Jacqueline Roberts
San Antonio,TX
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Professional banking leader prepared for management role. Proven track record in driving team success and achieving results. Strong expertise in financial analysis, customer service, and regulatory compliance. Known for adaptability, reliability, and effective collaboration.
Overview
12
12
years of professional experience
Work History
Cross Function Business/ Consumer Credit Card
JP Morgan Chase
04.2024 - Current
- Analyzed customer credit profiles to assess risk and determine appropriate credit limits.
- Facilitated resolution of customer inquiries regarding account management and payment processing.
- Monitored compliance with industry regulations, ensuring adherence to best practices in credit card operations.
- Evaluated customer creditworthiness and financial statements to determine credit limits.
- Updated training materials for new hires within the Credit Card Specialist team, enhancing employee knowledge of industry best practices.
- Assisted clients in understanding their credit card benefits, resulting in increased usage of available perks.
- Supported continued monitoring, auditing, and reporting to drive compliance and optimize credit card processing.
Business Operation Specialist II
JP Morgan Chase
04.2024 - Current
- Utilize customer service software to track inquiries and generate reports
- Monitor day-to-day operations, report on performance, and recommend actionable improvements when necessary
- Communicate and coordinate with employees (including executive operations team) and vendors
- Onboard and train new employees to ensure that they adhere to standard operating procedures
- Led cross-functional teams in implementing process improvements, resulting in increased service delivery speed.
Business Operations Specialist, Resort Operations
Hilton Vacation Club
10.2022 - 05.2023
- Company Overview: The Modern Honolulu
- Process accounts payable, account receivable, general cash handling, reconcile payables ensuring proper account coding, dollar amounts and vendor information.
- Reconcile daily resort Cash deposit. Reports to RO Business Operations Manager any missing deposits or discrepancies between cash envelopes and actual deposit. Prepares “due backs/change order” daily and gives change as requested. Prepares daily bank deposit in a timely manner for armored car pick-up. Perform monthly audit of resort banks.
- Assist internal and external guests, including vendors, with billing and general inquiries in a professional and hospitable manner.
- Assist with purchasing and/or receiving duties, as needed, ensuring compliance with established internal control guidelines. Perform F&B inventory, as needed, and coordinate file maintenance in accordance with established record retention guidelines.
- Assist with general ledger review, reconciliation entries, forecast, analysis, and budget preparation.
- Assist other departments, as needed, and carries out other duties as assigned by management.
Supervisor
Navy Federal Credit Union
04.2016 - 10.2022
- Handle all members issues and complaints with professionalism and courtesy
- Listen, identify, and recommend products and services to meet and exceed member’s needs and expectations
- Handle incoming calls, research, and find solutions for both internal and external members
- Process loan applications, overdraft protections, and credit card applications
- Disburse loans and assist with opening/closing accounts
- Cash/check handling for both deposits and withdrawals
- Open/Close the bank and ensure all procedures are followed
- Oversees and provides leadership to teller staff.
- Authorize teller overrides and conduct monthly audits
Administrative Assistant
Chugach
11.2013 - 03.2015
- Perform administrative and office support for multiple managers
- Responsible incoming calls, greeting visitors, work processing, preparing spreadsheet, presentation, organizing and maintain files
Education
Associate of Arts - Business
Penn Foster Scottsdale
Dominican Republic01.2028
Certificate - Human Resources
E Cornell
New York, NY07-2025
High School Diploma -
George Washington High School
Guam01.2011
Skills
- Account Receivable & Account Payable
- Trust/IRA Specialist
- Cash Handling
- Data entry and maintenance
- Commercial & Auto Loans
- Excellent verbal and written communication
- MS Word and Excel
- Problem-solving
- Collateral valuation
- Banking operations
Timeline
Cross Function Business/ Consumer Credit Card
JP Morgan Chase
04.2024 - Current
Business Operation Specialist II
JP Morgan Chase
04.2024 - Current
Business Operations Specialist, Resort Operations
Hilton Vacation Club
10.2022 - 05.2023
Supervisor
Navy Federal Credit Union
04.2016 - 10.2022
Administrative Assistant
Chugach
11.2013 - 03.2015
Associate of Arts - Business
Penn Foster Scottsdale
Certificate - Human Resources
E Cornell
High School Diploma -
George Washington High School
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