LEONARD CUMBO
Columbus,OH
Summary
Seasoned specialist offering several years of comprehensive experience interpreting and implementing quality assurance standards and investigating customer complaints and non-conformance issues. Practiced and knowledgeable professional possessing excellent problem solving and analytical skills paired with strong knowledge of terms, tools and methodologies. Committed to improving overall business processes.
Overview
24
24
years of professional experience
Work History
Business Banking Virtual Specialist
JPMorgan Chase
Columbus, OH
03.2024 - Current
- Interacted with clients via phone to ensure exceptional experience for Chase Business Banking clients by proactively offering tailored business banking solutions addressing unique financial needs and situations of businesses
- Assist clients with enrollment and activation for appropriate business banking products.
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (BRMs, BSBs, and One Chase partners) to connect clients with specialists who can help meet their financial needs.
Personal Relationship Manager
Morgan Stanley
Columbus, OH
02.2023 - 10.2023
- Addressed inquiries from current participants regarding investment portfolio management
- Supported international clients in addressing questions related to employee stock plans, restricted share units, and diverse investment options.
- Managed weekly referrals to financial advisers, regularly exceeding set expectations.
- Designated to undertake increased duties in Investigations Department.
Loan Officer
Carrington Mortgage
Columbus, OH
08.2022 - 11.2022
- Executed testing for NMLS license and 15 other states including NV, OR, AZ, NM, AL, WV, IN, NC, MO, IL, WA, CA, GA, FL, TX
- Developed and maintained relationships with potential customers to increase loan business.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
Home Lending Advisor
JPMorgan Chase
Columbus, OH
03.2001 - 06.2022
- Assessed customers' financial profiles through comprehensive credit checks from bureaus and various agencies
- Delivered consistent performance with over 30 outbound calls and 20 inbound calls each day
- Managed pipeline of 40-60 loans each quarter
- Customer satisfaction rating at 83%.
Education
Management, Communication Courses
College of DuPage
Glen Ellyn, ILSkills
- Client relationship management
- Business banking solutions
- Client enrollment
- Investment portfolio management
- Customer relationship management
- Pipeline management
Timeline
Business Banking Virtual Specialist
JPMorgan Chase
03.2024 - Current
Personal Relationship Manager
Morgan Stanley
02.2023 - 10.2023
Loan Officer
Carrington Mortgage
08.2022 - 11.2022
Home Lending Advisor
JPMorgan Chase
03.2001 - 06.2022
Management, Communication Courses
College of DuPage
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