Jessica McAuliff
Chicago,IL
Summary
Motivated financial operations professional who takes pride in accuracy, integrity, and continuous improvement. Experienced in supporting complex asset operations and incoming payments while maintaining strong compliance and service standards. Known for a proactive mindset, collaborative approach, and a genuine commitment to delivering reliable results for clients and teams.
Overview
4
4
years of professional experience
Work History
Incoming Payments Specialist
Inspira Financial
Oak Brook, Illinois
03.2025 - Current
- Process and post incoming payments including income, distributions, liquidations, contributions, and fees for alternative asset and retirement accounts
- Perform high-volume, detail-oriented data entry while ensuring accuracy and compliance with internal controls and regulatory requirements
- Prepare, review, and maintain payment documentation and processing files to support timely and accurate transaction posting
- Reconcile incoming funds and investigate discrepancies by coordinating with internal teams, investment sponsors, and clients
- Maintain organized electronic and physical records in accordance with record retention and audit standards
- Support audit requests, quality control reviews, and compliance initiatives by providing accurate documentation
- Collaborate cross-functionally with Asset Operations, Transactions, and Client Services teams to resolve payment issues efficiently
- Assist with special projects and provide operational and administrative support as need
Operations Support Admin
Inspira Financial
Oak Brook, Illinois
05.2024 - 03.2025
- Supported the Incoming Payments team with administrative and operational tasks related to payment processing
- Assisted with documentation intake, data entry, and file preparation for incoming funds
- Maintained organized, audit-ready records in compliance with internal controls
- Helped track processing activity and team metrics to meet service standards
- Collaborated with cross-functional teams to resolve missing or incomplete documentation
Resident Assistant
The Oaks at Barlett Senior Living
Bartlett, Illinois
05.2023 - 08.2023
- Manage daily programming, such as bathroom breaks, meal times, dressing, exercising, and bathing, for 12-14 assigned residents
- Arrange daily activities that incorporate laughter, song, music, and cognitive stimulation with a personalized, warm approach
- Trained and onboarded two incoming Resident Assistants on company programming, standards, procedures, and proper service
Sales Associate
Wyckwood House
Wheaton, IL
05.2022 - 08.2022
- Fostered a social media following by creating more than 20 promotional posts on platforms about products.
- Managed the storefront during solo shifts by multitasking between phone calls, customer service, register management, and maintenance.
- Designed and executed new merchandise arrangements to increase sales and rotate overstocked items.
- Engaged with hundreds of customers over the course of 7-hour shifts to ensure a positive customer experience and loyalty to the brand.
Education
Bachelor of Science - Financial Planning
University of Illinois At Urbana-Champaign
Champaign, IL05-2024
Skills
- Payment processing
- Data entry
- Customer service
- Compliance management
- Employee training
- Team collaboration
- Process improvement
- Conflict resolution
- Time management
- Communication skills
- Attention to detail
- Analytical thinking
- Microsoft Office 365
- Salesforce
- Innovest
- Laserfisch
Accomplishments
Inspira Financial 2024 Q3 Committed to Integrity All Star Award
Timeline
Incoming Payments Specialist
Inspira Financial
03.2025 - Current
Operations Support Admin
Inspira Financial
05.2024 - 03.2025
Resident Assistant
The Oaks at Barlett Senior Living
05.2023 - 08.2023
Sales Associate
Wyckwood House
05.2022 - 08.2022
Bachelor of Science - Financial Planning
University of Illinois At Urbana-Champaign