Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Jessica Barlow

Summary

Experienced with client support and coordination, ensuring efficient service delivery and client satisfaction. Utilizes strong communication and problem-solving skills to address and resolve client issues effectively. Track record of maintaining organized and collaborative team environments to meet evolving client needs.

Overview

11
11
years of professional experience

Work History

Financial Analyst

LPL Financial
01.2025 - Current
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Strengthened relationships with external partners through timely communication and collaboration.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
  • Conducted detailed variance analysis to identify cost-saving opportunities, leading to more efficient allocation of resources.

Transition Support Partner, M&A

LPL Financial
01.2024 - 01.2025
  • The training focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process and maintaining accounts with the ultimate goal of growing the advisor's business
  • Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor's practice over to LPL
  • Provide repapering support to aid new advisors in moving their book of business to LPL Financial
  • Develop a trusting partnership with the advisor and leverage preset strategies for moving their entire book of business to LPL based on that advisor's goals
  • Be the subject matter expert and go-to person for the advisor throughout their transition
  • Strong working knowledge of M&A best practices and able to manage multiple projects simultaneously
  • Collaboration with Conversion Consultants to facilitate the Prudential Conversion with success

Investor Bond Analyst

Movement Mortgage
02.2020 - 01.2024
  • Ensure TILA-RESPA compliance; facilitate post-closing processes to expedite loan sales to investors
  • Verify and rectify closing disclosures for accurate costs, lender credits, discount points, and refunds if needed
  • Review all state-related disclosures for accuracy and signature compliance
  • Reconcile loan estimates, calculate APRs, tolerances, and verify cash against settlement statements
  • Communicate with appraisal companies, agents, and attorneys for accurate closing information
  • Manage pipelines to adhere to a 10-day investor submission guideline
  • Assist in managing and resolving issues within a 7-member JUMBO team
  • Led cross-functional teams in strategic planning sessions, aligning efforts with company goals.

Relationship Banker

Wells Fargo
09.2018 - 01.2020
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.

Financial Sales Analyst

Aalberts Industries
07.2016 - 08.2018
  • Company Overview: Aalberts Industries, a multinational company, manages global sales divisions valued over $700M, focusing on optimizing sales and margins
  • Prepared consolidated forecasts, budgets, and analyzed revenue, expense, and capital trends
  • Developed strategic sales strategies to maximize revenue and margins
  • Managed 4 global entities within Conbraco, valued over $700M in sales
  • Provided insights and recommendations to executives on sales and margins
  • Compiled monthly reports, assisting in month-end close and reporting
  • Addressed ad hoc requests to evaluate sales goals and quotas
  • Leveraged technology to automate manual work and simplify processes
  • Partnered with internal management and C Suite Executives to plan and execute financial reporting deadlines and action items
  • Aalberts Industries, a multinational company, manages global sales divisions valued over $700M, focusing on optimizing sales and margins

Administrative Manager

Emerald Pacific Yachts
05.2014 - 05.2015
  • Use of the Salesforce platform to manage daily activity
  • Supervised staff and delegated tasks to maintain positive, productive administrative operations.
  • Provided exceptional administrative support for executive-level staff, ensuring that their needs were met promptly and accurately in order to facilitate smooth daily operations.
  • Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
  • Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.
  • Updated reports, managed accounts, and generated reports for company database.

Education

Bachelor of Science - Business Economics

State University of New York At Cortland
Cortland, NY
05-2014

Skills

  • Salesforce CRM Expertise
  • Microsoft Office Suite Skills
  • Smartsheet Proficiency
  • Engaging Presentation Skills
  • Data Reporting
  • Strong Interpersonal Communication
  • Independent Worker
  • Project Coordination
  • Documentation Management
  • Customer Relationship Management Systems

Timeline

Financial Analyst

LPL Financial
01.2025 - Current

Transition Support Partner, M&A

LPL Financial
01.2024 - 01.2025

Investor Bond Analyst

Movement Mortgage
02.2020 - 01.2024

Relationship Banker

Wells Fargo
09.2018 - 01.2020

Financial Sales Analyst

Aalberts Industries
07.2016 - 08.2018

Administrative Manager

Emerald Pacific Yachts
05.2014 - 05.2015

Bachelor of Science - Business Economics

State University of New York At Cortland

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Jessica Barlow