JENNIFER COLE
Wenatchee,WA
Summary
Expertise in supporting a team and managing a high volume of reports and documentation, including review and interpretation of personal, employment and financial histories. Self motivated and reliable with excellent teamwork, problem solving and organizational skills. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges.
Overview
16
16
years of professional experience
Work History
Financial Planning Assistant
Cordell Neher and Company, PLLC
06.2022 - 11.2025
- Assisted in preparing client meeting files and reports, final point of prep/auditing for advisors meetings.
- Customer service and money movement, cashiering and check posting for the Financial Group.
- Collaborated with senior planners to analyze and interpret financial data for accurate reporting.
- Streamlined administrative processes, improving efficiency in document management and client communication.
Mortgage Loan Processor
Evergreen Home Loans
10.2009 - 01.2022
- Set up and completed loan submission packages.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Collaborated with multiple Loan Officers/teams to provide timely, accurate service for clients throughout entire mortgage process
- Handled any conditions sent from underwriting departments.
- Prepared on average 30-40 files monthly for final clear-to-close.
Education
Associate of Arts -
Wenatchee Valley College
Wenatchee, WASkills
- Customer Service
- Problem Solving Whiz
- Strong Verbal and Written Communication
- Time Management
- Microsoft Office
- Cashiering and Financial Services
- High attention to Detail
- Legal Documentation/Compliance
- Mentoring new employees
Timeline
Financial Planning Assistant
Cordell Neher and Company, PLLC
06.2022 - 11.2025
Mortgage Loan Processor
Evergreen Home Loans
10.2009 - 01.2022
Associate of Arts -
Wenatchee Valley College