Jonathan Callahan
Charlotte,NC
Summary
Client-focused Implementation Specialist with a strong background in project management and end-to-end onboarding of treasury and banking products. Currently manage 65–100 concurrent implementation requests for J.P. Morgan Commercial Banking clients, ensuring a seamless onboarding experience through strategic planning, stakeholder collaboration, and risk mitigation. Skilled in leading multi-entity, multi-jurisdiction implementations while aligning cross-functional teams to deliver on complex client needs.
Overview
11
11
years of professional experience
Work History
Product Implementation Specialist
JPMorgan Chase
05.2024 - Current
- Lead complex, multi-entity, and multi-jurisdiction treasury product implementations for global J.P. Morgan Commercial Banking clients
- Manage an average queue of 65+ active implementation requests, with workloads occasionally exceeding 90 concurrent client projects
- Serve as the primary point of contact for clients during onboarding, ensuring a seamless end-to-end implementation experience
- Partner with internal stakeholders (Legal, Compliance, Product, and Coverage teams) to develop and execute detailed implementation plans
- Apply project management best practices to manage timelines, set expectations, and ensure transparency throughout the onboarding process
- Identify, escalate, and drive resolution of risks and issues while maintaining clear communication across all parties
- Manage onboarding activities through phone, Zoom, and email, ensuring full compliance with regulatory and internal policies
Transactions Specialist III
JPMorgan Chase
10.2020 - 05.2024
- Managed implementation of a new system, demonstrating expertise in project management.
- Managed a team of 10 direct reports and provided constant feedback in time-critical situations.
- Developed and implemented standard operating procedures (SOPs) for handling sensitive information, ensuring compliance with regulations.
- Collaborated with various stakeholders to deliver technical and operational solutions.
- Managed client expectations, ensuring timely and efficient project delivery.
Security Officer
Securitas Security Services
01.2020 - 10.2020
- Developed and implemented security protocols and procedures to ensure the safety of lives and property.
- Maintained records of security activities, including incident compliance documentation.
- Led training sessions for new security personnel to ensure compliance.
- Collaborated with other security professionals and stakeholders to resolve urgent issues.
Maintenance Technician
Missouri Cooperage
07.2017 - 12.2018
- Identified opportunities to optimize processes, streamlining workflows and improving overall efficiency.
- Managed project timelines and budgets, coordinating with stakeholders to ensure tasks were completed.
- Collaborated with building managers to assess maintenance needs and set deadlines.
Infantryman
United States Army
09.2014 - 07.2017
- Led a team of 8 soldiers in the execution of critical missions and operations, ensuring compliance with SOPs and military regulations.
- Collaborated with unit leaders to assess ongoing needs and develop operational plans, ensuring mission success and troop safety.
- Managed mission timelines and successfully trained and mentored a team of soldiers, providing guidance and support to facilitate their professional development and enhance their combat effectiveness.
Education
Some College (No Degree) -
Austin Community College
Austin, TXPilot License - Aircraft Piloting And Navigation
Academy of Aviation
Gastonia, NCCertificate - Project Management With Agile
Louisiana State University
02.2024
Skills
- Client Onboarding & Relationship Management
- Project Management & Implementation Planning
- Treasury Products & Commercial Banking
- Cross-Functional Team Collaboration
- Risk Identification & Issue Resolution
- Process Improvement & Workflow Optimization
- Regulatory Compliance & Policy Adherence
- Stakeholder Communication & Coordination
- Training & Team Leadership
Accomplishments
- Received the "Portrait Award" which is a peer-nominated, management-selected award given to candidates who meet the J.P. Morgan Chase core principles and go above and beyond in their roles.
- Received both an Army Commendation Medal as well as an Army Achievement Medal after deployment to Afghanistan.
- Successfully trained and led a team to implement a new project within my business sector.
Timeline
Product Implementation Specialist
JPMorgan Chase
05.2024 - Current
Transactions Specialist III
JPMorgan Chase
10.2020 - 05.2024
Security Officer
Securitas Security Services
01.2020 - 10.2020
Maintenance Technician
Missouri Cooperage
07.2017 - 12.2018
Infantryman
United States Army
09.2014 - 07.2017
Some College (No Degree) -
Austin Community College
Pilot License - Aircraft Piloting And Navigation
Academy of Aviation
Certificate - Project Management With Agile
Louisiana State University
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