Summary
Work History
Skills
Languages
Timeline
BusinessAnalyst
Jennifer Colgrove

Jennifer Colgrove

Oregon

Summary

Experienced in delivering exceptional customer service with strong verbal and written communication skills in English and Spanish. Valuable abilities to contribute to your company's success. Honed professional skills, demonstrating integrity, hard work, and courtesy when interacting with customers, clients, and coworkers.

Work History

Financial Analysis/Financial Advisor

Wells Fargo Financial Institute
  • I assisted with financial services regarding the loss of a loved one
  • I dealt with constant personal grief, comforting family members and handling all financial aspects of their death loved one’s accounts
  • Meanwhile, requesting death certificate, wills, trust, and confirming who has authority of the estate
  • I worked directly with bankers and clients all over the states to release financial funds
  • I financially advised bankers and customers regarding all documents needed for them to understand their immediate financial resources to finalize or to consider a long-term financial plan that could continue to benefit them
  • I requested and explained short term tax information and advised them to reach out to tax processors, and lawyers if needed for them to obtain more information regarding their resources
  • Overall, bankers had to wait for me to confirm and release the money to the deceased loved ones

Financial Processor/ Financial Administrator/Advisor

Genesis Financial
  • Financially processed, clients and customers account regarding credit for credit cards, merchandise, personal loans, and local companies that provide credit products
  • I submitted applications from clients for their customers to obtain credit
  • If approved, I would communicate the terms of the approval to the client and the customers
  • If the application was denied, I needed to explain that they will be receiving further information regarding the denial of credit
  • I answered constant calls, regarding payments and information about their accounts
  • If the account was delinquent, I would call customers to obtain payments
  • If they obtained furniture from one of the companies, and requested further information regarding their accounts, I had to explain payment history and interest rate that was applied to their accounts
  • In addition, I gave accurate mathematical equations regarding the amount owed and interest rates that were applied to their contracts, meanwhile, giving them the new amount owed on their financial contracts
  • I Received calls, when I needed to explain the financial contract regarding their credit that was issued to them
  • I submitted credit cards applications, and I had to further explain regarding credits cards annual fee and interest rate if approved
  • Furthermore, I advised how their credit could be affected in positive and negative payments

Supervisor

Sharis
  • I supervised a staff a total of10 employees on my shift
  • I hired and trained new employees
  • I constantly assisted staff with their duties for customers to get high quality customer food service
  • I handled work schedules, payday, distribution of checks, payroll deductions, overtime, attendance, lunch and break times, and holiday scheduling

Administrative Assistant /Financial Assistant

Aerifco
  • Administrative assistant with several departments in the Company
  • I Managed4 receptionists from4 different locations of branches of the company, Inventory data, marketing department management, processed multiple financial invoices and documents
  • I represented the company in job fairs
  • I worked directly with the CEO
  • I processed projects for the sales department in order form them to increase sales

Administrative assistant/Sales

Wilcox Furniture
  • I managed sales departments, warehouse departments, and warranty departments
  • I processed sales merchandise with cash and in store application credit
  • I scheduled delivery of merchandise with the delivery staff, for the customers
  • I processed warranty applications
  • I coordinated meetings for all staff to increase merchandise sales
  • I Assisted sales department in training and orientation
  • I scheduled all lunches, breaks and time off
  • I handled issues with immediate de-escalation to retain customers and clients and re-train staff when needed in areas that would increase sales for the company

Pharmacy Technician
  • I processed insurance for customers to obtain their medications, filled medications, assisted answering all questions from customers and medical staff, processed payments and handed out medications to customers

Skills

  • Management independently and in executive team environments
  • Inventory report tracking and management
  • Verbal and written communication with other departments
  • Marketing analysis
  • Increased sales with clients regarding their customers’ purchases of their products
  • The ability to work in a stressful environment
  • Able to de- escalate issues to avoid conflicts and further misunderstanding
  • Provide customers with consistent high-quality service and products with exceptional values
  • Medical terminology
  • Financial Analysis/Financial advisor
  • Oregon Certified Pharmacy Technician

Languages

Spanish
Native or Bilingual

Timeline

Financial Analysis/Financial Advisor

Wells Fargo Financial Institute

Financial Processor/ Financial Administrator/Advisor

Genesis Financial

Supervisor

Sharis

Administrative Assistant /Financial Assistant

Aerifco

Administrative assistant/Sales

Wilcox Furniture

Pharmacy Technician

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Jennifer Colgrove