Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelli Vincent

Lucas,TX

Summary

Knowledgeable Onboarding Associate with 5 years coordinating critical records, resources and tools. Skillfully accomplishes fast-paced implementations under tight deadlines. Compiles and evaluates project data, expertly analyzing failure and managing documents. Accurately addresses customized requirements to meet timelines, accommodate processes and deliver seamless rollouts.

Overview

9
9
years of professional experience

Work History

Onboarding Implementation Associate

JP Morgan Chase
05.2019 - Current
  • Work with clients to set up new Transmission and profiles
  • Training new colleagues on the team
  • Helped implement the Mirror Mirror Process
  • Assisting with the project to implement a Bot for IR submissions

MB CA Relationship Manager

08.2016 - Current
  • Serve as the primary contact for customers and approved third parties; including but not limited to investors, and attorneys
  • Assists in problem resolution: Researches issue customer loan issues to determine resolution needs
  • Negotiates payment arrangements and advises of consequences of delinquency to help minimize monetary losses
  • Manage pipeline of 200+ loans, perform in-depth research, identify the appropriate action/ resources needed to assist clients needs
  • Project lead for creating and facilitating training for the ACES Pilot
  • Active member in JPMC Culture Council
  • Participated in the FHA LAMP Trial

Fast Implementation Specialist

JP Morgan Chase
03.2015 - 05.2019
  • Serve as the primary contact for the client and Deal Team for products being implemented
  • Work with a PLI partner in India to smoothly implement IR’s for our clients
  • Manage a queue of 50 IR’s on a normal daily basis
  • Worked on the DocuSign Project when it first was implemented
  • Worked as a buddy with new FIT colleagues on the team

MB Customer Assistant Specialist

03.2015 - 08.2016
  • Worked daily pipeline that consisted of 80-120 clients
  • Researched escalated files and responded to management with findings and next step suggestions
  • Responsible for ensuring all files submitted to underwriting were accurate and complete

Education

Art/ Business

Collin County Community College
McKinney, TX

Skills

  • Skills & Abilities
  • Proficient with
  • Microsoft Office including Word, Excel and Power Point)
  • Successful track record in ensuring operational issues are resolved
  • Knowledge basis of systems including but not limited to Deal Manager, ACCESS, Customer Assist, EServe, DocuSign, Citrix, Prolaw, LPS BlackKnight, Default Workflow, MBSW and Aloha Point of Sale
  • Skilled in Training others with process improvements

Timeline

Onboarding Implementation Associate

JP Morgan Chase
05.2019 - Current

MB CA Relationship Manager

08.2016 - Current

Fast Implementation Specialist

JP Morgan Chase
03.2015 - 05.2019

MB Customer Assistant Specialist

03.2015 - 08.2016

Art/ Business

Collin County Community College

Similar Profiles

CREATE PROFILE
Kelli Vincent