Jessica Valentin
Peoria,AZ
Summary
Dynamic, motivated individual offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management. Passionate about promoting lasting customer satisfaction by delivering top-notch service and unparalleled support. Proficient in customer service best practices and related options. Effectively drives revenue with skilled promotional and problem-solving abilities.
Overview
10
10
years of professional experience
Work History
Claims Adjuster
USAA
12.2020 - Current
- Interviewed claimants and witnesses to gather factual information.
- Investigated and processed auto insurance claims for policyholders.
- Consulted police and hospital records when needed.
- Examined photographs and statements.
- Verified insurance claims and determined fair amount for settlement.
- Prepared summaries of damage, payments and policy coverage.
- Reviewed police reports, medical treatment records and physical property damage to determine extent of liability.
Senior Account Manager 2
LoanDepot
04.2020 - 12.2020
- Reviewed financial statements and contacted institutions and customers to clarify details for over 50 loans a day.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering multiple types of loans.
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Provided quick turnaround times to maintain fast-past schedule.
- Set up and completed loan submission packages.
- Handled any conditions sent from underwriting departments.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Checked packages for appropriate documentation.
- Looked over and approved various types of loans.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
Home Loan Processor
Wells Fargo Bank, N.A.
10.2017 - 03.2020
- Handled any conditions sent from underwriting departments.
- Corresponded with customers concerns with detailed information.
- Managed a pipeline of 20-30 customers on average from start to finish.
- Calculated income for multiple different income scenarios.
- Excelled in handling multiple tasks in a high demanding and fast paced environment.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering mortgage loans.
- Provided quick turnaround times to maintain a fast-past schedule.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Interviewed clients regarding loan needs and financial histories, and conveyed information regarding the application processes.
Charge Verification
Discover Financial Services
07.2014 - 10.2017
- Created strategies to develop enhanced account security.
- Maintained friendly and professional customer interactions.
- Answered telephone inquiries on all credit account inquiries.
- Handled various accounting transactions.
- Received enterprise recognition and bonuses for process changes and outstanding business metrics.
- Reviewed accounts with card members, identified any issues, and assisted in resolving concerns.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Gathered evidence, which included recorded and written statements, financial documentation and audio materials for examination.
Education
Associate of Arts -
Skagit Valley College
2015
High School Diploma - undefined
Oak Harbor High School
2014
Skills
- Team Leadership
- Systems and software programs
- Customer Relations
- Customer rapport
- Team Training
- Fraud Prevention and Detection
- Dispute Resolution
- Data Analysis
Public Notary
Arizona Public Notary Commission #: 594370. Effective 11/4/20 to 11/3/24.
Timeline
Claims Adjuster
USAA
12.2020 - Current
Senior Account Manager 2
LoanDepot
04.2020 - 12.2020
Home Loan Processor
Wells Fargo Bank, N.A.
10.2017 - 03.2020
Charge Verification
Discover Financial Services
07.2014 - 10.2017
Associate of Arts -
Skagit Valley College
High School Diploma - undefined
Oak Harbor High School
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