Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph Caruso Jr

Tampa,FL

Summary

Strategic, results-driven financial services professional with a decade of experience driving operational excellence. Proven track record in problem resolution, continuous improvement, and elevating the customer experience. Proficient in optimizing processes for enhanced efficiency, accuracy, and compliance.

Overview

11
11
years of professional experience

Work History

Operations Client Services, Analyst

MUFG Americas
08.2024 - Current
  • Monitoring of Account Controls and Reconciliations.
  • Oversee daily general ledger balances.
  • Responsible for incoming Partner Revenue Management.
  • Contribute to Continuous Process Improvement Workstreams.
  • Liaise and provide cross-function support between Operations and Deposit Services on compliance matters, general requests.
  • Provide oversight on key policies and procedures.
  • Coordinate, compile and review data and other materials as requested.

Quality Assurance Analyst

JP Morgan Chase
10.2021 - 03.2024
  • Conducted data sourcing, sampling, testing and reporting on review control processes.
  • Identified key issues and gaps in processes that impact quality and accuracy.
  • Provided QA test results to process owners for calibration, while providing feedback and directly engaging process owners to identify opportunities for improvement.

Global Maintenance - Specialist IV

JP Morgan Chase
08.2019 - 10.2021
  • Served as subject matter expert, collaborating closely with leadership on product and service enhancements as well as, special projects.
  • Mentored over 10 peers to develop advanced skill sets and confidence.
  • Managed case assignments, escalations, and day-to-day team functions with emphasis on ensuring project deadline and SLA alignment.
  • Identified trends using data analysis, resulting in quicker and more accurate case completion and follow up.

Contract Administration - Specialist III

JP Morgan Chase
08.2018 - 08.2019
  • Completed merchant setups, ensuring compliance and risk mitigation.
  • Authored procedures, identified process gaps, and updated SOPs to enhance team efficiency.
  • Trained peers within Merchant Services on Contract Admin roles, streamlining workflows.

Merchant Disputes - Specialist III Pre-Arbitration

Chase Paymentech Solutions LLC
08.2016 - 08.2018
  • Achieved effective dispute resolution prior to arbitration, collaborating with clients for proper documentation.
  • Trained and developed over 20 peers and new hires, focusing on continuous improvement.
  • Provided oversight of peer performance, ensuring high-quality decision cases prior to their submission to card brands.

Auto Finance - Chargeoff Specialist III

JP Morgan Chase
04.2014 - 08.2016
  • Collected past-due client accounts, engaging in empathetic and respectful conversations.
  • Successfully managed detailed and challenging customer interactions in metrics-driven environment.
  • Regularly exercised critical thinking and independent judgment.

Education

Bachelor of Arts - Business Administration

Penn Foster College
Online
11-2026

Skills

  • Analytical Thinking
  • Data Analysis
  • Process Optimization
  • Project Management
  • Cross-functional Collaboration
  • Emotional Intelligence
  • Mentorship & Training
  • Team Leadership
  • Professional Communication

Timeline

Operations Client Services, Analyst

MUFG Americas
08.2024 - Current

Quality Assurance Analyst

JP Morgan Chase
10.2021 - 03.2024

Global Maintenance - Specialist IV

JP Morgan Chase
08.2019 - 10.2021

Contract Administration - Specialist III

JP Morgan Chase
08.2018 - 08.2019

Merchant Disputes - Specialist III Pre-Arbitration

Chase Paymentech Solutions LLC
08.2016 - 08.2018

Auto Finance - Chargeoff Specialist III

JP Morgan Chase
04.2014 - 08.2016

Bachelor of Arts - Business Administration

Penn Foster College

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