Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic

Henry Wills

Plano,TX

Summary

Dynamic Client Ops Analyst at J.P. Morgan Chase with a proven track record in data analysis and client relationship management. Successfully led initiatives to enhance client satisfaction and streamline operations, showcasing expertise in regulatory compliance and business process modeling. Adept at collaborating with cross-functional teams to drive impactful financial insights. Goal-driven Analyst polished in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success. Over four years of experience in the finance industry.

Overview

3
3
years of professional experience

Work History

Client Ops Analyst

J.P. Morgan Chase
Plano, TX
02.2024 - Current
  • Responsible for analyzing client data and developing strategies to improve client satisfaction.
  • Performed KYC reviews and ensured documentation compliance, demonstrating a strong foundation in interpreting technical and regulatory documents.
  • Confirm documentation received and required during the application review and provisioning process.
  • Ability to interpret data mapping and technical architectural diagrams.
  • Ability to lead discovery and requirements-gathering sessions with line-of-business stakeholders.

VP of Business Development

White Star Title
Houston, TX
03.2022 - 12.2023
  • Responsible for creating and expanding business relationships.
  • Led business development and operational improvements, aligning with the role's need for discovery and requirements gathering.
  • Worked closely with business analysts and cross-functional teams to extract and document financial insights.
  • Streamlined real estate coordination by implementing cost-saving technical solutions, illustrating capability in business process modeling, and effectiveness assessment.
  • Obtained information from business analysts to present financial insights.
  • Partner with aligned organizational teams in creating and maintaining policy and procedure documents.

Education

Bachelor of Business Administration - Finance

University of Houston-Downtown
Houston, Texas
05.2024

Skills

  • Microsoft Office applications
  • Data analysis and financial insights
  • Client relationship management
  • Business process modeling
  • Regulatory compliance
  • Data analysis

Volunteer Experience

  • Houston Food Bank
  • Hoodies 4 Homeless
  • Career Day at Elementary Schools in the Houston area

Timeline

Client Ops Analyst

J.P. Morgan Chase
02.2024 - Current

VP of Business Development

White Star Title
03.2022 - 12.2023

Bachelor of Business Administration - Finance

University of Houston-Downtown

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