Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jesse Holman

Pleasant Grove

Summary

Self-motivated and goal-oriented professional with over 10 years of experience in fraud investigation, customer service, and financial support. I am skilled in team leadership, account management, compliance, and CRM-based process improvement. Proven success managing high-value accounts and leading teams in fast-paced environments. Strong in cross-functional collaboration and committed to continual process optimization and customer satisfaction.

Technical support professional ready to lead and enhance team performance. Strong background in troubleshooting, problem resolution, and customer service. Known for fostering collaboration and adaptability in fast-paced environments. Skilled in managing technical issues, mentoring team members, and driving efficient results.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Technical Support Supervisor

Swift
08.2025 - Current
  • Managing a team of 6-10 people daily.
  • Providing directions and instruction on what and how they are doing that day, so that a project can be finished on time.
  • Efficiently prepared and turned over multiple student housing units per week, maintaining high standards of cleanliness and functionality.
  • Inspected units for damages and coordinated with maintenance teams to ensure timely repairs and replacements.
  • Managed inventory of cleaning supplies and equipment to ensure smooth operations during high-turnover periods.
  • Assisted in coordinating move-in and move-out schedules, ensuring a seamless transition for incoming students.
  • Collaborated with team members to meet tight deadlines while maintaining attention to detail and quality.
  • Enhanced customer satisfaction by resolving complex technical issues promptly and efficiently.
  • Implemented performance metrics to monitor team productivity, identifying areas of improvement and implementing necessary changes.

Inside Sales Representative

PolicyScout
04.2025 - 08.2025
  • Managed inbound/outbound calls; conducted needs-based selling.
  • Matched customers to suitable insurance providers; upsold products.
  • Delivered consistently positive customer experiences.
  • Utilized Salesforce CRM for opportunity management and sales order processing.
  • Ensured billing & pricing accuracy and policy adherence.
  • Collaborated with internal teams to streamline lead handoffs.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Managed friendly and professional customer interactions.
  • Used CRM software to maintain detailed contact logs and account records.
  • Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.

Employment Specialist

Easter Seals
08.2024 - 04.2025
  • Managed caseload of 25–30 clients; prepared them for employment.
  • Connected clients with job opportunities and provided counseling.
  • Worked with employers to align hiring goals; ensured communication consistency.

401(k) Specialist

Human Interest
09.2023 - 08.2024
  • Administered 401(k) plan compliance and documentation.
  • Led a team of 5–10; coordinated cross-functional collaboration.
  • Used Salesforce to monitor employee engagement and compliance.
  • Ensured policy adherence and advised on plan selection.
  • Drove process improvements to support scalability.

Manager

Desert Rock Capital
08.2022 - 09.2023
  • Oversaw daily operations, loan approvals, and collections.
  • Managed a team of 5–10; created schedules and monitored KPIs.
  • Maintained company website; ensured purchase order matching and pricing accuracy.

Warehouse Shipper/Receiver

Orgill, Inc.
06.2022 - 08.2022
  • Led team of 15–20 in logistics operations.
  • Maintained inventory accuracy and responded to customer delivery issues.
  • Drove process improvements in warehouse operations.

Accountant

Visa, Inc.
01.2018 - 05.2022
  • Managed high-value account payments and reconciliations.
  • Supported financial analysis and efficiency improvements.
  • Ensured compliance and billing accuracy in financial operations.

Senior Financial Support Specialist

Visa Inc.
01.2016 - 01.2018
  • Led collections across three regions; reduced aging from 24% to 13%.
  • Resolved account issues and coordinated with sales teams.
  • Improved financial workflows and documentation.

Order Screening Support Specialist

Visa Inc.
11.2010 - 01.2016
  • Monitored orders/accounts for fraud.
  • Communicated with internal teams to escalate concerns.
  • Served as VP of the Young Professionals group (grew membership by 35%).
  • Supported Quality Assurance and customer fraud resolution.

Education

Bachelor of Science - Business

Utah Valley University
01.2017

Associate Degree - Accounting

Utah Valley University
01.2015

Skills

  • Salesforce CRM Opportunity Management
  • Sales Order Processing & Quote-to-Cash Lifecycle
  • Cross-Functional Team Collaboration
  • Internal & External Communication
  • Policy & Compliance Adherence
  • Partner Purchase Order Matching
  • Billing & Pricing Accuracy
  • Process Improvement & Scalability
  • Team Leadership & Staff Development
  • Fraud Detection & Risk Management
  • Financial Analysis & Compliance
  • Inbound/Outbound Sales & Customer Service
  • Microsoft Office (Excel, Word, PowerPoint, Outlook)
  • QuickBooks, Tableau, Sage
  • Data Reconciliation & Reporting
  • Web and Tech Savvy, Fast Learner on New Platforms
  • Ticketing system proficiency
  • Remote support
  • Customer support management
  • Escalation management
  • Decision-making
  • Data entry
  • Call center operations
  • Technical support
  • MS office proficiency

Certification

Forklift Certified – Present

Timeline

Technical Support Supervisor

Swift
08.2025 - Current

Inside Sales Representative

PolicyScout
04.2025 - 08.2025

Employment Specialist

Easter Seals
08.2024 - 04.2025

401(k) Specialist

Human Interest
09.2023 - 08.2024

Manager

Desert Rock Capital
08.2022 - 09.2023

Warehouse Shipper/Receiver

Orgill, Inc.
06.2022 - 08.2022

Accountant

Visa, Inc.
01.2018 - 05.2022

Senior Financial Support Specialist

Visa Inc.
01.2016 - 01.2018

Order Screening Support Specialist

Visa Inc.
11.2010 - 01.2016

Associate Degree - Accounting

Utah Valley University

Bachelor of Science - Business

Utah Valley University

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