Jessica Paulson
Funder
Spanaway,WA
Summary
Hardworking and passionate professional bringing demonstrated administrative and financial management skills. Well-versed in preparing orders, monitoring transfers and tracking market fluctuations. Excellent customer service, problem-solving and multitasking abilities focused on maintaining compliance, maximizing satisfaction and quickly addressing concerns.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
Work History
Funder
Point Digital Finance
Palo Alto, CA
05.2022 - 01.2023
- Reviewed Title Commitments and signed loan documents for each transaction.
- Balanced Closing Disclosures with Escrow prior to funding and disbursing.
- Funded over 80 million dollars in Home Equity Investment loans per month, often up to 16 a day.
- Assisted management in writing training manuals for reviewing title commitments, loan documents, and valid insurance documentation.
- Trained in reviewing and funding HELOC loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Checked loan documents for accuracy prior to closing.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Escrow Assistant
Thurston County Title
Olympia, WA
10.2017 - 05.2022
- Scheduled signings and gathered required paperwork.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Prepared and delivered projected HUD-1 settlement statements to lender upon request.
- Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
- Forwarded title clearing documentation to title officer for approval.
- Followed-up on status of releases, policies, and return of recorded documents.
- Obtained documents such as proof of insurance and HOA statements.
- Received Notary License and conducted signings.
Licensed Multi-Line Representative
Kevin Hayward State Farm
Lacey, WA
06.2017 - 10.2017
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Obtained Life & Health, and Property & Casualty Insurance license for Washington State.
- Obtained underwriting approval by completing application for coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained high standards of customer service by building relationships with clients.
- Billed & Processed Insurance payments for customers.
- Followed up on current insurance claims as well as assisting in filing new claims.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Administrative Assistant/Marketing Coordinator
Paulson's Automotive
Tacoma, WA
09.2010 - 07.2017
- Answered phone calls, scheduled customers and supported visitors.
- Carried out administrative duties such as filing, typing, copying, binding, scanning etc.
- Completed operational requirements by scheduling and assigning administrative projects and expediting work results.
- Billed out customers using ShopKey software.
- Managed all company social media.
- Revamped company website.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Repair & Collections Coordinator
Crawl Space Cleaning Pros
Tacoma, WA
06.2016 - 06.2017
- Billed out customers using Quickbooks.
- Scheduled all repairs as needed.
- Input all receipts for reimbursement to employee's on Quickbooks.
- Personal Assistant to one of the estimators, managing his work calendar, working up bids in Excel and sending out bids to potential new customers.
- Covered both reception and Scheduling Coordinator positions as needed.
- Used MailChimp to send out marketing emails for the company and Rotary Club.
- Managed the company social media pages.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Created and distributed agendas for meetings and conference calls as part of meeting preparation.
Trainer
Barista, Starbucks
Tacoma, WA
12.2015 - 06.2017
- Memorized recipes for specialty coffee beverages and seasonal offerings.
- Operated espresso machines and commercial coffee brewers to create beverages.
- Recommended products based on solid understanding of individual customer needs and preferences.
- Monitored supply levels at counter and maintained customer areas to meet typical demands.
- Completed successful daily cash audits to correctly balance drawers at end of shifts.
- Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
- Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment.
- Trained new team members with positive reinforcement and respectful, encouraging coaching.
- Made and served brand-specific café beverages with focus on speed, quality and consistency.
Tech Assistant
Coug Tech, Washington State University
Pullman, WA
01.2015 - 12.2015
- Installed technical hardware and software in deskside support environment.
- Logged inventory of functioning systems to maintain user accessibility.
- Provided technical guidance and support to team members.
- Transferred computer files between programs.
- Researched common technology performance issues to assist with diagnoses.
- Implemented corrective action procedures within prescribed guidelines for issues, escalating high priorities to other technical resources.
- Implemented system upgrades to help mitigate vulnerabilities.
- Liaised with customers, communicating and resolving problems and concerns.
- Troubleshot malfunctioning hardware and software deployments to support nonstop operations.
Education
Bachelor of Arts - Communications
University of Washington
Tacoma, WA 09.2013 - 06.2017
Skills
Financial analysis aptitude
Timeline
Funder
Point Digital Finance
05.2022 - 01.2023
Escrow Assistant
Thurston County Title
10.2017 - 05.2022
Licensed Multi-Line Representative
Kevin Hayward State Farm
06.2017 - 10.2017
Repair & Collections Coordinator
Crawl Space Cleaning Pros
06.2016 - 06.2017
Trainer
Barista, Starbucks
12.2015 - 06.2017
Tech Assistant
Coug Tech, Washington State University
01.2015 - 12.2015
Bachelor of Arts - Communications
University of Washington
09.2013 - 06.2017
Administrative Assistant/Marketing Coordinator
Paulson's Automotive
09.2010 - 07.2017