Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
  • Detail-oriented professional with 17+ years experience in banking and commercial loans.
  • Driven and self-motivated Investment Banker with stellar sales ability and remarkable creativity.
  • Hands-on, client-oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement.
  • Excellent interpersonal skills, including the ability to work with all levels of management.
  • Highly analytical thinking with demonstrated talent for identifying and improving complex work processes.
  • Proactive and organized professional well-versed in documentation and compliance.
  • Collaborative team player with strong communication, decision-making and time management abilities.Financial professional focused on developing and streamlining procedures and finding innovative, cost-effective solutions. 
Key Skills
  • AFS
  • Hogan
  • Proficient in MS Office Suite
  • Analytical
  • Organized and efficient
  • Devoted to data integrity
  • Strong problem solving ability
Expected in BBA | Business Baker College, Clinton Township, MI GPA:

Anticipated Graduation June 2017

3.6 GPA

Expected in Associate of Arts | Business Western International University, Phoenix, AZ GPA:

Graduated Nov. 2006

3.27 GPA

  • A top performer in the Data Validation department
  • Viewed by management and senior analyst as a reliable source for information and questions in the department
  • Collaborated in creating the MS Excel Primary Checklist used by all analyst in the Pre-Doc team
  • Provided constructive feedback to management on various projects which allowed the roll-out of the projects to be more efficient
  • Created training job aids for new Data Validation Analyst
  • Received “Transformation" Awards for training and being detailed-orientated
  • Reduced missed SLA by managing workflow to ensure staff was working efficiently throughout process.
  • Facilitated onboarding of new employees by scheduling training, answering questions.
  • Investigated and analyzed loan group concerns to identify and resolve issues.
  • Demonstrated proficiency in telephone, e-mail, fax and front-desk reception within high-volume environment.
  • Successfully trained staff in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results.

Professional Experience
03/2016 to Current Senior Data Validation Analyst Ameresco | Louisville, KY,
  • Led team of [number] professionals with [number] direct reports.
  • Directed improvement plans.
  • Forecasted changes in customer buying habits.
  • Maintained compliance with company and legal requirements.
  • Forecasted needs and adjusted future plans.
  • Created professional business presentations.
  • Analyzed program data to assist in strategic decision-making.
  • Successfully established effective systems for record retention by creating database for daily correspondence tracking.
  • Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
  • Collaborated with legal and accounting counsel to develop marketing strategies for estate and business succession planning insurance. Improved communication efficiency as primary liaison between departments, clients and vendors.
  • Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines.
  • Tracked, analyzed and interpreted trends in [Data type] data.
  • Offered feedback to executive-level management on the effectiveness of strategies, selling programs and initiatives.
  • Managed the day-to-day tactical and long-term strategic activities within the business.
  • Coached and mentored [Number] staff members by offering constructive feedback and taking interest in their long-term career growth.
  • Established effective working relationships with clients, government officials and media representatives. Communicated with customers, employees and other individuals to answer questions and explain information.
05/2014 to Current Analyst Comerica Bank, Data Validation Department | City, STATE,
  • Validate and analyze a high volume of loan approval data for commercial and consumer loans in all markets, including complex loan transactions and real estate.
  • Retrieve and interpret information from various internal and external sources such as notes, credit agreements, and established websites in order to gather the necessary information to accurately validate the borrowing entity and loan facility
  • Effectively communicates verbally and in writing with relationship managers, credit support, loan group contacts, legal, customers, and team members to ensure that the information provided is understood and accurately placed on AFS.
  • Demonstrated advanced knowledge of the end-to-end loan process and underwriting principals by accurately reviewing, analyzing and interpreting the information on the RECAP onto AFS.
  • Developed positive relationships with other internal customers in the bank in order to facilitate open communication between Data Validation and other departments.
  • Involve other team members in discussions regarding validation process in effort to create a one team environment
  • Review all corporate and department policies and procedures to ensure compliance with established department objectives avoiding department risk
  • Convey to management and senior analyst any identified concerns or issues with department procedures in order to ensure the department goals are met.
  • Mentor and train new analyst to review and validate loan approval data for commercial and consumer loans
  • Recognize and understand the requirements of not only Data Validation, but other departments involved in the end-to-end loan process
03/2011 to 05/2014 Lending Assistant III Comerica Bank, US Banking Department | City, STATE,
  • Process and administer complex loan transactions/closings.
  • Ensure all transactions comply with bank policies, procedures and regulations.
  • Review and interpret loan documents in order to complete an accurate Loan Boarding Summary.
  • Effectively communicate with management, lenders and customers outside of Michigan such as California and Texas offices.
03/2009 to 03/2011 Loan Associate III Comerica Bank, CLC- Business Department | City, STATE,
  • Communicated with customers, employees and other individuals to answer questions and explain loan approval process.
  • Computed, recorded, and proofread data, records and reports.
  • Managed projects and served as primary liaison between lenders and multiple internal groups to ensure loan enrollment request adhered to department guidelines.
  • Research and process collateral release request.
  • Created training aides for new administrative staff.
05/2001 to 03/2009 Lending Assistant III Comerica Bank, Middle Market Department | City, STATE,
  • Coordinated and processed loan closings in the dollar amount of $100M-$13MM.
  • Created spreadsheets and charts for gathering and regulating information using MS Excel.
  • Completed E-CIS and CCP maintenance.
  • Prepare loan closing statements for bank file.
  • Maintained bank reports, stayed abreast of all regulations and changes in bank procedures.

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Resume Overview

School Attended

  • Baker College
  • Western International University

Job Titles Held:

  • Senior Data Validation Analyst
  • Analyst
  • Lending Assistant III
  • Loan Associate III
  • Lending Assistant III


  • BBA
  • Associate of Arts

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