Jenipher Thompson
Wichita,KS
Summary
25 years combined experience in Entrepreneurship, Project Coordination, Customer Service and Administration with strong skills in PowerPoint, Excel, and Word. Excellent people, telephone, and 10 key skills. I am seeking a full-time position where I can be an asset to a team and advance within the organization. As customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.
Professional with strong background in escrow management, prepared for this role. Skilled in handling complex transactions, ensuring compliance, and providing exceptional client service. Known for effective team collaboration and adaptability to changing needs. Adept at problem-solving, client communication, and maintaining confidentiality.
Licensed Financial professional prepared to make significant impact in financial advisory field. Expertise includes providing tailored financial advice and developing comprehensive financial plans for clients. Valued for collaborative approach and ability to adapt to evolving client needs, ensuring reliable and results-driven service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Escrow Specialist
Wells Fargo
11.2024 - Current
- Facilitated smooth escrow transactions by coordinating communication between buyers, sellers, and agents.
- Managed documentation and compliance requirements to ensure accuracy and adherence to regulations.
- Analyzed financial records to verify funds and resolve discrepancies prior to closing.
- Implemented process improvements that enhanced efficiency in transaction management workflows.
- Established effective communication channels between all parties involved in transactions, promoting transparency throughout the process.
- Coordinated with title officers to obtain necessary title reports, expediting the preparation of closing documentation.
- Maintained strict confidentiality regarding client information as mandated by federal privacy laws and company guidelines.
- Collaborated with real estate agents, lenders, and clients to resolve issues and facilitate smooth closings.
- Expedited document recording at county offices to ensure prompt updates on property ownership records.
- Provided outstanding customer service to clients, fostering strong relationships and repeat business.
- Maintained up-to-date knowledge on ever-changing regulations within the escrow and real estate industries, ensuring full compliance at all times.
- Developed a keen understanding of industry trends through continuous professional development opportunities.
- Handled unexpected challenges proactively during the escrow process that resulted in successfully closed deals without major delays or complications.
- Ensured compliance with state regulations and company policies by meticulously reviewing documentation and procedures.
- Streamlined escrow processes by implementing advanced software solutions and organizational techniques.
- Managed a high volume of escrow files, maintaining accuracy and efficiency in the processing of essential documents.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
Business Owner
Thompson Financial Consulting
10.2023 - Current
- Prospect new business partners and clients. Consult clients on business planning, college planning, investments, long-term care, retirement planning, will, trusts, and tax-free retirement.
CSA Coordinator
Foley Equipment
09.2017 - 10.2024
- Assist with the maintenance and management of Customer Support Agreements
- Assist with the maintenance and management of rental asset preventive maintenance (PM).
- Open and maintain work orders and segments with all critical header information according to company policy and procedures.
- Support PM on-time metrics by working with the Condition Monitoring Consultant (CMC) to help minimize contributing factors that allow PM’s to be late.
- Process invoices and collections according to company policy and procedures.
- Review work order segments each day and have accountability for proper coding of labor.
- Communicate with customers for equipment hours metering readings, location, purchase orders, PM kit information and invoicing questions.
- Assist with all service letters for complete and timely matter of contracting customers and scheduling of such task.
- Support Caterpillar connected asset programs and assist CMC in connecting CSA and rental assets.
- Interact with customers by answering phone calls and emails to assist as needed.
- Perform other general clerical/administrative duties.
- Assisted in several extra programs to keep assets connected including GPS
Project Coordinator
Identity Group
11.2015 - 09.2017
- Deals with signage for major hotels nationwide and internationally.
- Sent out over 50 quotes per day to customers
- Work with customers to troubleshoot for correct signage.
- Review and answer customer emails in a timely manner.
- Process customer orders in a timely manner.
- Process shipping and tax for all pre-paid orders.
- Proofread all orders before being sent into manufacturing.
- Entering all sales orders into Excel spreadsheet with Pivot Tables.
- Set up Microsoft Outlook Calendar meetings on daily basis.
Education
Cosmetology License - Cosmetolgy
Superior School of Cosmetology
Olathe, KS05-1996
Skills
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel (Pivot Tables, Formulas, and Macros)
- Microsoft Access
- Adobe Illustrator
- PowerPoint
- FileMaker
- Document preparation
- Client confidentiality
- Organizational growth
- Problem-solving
- Project coordination
- Time management
- Detail-oriented
- Team coordination
- Project management
- Decision-making
- Attention to detail
- Customer service
- Team leadership
- Strategic planning
- Schedule management
Accomplishments
- Supervised team of 25 staff members.
- Collaborated with team of 10 in the development of Financial Training Guidelines.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Supervised team of 25 staff members.
- Achieved OSHA Compliance through effectively helping with setting up new SalesForce management.
- First recipient of "Red Carpet" award for exceptional customer service by going above and beyond for all customers.
Certification
- Insured Life and Health Broker License Number: 21045627
- Cosmetology License
Hobbies and Interests
Volunteer and participate in the MDA camp every summer for one week a year in June for kids with any of the 43 neuromuscular diseases., Look forward to Earth Day yearly to encourage and teach our community more earth friendly resources to keep Mother Earth a cleaner place for us to live.
Timeline
Escrow Specialist
Wells Fargo
11.2024 - Current
Business Owner
Thompson Financial Consulting
10.2023 - Current
CSA Coordinator
Foley Equipment
09.2017 - 10.2024
Project Coordinator
Identity Group
11.2015 - 09.2017
Cosmetology License - Cosmetolgy
Superior School of Cosmetology
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