Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -

Client-focused team player with administrative skills and expertise. Proven experience in customer service and in resolving conflicts. Able to coordinate documents, correct errors and work with external parties to complete paperwork. Pursuing a position in a busy organization where focus and dedication are highly sought.

  • Planning travel itineraries
  • Multitasking
  • Strong Organizational Skills
  • Strong Personal Communication Skills
  • HIPAA requirements
  • Deadline-driven
  • Transcription
  • Interviewing
  • Application preparation
  • Processing documents
  • Information verification
  • Meticulous and organized
  • Multi-line telephone skills
  • Office equipment operations
  • 60 WPM typing speed
  • Data entry
  • Professional and polished presentation
  • Check cashing
  • Security compliance
  • Check ordering
  • Accurate money handling
  • Customer service skills
  • Excellent communication skills
  • Strong sense of banking ethics
06/2018 to Current
Travel Agent/Owner Gardaworld Findlay, OH,
  • Promoted product branding initiatives, ensuring travel brochures and promotional literature are displayed prominently.
  • Handled travel arrangements for groups, couples, executives, and special needs clients.
  • Responded immediately to clients' questions, issues, and complaints and found effective solutions when required.
  • Established base of loyal clientele due to excellent listening and research skills and keen understanding of travel budgets.
  • Mitigated financial discrepancies, accurately collecting customer fees, managing refunds and providing accurate travel documentation.
  • Asked open-ended questions to best understand client needs and determine best travel offerings.
  • Offered exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
  • Sustained operational efficiencies, coordinating domestic/international customer travel accommodations while managing airfare, hotel bookings and rental car reservations.
  • Communicated security issues and protocols to clients traveling to unstable countries or locations.
  • Took payments via credit and debit cards and handled all sensitive information with professionalism and discreteness.
  • Cultivated strong value-added relationships with customers daily by delivering accurate travel itinerary and knowledge to drive business development.
  • Automated office operations to manage client correspondence, record tracking and data communications.
  • Explained benefits of purchasing travel insurance with clients.
  • Addressed client inquiries and resolved issues and complaints regarding various travel arrangements.
05/1995 to 09/2020
Bank Teller Lennar Portland, OR,
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Verified amounts and integrity of every check or funds transfer.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Prepared official checks for customer and internal bank needs.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
01/2011 to 06/2011
Loan Processor Vidant Health Edenton, NC,
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Managed any conditions sent from underwriting departments.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Filed completed packages quickly and efficiently.
  • Created and completed loan submission packages.
  • Maintained complete confidentiality of all submitted information according to release guidelines.
  • Ensured compliance with company policies, underwriting guidelines and lending program requirements.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
01/2007 to 11/2010
Mortage Loan Officer Eagle Fluid Power. Lee's Summit, MO,
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Performed daily maintenance of loan applicant database.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Improved operations by working with team members and customers to find workable solutions.
02/1998 to 12/2004
Medical Transcriptionist Elite Transcription City, STATE,
  • Demonstrated knowledge of HIPAA Privacy and Security Regulations by appropriately handling patient information.
  • Edited drafts originating from speech recognition software to eliminate errors and improve flow.
  • Transcribed and edited reports from 14 physicians.
  • Translated medical jargon and short-hand data into correct terminology.
  • Consistently maintained 98% accuracy rate for spelling and content.
  • Transferred transcribed materials into electronic health records system.
  • Made corrections when needed to grammar, spelling and syntax.
  • Reviewed diagnostic and procedural terminology for accuracy.
  • Strictly followed all federal and state guidelines for release of information.
  • Demonstrated strong knowledge of medical terminology and anatomy.
  • Efficient in transcription software, possessing ability and equipment to work from home.
  • Retrieved physician correspondence from dictation service and made edits when necessary.
  • Thoroughly investigated past due invoices and minimized Number of unpaid accounts.
  • Demonstrated extremely fast and accurate typing abilities.
02/1996 to 10/1998
Bookeeper/Secretary MD Garner And Associates City, STATE,
  • Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger.
  • Monitored and tracked expenses to keep business on track with financial targets.
  • Tracked income and expenses for business.
  • Completed payroll for 5 employees, keeping detailed records for accuracy.
01/1996 to 06/1996
Front Desk Receptionist Canterbury Village City, STATE,
  • Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily.
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
  • Took accurate messages for staff and management to facilitate open and speedy communication.
  • Drafted professional business communication.
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Answered and directed incoming calls using multi-line telephone system.
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
Education and Training
Expected in
: Nursing
Mott Community College - Flint MI,
  • Completed coursework in Medical Terminology, Anatomy and Physiology, English, Math, Psychology and History.

Expected in 05/1992
High School Diploma:
North Branch High School - North Branch, MI

Successfully established and ran the Holly Youth Cheerleading Organization for 10 years. Organizing all registration and team divisions, as well as team orders for uniforms. Dealt with all parent and coaching staff communication.

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School Attended

  • Mott Community College
  • North Branch High School

Job Titles Held:

  • Travel Agent/Owner
  • Bank Teller
  • Loan Processor
  • Mortage Loan Officer
  • Medical Transcriptionist
  • Bookeeper/Secretary
  • Front Desk Receptionist


  • Some College (No Degree)
  • High School Diploma

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