Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Highly effective Project Manager with a results-oriented management style and 4 years experience leading successful projects from initiation to closure and accomplishing organizational objectives. Effective in planning, implementing and managing multiple projects, building collaborative relationships with diverse groups of people and cultivating dynamic teams. An innovative thinker with excellent organizational, communication and problem-solving skills.

  • Project Management
  • Administrative Management
  • Training
  • Customer Service
  • Consulting
  • Business Development
  • Sales
  • Relationship Building
Trainer and Project Coordinator, 08/2012 - 02/2013
Freedom Mortgage Maple Valley, WA,
  • Managed special projects for the management and executive teams, from initiation to closure
  • Helped Safeguard Properties transition their call center operations from California to Ohio and lead the training effort by planning and implementing a new training curricula and training new employees
  • A vital member of the transition team, accomplished the creation and start-up of a new call center within 4 weeks
  • Trained and supervised 42 new associates, 5 were promoted to team leads within 3 weeks
  • Acted as project lead in the creation of a new phone application for the call center, developed the project plan, schedules, assignments and worked closely with the Project Director and IT department in the program design and development
Foreclosure Specialist, 03/2012 - 08/2012
Hyatt San Diego, CA,
  • Handled incoming service calls from General Contractors for homes in foreclosure and provided securing orders
  • Mitigated loss by analyzing and researching customer accounts to prevent wrongful lockouts
  • Ensured compliance of state regulatory guidelines
Mobility Consultant, 08/2009 - 03/2010
Planet Pharma Elizabeth, NJ,
  • Took daily inbound sales calls for power chairs and scooters, processed up to 20 customer orders per day
  • Conducted in depth customer interviews,and analyzed findings to determine if Medicare eligibility requirements were met and set up processes for medical evaluations and unit delivery
  • Provided exceptional customer service while guiding customers through the entire sales process
  • Participated in various incentive programs and contests designed to support achievement of production goals
  • Complied with Medicare and Medicaid guidelines and regulations
Division Leader/Entrepreneur, 04/2005 - 08/2009
Primerica Financial Services City, STATE,
  • Responsible for building a new financial services business including selecting office locations, negotiating lease arrangements, recruiting and training new personnel, and developing a customer base
  • Managed, coached and developed a sales team of 12 licensed financial service representatives and produced life insurance, mortgage and investment sales
  • Monitored and controlled agent activities to ensure compliance with FINRA regulations and client satisfaction
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Implemented financial planning recommendations
  • Planned, organized and facilitated team meetings, trainings, and public seminars
Area Marketing Manager, 04/2001 - 04/2005
Citicorp Trust Bank City, STATE,
  • Championed the S.M.A.R.T. mortgage loan program in the Texas and New Mexico regions and increased mortgage sales by 55% while delivering the highest levels of quality service to our clients and customers
  • Collaborated with over 200 Regional Vice Presidents and executed strategic business initiatives for increasing sales and productivity
  • Trained more than 2000 financial service representatives
  • Coordinated, planned and organized multiple large scale company events, including regional conferences, financial seminars, training workshops, award ceremonies and luncheons
  • Fostered key business relationships, identified cross sell opportunities and increased the number of licensed representatives by 25%
  • Managed budgets, time lines, reports, expense accounts, travel arrangements, contract negotiations, and other administrative functions
  • Consistently achieved production goals and contributed to the overall success of the company which doubled revenues to $75 million a month in a three year period
Project Director/Business Owner, 09/1999 - 03/2001
Adelante Research Services City, STATE,
  • Generated new accounts and managed all aspect of the sales, marketing and account management functions
  • Lead and directed multiple field research projects from initiation to closure
  • Directed project plans and achieved revenue performance targets within scope
  • Managed budget forecasting, goal setting and performance reporting for all accounts
  • Tracked RFPs and bids to develop new business opportunities
  • Recruited, hired and trained 10 Marketing Research Interviewers
Project Manager, 01/1999 - 09/1999
Savitz Research City, STATE,
  • Managed multiple quantitative and qualitative marketing research projects
  • Conducted briefings, edited, coded and validated questionnaires
  • Supervised and monitored up to 20 Research Interviewers
  • Developed and implemented communication plans including performance reporting and information management systems
  • Delivered all projects within budget and on-time
  • Updated and managed a consumer panel database
Bachelor of Arts: Criminal Justice, Expected in
St. Edward's University - Austin, TX

Criminal Justice Student of the Year Academic Achievement Award

Project Management Professional Certification-Expected March 2014


Excellent presentation skills

Highly proficient-Microsoft Office Suite (Word, Excel, PowerPoint)


Typing 45 WPM

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School Attended

  • St. Edward's University

Job Titles Held:

  • Trainer and Project Coordinator
  • Foreclosure Specialist
  • Mobility Consultant
  • Division Leader/Entrepreneur
  • Area Marketing Manager
  • Project Director/Business Owner
  • Project Manager


  • Bachelor of Arts

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