Jessica Miller
Costa Mesa,CA
Summary
Detail-oriented professional with 10+ years of experience and a proven knowledge of account management , commercial banking operations, and credit operations.
Overview
12
12
years of professional experience
Work History
Account Manager-Spine
Highridge Medical
Costa Mesa -remote
07.2022 - Current
- Manage all incoming communications for medical device operations, including calls via Genesys and direct lines, with prompt, daily logins and responses to USBRO and personal emails within 15-45 minutes. Act as the main point of contact, ensuring timely and professional service.
- Oversee the full process for loaner and loose medical device orders, coordinating with DC and field transfers, reviewing and approving each step, and providing regular updates. Generate key reports (backorder, loaner timelines, scorecards) on schedule to support accurate device availability and service.
- Maintain clear communication protocols, including AM-facing reports and scheduled follow-ups, to keep stakeholders informed. Quickly respond to high-priority requests, aiming for a 45-minute response window to address urgent medical device needs.
- Train the team on PowerBI, inventory dashboards, and effective communication to meet industry standards. Follow organized workflows for daily tasks, requests, and end-of-day procedures to maintain efficiency and support smooth operations.
- Complete thorough training in all systems and medical device tasks (Genesys, SAP, inventory management, complaint resolution, reporting) to ensure consistent, knowledgeable support for healthcare settings.
Branch Operations Manager
Citywide Banks
Boulder Co
02.2021 - 04.2022
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction and employee productivity.
- Ensures the banking center is compliant for scheduled audits and branch reviews.
- Protected company assets with strategic risk management approaches.
- Boosted sales and customer loyalty through incentive programs.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Monitored performance and completed performance appraisals for reports.
Commercial Loan Admin
MidFirst Bank Boulder CO
12.2018 - 02.2021
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements and other financial information to compute into CRM and decisions pro.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Provided technical support during onboarding and throughout various stages of pipeline.
- Date entry in asset management system, clearing exceptions and ticklers.
- Generated and distributed variety of daily, weekly and monthly reports.
Operation Specialist ll -Loan Coordinator
CoBiz Financial
08.2016 - 12.2018
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Conducted UCC searches and created environmental reports as part of loan process
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Maintain current knowledge of credit regulations.
- Open accounts for clients and disburse funds from clients' accounts to creditors.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Member service
American Credit Union
03.2015 - 06.2016
- Collect and record customer deposits and fees, and issue receipts using computers.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Process loan applications.
Personal Banker
Us Bank Multiple
09.2012 - 03.2015
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Contact prospective customers to present information and explain available services.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Skills
- Staff Management
- Coaching and mentoring
- Quality Assurance
- Complex Problem Solving
- Documentation and Recordkeeping
- Loan Portfolio Monitoring
Timeline
Account Manager-Spine
Highridge Medical
07.2022 - Current
Branch Operations Manager
Citywide Banks
02.2021 - 04.2022
Commercial Loan Admin
MidFirst Bank Boulder CO
12.2018 - 02.2021
Operation Specialist ll -Loan Coordinator
CoBiz Financial
08.2016 - 12.2018
Member service
American Credit Union
03.2015 - 06.2016
Personal Banker
Us Bank Multiple
09.2012 - 03.2015