Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Analyst
JP Morgan Chase
Columbus, OH
02.2024 - Current
Updated and improved existing content after thorough review.
Proofread and revised copies to ensure grammatical accuracy, proper punctuation, correct spelling, coherent syntax, and well-organized content.
Organized written work according to established style guidelines.
Collected pertinent information through one-on-one interviews with subject matter experts.
Ensured that all written work met quality standards before submission deadlines.
Developed attention-grabbing headlines and captions to entice and retain audience interest.
Proofread and edited peers' writings to ensure clarity and coherence.
Maintained a consistent voice and tone across all written materials.
Collaborated closely with individuals to ghostwrite articles on various topics.
Utilized content management systems for publishing and updating online material.
Applied strong writing, editing and proofreading abilities to each assignment to produce best possible content.
Enhanced the quality of written materials by editing and revising them before sending them for approval to supervisors or editors.
Delivered timely updates and outputs to supervisors and team peers.
Transaction Specialist IV - Bank By Mail Team
JP Morgan Chase
Columbus, OH
04.2023 - 02.2024
Established and fostered positive rapport with fellow staff members, internal clients, and management.
Encouraged and improved cross-department internal communication.
Utilized strong communication skills to provide top-notch customer support, addressing client queries via phone and email, resulting in enhanced satisfaction levels.
Maintained accurate records of all transactions conducted throughout the day.
Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Researched customer inquiries and reported findings in a timely manner.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Transaction Specialist III - Procedure Writer/Trainer
JP Morgan Chase
Columbus, OH
04.2020 - 10.2023
Collaborated with editors and designers on various existing content to identify opportunities for improvement or updates.
Ensured accuracy in grammar, punctuation, spelling, syntax, and material organization through proofreading.
Organized written work according to established style guidelines.
Conducted interviews with subject matter experts to obtain relevant information.
Managed multiple writing projects simultaneously to meet tight deadlines.
Maintained a consistent voice and tone across all written materials.
Coordinated meetings between stakeholders at all levels of the organization to discuss strategies for improving corporate training initiatives.
Organized and facilitated team building activities to build a cohesive work environment.
Maintained records of all participant feedback from trainings and reported results to management team.
Adapted existing materials based on changing business needs or objectives.
Monitored employee progress during training sessions to ensure understanding of material presented.
Provided post-training follow-up support such as answering questions or providing additional resources.
Designed training materials and examinations and facilitated cross-functional training for internal and external clients.
Administered assessments during and after training and provided leaders with feedback about individual strengths and training requirements.
Senior Specialist II - Program Coordinator Pool
JP Morgan Chase
Columbus, OH
10.2018 - 04.2020
Ensured accurate processing of customer requests, including account changes, payments, and product orders.
Provided accurate information about products and services to customers.
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Identified areas of improvement in customer service processes and suggested changes accordingly.
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Gathered customer feedback through surveys and used the data to improve customer service.
Developed strong relationships with customers by providing personalized assistance and support.
Provided excellent customer service to resolve customer complaints in a timely manner.
Maintained a high level of professionalism when dealing with difficult customers.
Answered customer inquiries via phone, email, and chat.
Conducted regular follow-up calls with customers after resolving their issues.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Resolved customer complaints promptly and efficiently.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Trainer
Bread Financial
Columbus, OH
09.2011 - 10.2013
Documented all training activities including attendance records, feedback forms, surveys.
Maintained up-to-date records of trainee progress and provided regular updates to management team.
Designed and developed training materials for new employees in the organization.
Conducted onboarding sessions to orientate new staff members about company policies and procedures.
Provided feedback on employee performance based on observed results during training sessions.
Adapted teaching methods according to the needs of individual learners or groups.
Assisted with developing online learning modules for remote learners.
Resolved any issues raised by participants during the training session in a timely manner.
Created multimedia presentations with PowerPoint and video conferencing tools.
Recommended changes or improvements in existing training processes as needed.
Trained newly hired top talent to fill key positions and maximize productivity.
Worked collaboratively across departments and with various stakeholders to deliver comprehensive, effective training sessions.
Used role-playing, lectures, and simulations to present information in variety of instructional techniques and formats.
Created and offered additional materials to enhance training.
Evaluated training materials prepared by instructors and offered actionable suggestions for improvement.
Education
Associate of Applied Science - Early Childhood Education
Columbus State Community College
Columbus, OH
12-1994
Some College (No Degree) - Early Childhood Education
University of Cincinnati
Cincinnati, OH
Skills
Customer Needs Assessment
Technical Writing
Customer Targeting
Microsoft Office Suite
Workflow Analysis
Course Development
Student Engagement
Classroom oversight
Online Instruction
Materials Preparation
Subject matter expertise
New Hire Training
Group and individual instruction
Certification
Achieve Global Certified
Affiliations
Member of Loyal Order of the Moose
References
References available upon request.
Timeline
Business Analyst
JP Morgan Chase
02.2024 - Current
Transaction Specialist IV - Bank By Mail Team
JP Morgan Chase
04.2023 - 02.2024
Transaction Specialist III - Procedure Writer/Trainer
JP Morgan Chase
04.2020 - 10.2023
Senior Specialist II - Program Coordinator Pool
JP Morgan Chase
10.2018 - 04.2020
Trainer
Bread Financial
09.2011 - 10.2013
Associate of Applied Science - Early Childhood Education
Columbus State Community College
Some College (No Degree) - Early Childhood Education
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank