Jessica Valentin
Peoria,AZ
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
10
10
years of professional experience
Work History
CLX Car Manager
Lemonade Insurance
Phoenix, AZ
03.2023 - Current
- Maintained positive relationships with community to build and nurture dynamic partnerships.
- Assisted in onboarding of new claims processors to familiarize with company procedures, policies and processes.
- Assisted individuals in navigating processes and procedures to resolve issues, understand rights and express views.
- Complied with regulations and guidelines related to claims processing to maintain quality and adherence to standards.
- Prepared summaries of damage, payments, and policy coverage.
- Evaluated insurance policies and analyzed damages to determine coverage.
Notary Public
Arizona Notary Public Commission #: 594370
Phoenix, AZ
11.2020 - Current
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Checked documents and identifying credentials for all parties.
- Examined documents for accuracy, completion and compliance before notarizing.
- Set up and managed appointments for client notary services.
- Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements.
Claims Adjuster, Automobile and Casualty
USAA
Phoenix, AZ
12.2020 - 03.2023
- Examined claims forms and other records to determine insurance coverage.
- Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
- Prepared summaries of damage, payments, and policy coverage.
- Researched and analyzed policy contracts to verify proper payment of claims.
- Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
- Established relationships with clients and insurance companies to foster timely claims resolution.
- Mitigated risks and increased profitability with well-developed strategies for reducing future claims and costs.
Cognitive Therapy Department Leader
Banner Home Care
Sun City, AZ
12.2021 - 09.2022
- Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.
- Communicated with managers of other departments to maintain transparency.
- Created and enforced department policies, procedures and standards to establish productivity and quality.
- Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
- Resolved issues with patient care by liaising between patients, staff and outside providers.
- Trained, motivated and advised therapy staff on correct procedures.
- Coordinated staff schedules for optimal coverage of patient demands.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
- Conducted routine facility inspections, identifying areas needing improvement and eliminating hazards posed to staff and residents for continued compliance with associated regulations.
Senior Account Manager
Loan Depot
Phoenix, AZ
04.2020 - 12.2021
- Mentored junior account management professionals to develop skills and increase company revenue.
- Provided extensive support in sales, technical and business areas to key accounts.
- Worked with customers to develop strategic business and account plans.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Developed and implemented strategies to increase client retention.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
Home Equity Loan Processor
Wells Fargo
Phoenix, AZ
10.2017 - 03.2020
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Communicated with originator and applicant concerning progress of loan file.
- Handled any conditions sent from underwriting departments.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Supported and coached employees as part of successful training initiatives.
- Conducted regular evaluations of employee knowledge and skills, adjusting training strategies to close gaps.
Charge Verification Manager
Discover Card Financial Services
Phoenix, AZ
07.2014 - 10.2017
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Established team priorities, maintained schedules and monitored performance.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Followed up on customer interactions to maintain customer communication and successfully close resolved issues.
- Responded to customer inquiries to address concerns and maintain customer satisfaction and loyalty.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Received enterprise recognition and bonuses for process changes and outstanding business metrics.
Education
No Degree - Business
Washington State University
Pullman, WAAssociate of Arts -
Skagit Valley College
Mount Vernon, WA06.2015
High School Diploma -
Oak Harbor High School
Oak Harbor, WA07.2014
Skills
- Performance Management
- Policy Implementation
- Business Development
- Marketing
- Financial Management
- Staff Development
- Workforce Management
- Customer Relationship Management (CRM)
- Staff Management
- Performance Evaluations
Timeline
CLX Car Manager
Lemonade Insurance
03.2023 - Current
Cognitive Therapy Department Leader
Banner Home Care
12.2021 - 09.2022
Claims Adjuster, Automobile and Casualty
USAA
12.2020 - 03.2023
Notary Public
Arizona Notary Public Commission #: 594370
11.2020 - Current
Senior Account Manager
Loan Depot
04.2020 - 12.2021
Home Equity Loan Processor
Wells Fargo
10.2017 - 03.2020
Charge Verification Manager
Discover Card Financial Services
07.2014 - 10.2017
No Degree - Business
Washington State University
Associate of Arts -
Skagit Valley College
High School Diploma -
Oak Harbor High School