Jessica Verdi
Newark,DE
Summary
Experienced banking and mortgage lending professional with 25 years of expertise. Skilled in operations management, customer service enhancement, and strategic planning for achieving business objectives. Seeking Product Manager role to utilize skills in consumer financial solutions and operational efficiency.
Overview
25
25
years of professional experience
Work History
Sales Associate
Union Park Volvo
06.2024 - Current
- Engaged with customers to build rapport and loyalty.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Engaged with customers to effectively build rapport and lasting relationships.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Solved customer challenges by offering relevant products and services.
Personal Banker
Pnc Bank
08.2021 - 03.2024
- Assisted clients with financial service inquiries, ensuring a thorough understanding and facilitation of their banking needs.
- Delivered personalized banking solutions to customers, enhancing their overall satisfaction and financial management.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Branch Coordinator
BB&T Bank
05.2017 - 05.2019
- Managed daily operational procedures to ensure compliance with internal policies and regulatory requirements.
- Facilitated cross-functional team activities, enhancing branch efficiency and customer service delivery.
Senior Loan Officer
Southern Trust Mortgage
12.2016 - 05.2017
- Facilitated the loan application process, ensuring clients' successful navigation through complex procedures and documentation requirements.
- Provided comprehensive client support, leading to effective loan management and customer satisfaction.
Mortgage Loan Officer
Home Bridge Financial Services
06.2015 - 05.2016
- Managed client interactions, guiding them through the mortgage loan application and approval process effectively.
- Ensured accurate and timely processing of loan documentation, maintaining compliance with industry regulations.
Sr. Loan Officer
New Penn Financial
08.2014 - 01.2015
- Administered comprehensive loan processes, ensuring efficient service delivery and client satisfaction.
- Cultivated and maintained client relationships, contributing to a consistent client base through personalized service and attention to detail.
Jr Loan Officer/ Sales Coordinating Manager
Prosperity Home Mortgage
08.2013 - 08.2014
- Facilitated the loan processing pipeline, ensuring accurate and timely progression of mortgage applications.
- Managed sales coordination tasks, streamlining communication between departments to support client acquisition and satisfaction.
Education
Associate of Arts - Business Administration And Management
Walnut Hill College
Philadelphia, PA02-2021
Skills
- Microsoft Word
- PowerPoint
- Excel
- Outlook
- Adobe Acrobat
- Product Management
- Consumer-facing Products
- Problem Solving
- Detail Oriented
- Teamwork
- Upselling
- Retail loss prevention
- Promotional support
- Teamwork and collaboration
- Financial records analysis
Timeline
Sales Associate
Union Park Volvo
06.2024 - Current
Personal Banker
Pnc Bank
08.2021 - 03.2024
Branch Coordinator
BB&T Bank
05.2017 - 05.2019
Senior Loan Officer
Southern Trust Mortgage
12.2016 - 05.2017
Mortgage Loan Officer
Home Bridge Financial Services
06.2015 - 05.2016
Sr. Loan Officer
New Penn Financial
08.2014 - 01.2015
Jr Loan Officer/ Sales Coordinating Manager
Prosperity Home Mortgage
08.2013 - 08.2014
Associate of Arts - Business Administration And Management
Walnut Hill College
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