Jessica Leise-Mendez
Albuquerque,NM
Summary
Detail-oriented financial operations professional with progressive experience at Fidelity Investments, specializing in complex money movement transactions and retirement account servicing. Known for strong risk awareness, regulatory compliance, and consistent performance in high-volume environments. Brings a leadership mindset, supporting team success through collaboration, clear communication, and a commitment to quality, accuracy, and continuous improvement.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Money Out Operations Specialist
Fidelity Investments
Albuquerque, NM
04.2025 - Current
- Process high-volume money movement transactions including distributions, withdrawals, rollovers, and plan loans in accordance with plan rules and IRS regulations
- Review and validate documentation to ensure accuracy, fraud prevention, and regulatory compliance
- Identify and escalate risk concerns while adhering to company financial controls and privacy standards
- Research and resolve complex cases involving eligibility, tax withholding, processing errors, and time-sensitive disbursements
- Partner with internal teams to clear exceptions and ensure timely completion of financial transactions
- Manage competing priorities in a queue-based environment while maintaining strong quality and productivity performance
- Serve as a knowledgeable resource for teammates by sharing process guidance and supporting peers with complex transaction questions
- Contribute to a positive team environment by promoting accuracy, accountability, and collaboration during high-volume periods
- Demonstrate a proactive approach to problem-solving by identifying process gaps and escalating opportunities for operational improvement
HSA Specialist
Fidelity Investments
Albuquerque, NM
01.2024 - 04.2025
- Supported clients with Health Savings Account (HSA) transactions, distributions, and account servicing
- Educated account holders on contribution limits, qualified medical expenses, and tax-advantaged features of HSAs
- Reviewed and processed HSA-related requests with a strong focus on accuracy, compliance, and timeliness
- Researched and resolved account discrepancies, eligibility questions, and transaction issues
- Navigated multiple systems to manage casework in a fast-paced, performance-driven environment
- Collaborated with internal partners to resolve complex account matters and ensure positive client outcomes
Financial Customer Associate
Fidelity Investments
Albuquerque, NM
03.2024 - 01.2025
- Assisted participants with retirement account servicing, account maintenance, and general plan inquiries
- Supported transaction requests including exchanges, account updates, and distribution guidance
- Educated customers on plan provisions, online tools, and next steps for financial transactions
- Navigated multiple systems while managing high call volume in a fast-paced service environment
- Built strong foundational knowledge of retirement plans, compliance standards, and financial service operations
- Consistently met performance expectations for quality, efficiency, and customer experience
Dental Assistant
Patricia Ann Pavlos Family & Cosmetic Dentistry
Naples, FL
01.2018 - 01.2024
- Supported patient care and clinical procedures in a fast-paced healthcare environment
- Managed scheduling, records, payments, and insurance documentation
- Maintained sterilization, safety, and organization of treatment areas
- Coordinated patient services for a mobile dental program serving retirement communities
Education
High School Diploma -
Barron Collier High School
NaplesSkills
- Financial transaction processing
- Retirement Plan Operations
- Regulatory & IRS Compliance
- Risk Awareness & Fraud Prevention
- Financial Customer Service
- Queue management proficiency
- Cross-Functional Collaboration
- Strong attention to detail
Certification
- DC Training Graduate – June 2024
- Align Growth Program Completion – January–June 2022
- CPR Certified – American Heart Association
- Licensed in Dental Radiology (Florida)
Timeline
Money Out Operations Specialist
Fidelity Investments
04.2025 - Current
Financial Customer Associate
Fidelity Investments
03.2024 - 01.2025
HSA Specialist
Fidelity Investments
01.2024 - 04.2025
Dental Assistant
Patricia Ann Pavlos Family & Cosmetic Dentistry
01.2018 - 01.2024
High School Diploma -
Barron Collier High School