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Jess AllenJA
Open to opportunities

Jess Allen

@jessallen

Operations Excellence, with a history in Banking & Finance

United States
Message

What I'm looking for

I am a seasoned operations professional with 17 years of experience, skilled in diverse roles and team environments. My career has given me a broad skill set and deep understanding of operational excellence. I thrive on the purpose behind tasks and excel at streamlining processes to enhance systems. I aim to empower others and drive success as an independent contributor.

I am a seasoned operations professional with 16 years of experience, adept at thriving in diverse roles and team environments. My career journey has equipped me with a broad skill set and a deep understanding of operational excellence. I am driven by a passion for not just the tasks at hand, but the underlying purpose behind them. I excel in identifying opportunities to streamline processes and enhance existing systems, leveraging this expertise to empower others and drive organizational success.

Experience

Work history, roles, and key accomplishments

CBRE logoCB
Current

Finance Operations Coordinator

Aug 2022 - Present (4 years 3 months)

- Analyze daily Purchase Orders for accuracy.
- Collaborate with Facility Managers to ensure accuracy and timeliness of invoice processing with vendors.
- Manage queue of avg 800 per month Purchase Order change requests, ensuring accuracy.
- Prepare and present training refresh content & How-To Guides on account.

Paramount Bank logoPB

Mortgage Loan Processor

Paramount Bank

Mar 2021 - Aug 2022 (1 year 5 months)

- Managed record breaking volumes in 2021 refinance boom.
- Avg $7.5 million per month in loans funded.
- Processor for organization's top producers.
- Maintained active pipelines with multiple loan officers simultaneously.
- Created job aids for internal company use.

Delmar Mortgage logoDM

Mortgage Loan Processor

Delmar Mortgage

Jun 2020 - Mar 2021 (9 months)

- Managed record breaking volumes during COVID refinance boom.
- Processor for organization's top producers.
- Maintained active pipelines with multiple loan officers simultaneously.
- USDA & VA Loan processing experience.

First State Community Bank logoFB

Loan Coordinator II

First State Community Bank

Mar 2015 - Jun 2020 (5 years 3 months)

- Provided regional training for all Loan Coordinators.
- Processor and support from contract to close for multiple loan officers.
- Processed and ensured completion of files for regulatory compliance.
- Maintained and serviced of existing loan portfolio held by organization.

Education

Degrees, certifications, and relevant coursework

Jefferson College logoJC

Jefferson College

Associate of Arts

2006 - 2008

Grade: 3.8

- Student worker Marketing & PR Department
- PTK
- Honors Degree

Tech stack

Software and tools used professionally

Availability

Open to opportunities

Location

United States

Authorized to work in

Salary expectations

67k-80k USD

Interested in hiring Jess?

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