Steffani Jessop
Benefits Analyst - Former BOLI Analyst at Newport Group | High Point, North Carolina, United States
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Steffani Jessop is a seasoned Benefits Analyst at Newport Group, where she leverages her extensive experience in the financial services industry to deliver insightful reporting and analysis for participant benefit plans linked to bank-owned life insurance (BOLI) policies. In her current role, Steffani is responsible for the meticulous preparation of monthly, quarterly, and yearly reports, ensuring that plans such as Deferred Compensation, Salary Continuation, and Split-Dollar arrangements are accurately tracked and communicated. Her analytical prowess is complemented by her previous experience as a BOLI Analyst, where she honed her skills in monitoring historical cash values and death benefits, ensuring compliance and accuracy in financial reporting.
Steffani's expertise extends beyond mere data analysis; she excels in fostering long-term customer relationships and providing exceptional customer service. Her ability to navigate complex financial landscapes, combined with her proficiency in loan processing and modifications, positions her as a valuable asset in the financial planning domain. Steffani’s adeptness with tools like Microsoft Publisher enhances her reporting capabilities, allowing her to present data in a clear and engaging manner.
Currently, she is involved in key projects that aim to optimize benefit plan structures and improve participant engagement, reflecting her commitment to enhancing the overall client experience. With a strong foundation in finance and a keen eye for detail, Steffani Jessop continues to make significant contributions to Newport Group, driving strategic initiatives that align with the evolving needs of the financial services industry.
Benefits Analyst - Former BOLI Analyst at Newport Group in September 2018 to Present
Director of Operations for Sarasota Northwestern Mutual at Northwestern Mutual in March 2017 to March 2018
Director of Operations for Cody Wittman and Matthew Stratton at Northwestern Mutual in January 2016 to February 2017
New Financial Representative Support for Scott Henegar, Managing Director at Northwestern Mutual in October 2015 to January 2016
Director of Operations for Huldah Mathis at Northwestern Mutual, Sarasota FL in February 2014 to August 2015
Executive Assistant Project Coordinator at Reynolds Ventures, Inc. in July 2013 to February 2014
Executive Assistant at Robert E. Hamilton Consulting Engineers, PC in January 2010 to January 2013
Loan Servicing at First Federal Savings Bank in March 2008 to September 2009
Loan/Construction Processor, Loan Originator and Personal Banker at Citizens Financial Bank in January 2005 to January 2008
Retail Loan Officer at Numark Credit Union in March 2001 to November 2004
Administrative/Loan Assistant at Heights Finance Corp in June 1999 to March 2001
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University of Phoenix, Associate's degree, June 2026
University of Phoenix, Psychology, June 2026
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Customer Service
Data Entry
Banking
Loan Origination
Finance
Microsoft Office
Loan Servicing
Accounts Payable
Loans
Microsoft Word
Microsoft Excel
Loan processing
Loan Modifications
Multi-line Phone
Time Management
Outlook
Refinance
Credit
Calendaring
Executive Support
Travel Arrangements
Telephone Skills
Title Insurance
Long-term Customer Relationships
Customer Experience
Phone Etiquette
Creative Problem Solving
Credit Analysis
Construction Loans
Cross Selling
Meeting Scheduling
PowerPoint
Spreadsheets
Office Administration
Microsoft Publisher
Funding
Administrative Office Support
Executive Administrative Assistance
Administrative Assistants
Executive Level Administrative Support
Microsoft Works
Invoice Processing
Accurate Data Entry
High Level Of Confidentiality
Life Insurance
Long Term Care Insurance
Retirement Planning
Variable Annuities
IRAs
Problem Solving
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Discover more about Newport GroupWhat is Steffani Jessop email address?
Email Steffani Jessop at [email protected]. This email is the most updated Steffani Jessop's email found in 2026.
How to contact Steffani Jessop?
To contact Steffani Jessop send an email to [email protected]. (updated on September 02, 2024)
What company does Steffani Jessop work for?
Steffani Jessop works for Newport Group
What is Steffani Jessop's role at Newport Group?
Steffani Jessop is Benefits Analyst - Former BOLI Analyst
What is Steffani Jessop's Phone Number?
Steffani Jessop's phone (704) ***-*123
What industry does Steffani Jessop work in?
Steffani Jessop works in the Financial Services industry.
Steffani Jessop Email Addresses
Steffani Jessop Phone Numbers
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