Accomplished professional with a combined 10 years of experience in management and Finance. Very detail oriented and accurate. Well-disciplined in prioritizing tasks and time management. A dedicated team player, focused on doing the right thing.
Overview
10
10
years of professional experience
Work History
Loan Servicing Analyst
JPMorgan Chase & Co.
06.2024 - Current
Support the maintenance of client accounts, ensuring accurate records, timely updates, and prompt responses to client inquiries
Act as a point of contact for resolving client issues, coordinating with various departments to ensure timely and effective solutions
Processing payoff demand statements for clients' commercial loans
Sr. Loan Specialist
JPMorgan Chase & Co.
07.2023 - 06.2024
A continuation of my role at First Republic Bank as a JPMorgan Chase employee.
Sr. Loan Specialist
First Republic Bank
05.2018 - 07.2023
Provide excellent customer service to clients and colleagues via calls and emails
Proficient use of complex banking systems for tracking financial information
Research client transactions and locate their source
Train new employees on processes and day to day work functions
Create guides for completing work related tasks
Collaborate with other teams within the bank to assist with client requests
Generate payment schedules for loans
Process transactions
Command Center Associate
First Republic Bank
01.2017 - 05.2018
Triage client issues with their online banking profile
Contact vendors to resolve issues with banking programs
Operations Manager
Universal Protection Service
07.2015 - 01.2017
Completed weekly payroll for over 300 employees
Managed employee schedules at over 20 contracted security sites
Conducted interviews and was involved in the hiring process
Relationship Manager
Guardsmark, LLC
11.2014 - 07.2015
Completed employee payroll for the sercurity sites in San Mateo County
Conducted site inspections of employees
Coached employees on proper security etiquette
Education
Bachelor of Science, Business Administration - Corporate Finance
San Francisco State University
San Francisco
01-2010
Skills
Working knowledge of Microsoft Word, PowerPoint, Excel, and Adobe
Strong verbal and written skills for effective interaction with team members and management
Flexibility to adjust to changing circumstances and new challenges
Strong analytical skills to identify issues and implement solutions
Ability to prioritize tasks and manage time effectively to meet deadlines
Ability to guide, motivate, and inspire a team
Dependable and reliable
Timeline
Loan Servicing Analyst
JPMorgan Chase & Co.
06.2024 - Current
Sr. Loan Specialist
JPMorgan Chase & Co.
07.2023 - 06.2024
Sr. Loan Specialist
First Republic Bank
05.2018 - 07.2023
Command Center Associate
First Republic Bank
01.2017 - 05.2018
Operations Manager
Universal Protection Service
07.2015 - 01.2017
Relationship Manager
Guardsmark, LLC
11.2014 - 07.2015
Bachelor of Science, Business Administration - Corporate Finance
Vice President Regional Security Manager at JPMorgan Chase, JPMorgan Chase & CoVice President Regional Security Manager at JPMorgan Chase, JPMorgan Chase & Co