Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jacqueline Alwedyan

Houston,TX

Summary

Experienced financial services professional with over 10 years of proven success in client relationship management, financial operations, and lending. Adept at identifying client needs, offering tailored solutions, and managing end-to-end financial processes. Skilled at handling complex customer interactions and risk evaluations to support sustainable business growth. Strong interpersonal and communication skills with a demonstrated ability to build trust, cultivate long-term client relationships, and contribute to cross-functional initiatives. Seeking to leverage my business acumen and financial background to drive success as a Relationship Manager.

Overview

13
13
years of professional experience

Work History

Specialist, Finance Operations

JP MORGAN CHASE
Houston, TX
01.2018 - Current
  • Served as primary point of contact for 15 travel agency branches, providing ongoing support and financial insight
  • Ensured timely and accurate monthly commission calculations, auditing reports and resolving discrepancies
  • Collaborated with cross-functional teams to optimize payment accuracy and improve advisor experience
  • Researched and interpreted financial data
  • Audit commission calculations and reports for discrepancies
  • Contributed to internal revenue initiatives by identifying reporting gaps and recommending process improvements to improve advisor payout cycles

Consumer Lending Specialist

JP MORGAN CHASE
Houston, TX
01.2020 - 01.2023
  • Provided tailored loan solutions to clients, analyzing credit risk and structuring terms that aligned with internal guidelines
  • Acted as key liaison between clients, underwriters, and bankers to ensure successful loan closures
  • Consistently achieved monthly loan funding targets, exceeding sales goals by 15%+ through effective needs-based selling
  • Drove cross-selling efforts by recognizing client financial needs beyond auto loans, referring them to appropriate financial products and services
  • Maintained a high conversion rate from application to funded loan by thoroughly qualifying leads and overcoming objections
  • Partnered with bankers to identify upsell opportunities and proactively followed up with prospects to increase conversion rates
  • Played a key role in maintaining and expanding the customer base through superior relationship management and trust-building interactions
  • Ensured compliance with all documentation and approval processes
  • Proactively conducted 50+ outbound calls weekly to engage potential clients, explain lending solutions, and drive application submissions

Client Management Senior Specialist

JP MORGAN CHASE
Houston, TX
01.2018 - 01.2020
  • Managed end-to-end loan origination, ensuring accuracy and compliance throughout the customer lifecycle
  • Made outbound calls to warm leads and follow-ups with existing clients to encourage new applications and repeat business
  • Met and exceeded individual performance metrics including daily contact goals and loan funding quotas
  • Identified sales-ready customers during service interactions and transferred qualified leads to appropriate sales partners
  • Boosted sales efficiency and customer satisfaction by reducing loan processing time through proactive client communication and streamlined document collection

Finance & Insurance Specialist

AUTO HUNTERS
01.2014 - 01.2018
  • Actively sold auto finance packages, insurance products, and extended warranties-consistently ranking among top performers in monthly revenue
  • Built and maintained a loyal customer base by delivering excellent service and customized financing options
  • Worked directly with lenders to negotiate competitive loan terms, increasing client satisfaction and deal conversion rates
  • Created bundled sales opportunities by identifying client needs and recommending additional services to boost revenue per transaction

Agency Administrator/Owner

JJ&A'S INSURANCE AND TITLE SERVICES
Houston, TX
01.2012 - 01.2018
  • Built and scaled a profitable financial services business, managing all sales, operations, and marketing functions
  • Personally generated over 80% of new client acquisition through grassroots outreach, strategic partnerships, and targeted campaigns
  • Drove revenue through cross-selling of insurance, title, and tax services-customizing packages for individuals and small business owners
  • Made daily outbound calls to both new leads and past clients to promote insurance, title, and tax services- contributing to steady revenue growth
  • Met monthly sales goals by bundling service offerings and customizing financial solutions for small business and individual clients
  • Tracked conversion metrics to measure call effectiveness and refine outreach strategies for higher ROI
  • Active in the community
  • Developed referral pipelines through local business partnerships and COIs, leading to consistent client acquisition
  • Handled business planning, financial reporting, and operational risk management
  • Consulted businesses in the $1-$10MM revenue space and partnered with local business bankers to refer clients with growth and lending opportunities

Education

MBA - Finance

UNIVERSITY OF ST THOMAS
Houston, TX
05.2021

Skills

  • Bilingual - Fluent in English and Spanish
  • Business Development & Client Acquisition
  • Cross-Selling & Upselling Financial Products
  • Financial Analysis & Cash Flow Solutions
  • Strategic Prospecting & Lead Conversion
  • Customer-Centric Sales Approach

References

References available upon request.

Timeline

Consumer Lending Specialist

JP MORGAN CHASE
01.2020 - 01.2023

Specialist, Finance Operations

JP MORGAN CHASE
01.2018 - Current

Client Management Senior Specialist

JP MORGAN CHASE
01.2018 - 01.2020

Finance & Insurance Specialist

AUTO HUNTERS
01.2014 - 01.2018

Agency Administrator/Owner

JJ&A'S INSURANCE AND TITLE SERVICES
01.2012 - 01.2018

MBA - Finance

UNIVERSITY OF ST THOMAS

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