Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
  My academic endeavors have allotted me the opportunity to acquire a thorough foundation of the primary principles underlying financial decision making, financial planning, capital budgeting, and financial structure. My experience as a Financial Consultant, and a Store Manager, I believe have molded me to be readily suitable and adaptable to your needs. Whether through sales and budgeting, or commercial banking and financial management, I have over ten years expertise in the customer service sector, which have greatly impacted and shaped my business and work ethics. Throughout my career I have been able to capitalize on my devotion to further enhance my talents by undertaking on a large and widely varied array of projects, learn quickly, find effective solutions to problems, and maintain a positive attitude. Primarily working within the customer service sector has provided my with the ability to be accommodating and sensitive to both client, and senior professionals needs.  I am a self starter, who is highly motivated, that takes initiative and thrives in an environment where I can be apart of a team. I percieve myself as a customer-centered banking professional with a diverse financial service career in institutional business development and project management.
  • Customer-oriented
  • High level of accuracy
  • Strong customer relations
  • Deal mechanics
  • International and emerging market research
  • QuickBooks
  • Practices due diligence
  • Strong interpersonal skills
  • Strong with derivatives
  • Accurate forecasting
Site Supervisor, 10/2012 - Current
Chenega Corporation Orlando, FL, Deliver results by interacting regularly with clients across the account portfolio to design and obtain feedback on quality of service, service levels, value delivered, measurable results and overall satisfaction. Ensure that business is grown profitably through diligently managing the client and employee experience and engaging Field Mangers and Security Officers to provide excellent customer service. Provide timely responses and recommendation to client and employee requests and issues. Ensure employees understand customer service expectations and parameters and respond appropriately. Ensure that client sites are provided with the highest quality security officer services to protect people and property and to foster client piece of mind. Assure the daily operations of a portfolio of assigned client sites including oversight for hiring selection, procurement, scheduling, payroll, training, coaching, development and support. Observe service behaviors of employees and provide feedback to individuals. Celebrate successes and publicly recognize the contributions of team members. Meet all contractual scheduled hours with a minimum of unbilled overtime. Ensure AlliedBarton policies as outlined in the handbooks, executive memos, and media. Effectively address any escalated security issues of emergency situations appropriately.
Assest Manager Safety and Hazmat, 07/2010 - 10/2012
Oregon State Credit Union Dallas, OR, Responsible for maximizing NBT of organization by reducing inventory shrink, the combined accident frequency rate, and cash over/short losses to the budgeted goal. Responsible for analyzing, and interpreting profit and loss statements, financial statements, and inventory budget status as it relates to current/prior inventory figures. Provide a management representation statement covering asset management at the end of each physical inventory. Verify assets received with a purchase requisition, a purchase order, and a store’s delivery advice.  Ensure assets received are in sellable condition. Offer recommendations to executives/investors to control shrink, safety, expenses, and liabilities throughout departments. Verify that assets are available for stock taking and have been down stocked to appropriate locations. Ensure assets are readily identifiable and adequately secured throughout premises. On a daily basis ensure that assets are allocated and expensed to correct expense accounts. Perform research investigations on capital assets that have no ledger or activity. Ensure complete stock take of assets are conducted on a weekly cycle and signed by a designated senior member of management. Provide ongoing training to staff on appropriate maintenance by divisions/departments and ensure their compliance in stock take certificate of attractive assets. Provide assistance with local law enforcement, security, and robbery, fraud, and natural disaster situations.  
Financial Services Consultant, 2004 - 2007
Suntrust Bank City, STATE,
                       Effectively assisted clients in determining appropriate banking and financial                        needs. Assisted with outside sales activities, such as telemarketing to expand                        cliental. Actively participated in branch administration directed promotions to increase                       profits to build new and maintain client relationships, along with maintenance consumer                    and business accounts. Resolve internal and external branch banking issue within given                    authority. Effectively identify cross sell opportunities of products and services to                    offer clients. Assist clients with all phases of loan requests, preparations of                    applications, and closings. Set up and input file maintenance for check orders,                    payroll deduction, automatic deduction, automatic transfers, and ACH origination.                    Monitored lobby management activity to ensure prompt and professional service.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks.
  • Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
  • Led and educated investment team on customer relationship management techniques.
  • Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
  • Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports.
Bachelor of Science: , Expected in Current
Bowie State University - Bowie, MD
Bachelor of Science: Business Administration, Finance, Expected in 1 2008
Bowie State University - ,
Business Administration, Finance
Accounting, asset management, banking, budgets, budget, client, clients, Senior Management, financials, financial, General Ledger, image, inventory, law enforcement, leadership, Leadership training, Ledger, loss prevention, mentoring, Microsoft Excel, Excel, Windows, MS Word, networking, Notary Public, outside sales, payroll, PeopleSoft, profit, profit and loss, QuickBooks, recruiting, Safety, selling, sales, staffing, telemarketing, training programs
Additional Information
  • I welcome the opportunity to discuss with you how I can potentially offer similar contributions to the success of your agency. I look forward to hearing from you to schedule a personal interview at your convenience. Sincerely, Jessica Claire

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  • Bowie State University

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  • Site Supervisor
  • Assest Manager Safety and Hazmat
  • Financial Services Consultant


  • Bachelor of Science
  • Bachelor of Science

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