Jessica Perez
Campbell,CA
Summary
Skilled Business Development leader offering 20 years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building, and team leadership abilities. Results-driven and proactive with a demonstrated record of accomplishment in meeting and exceeding revenue objectives. A goal-oriented facilities maintenance professional with excellent leadership, problem-solving, and multitasking skills. Lastly, Dedicated Non-profit Business professional with a history of meeting company goals utilizing consistent and organized practices. Skilled working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Desiring a permanent role with room for advancement.
Overview
13
13
years of professional experience
Work History
Business, Development, & Facilities Manager
St Catherine Of Alexandria Parish
2019.04 - Current
- Streamlined business processes by implementing new project management tools and techniques.
- Implemented cost-cutting measures, resulting in substantial savings for organization without compromising on quality or performance.
- Oversee financial operations, maintaining accurate records and ensuring compliance with industry regulations.
- Established new revenue streams through targeted marketing initiatives and product diversification efforts.
- Negotiate contracts with suppliers and vendors, securing favorable terms for company while maintaining strong relationships. Saving organization over $20K in one year.
- Optimized resource allocation by closely monitoring project progress and adjusting priorities as needed.
- Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Created, managed, and executed business plans and communicated company vision and objectives to motivate teams.
- Processed vital documentation, completed forms, obtained appropriate insurance verification and authorization for services.
- Improved business profits through innovative cost containment and revenue generation techniques. Increased giving by 20% yearly in 4 years in role.
- Draft reports and documents to improve correspondence management, schedule coordination, recordkeeping.
- Anticipated financial impact from operational issues and worked with leadership to develop solutions.
- Monitored daily cash discrepancies, count weekly donations (revenue), manage 2 teams of volunteers 6+ each team.
- Reduced energy consumption through regular audits and implementation of energy-saving initiatives. Currently working on purchasing Solar panels for our campus.
- Improved facility efficiency by implementing preventive maintenance plans and streamlining work order processes.
- Coordinated space planning efforts to optimize facility usage and accommodate changing business needs.
- Oversaw facility renovations, ensuring ADA compliance and adherence to local building codes.
- Coordinated events setup and teardown effectively, ensuring minimal disruption to regular facility operations.
- Responded to building emergencies and managed repairs.
- Oversaw all aspects of equipment installation, maintenance, and repair for both internal and external services.
- Investigated problems and determined appropriate remedies.
- Controlled expenses to meet budget requirements.
- Oversaw finances and made recommendations to reach or exceed budget in unforeseen circumstances.
- Performed start-up functions on systems based on project plans, specifications, contract documents.
- Coordinated with vendors and contractors to arrange services and repairs to be completed on time and to desired quality levels.
- Balanced competing priorities and resource constraints to deliver optimal results within context of project timelines and budgetary restrictions.
- Raised significant funds by developing and executing effective fundraising campaigns. In remodeling project raised over 8 Million Dollars.
- Secured major donations for various programs through donor cultivation and relationship building.
- Boosted donor retention rates with timely follow-up communications and personalized acknowledgments.
- Managed successful fundraising events, including logistics, promotion, and donor engagement efforts.
- Optimized online donation platform for user experience, leading to higher conversion rates and increased donations by 20%.
- Developed strong relationships with corporate partners, securing in-kind donations and sponsorships for events.
- Coordinated volunteer recruitment efforts, ensuring adequate staffing for fundraising activities and events.
- Facilitated grant writing efforts, resulting in successful acquisition of funds from foundations and government sources.
- Developed impactful fundraising strategies to maximize donations and meet fundraising goals.
- Planned and implemented fundraising events.
- Cultivated relationships with existing and potential donors to increase donations.
- Supervised staff of 2 in day-to-day activities.
Sr. Relationship Banker VI Lead
Umpqua Bank
2015.06 - 2019.03
- Provided support for store manager in aspects of operations, ensure that proper policies and procedures are executed by all team members
- Managed 60% of customer base, efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Increased daily sales by 75% by upselling banking products and financial services to customers.
- Planned day-to-day execution of business/personal lending
- Open new accounts, close accounts and execute maintenance on existing relationships.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Delivered informative presentations at community events, promoting brand awareness while educating audiences on personal finance topics.
- Continually boosted branch production and revenue by 89% by consistently meeting all monthly and quarterly sales goals.
Vice President-Branch Manager
JP Morgan Chase
2010.12 - 2015.03
- Coordinate day-to-day plan executing sales and operations of branch, through activities and effective time management, managed two different complexity of branches, 10+ employees.
- Developed annual branch business plan for maximum profitability and effectiveness
- Organize, prioritize, plan branch meetings to share timely & relevant information with team, managers & peers and provide the context (why) behind decisions and actions
- Increased core deposit growth by 20% of annual goal
- Execute and oversee all operations and controls as well as multi-task in all aspects of bank (business banking, lending, investments, Chase private client) Lead partnerships in successful referrals.
- Create culture of great customer experience by being courteous and professional, doing the right thing, building lasting relationships, owning issues from start to finish, and exceeding customer expectations.
- Execute critical company focuses and ensure deadlines are met
- Provide employees with semi-annual and annual performance appraisals for all branch staff
- Provide Leadership/development for team of 10+
- Regularly recognize and celebrate individuals and team accomplishments
- Work closely with Partners within branch.
- Managed different complexity branches, achieving high customer satisfaction rates by meeting agendas, supplied advance materials executed follow-up for meetings and team conferences.
- Top performer all 5 years as Branch Manager in different complex branch sizes.
- Managed different complexity branches, achieving high customer satisfaction rates by meeting agendas, supplied advance materials executed follow-up for meetings and team conferences.
- Actively recruit and oversee training for all new branch employees
- Created PowerPoint presentations used for business development
- Organized files, developed spreadsheets, faxed reports, scanned documents.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Spearheaded organizational restructuring initiatives, streamlining operations and reducing overhead costs.
- Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
- Implemented advanced data analytics tools to drive data-driven decision-making across all levels of organization, leading to better business outcomes.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
- Ensured regulatory compliance at all times by implementing robust internal control systems coupled with proactive monitoring mechanisms.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Clarified roles, responsibilities, expectations of staff.
Education
Some College (No Degree) - Liberal Arts And General Studies
West Valley College
Saratoga, CASkills
- Budgeting and financial management
- Building Maintenance
- Operations Oversight
- Service contracts management
- Decision-Making
- Multitasking Abilities
Languages
Spanish
Native or Bilingual
Timeline
Business, Development, & Facilities Manager
St Catherine Of Alexandria Parish
2019.04 - Current
Sr. Relationship Banker VI Lead
Umpqua Bank
2015.06 - 2019.03
Vice President-Branch Manager
JP Morgan Chase
2010.12 - 2015.03
Some College (No Degree) - Liberal Arts And General Studies
West Valley College
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