Summary
Overview
Work History
Education
Skills
Certification
Timeline
AdministrativeAssistant

JESSICA CAPELLE

Wilson,NC

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

21
21
years of professional experience
1
1
Certification

Work History

FACILITATOR

NASH COLLEGE
01.2023 - Current
  • Presenter - Franklin Covey Time management techniques and Planner system to Human Resources department
  • Youth Entrepreneurship Camp Instructor - Foundations of Personal Finance and Entrepreneurship curriculums creator
  • Researched, developed, and presented materials for both personal and business management strategies

REAL ESTATE INVESTOR

Self Employed
01.2014 - 01.2022
  • Planned, scheduled, and coordinated general maintenance, major repairs and remodeling of construction projects as well as researched all local comps before purchase
  • Designed, furnished, and photographed residential properties to create a functional and aesthetically pleasing living space

BOOKKEEPER / BUSINESS OWNER

AIREST LLC
01.2013 - 01.2021
  • Owned, operated, and directed all aspects of operations of our HVAC business which serviced approximately 1,000 customers in Hunterdon County, NJ area
  • Processed A/R, A/P, cash flow monitoring systems, payroll, estimates, and purchase orders
  • Maintained and abided by New Jersey industry-set laws and standards

BRANCH FINANCIAL SALES

PNC BANK
01.2008 - 01.2010
  • Identified the financial needs of the customers and recommended PNC products and services to meet those needs
  • Achieved all sales goals including wealth management, mortgage, and customer referral goals
  • Identified, mitigated, and solved customer problems effectively to drive customer loyalty

RATE LOCK ANALYST

CREDIT SUISSE
01.2005 - 01.2007
  • Primary point of contact for Wholesale Mortgage Brokers and Account Executives (averaged 70-80 calls per day)
  • Duties included prequalifying high net worth clients' mortgage loans, structuring and monitoring rate lock requests, identifying any potential mortgage underwriting issues for the Account Executive's clients' loans, recruiting new clients at trade shows by highlighting product niches
  • Facilitated pull-through by effectively managing mortgage pipelines, identifying relationship trends, monitoring issues regarding website functionality, and escalating to Credit Suisse management

OPERATIONS SUPPORT

CREDIT SUISSE
01.2003 - 01.2005
  • Sole operational support for the Director, three Vice Presidents and one Sales Executive
  • Facilitated new hire process for wholesale mortgage account executives & department
  • Formatted/edited all Credit Suisse operational guides
  • Processed departments' expenses/invoices
  • Maintained licenses/legal files

Education

Raritan College
Branchburg Township, NJ

Skills

  • Project Management
  • Contract Management
  • Bookkeeping
  • Research Expertise
  • Presentation competency
  • Customer service skills
  • Time management skills

Certification

  • QUICKBOOKS ONLINE PRO ADVISOR
  • QUICKBOOKS ONLINE PAYROLL
  • INTUIT ACADEMY BOOKKEEPING
  • MORTGAGE LOAN ORIGINATOR LICENSE

Timeline

FACILITATOR

NASH COLLEGE
01.2023 - Current

REAL ESTATE INVESTOR

Self Employed
01.2014 - 01.2022

BOOKKEEPER / BUSINESS OWNER

AIREST LLC
01.2013 - 01.2021

BRANCH FINANCIAL SALES

PNC BANK
01.2008 - 01.2010

RATE LOCK ANALYST

CREDIT SUISSE
01.2005 - 01.2007

OPERATIONS SUPPORT

CREDIT SUISSE
01.2003 - 01.2005

Raritan College

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