Customer Service Management
Resume:
Jessica Guadalupe
Palm Bay, FL 32907
************@*****.***
Summary:
* Nine years of Financial planning and mortgage experience.
* Eight years of direct management experience in the financial and retail industries.
* Over ten years of client presentation and account management experience in financial, medical education and retail industries.
* Over ten years of training and job coaching experience in classroom and side by side capacity.
Skills:
MS Word, Excel, PowerPoint, MS Project, Quickbooks, Quark, Photoshop, MAC PC's, Web design, Visual Banker, MSP and E-commerce
Education/Licenses:
* University of South Carolina - B.A. Business Administration Interdisciplinary Studies-Dec. 2000
* Previously Series 7 Licensed
* Previously Florida State Life, Health and Annuity Licensed
Experience:
Flour & Spice Boutique - Melbourne, FL
Owner Jan. 2009 to Present
* Owner and operator of gluten free specialty bakery
* Experienced 5 year average revenue growth of 30%
* Meet with clients to determine event needs
* Executing last minute requests for large parties
* Management of employees
* Current Business Partner with Brevard Public Schools for fundraising programs
Chase - Melbourne, FL
Sr. Underwriter/Relationship Manager Nov. 2009 to 2012
* Analyzed customer income and expenses to recommend appropriate modification options and ensure accuracy of data
* Management of multiple simultaneous projects and deadline in a fast paced environment
* Reviewed and recommended foreclosure prevention alternatives
* Performed escrow analysis
* Coached new underwriters with income analysis, general questions, organizational best practices and served as subject matter expert during new hire classroom training
* Created PowerPoint presentations and job aids consisting of new process updates for recurrent training
* Managed department calendar for meeting requests
* Problem-solved issues with borrowers, loan officers, and legal counsel regarding the modification process, status and decisions
Deighan Financial Advisors - Melbourne, FL
Sr. Financial Planner and Supervisor May 2005 to Nov. 2009
Series 7 and Florida Life, Health and Annuity Insurance Licensed
* Supervised and trained all Financial Planners and support staff members
* Created PowerPoint Presentations for clients with new investments opportunities
* Analyzed client investments, liquidity, income and expenses to recommend investment options for high net worth clients
* Problem solved client issues and answered questions quickly
* Created and maintained investment charts and income/accumulation charts
* Completed and insured accuracy of client billing
* Assisted clients with mortgage refinancing and new real estate purchases
* Coordinated calendar management for client meetings and events
* Updated CEO on daily and weekly basis of all pending investment
Washington Mutual/chase - Melbourne, FL
Sr. Loan Coordinator-File Management May 2004 to January 2009
* Processed new loan applications from start to finish
* Reviewed and analyzed income documentation
* Provided excellent customer service to borrowers and external vendors
* Insured accuracy and integrity of loan information
* Assisted and coached new employees with questions regarding the loan process
MegaFitness - Melbourne, FL
Product/Website Manager May 2004 to April 2005
* Responsible for management and web design of fitness equipment products on company website
* Responsible for development and maintenance of product lines, including setup of new vendor products
* Managed all changes and updates to product line on website
* Assisted with advertising in industry publications, e-mails and mass mail marketing ads
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