Solid customer service for both external and internal customers. Dedicated, with strong attention to detail and problem-solving skills.
Overview
27
27
years of professional experience
Work History
JP Morgan Chase - Lockbox Support Personnel
ATR International
Tempe, Arizona
06.2024 - 10.2025
Document balancing: scan bins into the database, and compare paper applications to scanned results. Suspend and remove any errors. Submit for processing.
Document assembly: check for missing information, assure it is in the correct order, print labels, and assemble for shipping to the client.
Library pull: pulled and sorted folders waiting for balancing and assembly.
Student Finance Advisor
University of Phoenix
Phoenix, AZ
09.2008 - 03.2023
Maintained accurate records of student interactions and financial aid transactions.
Resolved student inquiries related to billing statements, tuition payments, refunds, and financial aid awards.
Consistently received 100% ratings for customer service.
Job Operations Analyst, 2006-2008
JP Morgan Chase
Phoenix, Arizona
11.1998 - 09.2008
Saved the bank $141,560 in fraud loss prevention. Impacted customer relationships with the bank totaled $2,760,893.
Identified process gaps between call centers and created a gap analysis report.
A flaw was discovered and reported in the Customer Assist platform for restricted transactions.
Operations Support Specialist, 1998 - 2006
JP Morgan Chase
Phoenix, Arizona
11.1998 - 09.2008
Opened business and consumer accounts based on online and telephone applications.
Handled problem resolutions that impacted customer service.
Participated in training, development, and coaching of team members.
Performed daily billing for American Express orders taken through telephone bankers.
Education
Bachelor of Arts - Business
University of Phoenix
Phoenix, AZ
02-2017
Associate of Arts - Concentration in Accounting Foundations
University of Phoenix
Phoenix, AZ
11-2014
Timeline
JP Morgan Chase - Lockbox Support Personnel
ATR International
06.2024 - 10.2025
Student Finance Advisor
University of Phoenix
09.2008 - 03.2023
Job Operations Analyst, 2006-2008
JP Morgan Chase
11.1998 - 09.2008
Operations Support Specialist, 1998 - 2006
JP Morgan Chase
11.1998 - 09.2008
Bachelor of Arts - Business
University of Phoenix
Associate of Arts - Concentration in Accounting Foundations