Kyle Moore
Phoenix,AZ
Summary
Highly-motivated Senior employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Senior Investment Professional II
J.P. Morgan Securities LLC
Tempe , AZ
11.2022 - Current
- Processed inbound calls from internal advisors and clients by providing assistance with account maintenance while promoting high customer satisfaction
- Placing security trades at the request of clients, processing money movements and educating clients and advisors on various product offering or processes,
- Providing stock quotes as requested, generating client leads for personal advisors on eligible phone calls.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Fraud Escalation Supervisor (JEP Role)
J.P. Morgan Chase
Tempe , AZ
08.2022 - 11.2022
- Analyzed escalated customer complaints, identified root causes of problems, and developed solutions for resolution.
- Ensured that all escalated cases are resolved within agreed-upon time frames.
- Maintained records of all escalations received including case notes, resolutions, follow-up actions taken.
- Investigated any claims made by customers regarding disputes over billing errors or fraud claims
Fraud Specialist I
J.P. Morgan Chase
Phoenix , AZ
09.2021 - 11.2022
- Performed data analysis to identify patterns or trends indicative of potential fraudulent activity on closed credit card accounts
- Investigated and analyzed complex financial transactions for evidence of fraud.
- Reviewed customer accounts, documents and electronic records to detect suspicious activities.
- Conducted interviews with customers and prepared detailed reports on investigations into suspected fraudulent activities.
Transaction Specialist II
J.P. Morgan Chase
Phoenix , AZ
07.2016 - 09.2021
- Functioned in multiple departments processing incoming remittance, boxing and shipping items to clients, and running mail equipment.
- Assisted in developing new processes for improving efficiency of transaction processing operations.
- Performed quality assurance checks to ensure accurate data entry into system databases.
- Assisting new hires with workflow and product knowledge, ensuring client satisfaction and data protection, inputting data into excel spreadsheets
Education
Graduation Certificate -
Tongue Point Job Corps
10.2011
Skills
- Leadership
- Flexible and Adaptable
- Analytical and Critical Thinking
- Conflict Resolution
- Social Perceptiveness
Professional Licenses
- SIE
- Series 7
- Series 63
- Series 66
Awards
- Perfect Attendance Certificate Job Corps 2011
- JPMC Shield Award 2019
Accomplishments
Service to discovery project (JEP) - June 11th 2024- Present
Assisting upper management with analyzing and improving the leads being generated by service professionals to the J.P. Morgan personal advisor team, duties include:
- Performing daily call monitors for client service professionals calls
- Inputting data into Excel spreadsheets and presenting data to leadership via email
- Meeting with leadership to strategize ways to improve lead generation
Timeline
Senior Investment Professional II
J.P. Morgan Securities LLC
11.2022 - Current
Fraud Escalation Supervisor (JEP Role)
J.P. Morgan Chase
08.2022 - 11.2022
Fraud Specialist I
J.P. Morgan Chase
09.2021 - 11.2022
Transaction Specialist II
J.P. Morgan Chase
07.2016 - 09.2021
Graduation Certificate -
Tongue Point Job Corps
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