Experienced project manager with a background in banking and finance, in addition to law education. Seeking to leverage career in project management of skills and experience.
Overview
11
11
years of professional experience
3
3
years of post-secondary education
Work History
Project Manager
TekSystems Remote
11.2021 - 02.2022
Successfully completed closing stakeholders and owners accounts
Identify broad financial needs of individuals based on their goals and priorities
Demonstrate knowledge of core products with strategies for sales goals
Provide solutions to clients financial questions and decisions
Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
Identified plans and resources required to meet project goals and objectives.
Facilitated communication between internal personnel, contractors and vendors for project cohesion.
Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
Client Specialist
Bank of America
Chandler, AZ
03.2021 - 08.2022
Demonstrating expertise to client’s on banking credit card clients
Identify broad financial needs of individuals based on their goals and priorities
Demonstrate knowledge of core products with strategies for sales goals
Provide solutions to clients financial questions and decisions
Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
Educated customers about billing, payment processing and support policies and procedures.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Coordinator Specialist
JPMorgan Chase
Phoenix, AZ
10.2017 - 12.2019
Strategically planning for Chase Elite consumer credit card members
Supervisory role of proctor to new hire training
Facilitating customer scenario module calls
Delegate task direct communication with all levels of associates
Experienced knowledge of analyst and production and adhere to policy procedure, regulations and policies.
Collected and tracked information about participation and outcomes of individual programs.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record.
Drove operational improvements which resulted in savings and improved profit margins.
Maintained energy and enthusiasm in fast-paced environment.
Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Loan Servicing Specialist
Wells Fargo Home Mortgage & Equity
Phoenix, AZ
12.2009 - 07.2017
Leading line of business to its full potential of production in short sales to meet metric’s
Analyze all mortgage short sale liquidation documents to ensure its accuracy
Direct contact to lawyers and brokers for overview on documents
Assigned notice of short sale reports with foreclosure sale dates to produce alternate sale offers
Organized decision making with identifying packages that are ready for short sale process
Extensive knowledge of equity, bankruptcy, 1099, foreclosure, short sale and deceased customer accounts
Coached high-quality training to new and existing team members of daily objectives of a successful leading site.