Katherine Holmes
Van Nuys
Summary
Professional with extensive experience in client management and project oversight, notably at JP Morgan Chase. Proven expertise in financial reporting and inventory management, coupled with strong relationship-building skills. Successfully implemented strategies that enhanced operational efficiency and client satisfaction, driving growth in competitive markets.
Overview
32
32
years of professional experience
Work History
Co Owner
USAVintage So Cal
Van Nuys
01.2017 - Current
- Purchase, restore, and resell antique and vintage items.
- Maintain inventory and manage reports for items purchased and sold.
- Purchase packaging materials for shipping items.
- Carefully package and ship items purchased online.
- Identified new opportunities for growth, expansion, and diversification.
- Analyzed industry trends to develop competitive strategies.
Assistant Office Manager
John Kelly Chocolates
Los Angeles
11.2022 - 05.2025
- Work closely with the owner on projects, company campaigns, and customer service.
- Answer phones, schedule meetings, and take wholesale, corporate, and retail orders over the phone.
- Handle inquiries and complaints and offer solutions as needed.
- Process invoices, handle vendors, and set up payment processes.
- Monitor aging reports to ensure timely and accurate payments are being made.
- Maintained a calendar of events, meetings, conferences, appointments.
- Managed office operations and procedures to ensure organizational effectiveness, efficiency and safety.
Mail Carrier
United States Post Office
Sherman Oaks
04.2020 - 09.2021
- Delivered and collected mail on foot or by vehicle under varying road and weather conditions in a prescribed area.
- Maintained professional and effective public relations with customers and others, requiring a general familiarity with the area's postal laws, regulations, products, and geography.
Client Manager, Corporate Client Services
JP Morgan Chase
Los Angeles
01.2010 - 12.2016
- Maintained a portfolio of 30-plus commercial clients daily.
- Provided support and research requests, implemented funds transfers and set up commercial banking products on JP Morgan's commercial banking online platform.
- Opened and closed domestic and foreign bank accounts, maintained account signers for these accounts.
- Held weekly calls for ongoing issues, new products/services or to just touch base.
- Ensured client was billed accurately by analyzing their billing statements.
- Developed and maintained strong relationships with clients to ensure customer satisfaction.
Sr. Implementation Advisor
Bank of America
Los Angeles
01.2007 - 12.2009
- Consulted with Sales Officers and Clients to ensure a timely and smooth client implementation process.
- Independently responsible for project management, client servicing and product implementation for large, complex and specialized client requirements.
- Acted as primary interface with the client to facilitate the establishment of products and services.
Cashier
Banana Republic
Beverly Center
01.2000 - 12.2008
- Assisted customers with purchases, returns, and exchanges to enhance shopping experience.
- Maintained multiple cash drawers by verifying contents before and after shifts.
- Ensured proper change allocation in each drawer to facilitate transactions.
- Prepared nightly deposits to ensure accurate financial records.
- Stocked cash wrap area with bags, tissue, boxes, pens, and necessary items for daily operations.
Sr. Treasury Sales Analyst
Bank of America
Los Angeles
01.2003 - 12.2007
- Prepared cost analysis for new and existing clients based on proposed services.
- Participated in meetings with Sales Officers and Client Managers to review and build client portfolios.
- Monitored the timeliness of Implementation requests to ensure client satisfaction and accuracy.
Client Sales Support Associate
Bank of America
Los Angeles
01.2000 - 12.2003
- Provided customer service to an assigned portfolio of over 100 customers daily.
- Handled escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution.
Bank of America
Phoenix
01.1993 - 12.2000
Education
Sports Medicine
Maricopa Community Colleges, Glendale Community College
Glendale, AZSkills
- Excel and Word
- Project management
- Inventory oversight
- Financial reporting
- Microsoft PowerPoint
- Outlook proficiency
- Cash management training
- Skilled in QuickBooks
Additional Skills And Accomplishments
- Proficient in Excel, Word, Power Point, Outlook
- Intro to Cash Management training
References
Available upon request.
Timeline
Assistant Office Manager
John Kelly Chocolates
11.2022 - 05.2025
Mail Carrier
United States Post Office
04.2020 - 09.2021
Co Owner
USAVintage So Cal
01.2017 - Current
Client Manager, Corporate Client Services
JP Morgan Chase
01.2010 - 12.2016
Sr. Implementation Advisor
Bank of America
01.2007 - 12.2009
Sr. Treasury Sales Analyst
Bank of America
01.2003 - 12.2007
Cashier
Banana Republic
01.2000 - 12.2008
Client Sales Support Associate
Bank of America
01.2000 - 12.2003
Bank of America
01.1993 - 12.2000
Sports Medicine
Maricopa Community Colleges, Glendale Community College
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