Bernice Sanchez
JPMorgan Chase
Garden Grove,CA
6
years of professional experience
Work History
Associate Banker
1 Year 10 Months- Assisted clients with account inquiries and transaction processing.
- Preformed daily cash handling procedures, ensuring accuracy in all financial transactions.
- Collaborated with team members to improve workflow.
- Trained new AB’s on banking systems and processes.
- Balanced teller drawers and ATM maintenance cash.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for the clients needs and concerns.
Title/Sr Lien Assistant
5 Months- Opened new referrals in computer system and assign cases.
- Research chain of title on homes.
- Examine Deed of Trust, Endorsements, and title reports.
- Assisted in filing and scanning documents while keeping records up to date.
- Create title claim/title demand letter drafts.
- Obtain lien releases to clear delinquencies on reports.
- Answer incoming calls, respond to emails/fax as well as other inquiries from customers and vendors.
Funding Assistant
2 Years- Contacted borrowers’ employer for verification of employment.
- Initiated bank wires accurately before bank deadlines.
- Completed collateral procedures and prepared them to be send out via mail.
- Responded promptly and professionally to inquiries from funders or partners concerning project details.
- Preformed data entry tasks to keep database records up to date.
Education
High School Diploma
Skills
Data entry
Bilingual
Corporate procedures
Time management
Great communication
Computer skills
Timeline
Associate Banker
JPMorgan Chase
09.2024 - CurrentRead More
Title/Sr Lien Assistant
ZBS Law
02.2023 - 07.2023Read More
Funding Assistant
Essex Mortgage Northern California
08.2020 - 08.2022Read More
Pacifica High School
High School Diploma
Read More