Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Paulson

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

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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

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