Dee Williams
San Antonio,TX
Summary
Compliance-focused banking professional with 6+ years of experience at JP Morgan Chase specializing in account servicing, operational quality assurance, and policy adherence. Experienced in evaluating operational processes, reviewing account activity, and ensuring specialists follow regulatory and internal banking procedures. Skilled in account research, documentation review, and cross-team collaboration to resolve complex issues while maintaining risk-controlled banking operations. Proven ability to support compliance initiatives, improve operational accuracy, and deliver strong customer and internal service outcomes.
Overview
11
11
years of professional experience
Work History
Senior Quality Specialist
JPMorgan Chase & Co.
San Antonio, TX
02.2023 - Current
- Conduct quality assurance reviews to verify specialists follow internal policies, procedures, and regulatory guidelines.
- Evaluate operational performance and grade specialists based on procedural accuracy and compliance standards.
- Identify process gaps and recommend training improvements to maintain operational quality and reduce risk.
- Partner with leadership teams to ensure consistent adherence to banking regulations and internal controls.
- Support training initiatives and provide feedback to improve specialist performance and operational accuracy.
Senior Business Platinum Specialist
JPMorgan Chase & Co.
San Antonio, TX
04.2019 - 02.2023
- Assisted business clients with complex account inquiries and financial service requests.
- Researched account activity and resolved discrepancies through detailed case review and investigation.
- Communicated with clients via phone and written correspondence to resolve banking issues efficiently.
- Maintained strict adherence to financial regulations and company policies while servicing accounts.
- Collaborated with internal departments to resolve account issues and improve client outcomes.
Production Team Member
Aerotek / Toyota Manufacturing
San Antonio, TX
10.2018 - 04.2019
- Worked on high-volume production line installing trim components for Toyota Tundra vehicles.
- Performed safety inspections to ensure vehicles met strict quality standards.
- Cross-trained in multiple positions to support production efficiency and team performance.
- Consistently met production expectations and maintained quality standards.
Assistant Service Manager
Red McCombs Motors
San Antonio, TX
02.2015 - 05.2018
- Managed inbound service requests and customer concerns related to vehicle performance and maintenance.
- Coordinated service orders, backorders, and credit memos for customer accounts.
- Recognized as a top sales generator, increasing sales levels by 70% in 2015.
- Improved customer satisfaction by identifying service issues and ensuring vehicles were repaired correctly.
Education
High School Diploma -
Earl Warren High School
San Antonio, TXSkills
- Regulatory Compliance
- Account Research & Investigation
- Policy & Procedure Adherence
- Operational Risk Awareness
- Banking Operations
- Client Account Resolution
- Process Review & Quality Assurance
- Financial Documentation Review
- Customer Relationship Management
- Cross-Team Collaboration
Accomplishments
LEAD SME for Quality Performance
LEAD Coach for Retail Specialist
Recognition Team Leader
Timeline
Senior Quality Specialist
JPMorgan Chase & Co.
02.2023 - Current
Senior Business Platinum Specialist
JPMorgan Chase & Co.
04.2019 - 02.2023
Production Team Member
Aerotek / Toyota Manufacturing
10.2018 - 04.2019
Assistant Service Manager
Red McCombs Motors
02.2015 - 05.2018
High School Diploma -
Earl Warren High School