Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Commercial and Residential Mortgage Consultant Property Management Banking Operations Officer Experienced and highly skilled certified Project Management Professional with more than 15 years' experience in the Mortgage industry. I have a strong background with functional expertise in Project Management and a strong history of managing multi-disciplinary teams, as well as engaging stakeholders across organizations.
Calyx Point, MS Project, SharePoint, MS Office & MS Outlook
Sr. Project Manager, 01/2001 to 11/2016
Fedex Cross BorderLondonderry, NH,
  • Highly regarded operations officer and accounting and finance professional with more than fifteen years' experience in high-volume, fast-paced banking and brokerage environments.
  • Processed loans from application to closing ordered and reviewed Credit, Appraisal, and Title reports.
  • Productive team player with strong vision of company goals.
  • Consistent performance in improving quality, accountability, and efficiency.
  • Well-developed analytical skills, support initiatives and ability to meet deadlines with accuracy and discretion, with a loan pipeline up 60 million at one time.
  • Known for open, fair, and cooperative communication style toward all levels of management, peers, staff and clients.
  • Actively mentor colleagues and rely on networking to achieve common objectives.
  • Managed a branch with 15 loan officers at one time.
  • Strong organizational skills and the ability to prepare and make presentations to individuals or groups.
  • A team player with good management, coaching, teaching and communication skills necessary to promote services or concepts to shareholders and company target audience.
  • I am capable of rapid orientation and open to company-sponsored training in new areas that enhances career advancement.
  • Provide leadership and management full life cycle projects for Banking, Finance, Mortgage and Information Technology projects.
  • Clients include Bank of America, Suntrust Bank, State of New York budget office and others.
  • Define, measure and monitor project performance and metrics for projects relative to key performance measures to achieve operational excellence through on time delivery, budget constraints and quality requirements.
  • Utilize Agile and Waterfall to increase effectiveness of projects and processes by analyzing and enhancing performance for Payment processing, online banking and LAN / WAN projects.
  • Actively coordinate life-cycle management through effective project planning, optimal decision making and strategic/operational alignment of global cross-functional project teams.
  • Manage, coordinate, and facilitate key project meetings; manage meeting schedules to ensure appropriate timing and prioritization.
  • Serving as the fulfillment Manager through the Define, Design, Develop, and Deploy phases while Identifying gaps and inefficiencies as a drive to process improvement of project.
  • Work closely with various cross functions e.g.
  • to proactively address risks and identify contingency plans.
  • Develop and conduct training for industry professionals, and Skyrocketed the critical "capture rate" nearly 150%, successfully winning the loan business of customers.
  • Key Accomplishments:.
  • Built branch from the ground floor into a thriving operation that currently produces $2-3 million in monthly gross sales.
  • Recruited, hired and trained entire staff.
  • Achieved recognition as Branch of the Month on three separate occasions.
Senior Loan Officer, 01/1 to 12/2017
NewrezGrand Rapids, MI,
  • Originated and processed conventional, sub-prime, FHA VA loans and commercial mortgage loans.
  • Manage huge loan pipeline, worked in Master Servicing/ Disclosures UAT team.
  • Analyze credit histories and cash flow projections to determine loan placement, Reviewed borrower's lending applications to insure completeness of data; verified information listed on applications and obtained additional documentations required for sale of loans to secondary market.
  • Successfully trained and mentored over fifty loan officers in the origination process.
  • Effectively counsel, evaluate and inform clients of financing options for wise short and long term investments.
  • Client/Server Testing using both manual and automated tools, Creating defect reports.
  • Dealt with Realtors, Real estate attorneys, brokers and underwriters to successfully complete purchase or refinance transactions.
  • Walked borrowers through the entire loan application process.
  • Key Accomplishment.
  • Originated and closed various types of loans including sub-prime, conventional and government loans in excess of 26 million dollars.
Branch Manager, 01/1 to 01/1
Ctbc Investments Company, LtdEdison, NJ,
  • Managed large retail banking branch.
  • Trained and managed 20+ employees including tellers, personal bankers, safe deposit clerks, receptionist, ATM balancers and teller supervisors and achieved significant improvements in their productivity.
  • Trained personal bankers on company policies and procedures.
  • Examined, evaluated and processed consumer and business loan applications.
  • Referred appropriate customers to investment and mortgage loan departments.
  • Supervised branch staff, scheduled work hours, resolved conflicts, and determined salaries.
  • Resolved problems for customers.
  • Interviewed and hired workers.
MCSE - Microsoft Certified Systems Engineer: , Expected in
University of La - Verne, CA
Bachelor of Science: Geography, Expected in
University of Maiduguri - ,
AA Mathematics and Statistics Certifications & Courses *KSU - Kennesaw State University- *PMP Certification - Project Management Professional Certification at KSU - PMI member # 1360830: , Expected in
- ,
accounting, Agile, analytical skills, ATM, BA, banking, budget, cash flow projections, Change Management, Client/Server, closing, coaching, interpersonal, communication skills, Credit, Clients, decision making, delivery, fast, Finance, financing, full life cycle, functional, government, Information Technology, investments, LAN, leadership, market, Mathematics, meetings, mentor, Microsoft Certified Systems Engineer, MCSE, Microsoft Excel, MS Office, office, MS Outlook, Outlook, PowerPoint, MS Project, SharePoint, Word, mortgage loan, mortgage loans, networking, organizational skills, Strong organizational skills, Payment processing, policies, presentations, prime, processes, process improvement, Project Management, project planning, quality, QA, Real estate, receptionist, retail, sales, SDLC, Statistics, strategic, teaching, team player, vision, WAN, wise
Additional Information
  • CA Real Estate Salespersons License #: 01168953

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School Attended

  • University of La
  • University of Maiduguri

Job Titles Held:

  • Sr. Project Manager
  • Senior Loan Officer
  • Branch Manager


  • MCSE - Microsoft Certified Systems Engineer
  • Bachelor of Science
  • AA Mathematics and Statistics Certifications & Courses *KSU - Kennesaw State University- *PMP Certification - Project Management Professional Certification at KSU - PMI member # 1360830

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