Jennifer Chapple

4/21 - 11/23 Healthcare Provider Support, Government & Public Services

• Supported day to day operations for three channels of business including vaccine shipment, vaccine enrollment, and vaccine events for providers
• Assisted in initial project stand up and implementation
• Built and maintained reporting dashboards for KPI data analysis
• Technical liaison for all system access issues, and Salesforce administer for CRM users
• Recommended process improvements to continually identify, analyze and fix constraints and challenges

12/21- 4/21 SBA Loan Processor

• Supported processing of roughly 75,000 Paycheck Protection Program loan forgiveness applications
• Reviewed loan applications and supporting documentation to ensure completeness and accuracy
• Verified borrower information, including payroll reports, credit history, financial statements, and collateral documentation
• Communicated with borrowers to obtain missing documents and clarify information
• Prepared loan files for submission ensuring compliance with all SBA guidelines and regulations, as well as client internal policies and procedures

• Thorough title examination identifying any potential liens, judgments, or other encumbrances that could impact mortgage transactions
• Prepared detailed reports and documentation summarizing findings for review and decision making process
• Maintained a pipeline of over 30 loans per month
• Conducted searches of public records including deeds, mortgages, tax records, and court documents to determine property ownership history
• Communicated with the customer care department and legal department to resolve any outstanding issues to ensure smooth closing processes

• Provided excellent customer service to customers who needed assistance in meeting contract obligations due to unexpected financial obligations
• Managed over 55 calls per day, decreasing transfers to escalation departments for further assistance
• Processed payments utilizing ACH wire transfers, credit, and debit card information
• Maintained communication pipeline and working relationships with all departments across the firm
• Assisted customers with completing loan applications and other paperwork

• Cash operations reconciliation, processing fund movement, bank deposits, and end of day, month, and yearly report generation
• Management of "Just in Time" loan payments product, creating new best practices and procedures for all clients
• Set up and managed all scheduled ACH batch processing times and reconciliation reports
• Coordinated product launches, assisting with product imagery and descriptions, gathering requirements, and monitoring product performance
• Client on-boarding and KYC information gathering and documentation

• Initiated funding coordination with third party lenders to guarantee disbursement of funds were correctly allocated for mortgage backed securities, and whole loan package settlements
• Provided trade support by resolving trade discrepancies, investigating trade breaks, and ensuring proper documentation and compliance with regulatory requirements
• Conducted daily, monthly and quarterly reconciliations of trade positions, cash flows and securities
• Applied knowledge of RESPA, OFAC, AML/KYC and Dodd-Frank for all wire transfers

• Followed established auditing processes to meet internal and regulatory requirements
• Performed observations and evaluated supporting documents to supplement audit findings
• Communicated with audit staff to obtain necessary information for audits
• Analyzed data and findings to prepare reports detailing financial information
• Loans analyzed included conventional, closed end seconds, refinances as well as purchases