Summary
Overview
Work History
Education
Skills
Timeline
ProjectManager

Jennifer Casey

Austin,TX

Summary

Adept at steering complex projects to success, I leveraged advanced problem-solving and relationship-building skills at Spaulding Decon to enhance project delivery and stakeholder satisfaction. My background spans sales to project management, consistently exceeding goals through strategic planning and effective communication, fostering long-term client loyalty and driving business growth. Professional manager with significant expertise in overseeing complex projects and ensuring timely delivery. Skilled in strategic planning, budget management, and risk assessment. Strong focus on team collaboration, fostering results-driven environment, and adapting to changing needs. Known for reliability, leadership, and effective communication.

Overview

33
33
years of professional experience

Work History

Project Manager

Spaulding Decon
10.2023 - Current
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Monitored project progress, identified risks and took corrective action as needed.
  • Sourced, vetted and managed vendors needed to accomplish project goals.
  • Managed projects from procurement to commission.

Group Sales Representative

Fortis Benefits
01.1999 - 06.2023
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

Business Development Officer

JB Mortgage Group
09.2022 - 11.2022
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Met existing customers to review current services and expand sales opportunities.
  • Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.

Mortgage Loan Officer

JB Mortgage Group
11.2021 - 08.2022
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Mortgage Banker

Sente Mortgage
01.2019 - 10.2021
  • Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.
  • Exceeded sales goals consistently by developing strong relationships with clients and realtors.
  • Proactively identified opportunities for cross-selling additional products or services to existing clients.
  • Collaborated with underwriters to resolve complex loan scenarios, resulting in successful funding of loans.

Loan Officer

Benchmark Mortgage
05.2016 - 11.2018
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

Account Manager, Inside Sales

Fortis Benefits
12.1996 - 12.1998
  • Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.
  • Expanded client base through targeted prospecting and effective lead generation efforts.
  • Collaborated closely with cross-functional teams to ensure seamless service delivery for clients.
  • Facilitated regular team meetings to share best practices, discuss challenges, and foster a collaborative work environment.

Pension Administrator

Community Benefits Group
05.1991 - 10.1994
  • Developed strong relationships with key stakeholders, working together towards mutually beneficial outcomes in managing retirement funds effectively.
  • Streamlined reporting processes by developing automated tools, enabling better tracking of pension plan performance and compliance measures.
  • Conducted thorough reviews of participant data, verifying eligibility requirements for pensions and other benefits.
  • Enhanced client satisfaction with timely and accurate pension calculations and disbursements.

Education

Wichita State University
Wichita, KS

Skills

  • Project Management
  • Project Scheduling
  • Stakeholder Communications
  • Work flow planning
  • Advanced problem solving
  • Project estimation and bidding
  • Purchasing and procurement
  • Staff retention
  • Database Management
  • Relationship building and management
  • Sales expertise
  • Documentation Review
  • Financial Advising

Timeline

Project Manager

Spaulding Decon
10.2023 - Current

Business Development Officer

JB Mortgage Group
09.2022 - 11.2022

Mortgage Loan Officer

JB Mortgage Group
11.2021 - 08.2022

Mortgage Banker

Sente Mortgage
01.2019 - 10.2021

Loan Officer

Benchmark Mortgage
05.2016 - 11.2018

Group Sales Representative

Fortis Benefits
01.1999 - 06.2023

Account Manager, Inside Sales

Fortis Benefits
12.1996 - 12.1998

Pension Administrator

Community Benefits Group
05.1991 - 10.1994

Wichita State University

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Jennifer Casey