Jake Milne
Summary
Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues, implementing new processes and providing exemplary customer service. Possesses excellent organizational, problem-solving, and communication skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
ServiceOne Operations Associate
JP Morgan Chase
11.2022 - 07.2024
- Processed new account openings in conjunction with wealth management teams.
- Completed account maintenance requests using Salesforce queues.
- Updated client information on multiple platforms to comply with various audits.
- Assisted asset movement team with journal and bank link inquiries.
Work Study Assistant
Big Brothers Big Sisters
02.2022 - 05.2022
- Performed data entry for business records.
- Engaged with local business owners to seek out potential grant opportunities.
- Implemented tactical plan for increasing student engagement at fundraising events.
Junior Broker / Funding Specialist
Premium Merchant Funding
05.2021 - 08.2021
- Brokered financial solutions between small businesses and lenders.
- Cold called various business owners and developed effective sale pitch methods.
- Cultivated client relationships and learned importance of client retention.
Education
BBA - Finance
James Madison University
Harrisonburg, VA05.2022
Skills
- Innovative Problem-Solving Skills
- Ability to work individually or in team environments
- Customer Service
- Cross-Functional Collaboration
- Project Management
- Microsoft Suites
- Proficient in Salesforce
- Proficient in Tableau
- Operational Efficiency
Certification
- Bloomberg Certificate (2021)
- Microsoft Office Specialist: Excel 2016
- SIE
Timeline
ServiceOne Operations Associate
JP Morgan Chase
11.2022 - 07.2024
Work Study Assistant
Big Brothers Big Sisters
02.2022 - 05.2022
Junior Broker / Funding Specialist
Premium Merchant Funding
05.2021 - 08.2021
BBA - Finance
James Madison University
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