Jessica Robinson
Operations Manager
Blissfield,MI
Summary
Dynamic Account Manager with extensive experience in Customer Service. Self starter with excellent client oversight, issue resolution and relationship-building expertise.
Overview
14
14
years of professional experience
4
4
years of post-secondary education
Work History
Account Manager
Alliant
Blissfield, MI
10.2023 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Maintained current knowledge of evolving changes in marketplace.
Account Manager
Kapnick Insurance Group
Adrian, MI
07.2022 - 10.2023
- Designed presentations and marketing materials to promote insurance products.
- Collected premiums on or before effective date of coverage.
- Submit to existing and potential new markets for renewal and new business marketing
- Calculated premiums and established payment methods for sales.
- Conducted annual reviews of existing policies to update information.
- Provide day to day support including issuing accord documents and revising policies
Operations Manager
Stearns Lending LLC
Dallas, TX
06.2020 - 07.2022
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Developed strategic plans for day-to-day tasks in order to meet monthly sales goals
- Reviewed historical reporting, current operational data and forecasting information to help identify an accurate and achievable monthly sales goal
- Reviewed daily reporting to ensure all team members were performing job duties as assigned, and provided training were needed.
Wholesale Client Advocate
Cardinal Financial Company
10.2019 - 06.2020
- Assisting mortgage brokers and area managers get their loans through underwriting and closed
- I am responsible for following up on loans that are currently in our system as well as working with the title agency to prepare and issue closing documents
- While working on the various tasks to keep the loans on track for a smooth closing, I am also answering calls and responding to emails in a timely manner.
Transaction Account Specialist
Cardinal Financial Company
04.2019 - 10.2019
- Loan processing for mortgage brokers on Conventional, USDA, FHA, VA and Jumbo loans
- Ordering and reviewing appraisals, FHA case numbers, VA Certificate of Eligibility, and title work
- Ensuring all documents needed for underwriting and closing were obtained
- Answering phone calls and emails in a professional and timely manner.
New Accounts Representative
Blissfield State Bank
01.2019 - 04.2019
- Assisting all new and existing customers with their banking needs
- Opening and closing checking, savings, and
- D accounts
- Answering questions regarding services and products offered by the bank via phone, email and walk in customers
- Completing daily, weekly, and monthly reporting to be compliant with federal regulations.
Transaction Account Specialist
Cardinal Financial Company
07.2018 - 10.2018
- Loan processing for mortgage brokers on Conventional, USDA, FHA, VA and Jumbo loans
- Ordering and reviewing appraisals, FHA case numbers, VA Certificate of Eligibility, and title work
- Ensuring all documents needed for underwriting and closing were obtained
- Answering phone calls and emails in a professional and timely manner.
Client Services Specialist
MB Financial Bank
01.2016 - 01.2018
- The day to day contact for mortgage brokers via phone and email
- Assisted with questions regarding the loan process, condition discrepancies, status of the loan, and closing
- Maintained knowledge of Conventional, FHA,
- SDA, VA and Jumbo guidelines
- Able to effectively answer and understand loan scenario questions
- Answering calls and emails in a professional and timely manner.
Client Services Representative
Kapnick Insurance Group
01.2011 - 01.2016
- Manage over 25 Commercial Property Management accounts specializing in student housing and condominium accounts
- Day to day contact for insureds via phone and email with questions regarding their policies, adding or deleting coverage, billing questions, or renewals
- Invoicing for all accounts, including premium breakdown between properties
- Issued certificates of insurance to interested parties
- Maintained knowledge of insurance coverages, endorsements, and policy types.
Education
High School Diploma -
Morenci High School
Morenci 08.2006 - 05.2010
Timeline
Account Manager
Alliant
10.2023 - Current
Account Manager
Kapnick Insurance Group
07.2022 - 10.2023
Operations Manager
Stearns Lending LLC
06.2020 - 07.2022
Wholesale Client Advocate
Cardinal Financial Company
10.2019 - 06.2020
Transaction Account Specialist
Cardinal Financial Company
04.2019 - 10.2019
New Accounts Representative
Blissfield State Bank
01.2019 - 04.2019
Transaction Account Specialist
Cardinal Financial Company
07.2018 - 10.2018
Client Services Specialist
MB Financial Bank
01.2016 - 01.2018
Client Services Representative
Kapnick Insurance Group
01.2011 - 01.2016
High School Diploma -
Morenci High School
08.2006 - 05.2010
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