Jessica Plotz
Relationship Manager at OnePlace Capital- Claim this Profile
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Bio
Experience
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OnePlace Capital
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United States
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Financial Services
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1 - 100 Employee
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Relationship Manager
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May 2023 - Present
OnePlace Capital is an Equipment Finance Company serving the Healthcare Community. We specialize in financing equipment needed to successfully deliver healthcare services in an office-based environment. This would include Physicians offices, Dental practices, Veterinarians and any other related Healthcare practice. Our capabilities specifically provide the service, operational processes and capital to the equipment vendor that is providing hardware and software to these office-based… Show more OnePlace Capital is an Equipment Finance Company serving the Healthcare Community. We specialize in financing equipment needed to successfully deliver healthcare services in an office-based environment. This would include Physicians offices, Dental practices, Veterinarians and any other related Healthcare practice. Our capabilities specifically provide the service, operational processes and capital to the equipment vendor that is providing hardware and software to these office-based providers. The ability to finance the sale is most often the most important element to successful capital equipment sales. We offer private label programs, referral programs and one-off financing for most types of equipment in this industry. Our customers can expect credit decision turn around times in less than an hour and the ability to document the transaction in even less time. We are a technology driven lender, with a specific focus on the Healthcare Community. We understand this market, we deliver results, and welcome any opportunity to demonstrate our capabilities as a partner and a lender in this marketplace.
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Account Manager
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Feb 2020 - Jul 2023
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CSR
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Sep 2019 - Feb 2020
West Des Moines
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Business Owner
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2010 - Present
Des Moines, Iowa ● Design and create women's apparel ● Plan, organize, and execute retail markets and vendor shows ● Deliver exceptional level of service to each customer by listening to concerns and answering questions ● Lead day-to-day operations, including supervision and assignment delegation for an 8-member team ● Evaluate prospective sales and conduct research on market trends and competitors ● Produce and distribute company newsletters, email updates and other forms of communication… Show more ● Design and create women's apparel ● Plan, organize, and execute retail markets and vendor shows ● Deliver exceptional level of service to each customer by listening to concerns and answering questions ● Lead day-to-day operations, including supervision and assignment delegation for an 8-member team ● Evaluate prospective sales and conduct research on market trends and competitors ● Produce and distribute company newsletters, email updates and other forms of communication to maintain efficient communication channels ● Listened to customer needs, identified solutions and explained latest promotions ● Develop and implement promotional strategies to drive business success ● Monitor market conditions to set accurate pricing structures and take advantage of emerging trends ● Developed and maintained website and social media outlets ● Monitor and track expenses to keep business on track with financial targets Show less
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American Equity
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Insurance
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700 & Above Employee
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Human Resources Administrative Assistant
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Jan 2008 - May 2010
West Des Moines, IA ● Wrote email messages, memos and business leers for management and proofread all documentation to provide error-free correspondence ● Handled incoming and outgoing correspondence, including mail, e-mail and faxes ● Organized personal and professional calendars, providing reminders of upcoming meetings and events ● Oversaw heavy load of administrative tasks while verifying accuracy and prompt completion of all paperwork ● Processed rehires, transfers, terminations… Show more ● Wrote email messages, memos and business leers for management and proofread all documentation to provide error-free correspondence ● Handled incoming and outgoing correspondence, including mail, e-mail and faxes ● Organized personal and professional calendars, providing reminders of upcoming meetings and events ● Oversaw heavy load of administrative tasks while verifying accuracy and prompt completion of all paperwork ● Processed rehires, transfers, terminations, garnishments and withholdings ● Onboarded new employees in time reporting and payroll systems ● Monitored vacation accrual ● Managed payroll and time and attendance systems ● Sorted job applications, vetted candidates and recommended individuals for key positions ● Set up appointments, meetings and conferences for employees ● Prepared new employee files and structured current employee files ● Executed HR department clerical duties such as filing, sorting and delivering mail and bookkeeping ● Updated new employee packages, training materials, benefits and announcements ● Reviewed employee time sheets for accuracy and maintained accurate records in company system Show less
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Executive Assistant
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Jan 2005 - Jan 2008
Ames, Iowa ● Automated office operations, managing client correspondence, payment scheduling, record tracking and data communications ● Served as main point of contact for clients ● Completed billing, collections and reporting duties on daily basis ● Oversaw office financial management, including AP/AR and payroll administration ● Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff ● Managed office inventory and placed new supply… Show more ● Automated office operations, managing client correspondence, payment scheduling, record tracking and data communications ● Served as main point of contact for clients ● Completed billing, collections and reporting duties on daily basis ● Oversaw office financial management, including AP/AR and payroll administration ● Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff ● Managed office inventory and placed new supply orders Show less
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Education
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Iowa State University
Apparel Merchandising, Production and Design (AMPD) -
Des Moines Area Community College
General Studies