Jessica Randise
Relocation In Progress - Southern CA
Summary
Dynamic, detail-oriented, efficient financial professional with both operational and client-facing experience. Recognized in multiple positions for optimizing workflow and proactive problem solving to improve client experience. Skilled in training teams, enhancing operational efficiency, and resolving complex issues. Prepared to bring high level of efficiency and collaborative energy to new role.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Margin & Lending Core Processing Specialist
UBS
08.2021 - Current
- Primary subject matter expert in fixed-rate securities -backed loans (SBLs). Primary processor of loan contract requests.
- Created comprehensive self-help guide on fixed rate SBLs for branch-facing service teams (SBL Product, Service Group, and Banking Solutions Desk). Implementation of this guide reduced escalations to Operations from 5-10 a day to near zero, and contributed to a 30% increase in branch satisfaction with the Service Group from 2023 to 2024.
- Trained six colleagues on fixed rate loan tasks. Work with team lead to train new joiners.
- Perform daily and weekly loan account reconciling, work with branches to resolve issues related to loan funding.
- Review and approve mortgage funding wires.
- Assist team lead with ongoing process improvements, including integration of AI and robotics.
- Assist team lead with procedure writing and updates.
Trade and Processing Specialist
Hays Talent Solutions
11.2020 - 08.2021
- Under contract with UBS, assisted with caseload of 30-150 new loan requests per day.
- Performed daily reconciliation of up to 1500 loan accounts. Worked with branches to resolve loan funding issues.
- Hired full-time by client.
Private Client Banker
JPMorgan Chase
03.2019 - 05.2020
- Acted as primary relationship manager for Chase banking clients with at least $250k in investable assets.
- Worked with business partners such as Private Client Advisor, Mortgage Loan Officer, and Business Relationship Manager to develop a comprehensive, personalized banking and financial plan for each client.
- Onboarded 2-5 new Chase Private Client relationships per month with between $100k and $3mm in new business growth per client.
- Fielded referrals from tellers and other in-branch bankers.
- Assisted other bank staff with walk-in clients and branch operational procedures as needed.
Cashiering Specialist
Citizens Investment Services
03.2017 - 05.2019
- Processed check, ACH, internal transfer, and wire requests on behalf of clients of Citizens Investment Services.
- Handled caseload of 30-70 requests per day, both in writing via mailed-in documents and over the phone.
- Processed IRA rollover requests both to and from the firm.
- Used Fidelity managed account system to process and monitor trade requests on managed accounts. Requested and monitored trade corrections as needed.
Customer Service Representative
TD Bank
06.2016 - 03.2017
- Opened and onboarded new banking and credit card accounts.
- Performed in-branch customer service to existing TD Bank clients.
- Recognized by regional management in 2 of 3 quarters with the bank for performing over sales goal.
- Alternated between service desk and teller line throughout the day as needed.
- Maintained and balanced a cash drawer nightly.
- Assisted with dual control, cash audits, and other operational tasks as needed.
Education
Bachelor of Arts - Economics
Clark University
Worcester, MA05-2016
Skills
- Microsoft Office Suite (Excel, Word, Powerpoint, Visio, Outlook, Teams)
- Encompass
- Alteryx Robotics
- FBSI/RMB5/GJOW
- Salesforce
- Fidelity Managed Accounts
Certification
- FINRA Series 7, 63, SIE (grandfathered)
- NMLS ID #1504132
Timeline
Margin & Lending Core Processing Specialist
UBS
08.2021 - Current
Trade and Processing Specialist
Hays Talent Solutions
11.2020 - 08.2021
Private Client Banker
JPMorgan Chase
03.2019 - 05.2020
Cashiering Specialist
Citizens Investment Services
03.2017 - 05.2019
Customer Service Representative
TD Bank
06.2016 - 03.2017
Bachelor of Arts - Economics
Clark University
Similar Profiles
Afreen ShaikhAfreen Shaikh
Performance Specialist at UBSPerformance Specialist at UBS
Jonathan NelsonJonathan Nelson
Financial Crime Surveillance Analyst at UBSFinancial Crime Surveillance Analyst at UBS
Norah AlharbiNorah Alharbi
Head of Compliance at UBSHead of Compliance at UBS
Maria CevallosMaria Cevallos
Early Childhood Educator at Exploration KidsEarly Childhood Educator at Exploration Kids
Kalindu RathnawibhushanaKalindu Rathnawibhushana
RPA Specialist at IntellimorphRPA Specialist at Intellimorph