To obtain a position in customer service to utilize my extensive years in banking.
Overview
49
49
years of professional experience
Work History
Email Specialist
JPMorgan Chase
San Antonio, TX
04.2025 - 09.2025
Respond to customer inquiries via secure messaging platform.
Provide accurate and timely resolutions to ensure client satisfactio.
Business Credit Cards
JPMorgan Chase
San Antonio, TX
04.2024 - 04.2025
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Account Specialist III Retail Supervisor Business Online
JP Morgan Chase
San Antonio, TX
12.2008 - 04.2024
Supports multiple Line of Business in retail banking including: Consumer Online, Business Online and Branch Support.
Handle all customer inquiries using a one call resolution method.
Collaborated daily with Electronic Money Movement, Fraud, Branch Bankers and Credit Card Department to initiate and address customer issues with a resolution impact.
Peer Coach: coached 60+ new hires during team apprentice period, new hire team coaching calls, best practices and policy and procedures.
Hiring Team project members for two years, conduct interviews for Consumer Retail Bank Specialists 1.
Real time technical support for Chase Business customers, links business and personal account Profiles increasing the ability to run daily operations more smoothly.
Post Closing Level III Agent
Citizens Financial Bank
Hammond, IN
01.1977 - 01.2008
Responsible for updating Residential and Consumer loans into banking system.
Tracked demographics to ensure company complied with Home Mortgage Disclosure.
Reported all discrepancies using Mortgage Ware System.
Notified customers of rates change notices using US Postal Services.
Audited Residential and Consumer loans; issued reports for leadership review.
Provided county agencies mortgage documents for recording.
Education
High School Diploma -
Hammond Technical Vocational High School
01.1976
Skills
Independent Home Agent for Chase Bank
Resolve customer inquiries and concerns
Computer Knowledge: Word Perfect, Word Excel
Understand bank policies, procedures and guidelines
ACTIVITIES
Active volunteer with the New Braunfels community through Tree of Life Church ministry. Voracious reader of history and non-fiction novels, reads on an average of two books a week.
Languages
English
Timeline
Email Specialist
JPMorgan Chase
04.2025 - 09.2025
Business Credit Cards
JPMorgan Chase
04.2024 - 04.2025
Account Specialist III Retail Supervisor Business Online