Jessica Cameron
Philipsburg
Summary
Advanced Practice Support Specialist with Thrivent Financial, skilled in financial analysis and client account management. Proven track record of reducing errors and enhancing efficiency through meticulous application preparation and complex case handling. Adept at building strong relationships and providing exceptional support, ensuring a seamless experience for financial representatives and clients alike.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Advanced Practice Support Specialist-LIC
Thrivent Financial
07.2024 - Current
- -Support FR's with application preparation, forms completion and support, ATD/TOA support, money movements, transaction requests, Morningstar analysis, death claims, and generating Salesforce and Wealthscape reports
- Handle complex cases involving Trusts, business accounts, custodial accounts, 1035 exchanges, and model updates
- Proficient in Morningstar, MoneyGuide Pro, What-if Tax, iPipeline Applications, NASU, and MF eApp
- Maintain accurate time tracking as a key expectation in the role
- Provide NIGO support across all products
- Develop strong relationships with Financial Representatives
- Ensure knowledge and familiarity with all of Thrivent's product offerings and internal systems.
- Support the team by working and collaborating with other Pods
- Monitored practice performance metrics regularly to identify areas for improvement and implement changes accordingly.
- Assist in training and shadowing with new hires and office professionals
- Ensure that I am always available to support my Colleagues with questions and troubleshooting issues
- Manage workflow to maintain consistency in our rep's experience and ensure work is completed accurately, efficiently and timely.
Practice Support Specialist- LIC
Thrivent Financial
06.2022 - 07.2024
- Contributed to a positive work environment through effective collaboration with colleagues on various projects and initiatives.
- Supported Representatives with growing their business by facilitating money movements, marketing, ans client facing services such as appointment setting and meeting prep
- Support clients with forms, rollover support, account inquiries, and contract changes
- New account application prep using e-app and paper apps
- Research issues involving client accounts, paperwork discrepancies, NIGO support
- Proficient with Salesforce, Wealthscape, excel, MS Office
- Excellent written communication and phone etiquette
Home Equity Loan Processor
Citizens Bank
07.2020 - 06.2022
- Reduced application errors by thoroughly reviewing all documents for completeness and accuracy before submission.
- Provided exceptional customer service by promptly responding to inquiries and resolving any issues that arose during the loan process.
- Maintained strong relationships with clients, addressing concerns and providing updates on loan status throughout the process.
- Consistently report 50% fewer errors per week than performance allowances
- Compiled necessary financial Documentation required for loan underwriting process
- Worked with title companies to obtain local ownership records,
- Consistently exceed the minimum requirement of 4 files worked per hour by 1-2 files weekly
- Had 0 call QC call violations in my final 12 months while communicating with customers
- Able to solve issues with applications effectively upon initial contact to avoid escalation.
Licensed Relationship Banker
Citizens Bank
02.2017 - 07.2020
- Promoted digital banking services to enhance customer convenience and drive adoption rates.
- Ensured regulatory compliance by accurately completing documentation and adhering to bank policies.
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
- Exceeded personal sales goals consistently, contributing significantly towards the branch''s overall success.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Obtained series 6 and 63 FINRA licenses
- Acquired Life, Health, and Variable Annuity insurance licenses
- Collaborated with financial advisor for customer investment and retirement planning
- Exceeded home equity line, student loan, and personal loan origination goals every quarter
- Assisted customers with account opening and maintenance issues
- Completed continuing education and compliance training requirements timely
- Maintained organization, focus, and adaptability in a fast-paced retail environment
Insurance Producer
Globe Life And Accident Insurance Company
03.2015 - 02.2017
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments
- Created a book of business from provided and self-sourced leads- Worked closely with team members to service customers throughout the state
- Accurately pre-screened customers for potential eligibility issues
- Achieved a high level of comprehension of the company's financial product offerings
Education
Associates - Accounting
South Hills Business School
State College, PA05.2009
Skills
- Client account management
- Financial analysis
- Salesforce proficiency
- Wealthscape proficiency
- Application preparation
- Complex case handling
Certification
Series 6/63
Timeline
Advanced Practice Support Specialist-LIC
Thrivent Financial
07.2024 - Current
Practice Support Specialist- LIC
Thrivent Financial
06.2022 - 07.2024
Home Equity Loan Processor
Citizens Bank
07.2020 - 06.2022
Licensed Relationship Banker
Citizens Bank
02.2017 - 07.2020
Insurance Producer
Globe Life And Accident Insurance Company
03.2015 - 02.2017
Associates - Accounting
South Hills Business School
Similar Profiles
Ann SandersAnn Sanders
Financial Associate at Sage Path Financial Consultants-Thrivent FinancialFinancial Associate at Sage Path Financial Consultants-Thrivent Financial
Tyra GravesTyra Graves
Case Manager at Thrivent FinancialCase Manager at Thrivent Financial
JOHN P MANZANARESJOHN P MANZANARES
Financial Advisor at Thrivent FinancialFinancial Advisor at Thrivent Financial