Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Results driven operation specialist with realtor's background, proficient in establishing, researching, and identifying clients resolutions.

Identifying, applying strategy to data research; with collaboration by expediting client resolutions and future process improvement.

Proven and passionate driven to deep understanding of data analysis, compliance and industry trends.

Successfully rewarded in providing assistance to teams as disclosure liaison to ensure compliance, company policy with integrity of guidelines.

  • Brilliant idea award: Documented and resolved Credit Score Disclosure generating blank which led to 90% less regeneration of package and/or credit regeneration from companies.
  • We Collaborate award: Disclosure liaison with collaborating with different teams proven reliable in establishing and expediting errors earning We Collaborate award.
  • Working leadership and team of 5 in the development of VA specialist team.
  • Master Condition list: Recommended for disclosure compliance list.
  • Providing updated regulation changes with data driven results to disclosures team; by state and federal guidelines; resulting in the creation of PRG reference guide for all compliance, process, phone etiquette.
  • Increasing turn around times by common condition errors and email templates.
  • Recommended to assist Product owner updating company HMDA academy.
  • Cisco
  • Sales force
  • State and Federal guidelines
  • Process improvement
  • Industry trend assessments
  • Project planning
  • Customer Relationship Management
  • Detailed Financial Trend Monitoring
  • Analyzing Data
  • Relationship building
  • Delegation
  • Multitasking abilities
  • MS Office
07/2020 to 12/2020 Real Estate Sales Agent Assistant Svb Financial Group | San Jose, CA,
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Scheduled appointments and handled calenders.
  • Assisting with ensuring closing dates and expectations are met.
  • Updating property listings.
  • Preparing meeting agenda and materials.
  • Handled day-to-day happenings of real estate office, consistently growing client bases through knowledge and loan processes.
09/2018 to 01/2020 Mortgage Operations Northland Laboratories | Grand Rapids, MI,

Project Resolution Specialist: January 2019-January 2020

  • Implemented operational strategies and effectively built client loyalty through effective Phone, emails, and collaboration of Account Executives, Underwriting, acting as liaison ensuring compliance and Clear to Close status.
  • Delivered business strategy and assisted product owners of developed systems and procedures to improve operational quality and team efficiency.
  • Trained and mentored team to support smooth adoption of new VA guidelines, State, Federal, and any company changes to team.
  • Assisted, trained and motivated Disclosure team focusing on training of Sales force use, phone etiquette , handling Cisco call board and ques.
  • Operating various platforms to continuously improve client expectations within operations field.
  • Tracking trends and suggested enhancements to both challenge and refine company's offerings.
  • Studying latest trends, markets, and guidelines announcements to add or edit to conditions, templates, and training guide.
  • Disclosure Team Friendship Ambassador: Team outings, creating challenges and awards for interactive completion to increase team motivation, collaboration, and loyalty to reduce turnover times.
  • Assigned specialists projects from team leads and captains requiring detail, any escalated cases in salesforce and review of HMDA section have been met or attention needed from compliance team.

Disclosure Specialist: September 2018-January 2019

  • Reviewed State, Federal laws against Company Policy to maintain updated information and investigation strategies to reflect current information.
  • Cultivated and strengthened lasting client relationships becoming using realtor background for compassion to understanding the clients needs are met effectively and expediting of loan status.
  • Handled problematic situations with clients and team mates to assist team leads maintain excellent customer service.
  • Resolved Client problems, improved operations and provided exceptional client support.
  • Increased customer satisfaction by resolving condition status.
12/2015 to 01/2017 Data Entry Lead Sunpro | Ocala, FL,

Promoted internally from sales to team lead of sister company Diabetic Pharmacy Solutions

  • Creating projections and given special assignments from upper management for assessment of team and company based goals.
  • Organized, sorted and checked medical input data against sales original documents.
  • Maintained accurate data by implementing Excel spreadsheets to Zoho CRM to detect and correct clerical errors.
  • Scanned documents and saved in database to keep records of essential organizational information.
  • Produced daily reports using advanced Excel spreadsheet functions for assessing team quota.
12/2014 to 12/2015 Phone Sales Representative Diabetic Pharmacy Solutions | City, STATE,
  • Met all customer call guidelines including service levels, handle time and productivity.
  • Recorded top salesmen of the 10 percentile for a record of 5 months in a row
  • Provided onboarding and guidance to other sales representatives to meet sales goals while growing opportunities for operations of business.
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Achieved quotas by introducing training of phone scripts and quick guide for products,prices and availbility for training.
  • Handled over 200 cold calls per shift signing up new customers, retrieving customer data, presenting relevant product information with a conversion rate of 50.
Expected in 2018 | Real Estate Michigan Institute Of Real Estate, Southfield, MI, GPA:
Expected in High School Diploma | North Farmington High School, Farmington Hills, MI GPA:
  • Area of expertise License - Real estate 2018

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School Attended

  • Michigan Institute Of Real Estate
  • North Farmington High School

Job Titles Held:

  • Real Estate Sales Agent Assistant
  • Mortgage Operations
  • Data Entry Lead
  • Phone Sales Representative


  • High School Diploma

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