Jesse Brackey

• Managed a portfolio of more than 150 clients annually, delivering tailored financial solutions and maintaining high retention through proactive relationship management and service excellence
• Achieved over 99 percent documentation accuracy across all transactions, ensuring compliance and a seamless client experience
• Resolved complex client issues by anticipating needs and leveraging CRM insights, resulting in more than 95 percent satisfaction and increased client loyalty
• Collaborated with underwriting, legal, and operations teams to streamline service delivery and align internal efforts with client expectations and timeline

• Led onboarding for more than 800 business clients, partnering with sales to align services with client goals and ensure smooth integration
• Built CRM based tracking systems to monitor engagement and satisfaction, enabling early intervention and supporting long term retention strategies
• Reduced onboarding cycle time by more than four days through workflow optimization, improving client satisfaction and accelerating service delivery
• Analyzed client data to identify service gaps and engagement trends, driving targeted outreach and reducing churn across the portfolio