John White
Associate DEI Operations
San Antonio,TX
Summary
Collaborative Diversity Associate with 9+ years of experience in the finance sector. Skilled at fostering positive relationships with various internal and external stakeholders. Big picture focus with a proven record to drill down creative business strategies increasing productivity and employee satisfaction. Ability to adapt readily to new work challenges and industry conditions.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Associate DEI Operations
JP Morgan Chase
San Antonio, Texas
02.2023 - Current
- Managed administrative logistics of events planning, event booking, and event promotions.
- Liaised with clients to determine exact event requirements.
- Researched and helped formulate conclusions to broad risk issues.
- Restructured procedures through coordination with compliance director to create and execute projects.
- Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
- Managed high volumes of financial activity in fast-paced, risk-based corporate environment.
- Leveraged data analytics to refine and optimize communications approaches.
- Designed and implemented quality control processes to facilitate customer satisfaction.
- Implemented automated systems to improve accuracy and efficiency of engineering processes.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Assisted with Safety Risk Management (SRM) process.
- Assisted established management staff with operational oversight, business development, and process improvement strategies.
- Developed and implemented new programs based on leading inclusion and diversity practices using project management principles.
- Mitigated business risks by analyzing contracts' potential impacts and avoiding unfavorable terms.
Analyst DEI Operations
JP Morgan Chase
San Antonio, Texas
07.2022 - 01.2023
- Monitored specific programs' adherence to established schedules and operating budgets.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Implemented internal controls and complied with financial regulations for financial management.
- Provided financial support by processing invoices and dispersing payments.
- Managed internal company correspondence by delivering documents, memos and newsletters to appropriate personnel.
- Reviewed internal systems and organized training plans to address areas in need of improvement.
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Identified key risks and mitigating factors of potential investments such as asset types and values, legal and ownership structures and industry segments.
- Looked at current and new merchants and individual sales to evaluate fraud, chargeback and compliance risks.
Quality Business Analyst
JP Morgan Chase
San Antonio, Texas
12.2021 - 07.2022
- Compiled, evaluated and reviewed engineered data for internal system.
- Synthesized current business intelligence data to produce reports and polished presentations, highlighting findings and recommending changes.
- Produced monthly reports using advanced Excel spreadsheet functions.
- Coordinated statistical data analysis, design and information flow.
Corespondence TL
JP Morgan Chase
San Antonio, TX
08.2020 - 12.2021
- Mentored and guided employees to foster proper completion of assigned duties.
- Planned, managed and directed daily board operations to increase productivity and streamline processes through LMOS and LEAN Management.
- Initiated timely response to emails, voicemails and written correspondence.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Implemented new working processes to deliver multiple improvements.
- Coached team members in customer service techniques, providing feedback and encouragement toward reaching departmental goals.
- Established open and professional relationships with team members and relationship managers to achieve quick resolutions for various issues.
Customer Service Escalation Research
JP Morgan Chase
San Antonio, TX
02.2016 - 08.2020
- Supported department leadership in implementing new policies, procedures and controls.
- Identified areas in need of critical improvement and created strategies to achieve process improvements.
- Followed all company policies and procedures to deliver quality work.
- Attended training programs to deepen professional skillset and implemented training to fellow specialists on new and existing processes.
- Modeled effective and constructive communication behaviors between department heads, senior leaders and specialists to improve cross-functional collaboration.
- Led change through quality-oriented strategies to help operations accomplish ambitious short- and long-term goals.
- Interpreted clients' needs and introduced services to fit specific requirements, strengthening and building rapport.
Customer Service Escalations
JP Morgan Chase
San Antonio, TX
01.2015 - 02.2016
- Diligently worked to regularly meet or exceed special targets, including call handle time, maintained 100% Policy and Procedure and serviced clients start to finish.
- Developed strong rapport with customers and created positive impression of the business.
- Monitored customers for signs of security concerns and escalated issues to proper departments to mitigate risk and fraud.
- Address customer inquiries regarding products and services, helped alleviate escalated concerns.
- Built customer loyalty and retention by delivering excellent account servicing.
Education
Bachelor of Arts - Psychology
The University of Texas At San Antonio
San Antonio, TX 08.2008 - 05.2014
Bachelor of Arts - Sociology
The University of Texas At San Antonio
San Antonio, TX 08.2008 - 05.2014
Skills
Events logistics management
Strategic planning
Decision-Making
Research and due diligence
Project development and life cycle
Flexible and Adaptable
Data analysis
Data Visualization
Certification
CBAP - Certified Business Analysis Professionala
Timeline
Associate DEI Operations
JP Morgan Chase
02.2023 - Current
Analyst DEI Operations
JP Morgan Chase
07.2022 - 01.2023
Quality Business Analyst
JP Morgan Chase
12.2021 - 07.2022
CBAP - Certified Business Analysis Professionala
08-2021
Corespondence TL
JP Morgan Chase
08.2020 - 12.2021
Customer Service Escalation Research
JP Morgan Chase
02.2016 - 08.2020
Customer Service Escalations
JP Morgan Chase
01.2015 - 02.2016
Bachelor of Arts - Psychology
The University of Texas At San Antonio
08.2008 - 05.2014
Bachelor of Arts - Sociology
The University of Texas At San Antonio
08.2008 - 05.2014