Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jamie Morton

Council Bluffs,IA

Summary

Experienced financial services professional specializing in customer service and project management. Proven ability to leverage effective communication skills to drive project success and deliver high-quality outcomes, complemented by strong interpersonal and client management capabilities. Exceptional analytical skills and a collaborative approach facilitate quick adaptation to new environments while fostering teamwork. Committed to team success and continuous learning, consistently bringing a positive attitude to every endeavor.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Financial Services Associate

Charles Schwab
03.2025 - Current
  • Empower clients by educating them on investment strategies and retirement options.
  • Address complex inquiries with tailored solutions, enhancing client satisfaction.
  • Execute daily transaction processing, ensuring accuracy and compliance with regulatory standards.
  • Manage over 30 client calls per day.

Credit Risk Analyst

First National Bank Omaha
10.2022 - 06.2024
  • Analyzed and validated credit strategies to ensure adherence to Credit Policy.
  • Recommended approval or disapproval of moving credit strategy changes to Production.
  • Optimized credit strategy validation processes, improving efficiencies by over 50%.
  • Managed multiple projects while collaborating with cross-functional teams to meet tight deadlines.

Business Systems Analyst

First National Bank Omaha
09.2012 - 10.2022
  • Collaborated with stakeholders to gather essential requirements, ensuring successful project outcomes.
  • Analyzed business requirements and translated them into functional specifications for system enhancements.
  • Collaborated with cross-functional teams to identify process inefficiencies and implement solutions.
  • Streamlined communication between IT and business units, enhancing collaboration on technology projects.
  • Developed and maintained comprehensive documentation for system processes and user guides.
  • Managed multiple projects simultaneously, consistently meeting deadlines while maintaining a high standard of quality workmanship.
  • Provided excellent customer service by addressing user inquiries promptly and professionally, resolving issues efficiently wherever possible.

Education

Bachelor of Science - Business Administration

University of Nebraska At Kearney
Kearney

Skills

  • Excellent communication
  • Cross-functional collaboration
  • Strong attention to detail
  • Customer relationship management
  • Analytical thinker
  • Independent drive
  • Requirements analysis
  • Agile methodologies

Certification

FINRA Licenses: SIE | Series 7 | Series 63

Timeline

Financial Services Associate

Charles Schwab
03.2025 - Current

Credit Risk Analyst

First National Bank Omaha
10.2022 - 06.2024

Business Systems Analyst

First National Bank Omaha
09.2012 - 10.2022

Bachelor of Science - Business Administration

University of Nebraska At Kearney

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