Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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Jessica Lovato

Las Cruces,NM

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

8
8
years of professional experience

Work History

Financial Consultant

Nusenda
10.2021 - Current
  • Collaborated with members to maintain relationships and provide customers with thorough support and guidance.
  • Analyzed financial needs of members and developed tailored strategies to meet goals.
  • Assisted members with budgeting and cash flow management.
  • Presentation and recommendation of services to optimizing member relationships.

Customer Protection Review- Remote

Amazon
05.2020 - 10.2021
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Conducted prompt and thorough investigations on referred files.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Service Manager

Wells Fargo
10.2014 - 12.2019
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Launched quality assurance practices for each phase of development
  • Managed senior-level personnel working in marketing and sales capacities.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Hired, trained and supervised team of service staff members to meet business goals.

Education

Master of Science - Cyber Security

University of Phoenix
Tempe, AZ
12.2024

Skills

  • Managing Wealth
  • Sales Expertise
  • Financial Knowledge
  • Manager Coaching and Training
  • Professional Relationships
  • Strong Communication Skills
  • Ability to work under pressure
  • Business Development
  • Cash Handling
  • Financial Management and Reporting
  • Risk Assessment

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Financial Consultant

Nusenda
10.2021 - Current

Customer Protection Review- Remote

Amazon
05.2020 - 10.2021

Service Manager

Wells Fargo
10.2014 - 12.2019

Master of Science - Cyber Security

University of Phoenix

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Jessica Lovato