Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Precise and organized with extensive knowledge and experience. Natural leader with exceptional skills in Accounting, Finance, Sales and Customer Relations. Manages competing priorities with organized and resourceful approaches.

  • Received the highest customer service rating of any other producer within Wells Fargo Home Mortgage nationally.
  • Supervised team of 25 other Mortgage Consultants to oversee sales of ancillary products offered by Wells Fargo Home Mortgage.
  • Proficient with Microsoft Word, Excel, Quickbooks and multiple CRMS.
  • Created a company-wide, comprehensive training program for all sales team members.
  • Ranked #1 in Alaska for 2 years in a row for mortgage loans closed.
  • Ranked #1 and #2 Nationally for the most Health Insurance policies sold for United Health Care and Cigna.
  • Problem Solving
  • Data and Trend Forecasting
  • Marketing Strategies
  • Computer Proficiency/Quick Books/Microsoft Office Suite
  • Customer Service
  • Verbal and Written Communication
  • Client Retention
  • Business Needs Analysis
  • Time Management
  • State & Federal Regulation Compliance
  • Proactive and Self-Motivated
  • Account Auditing
  • Financial Calculation and Analysis
  • Precision and Accuracy
  • Bill Payment and Recordkeeping
  • Financial Closing Reports
  • General Ledger Management
  • Expense Reports
Work History
Marketing, 07/2021 - Current
Five Star Quality Care, Inc. Olympia, WA,
  • Identified appropriate marketing channels and target customers for campaigns.
  • Developed campaigns and specific marketing strategies for clients.
  • Completed in-depth reviews of market conditions and customer preferences for lead generation for specific industries.
  • Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans
  • Worked within budget parameters to bring increase of at least 25% to each customers profit margins.
Life and Health Insurance Broker, 04/2012 - 07/2021
Fidelity D & D Bancorp, Inc. Dunmore, PA,
  • Exceeded corporate quotas for monthly policy sales.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Promoted ancillary products and services using upselling and other sales strategies.
  • Maintained high standards of customer service by building relationships with clients.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
  • Maintained 100% customer service satisfaction reviews.
Owner/Marketing and Promotional Products Sales, 10/2006 - 04/2012
Alaska Promotions City, STATE,
  • Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline.
  • Brought Customer Satisfaction Index levels from unsatisfactory to levels acceptable to manufacturer.
  • Expanded customer base and boosted profit within product line.
  • Managed day-to-day business operations
  • Monitored market conditions to set accurate product pricing and take advantage of emerging trends
  • Created and monitored promotional approaches to increase sales and profit levels of over 150% annually.
Mortgage Consultant, 12/2004 - 01/2009
Wells Fargo Home Mortgage City, STATE,
  • Developed and maintained relationships with local real estate agents.
  • Handled any conditions sent from underwriting departments.
  • Reviewed loan files and updated to match current standards.
  • Oversaw sales and underwriting processes of mortgage lending office.
  • Explained different types of loans pertaining to client situations.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Oversaw other agents production in ancillary products.
  • Taught First Time Home Buyer classes allowing new home buyers to utilize purchase incentives.
  • Top Producer 3 years consecutively, setting closing records for Alaska Mortgage Loans.
Office Manager, 06/1999 - 12/2004
Company Name City, State,
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Updated reports, managed accounts and generated reports for company database.
  • Used accounting software to prepare weekly and monthly financial reports.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Prepared itemized statements, bills or invoices and recorded amounts due for items purchased or services rendered.
  • Assisted management with annual expense plans to strategically track income or revenue.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Monitored status of accounts receivable and payable to facilitate prompt processing.
  • Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Managed payroll data entry and processing for 125 employees to comply with predetermined company guidelines.
  • Oversaw all data entry and reporting for multiple different Construction Unions.
  • Reconciled and Submitted all Workers Compensation and Liability Insurance Reports.
  • Negotiated with Vendors for optimal pricing on upwards of 7 projects at any given time, totaling up to $200M
BBA: Business Administration And Accounting, Expected in 05/2005
University of Alaska Southeast - Juneau, AK,
High School Diploma: , Expected in 06/1999
Juneau Douglas High School - Juneau, AK,
  • Big Brothers/Big Sisters Volunteer
  • Chamber of Commerce
  • Juneau Montessori School-Board of Directors
  • RotarAct Member
  • Marley's Mutts Dog Rescue- Board of Directors & Volunteer
  • AWARE Women's Shelter- Volunteer

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School Attended

  • University of Alaska Southeast
  • Juneau Douglas High School

Job Titles Held:

  • Marketing
  • Life and Health Insurance Broker
  • Owner/Marketing and Promotional Products Sales
  • Mortgage Consultant
  • Office Manager


  • BBA
  • High School Diploma

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