Eloisa Jensen is a seasoned professional with extensive experience in client services and onboarding operations. Currently serving as a Customer Onboarding Ops Specialist at Human Interest since July 2022, Eloisa previously held the position of Client Services Manager at Allworth Financial, where responsibilities included recruiting, training, and strategic goal-setting. Eloisa also worked at Hanson McClain Advisors in various roles, including Client Service Supervisor and Client Service Representative, focusing on staff mentoring and client relationship management. Prior experience includes serving as an Asset Transition Specialist at Hanson McClain, a Loan Officer at Platinum Mortgage, and an Escrow Coordinator at Coldwell Banker Elite. Educated at Sacramento City College, Eloisa possesses a strong background in client interaction and operational processes.
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