Jaleesa Roberts
Summary
Dynamic professional with extensive experience as an Independent Mobile Notary Signing Agent at the National Notary Association, excelling in client relationship management and compliance. Proven ability to deliver accurate notarization services while maintaining confidentiality. Strong problem resolution skills and a commitment to staff development enhance operational efficiency and client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Independent Mobile Notary Signing Agent
National Notary Association
07.2024 - Current
- Specializing in notarizing HELOC and mortgage loan documents.
- Delivered professional mobile notary services, emphasizing accuracy and confidentiality.
- Ensured excellent client communication throughout the notarization process.
- Maintained full licensing, bonding, and insurance coverage.
Field Underwriter
Symmetry Financial
03.2024 - Current
- Offered life and health insurance solutions tailored to clients' needs and budgets.
- Guided clients through insurance options, providing personalized protection plans.
- Attended conferences and seminars to keep abreast of new developments in the field.
- Developed and maintained relationships with external partners, including insurance agents and appraisers.
Assistant Branch Manager
Great Lakes Credit Union
05.2021 - 12.2023
- Managed daily operations, supervised staff, conducted audits, and led compliance efforts.
- Led branch operations in the manager's absence, opened accounts, processed loans, and managed IRA plans.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Maximized sales potential by training new members in improved sales strategies.
Education
Bachelor's Degree - Business Management
Alverno College
Milwaukee, WI01.2020
Associate's Degree - Business Administration
Columbia College
Gurnee, IL01.2016
Diploma - Medical Insurance Billing & Coding
Everest College
Skokie, IL01.2013
Skills
- Customer service
- Problem resolution
- Financial Operations
- Loan processing
- Administrative Management
- Internal Policies
- Compliance
- Staff Development
- Team leadership
- Database Management
- Report management
- Project management
- Client relationship management
Certification
- NMLS (Nationwide Mortgage Licensing System), 2438744
- Medallion Signature Guarantee Stamp-Certified
- Notary Public, 969822
- National Notary Association Certified Notary Signing Agent, 07/22/24
- Licensed Insurance Producer - Life/Health, 21028231
Accomplishments
- Graduated from the Great Lakes Credit Union Leadership Program (2023), completing intensive training in branch management, leadership development, and operational excellence.
- Earned multiple peer-nominated “Great Job” Awards (2022–2023) for consistently exceeding performance standards, demonstrating teamwork, and providing exceptional member service.
- Recognized as the 2022 Sales and Service Champion for achieving the highest ancillary product sales within the branch network, driving revenue growth and enhancing member satisfaction.
Timeline
Independent Mobile Notary Signing Agent
National Notary Association
07.2024 - Current
Field Underwriter
Symmetry Financial
03.2024 - Current
Assistant Branch Manager
Great Lakes Credit Union
05.2021 - 12.2023
Bachelor's Degree - Business Management
Alverno College
Associate's Degree - Business Administration
Columbia College
Diploma - Medical Insurance Billing & Coding
Everest College
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