Summary
Overview
Work History
Education
Skills
Timeline
Generic

Juana Vargas

Grand Prairie,Texas

Summary

Strategic team lead known for high productivity and efficiency in task completion. Specialize in process optimization and data analysis, ensuring streamlined workflows and enhanced operational efficacy. Excel in communication, problem-solving, and leadership, leveraging these soft skills to drive team success and achieve organizational goals.

Overview

12
12
years of professional experience

Work History

Insurance Svc Analyst/ Team Lead

JP Morgan Chase Bank NA
Fort Worth, TX
02.2024 - Current
  • Responsible for training and facilitating new hires and current employees on new processes.
  • Took ownership of complex or escalated hazard and flood loans, collaborated with our sales partners and other teams on last minute changes to ensure no further delays.
  • Helped run the daily report which consist of filtering raw data to provide current SLA and new loans.
  • Assisted with testing Aurora 2.0 and migration of our process by attending meetings, logging bugs and raising questions and suggestions to make the system more user friendly.
  • Modified an Aurora flood insurance origination review process guide to meet the FICE request process to help guide my collogues on how to make a submission when we transition from OTM to Aurora.
  • Identified potential opportunities to increase efficiency in our workflows.
  • Run shared mailbox with escalated, rushes and internal inquiry's in a timely manner while still managing a pipeline.
  • Responsible for handling all initial flood loan reviews to ensure we obtain correct insurance requirements before assigning to insurance coordinators.
  • Updated our internal flood process guide to help new hires or collogues understand the process or obtain clarification.

Loan Origination Specialist IV

JP Morgan Chase Bank NA
Fort Worth, TX
10.2021 - 02.2024
  • Order proof of hazard and flood insurance to protect against loss on the commercial properties.
  • Analyze insurance documentation and appraisals to ensure all requirements are met with no discrepancies.
  • Communicate with internal groups to clarify any discrepancy on the appraisals, to obtain documents needed from the client or to advise other teams once the insurance is approved.
  • Work directly with insurance agents to address any issues or revision needed in order for the insurance to be approved in a timely manner.
  • Manage pipeline by maintaining a fast-paced schedule to guarantee that all loans are followed up on and that all issues are addressed.
  • Work with internal groups to make certain that the obtain flood insurance is in compliance and resolve any issues that may arise.
  • Maintained positive working relationship with fellow staff and management.

Transactions Specialist II

JPMorgan Chase Bank, N.A.
Fort Worth, TX
03.2020 - 10.2021
  • Maintained regular communication with clients to discuss and resolve issues.
  • Prepared loan documents accurately and with high attention to detail such as titles, notice of liens and department of motor vehicle forms.
  • Processed complex accounts by conducting advanced research and multi-tasking efficiently.
  • Knowledgeable of Chase Auto Finance servicing systems.
  • Executed paid off auto loans by reviewing and analysis fees that need to be refunded to the customer, sending the title and lien release to the customer or third party.
  • Assisted new vehicle owners to understand title transfer process and steps required of owners to finish process.

Transaction Processing Senior Specialist I

JPMorgan Chase Bank, N.A.
Fort Worth, TX
02.2019 - 10.2021
  • Resolved conflicts and managed customer expectations.
  • Prepared, verified and filed paperwork to transfer vehicle ownership title from dealer to purchaser.
  • Made appropriate decisions on behalf of the customer quickly and effectively.
  • Managed escalated problems logically and with good judgment to ensure the appropriate outcome.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Examined and verified information in loan application documents.

Business Telephone Banker

JPMorgan Chase Bank, N.A.
Arlington, TX
08.2018 - 02.2019
  • Take ownership of each call while empathizing and prioritizing customer needs.
  • Follow de-escalation techniques for confrontational calls.
  • Managed an average of 100 calls per day, servicing business and consumer accounts, while maintaining over 98 percent accuracy.
  • Helped customer determine any fraudulent activity or any legal holds on their accounts and get them to the correct department if needed for additional assistance.
  • Developed and maintained working knowledge of JP Morgan Chase products and policies.

Telephone Banker

JPMorgan Chase Bank, N.A.
Arlington, TX
11.2017 - 08.2018
  • Provided confidential information to caller only after properly authenticating caller in accordance to set policy and procedures.
  • Assist customers by resolving customer concerns over the phone by offering products and services that meet customers' ongoing financial needs.
  • Demonstrated appropriate and professional phone skills, exhibited composure and patience at all times.
  • Consistently meet strict quality assurance goals for accuracy of information and daily schedule adherence.

Retail Manager

ABC Fashion
Grand Prairie, TX
02.2013 - 11.2017
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
  • Deal with complaints from customers to maintain the store’s reputation.
  • Conducted performance reviews for team members.

Education

GED -

Tarrant County College Opportunity Center
2017

Tarrant County College Opportunity Center

Skills

  • Excellent research, and problem-solving skills
  • Adaptable to change
  • Excellent written and verbal skills
  • Analytical skills
  • Strong computer navigation skills
  • Ability to work under high pressure

Timeline

Insurance Svc Analyst/ Team Lead

JP Morgan Chase Bank NA
02.2024 - Current

Loan Origination Specialist IV

JP Morgan Chase Bank NA
10.2021 - 02.2024

Transactions Specialist II

JPMorgan Chase Bank, N.A.
03.2020 - 10.2021

Transaction Processing Senior Specialist I

JPMorgan Chase Bank, N.A.
02.2019 - 10.2021

Business Telephone Banker

JPMorgan Chase Bank, N.A.
08.2018 - 02.2019

Telephone Banker

JPMorgan Chase Bank, N.A.
11.2017 - 08.2018

Retail Manager

ABC Fashion
02.2013 - 11.2017

GED -

Tarrant County College Opportunity Center

Tarrant County College Opportunity Center

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