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

Resourceful and adaptable Finance Manager with over 15 years of experience developing and leading teams to increase revenue and growth within competitive markets. Results-oriented team builder with diverse industry expertise guiding staff in launch and delivery of client-focused solutions. Offering proven leadership, problem-solving and team building abilities developed over a progressive career.

  • Verbal and written communication
  • Financial budgeting
  • Regulatory compliance
  • Microsoft Office
  • Hiring and recruitment
  • Team building
  • Analyzing data
  • Strong leadership
  • Training and supervising employees
  • Organized
  • Dependable and reliable
  • Strategic thinking
  • Budget analysis and forecasting
10/2004 to 08/2011 Loan Officer Lennar Corp., | Naples, FL,
  • Opened new accounts, IRA's, and loans.
  • Showcased superb leadership skills.
  • Supervised and trained employees.
  • Processed IRA deposits and withdrawals.
  • Helped develop goals for branch and employees.
  • Wrote and updated policies and procedures for the procedure manual.
  • Developed training for security.
  • Developed safety and security protocols for branch.
  • Familiar with writing performance reviews/appraising performance.
  • Conducted internal audits monthly.
  • Worked with manager in the hiring of new branch employees as well as coaching and support.
  • Analyzed member's credit reports for loan approval or denial.
  • Determined based on credit, income, and other factors whether to extend or deny credit.
  • Counseled member's on how to improve credit.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
08/2015 to 08/2016 Banker Associated Bank | Benld, IL,
  • Trained new employees and was back-up manager when Branch Manager was absent.
  • Networked for potential clients.
  • Worked in the community to establish bank presence.
  • Held marketing functions for bank promotions.
  • Developed new and innovative ways to bring in new clients.
  • Show-cased superb problem-solving abilities as well as demonstrated ability to diffuse escalated customers.
  • Assisted with conducting internal audits.
  • Ensured all work was within compliance of federal and state laws.
  • Helped develop goals for employees and banking center.
  • Practiced correct retention of files and documents, as well as confidentiality, according to regulations and policy.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
08/2016 to 06/2018 Department Secretary Chapters Health System | Greater Sun Center, FL,
  • Supported four curriculum departments.
  • Organized large events, meetings, and projects from start to finish.
  • Balanced, monitored, and allocated multiple budgets.
  • Key in determining financial and operational impacts of all fiscal operations.
  • Analyzed financial statements and reports.
  • Responsible for data entry and maintenance.
  • Allocated and reconciled p-card transactions to appropriate budgets.
  • Made invitations, flyers, and other documentation for department events.
  • Made travel arrangements when necessary.
  • Checked staffing rosters and made changes as needed.
  • Analyzed monthly reports on actual revenue performance and compared with budgeted projections.
  • Oversaw implementation and installation of new programs, procedures and methods of operation.
06/2018 to Current Financial and Research Project Manager COLORADO STATE UNIVERSITY | City, STATE,
  • Works with different departments and works collaboratively on joint projects.
  • Perform budget construction, reconciles, accounts payable and receivable, capital expenditures, other operational expenses.
  • Serve as fiscal officer for all accounts and post award grant management.
  • Approve expenditures and monitor budgets to ensure timely use of funds and no over expenditures.
  • Work developing business plans and rates for billings.
  • Collaboratively reconstruct budget accounts and strategic business plans.
  • Plan and execute many diverse fiscal and financial projects.
  • Present financial and other projects as needed to diverse groups of people.
  • Process and perform tasks using financial and HR software.
  • Gather data and develop appropriate formats to help in financial forecasts and other fiscal and operational planning.
  • Assist with budget and grant proposals as well as post award and budget management.
  • Manage labor distributions for all department staff.
  • Gather and analyze financial data to track trends and budget forecasts.
  • Manage inventory and ordering of lab supplies for the entire IDRC Complex.
  • Assist with recruitment, hiring, and evaluation of salary impact of new hires.
  • Comply will all regulations and ensure correct transactions in accordance with GAAP and university policies.
  • Collaborated with operations manager on staff compliance with all financial and banking regulations.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Determined areas needing improvement and successfully recommended innovative solutions.
  • Coordinated and compiled financial and statistical data, and formulated spreadsheet model for financial reporting and analysis.
Education and Training
Expected in Master of Finance | Colorado State University, Englewood, CO GPA:
Expected in Bachelor of Science | Business Colorado State University, Englewood, CO GPA:

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School Attended

  • Colorado State University
  • Colorado State University

Job Titles Held:

  • Loan Officer
  • Banker
  • Department Secretary
  • Financial and Research Project Manager


  • Master of Finance
  • Bachelor of Science

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