Jessica Tomlin
Greenwood
Summary
Dynamic and results-driven professional seeking opportunities within a progressive organization that values innovation and growth. Eager to leverage a diverse skill set to contribute effectively while driving both personal and organizational advancement. Committed to continuous improvement and adaptability in a rapidly changing environment, with a strong focus on achieving measurable results. Passionate about collaborating with teams to foster success and elevate overall performance.
Overview
26
26
years of professional experience
Work History
Sr Project Support Specialist -Implementation
Vinsolutions
01.2017 - Current
- Working with Project Managers in implementation to build the CRM in a timely manner to get the Dealer live as soon as possible.
- Working with dealers to gather CRM/DMS data ordering inventory and other information needed in a timely and efficient manner. This includes making calls to the dealer and collecting the proper information needed, then inputting that into the CRM.
- Proactively managing my accounts to keep all items updated as well as my team. This includes taking and making calls that are not scheduled to stay on our timeline.
- Ensuring customer expectations are met through the implementation and training cycle. This allows for a good hand off to training and the dealer.
- Work in coordination with my team to deliver a smooth build.
Sr. Lead Generator
Vinsolutions
10.2017 - 01.2019
- Seamlessly migrated existing Xtime call center functions to in house team with new streamlined processes to ensure efficiencies and build credibility with internal teams.
- Onboarded high profile dealership EDP clients from our direct competition onto the VinSolutions/XTIME BDC offering.
- Worked with newly developed BDC team and processes from initial Pilot stage to its current capacity. Including being involved with hiring, training, performance evaluation, and directing work assignments to ensure effective departmental operations.
- Transitioned customers from a free pilot service to a paying operation bringing in 120K revenue monthly.
- Worked in all aspects of client onboarding including initial onboarding call, process set up, timeline overview and adherence.
- Responsible for daily operations to ensure customer satisfaction and operation inefficiencies.
Credit Administrative Assistant/Credit Analyst Trainee
Blue Ridge Bank & Trust Co.
10.2014 - 10.2017
- Maintaining exceptional customer service with co-workers and all clients, such as Car Dealerships, Builders, Appraisers and various business owners.
- Maintain daily log of financials, update AS400 system, process and scan into Synergy database – approximately 10-25 a day. Prepare and format monthly board reports: Past due, Watchlist, and non-Accrual. Export the financial exception report weekly and monthly.
- Spread and analyze customer’s financial statements– verify credit information, assets and liabilities, review tax documents, and banking history.
Branch Utility
Blue Ridge Bank & Trust Co.
04.2010 - 01.2014
- Assisted customers with their financial needs: opening new checking and savings accounts, personal loans, certificate of deposit, money markets, and safe deposit boxes. Maintained and balanced the currency and coin vaults and 2 - ATM's machines.
- Performed acting supervisor duties as required: provided over-rides, ordered cash for tellers and drive through stations.
- Maintained customer service standards and adhered to teller function policies standards and procedures. Participated in annual security training one a year.
Call Center Supervisor
Blue Ridge Bank & Trust Co.
02.2008 - 04.2010
- Inbound call center; provided support to employees with daily tasks and assisted employees with issues. Communicated news and information to staff via meetings or emails.
- Answered inbound customer service calls. Verified customer information in AS400 per policies and procedures. Assisted customers with product details, sales promotions, account questions, documents / forms as needed, processed stop payments, process hot cards and issue new cards via via PassPort Hot Card Center software. Maintained all calls through a ticketing system. Averaged 100 calls a day.
- Performed yearly employee reviews and promotions for approx. 5 team members. Maintained employee schedules, vacation, sick, and personal time. Attended monthly manager meetings to discuss issues, department performance, and strategic goals.
Assistant Branch Manager
Blue Ridge Bank & Trust Co.
04.2007 - 02.2008
- Assisted customers with their financial needs: opened checking and savings accounts, personal loans, certificate of deposit, money markets, and safe deposit boxes. Maintained and balanced the currency and coin vaults and 1-ATM machine.
- Maintained employee schedules, vacation, sick, and personal time for multiple branch locations. Attended monthly manager meetings to discuss issues and strategic goals.
Branch Teller
Blue Ridge Bank & Trust Co.
01.2000 - 04.2007
- Examined checks for identification and endorsement. Reported daily averages and shortages to the operations department. Maintained confidentiality of bank records and client information. Delivered prompt, accurate, and excellent customer service.
- Opened checking and savings accounts, personal loans, certificate of deposits, money markets, and safe deposit boxes. Ordered cash for tellers and drive through stations.
Education
College Accounting -
American Bankers Association
Certificate in Business and Commercial Lending - undefined
American Bankers Association
Commercial Financial Analysis - undefined
FTD Resources
High School / GED - undefined
Ruskin High School
Kansas City, MOBachelor of Arts - Operations Management And Analysis
University of Arizona Global Campus
Chandler, AZ 8522503-2029
Skills
- Results-oriented
- Client satisfaction
- Business focused
- Highly motivated
- Problem-solving abilities
- Microsoft Office Suite
- Well-organized
- Supervisor experience
- Software knowledge
- Documentation management
- Budgeting expertise
- Scheduling expertise
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
Accomplishments
- Maintain a happy and healthy environment to support the agents. Meeting and maintaining daily goals.
- 2018 Managed Services team Member of the year.
- Maintain a lean, but efficient supply room to save department money. Training to learn credit analyst duties. I work well in group settings, but I am also a great self-starter.
- I became the branch trainer for all new hire tellers and financials service rep. Achieved all quarterly branch goals - 16 new accounts and maintained a 100% balance accuracy rating.
- Completed an investigation to address high call lead times and queue back log. A new resolution was implemented which improved our call center times and reduced the queue backlog while improving customer satisfaction.
- Balanced daily cash deposits and bank vault inventory with a zero-error rate. Trained employees on cash drawer operations.
- Received regional branch recognition award for outstanding customer service.
Timeline
Sr. Lead Generator
Vinsolutions
10.2017 - 01.2019
Sr Project Support Specialist -Implementation
Vinsolutions
01.2017 - Current
Credit Administrative Assistant/Credit Analyst Trainee
Blue Ridge Bank & Trust Co.
10.2014 - 10.2017
Branch Utility
Blue Ridge Bank & Trust Co.
04.2010 - 01.2014
Call Center Supervisor
Blue Ridge Bank & Trust Co.
02.2008 - 04.2010
Assistant Branch Manager
Blue Ridge Bank & Trust Co.
04.2007 - 02.2008
Branch Teller
Blue Ridge Bank & Trust Co.
01.2000 - 04.2007
Certificate in Business and Commercial Lending - undefined
American Bankers Association
Commercial Financial Analysis - undefined
FTD Resources
High School / GED - undefined
Ruskin High School
College Accounting -
American Bankers Association
Bachelor of Arts - Operations Management And Analysis
University of Arizona Global Campus
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