Christina Taylor
Columbus,OH
Summary
Industrious Business Associate with Twenty-Four years of experience driving business success through collaborative, consultative approach. Determined to quickly solve complex problems and implement effective solutions. Highly skilled in market research with demonstrated proficiency in financial and business analysis.
Results-oriented Business Analyst skilled at analyzing data to draw business-relevant conclusions using data visualization techniques and tools. Defines configuration specifications and business analysis requirements to lead organizations to successful product launches and increased revenues. Owns and develops client relationships by optimizing and enhancing integration to generate new business opportunities.
Overview
19
19
years of professional experience
Work History
BUSINESS ANALYSIS
JPMorgan Chase
Westerville, OH
12.2022 - Current
- Exceptions Processing Analyst review, decision, and/ or process the following requests.
- Ensures all fee and pricing requests are completed on time and correctly, follow documented firm wide and Line of Business policies and procedures.
- Performs research and analysis on items subject to deeper review.
- Makes recommendations to enhance process, procedures, job aid where appropriate.
- Partner with Business Banking Business Units, Controls, Compliance, Audit and Legal to satisfy audit requests, control testing, compliance question, etc.
- Demonstrated leadership by making improvements to work processes.
EQUIPMENT LEASE FINANCE
JPMorgan Chase
Westerville, OH
06.2020 - 12.2022
- Serve as the primary point of services contact for Equipment Finance Portfolio, by responding to client inquires and resolving issues with appropriate tools. Request documents from customers and enter into our leasing systems.
- Perform account research /analysis post funding accounts maintenance, including financial and non-financial maintenance. Process client monthly invoices by applying payments such as wires, and lockbox payments
- .Track and monitor pledged collateral insurance certificates, and leasing titles. Process audit confirmation requests and provide liaison support with bank property/sales tax personnel.
DEPOSIT ACCOUNT RECOVERY
JPMorgan Chase
Westerville, OH
02.2016 - 06.2020
- Analyzed customer financial data and credit reports to assess risk levels and determine appropriate actions.
- Reviewed documents such as contracts, invoices, statements, and other legal papers related to the recovery process.
- Maintained accurate records of all communications with customers including emails, phone calls, letters.
- Processed payments received from customers in accordance with company policies and procedures.
- Worked closely with internal departments such as Accounting, Sales, and Customer Service in order to resolve issues quickly and efficiently.
- Servicing- external customers and end-to-end processing of Commercial, Retail, branch and Business Banking customer loan payments, Military loan payments, and (ACH) Auto Charge payments.
- Deposit Recovery payments. Researching Exceptions, settlement of transactions and reconciliation of corporate banking, Vendor processing payments, (GL) - General Ledgers wire accounts, and Online wire transaction reports.
- Process Improvement and Procedure Updating. ACH and Lockbox payment research and Root Cause Analysis.
HOME EQUITY/AUTO FUNDING CLAIMS
JPMorgan Chase
Columbus, OH
12.2014 - 12.2016
- Reviewed and verified loan applications for accuracy and completeness.
- Interpreted financial documents, such as credit reports, appraisals, title insurance policies.
- Processed home equity loans in accordance with established guidelines and procedures.
- Verified income sources and other required documentation needed to complete the loan package.
- Maintained accurate records of all loan transactions including customer data, payments received, interest rates charged.
- Ensured compliance with federal regulations pertaining to home equity lending activities.
- Monitored loan portfolios for delinquencies or other discrepancies requiring further investigation or resolution.
- Prepared detailed reports on completed loans for management review purposes.
- Process Auto and Home Equity checks send acknowledgement letters to customers. Payment Processing, Research.
- Escalated customer request. Reconcile Corporate bank GL Ledgers and wire accounts, Run Daily Report Queries and Prepare FedEx and UPS Labels.
- Internal and External Auditing. Exceptions Funding Reports.
- Funding Escalation Mailbox, Process Check Reports.
DISPUTE RESOULTION & COMPLAINT ANALYSIS
JPMorgan Chase
Columbus, OH
03.2014 - 12.2014
- Provided high-level customer service to clients and stakeholders in resolving complaints.
- Analyzed customer feedback data for trends and patterns related to product or service issues.
- Investigated customer inquiries by gathering relevant information from internal departments and teams.
- Developed processes for handling incoming customer inquiries promptly and efficiently.
- Prepare acknowledgement letters to complaint disputes for Trustee and Brokers and Trustee’s bank accounts.
- Prepare complaint files and distribute to compliance officers; customer complaints related to investment products, accounts and transaction - (CMW) Chase Wealth Management
PAYMENT RESEARCH ANALYST
JPMorgan Chase
Columbus, OH
01.2005 - 03.2014
- Created reports, presentations, and other documentation for stakeholders.
- Developed financial models to analyze data and identify potential risks.
- Dispute advance assist mortgage customers with Home Equity balance and Interest Disputes.
- Research process return payments, misapplied payments, encode payments, and reversal issues. Assist bank branches with missing payment disputes, lockbox, and online disputes.
- Monitor transactions under the Federal Reserve to help collaborate with special teams to resolve root cause analysis, reconcile accounts, and mortgage bank account outages.
Education
High School Diploma -
Eastmoor Academy
Columbus, OH06-1997
Bachelor of Science -
University of Phoenix
Tempe, AZSkills
- Business Analysis
- Business Analysis and Reporting
- Certified Business Analysis Professional (CBAP)
- Business Objective Analysis
- Critical Analysis
- Analysis of process flows
- Billing analysis
- Data analysis skills
- Excel
- Access
- Accounting
Affiliations
- BLACK ORGANIZATION FOR LEADERSHIP DEVELOPMENT ( BOLD OHIO)
References
References available upon request.
Timeline
BUSINESS ANALYSIS
JPMorgan Chase
12.2022 - Current
EQUIPMENT LEASE FINANCE
JPMorgan Chase
06.2020 - 12.2022
DEPOSIT ACCOUNT RECOVERY
JPMorgan Chase
02.2016 - 06.2020
HOME EQUITY/AUTO FUNDING CLAIMS
JPMorgan Chase
12.2014 - 12.2016
DISPUTE RESOULTION & COMPLAINT ANALYSIS
JPMorgan Chase
03.2014 - 12.2014
PAYMENT RESEARCH ANALYST
JPMorgan Chase
01.2005 - 03.2014
High School Diploma -
Eastmoor Academy
Bachelor of Science -
University of Phoenix
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