Jessica Nelson
About Jessica Nelson
Jessica Nelson is a Deal Desk Analyst at Carta, where she has worked since 2022. With nearly eight years of experience in financial and administrative roles, she is skilled in customer service and problem resolution.
Work at Carta
Jessica Nelson has been employed at Carta as a Deal Desk Analyst since 2022. In this role, she is responsible for analyzing and supporting deal structures, ensuring compliance with company policies, and facilitating effective communication between sales and finance teams. Her experience in fast-paced environments contributes to her ability to manage multiple tasks efficiently and deliver timely solutions.
Previous Experience in Financial Services
Before joining Carta, Jessica worked at SecurityNational Mortgage Company as a Closing Policy Assistant from 2020 to 2022. In this position, she focused on managing closing policies and procedures, enhancing operational efficiency. Prior to that, she served as a Bank Teller and Customer Service Representative at Central Bank of Utah from 2013 to 2019. This role involved direct customer interaction, where she developed her skills in customer service and issue resolution.
Education and Expertise
Jessica Nelson has nearly eight years of experience in financial and administrative roles. Her expertise includes deal analysis, customer service, and operational support. She has demonstrated a strong ability to thrive in both fast-paced and steady work environments, showcasing her adaptability and commitment to excellence in her professional endeavors.
Customer Service Skills
Jessica excels in providing excellent customer service and resolving client issues. Her background in banking and mortgage services has equipped her with the skills necessary to address customer needs effectively. She prioritizes client satisfaction and works diligently to ensure that all inquiries are handled promptly and professionally.