprehensive marketing strategy.
  • Directed administrative functions for the directors, principals, consultants and key managers.
Fall Analyst, 07/2017 to 10/2017
General ElectricMidland, TX,
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Compiled a database of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Collected, maintained and updated financial loan databases of commercial loans.
Summer Analyst, 03/2017 to 07/2017
BankwestSelby, SD,
  • Supported the capital finance team in securing debt for new investments and refinancing existing assets.
  • Participated in all aspects of placing and closing debt capital market transactions.
  • Areas of involvement included preparing finance offering memoranda with accuracy and attention to detail; reviewing legal documents; managing the due diligence process; and, coordinating with internal asset managers, investment officers, development teams and accountants as well as external 3rd parties.
  • Researched and reviewed financial and market information.
  • Participated in the planning, reporting and communications to investors and lenders.
Intern, 07/2016 to 11/2016
Stifel Financial CorpCity, STATE,
  • Worked with clients to ensure proper accounting opening procedures and documentation.
  • Provided account information to clients and Private Wealth Advisors and maintained key client relationships.
  • Proactively resolved clients' issues and concerns.
  • Learned the business and products to assist Private Wealth Advisors Clerical duties such as handling telephones, mailing, filing, and processing forms.
  • Taking and placing customer orders in brokerage and advisory accounts.
  • Comply with all industry rules and regulation and firm policies.
Bachelor of Science: Business Administration, Finance, Expected in 2018
University of the Pacific - Stockton, CA

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  • Bachelor of Science

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