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

Adaptable metric driven leader adept at integrating data analytics and strategic leadership into company culture to drive competitive advantage, drive growth, optimize profits and maintain effective customer centric operations.

  • Business development
  • Accounting
  • Finance
  • Data analytics & visualization
  • Budgeting and variance analysis
  • Strategic planning
  • Negotiations
  • Loan structures, documentation and monitoring
  • Organizational development
  • Lean process improvement
  • Project management
Work History
Vice President | Business Banking, 01/2022 - Current
United Way Of America Anchorage, AK,
  • Managed $70mm loan portfolio for retention, growth and credit.
  • Developed lending and deposit business for company.
  • Embraced growth and excellence-oriented atmosphere to support bank-wide initiatives.
  • Analyzed and underwrote requests for new loans and loan renewals.
  • Explained very technical financial information to applicants in easy to understand language.
  • Compiled closing packages for drafting and presentation accuracy.
Contractor & Director of Business Advising, 03/2021 - 01/2022
United Way Of America Cincinnati, OH,
  • Spearheaded change management and strategic turnaround for practice during significant restructuring.
  • Refined organizational structure to consolidate, streamline and delineate necessary functions.
  • Eliminated downtime and maximized revenue by providing top project quality control
  • Developed and implemented effective client accounting systems.
  • Evaluated and improved accuracy and completeness of client financial records.
  • Prepared monthly journal entries and reconciliations.
  • Prepared accounts for industry audits and supported audit process.
Practice Administrator & CCO, 10/2012 - 03/2021
Firstbank Eagle, CO,
  • Communicated with doctors, nurses, patients and other employees to identify and resolve healthcare needs.
  • Coached and guided senior managers to improve effectiveness and policy enforcement, resulting in improved employee job satisfaction and higher performance levels.
  • Cultivated forward-thinking, inclusive and performance-oriented business culture to lead industry in innovation and push progress.
  • Prepared organization for forecasted demand levels through effective operational planning.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Met dynamic needs by keeping internal systems scalable and highly responsive.
  • Oversaw large-scale staff recruitment and development initiatives to keep workforce skilled and effective.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
President/CEO, 01/2008 - 03/2012
  • Led diverse team of medical and administrative professionals in day-to-day clinic activities such as patient care, new business development and patient relations.
  • Monitored use of best practices at all levels and implemented corrective actions to bring employees into compliance.
  • Devised new promotional approaches to boost patient numbers and market penetration while enhancing engagement and driving growth.
  • Maintained community, hospital and referring partner relationships.
  • Synthesized financial and budgetary information to solve problems and develop alternative solutions.
  • Coordinated all lending, legal, accounting and purchasing activity for practice.
Vice President, 04/2001 - 01/2008
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Conducted UCC searches and created environmental reports as part of the loan process.
  • Grew outstanding loans from $40mm to $100mm while concurrently absorbing the payoffs inherent in a commercial real estate portfolio.
  • Worked with lending clients to maintain all loan covenants and reporting requirements.
Master of Business Administration: Organizational Development, Expected in 2005
Lawrence Technological University - Southfield, MI

Graduated with High Distinction

Bachelor of Business Administration: Finance, Expected in 1998
University of Michigan - Flint, MI
  • Graduated with High Distinction
  • Selected for U of M Financial Executive award

Corporate Finance Institute: Financial Modeling & Valuation Analyst (FMVA): anticipated completion December 2022

Compliance Certification Board: Certified in Healthcare Compliance (CHC)

Healthcare Financial Management Association: Certified Specialist in Business Intelligence (CSBI)

Intuit: QuickBooks Certified Proadvisor

Asana: Asana Certified Pro

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School Attended

  • Lawrence Technological University
  • University of Michigan

Job Titles Held:

  • Vice President | Business Banking
  • Contractor & Director of Business Advising
  • Practice Administrator & CCO
  • President/CEO
  • Vice President


  • Master of Business Administration
  • Bachelor of Business Administration

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