Sharon Jaspers
Saratoga Springs,UT
Summary
Highly motivated with a passion for problem solving and collaborating. Excellent communicator with critical-thinking skills who takes initiative. Diverse analytical experience with a focus in mortgage, investment and science fields. Military veteran with superb organizational and project management skills. Impeccable professionalism and positive attitude shine through every interaction and correspondence.
Overview
29
29
years of professional experience
Work History
Registered Client Associate
Wells Fargo Advisors
01.2023 - Current
- Assist Financial Advisors with sales, service, and operational related activities such as providing service to clients via telephone and/or written correspondence.
- Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients.
- Establish and service client accounts, prepare forms, research account inquiries and/or issues.
- Perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Contributed to overall team success by actively participating in training sessions, staff meetings, and continuous professional development activities.
Lock Desk Analyst
Cherry Creek Mortgage
03.2007 - 10.2022
- Provides customer service and technical support to loan originators with pricing inquiries and lock rate questions
- Ensures prompt commitment of loans with investors to prevent loss of margin due to volatile intraday market movements
- Responsible for processing rate lock-related requests, change requests, reprice requests and extensions submitted by loan officers
- Locks individual loans with investors or designates lock requests to a hedge position up to $100 million in volume/day
- Works with the Post-Closing department to ensure loans are cleared for purchase and investor lock commitments are extended as needed
- Top performer with highest productivity and accuracy
Financial Analyst II
State of Utah
10.2006 - 03.2007
- Monitored expenditures and reviewed financial transactions
- Analyzed, summarized and reviewed financial data
- Prepared documents for payments
- Ensured financial compliance with federal and state laws, regulations, and department rules, policies and standards
- Researched and reviewed financial records, transactions and documentation
- Interpreted and reconciled financial statements and reported results
Secondary Marketing Manager
American National Bank
11.2005 - 08.2006
- Oversaw departmental operation of a multi-million dollar organization
- Ensured the smooth operation of the Lock Desk to include locking loans, pricing accuracy, coordinating with Post-Closing to ensure purchase of loans, and working with accounting to ensure accurate purchase price
- Prepared and analyzed daily Capital Market data and reports
- Maintained reporting databases and collaborated with IT to facilitate necessary system changes and/or updates
- Analyzed pipeline for trends and performance
- Monitored productivity, reviewed work for accuracy and provided feedback and coaching to staff
Engineer Officer
United States Army Reserves
06.1995 - 07.2006
- Responsible for the project management of several roads and buildings including all reports and the safety of individuals
- Managed a wide range of crucial engineering projects, including constructing roads, bases, bridges and buildings
- Managed 120 individuals and assisted in their career development
- Awarded the Humanitarian Service Medal for assistance in Typhoon Paka, Guam
Retirement Plan Specialist
T. Rowe Price
10.2000 - 08.2003
- Advised clients regarding their employer retirement plans
- Investigated issue resolution in client accounts
- Reviewed accounts and informed clients of additional company products and services
- Earned Series 6, 63 and 7 financial securities licenses
Assistant Career Counselor
Army Career and Alumni Program
06.1999 - 10.2000
- Assisted counselors in providing military personnel consultation and guidance on career exploration by reviewing their interests, education, strengths, and abilities
- Performed basic updates and installed programs on computers
- Aided soldiers in transitioning to civilian careers with job searches, resumes and applications
Particle Accelerator Operator II
Fermi National Accelerator Laboratory
10.1995 - 05.1999
- Operated accelerator systems and responded to emergencies for the world's highest energy particle accelerator laboratory
- Earned multiple OSHA-related certificates and versed in safety training
- Assisted in particle physics experiments
- Performed repairs and ensured equipment was operationally ready
Education
Master of Business Administration (M.B.A.) -
Webster University
Colorado Springs, CO01.2002
Bachelor of Science - Physics
Illinois State University
Normal, IL01.1994
Skills
- Time management mastery
- Conflict resolution techniques
- Mutual funds
- Series 7, 63, and 66 licenses
Timeline
Registered Client Associate
Wells Fargo Advisors
01.2023 - Current
Lock Desk Analyst
Cherry Creek Mortgage
03.2007 - 10.2022
Financial Analyst II
State of Utah
10.2006 - 03.2007
Secondary Marketing Manager
American National Bank
11.2005 - 08.2006
Retirement Plan Specialist
T. Rowe Price
10.2000 - 08.2003
Assistant Career Counselor
Army Career and Alumni Program
06.1999 - 10.2000
Particle Accelerator Operator II
Fermi National Accelerator Laboratory
10.1995 - 05.1999
Engineer Officer
United States Army Reserves
06.1995 - 07.2006
Master of Business Administration (M.B.A.) -
Webster University
Bachelor of Science - Physics
Illinois State University
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