Jessica Fox
Relationship manager business owner specialist
Des Moines,IA
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 10 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
23
23
years of professional experience
Work History
Relationship Manager Business Owner Specialist
Bank Of America
08.2021 - 04.2023
- Exceptional analytical skills, ability to solve diverse and complex problems with limited precedents or guidelines
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Utilized financial software to prepare consolidated financial statements.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Created and managed financial models to evaluate corporate investments.
- coordinating information among various departments and people, systems, vendors and/or advisors and their staff
- Creative problem solver - Takes ownership of issues; assesses customer's needs and offers appropriate solutions
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual statements.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Participated in industry events and trade shows to promote products and services.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
Mortgage Loan Processor Assistant
The Rock Mortgage Services
05.2010 - 04.2013
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Readied Truth-in-Lending Disclosures for loan applicants, delivering important information about loan APR and repayment terms.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Handled any conditions sent from underwriter.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Updated abstracts, type legal descriptions to be added.
General Manager of Operations
Papa Murphy's
03.2019 - 05.2021
- Devised processes to boost long-term business success and increase profit levels.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Developed systems and procedures to improve operational quality and team efficiency.
- Trained, coached and mentored staff to support smooth adoption of new Type program.
- Increased profit by streamlining operations.
- Chaired weekly meetings with executive leadership to identify opportunities for improvement, establish milestones, and tailor products to individual markets.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Lead International Flight Attendant
World Airways
05.2000 - 03.2010
- Performed pre-flight safety checks to verify oxygen masks, life jackets and other emergency equipment in good working order.
- Manage corporate spending accounts
- Facilitated communication between flight deck and cabin crew prior to and during flights to promote smooth operations.
- Attended workshops and trainings in customer service, conflict resolution tactics, and safety procedures to keep abreast of all new requirements and procedures.
- Responded to passenger emergencies to provide medical care.
Customer Service Specialist/Mixologist
Bubba (fine Dining Southern Cuisine)
04.2017 - 06.2019
- Reinforced established quality control standards and followed procedures for optimal customer interactions.
- Applied basic sales strategy to engage customers and present solutions to suit individual needs.
- Tracked customer service cases and updated service software with customer information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Customer Service Specialist/Lead Mixologist/server
Eatery A
06.2015 - 03.2017
- Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines, and mixers.
- Applied knowledge to create innovative cocktails, enhance flavor profiles and expertly pair food and drinks.
- Cultivated strong relationships with repeat customers, engaging in friendly conversation and memorizing drink orders to promote loyalty.
Customer Service Specialist/server/mixologist
Splash (fine Dining)
06.2015 - 08.2017
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Notary Republic - Notary
National Notary Association
Chatsworth, CAAssociate Of Business Administration - Entrepreneurial Studies
Des Moines Area Community College
Ankeny, IA12.2014
International Business Economics - Marketing Management And Research
Des Moines Area Community College
Ankeny, IA12.2012
E.M.T-B - Emergency Care Attendance
Des Moines Area Community College
Ankeny, IA12.2015
Skills
- Financial Advising
- Wealth Management
- Risk Management
- Regulatory Compliance
- Time Management
- Consultative Selling
- Attention to Detail
- Business Trend Analysis
- Sales Data Analysis
- Financial Services
- Business Relationship Cultivation
- Risk Mitigation
- New Business Generation
- Strategic and Financial Planning
Timeline
Relationship Manager Business Owner Specialist
Bank Of America
08.2021 - 04.2023
General Manager of Operations
Papa Murphy's
03.2019 - 05.2021
Customer Service Specialist/Mixologist
Bubba (fine Dining Southern Cuisine)
04.2017 - 06.2019
Customer Service Specialist/Lead Mixologist/server
Eatery A
06.2015 - 03.2017
Customer Service Specialist/server/mixologist
Splash (fine Dining)
06.2015 - 08.2017
Mortgage Loan Processor Assistant
The Rock Mortgage Services
05.2010 - 04.2013
Lead International Flight Attendant
World Airways
05.2000 - 03.2010
Notary Republic - Notary
National Notary Association
Associate Of Business Administration - Entrepreneurial Studies
Des Moines Area Community College
International Business Economics - Marketing Management And Research
Des Moines Area Community College
E.M.T-B - Emergency Care Attendance
Des Moines Area Community College
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