Summary
Overview
Work History
Education
Skills
Certification
Timeline
Volunteer
John White

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

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
John WhiteAssociate DEI Operations