Summary
Overview
Work History
Education
Skills
Social
Personal Information
Timeline
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Megan Ater

Megan Ater

Oak Forest,IL

Summary

Accomplished senior leader with a successful history of delivering results in demanding and fast-paced environments. Expertise in leading and optimizing customer service operations, improving member and client/customer experiences. Demonstrated ability to lead cross-functional teams, shape long-term strategies, and deliver impactful roadmaps. Proven track record of executing projects that measurably improved customer involvements. Exceptional written and verbal communication skills, adept at building trust and fostering collaboration. Eager to leverage a robust background in credit/client support, management, and cross-functional collaboration to drive success. Self-motivated business professional brings proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History retaining clients and talented staff.

Overview

15
15
years of professional experience

Work History

Credit Support Manager

J.P. Morgan Chase
01.2023 - Current
  • Participated in the Company Sponsored leadership and development series, improving Emotional Intelligence and leadership abilities
  • Engaged in leadership workshops to enhance skills in delegation, prioritization, and Diversity, Equity, and Inclusion (DEI)
  • Exceeded performance expectations and set strategic goals
  • Implemented Lean Management Principles and Agile methodologies to enhance problem-solving and strategic planning
  • Assumed additional responsibilities, including new hire interviews, feedback collection for onboarding, and project presentations
  • Conducted training sessions and collaborated cross-functionally with global presence to reduce error rates to avoid client/customer impact
  • Spearheaded customer focus methodologies to enhance the overall experience for the customer
  • Facilitated career development discussions and earned recognition for contributions
  • Acknowledged and recognized from senior leadership for going above and beyond for our business partners
  • Streamlined support processes for increased efficiency and improved response times.
  • Enhanced customer satisfaction by effectively resolving support tickets and addressing concerns.

Senior Credit Support Analyst

J.P. Morgan Chase
02.2022 - 01.2023
  • Secured executive sponsorship for internal career development
  • Earned commendation from business partners, clients, VPs, and managing directors
  • Maintained an "Above Average/Strong" rating in consecutive mid-year and annual reviews
  • Conducted training sessions with executives to reverse performance declines and retain associates
  • Delivered corporate training to the Wholesale Lending Services Department, including offshore teams in India
  • Served as a subject matter expert in system enhancements related to credit proposals and software updates
  • Played a pivotal role in national, high-visibility projects in collaboration with Risk, Technology, and Operations teams.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.

Credit Support Analyst

J.P. Morgan Chase
03.2020 - 02.2022
  • Initiated credit facility proposals for new and existing facilities, ensuring smooth transitions
  • Oversaw credit data input using in-house CRM tools and software while maintaining clear and organized data
  • Addressed incoming credit requests, queries, and issues with accuracy and timeliness using Microsoft Teams, Symphony, Zoom, etc
  • Monitored data quality reports and corrected errors promptly
  • Built trust and engagement within a virtual team and partnered with colleagues across global locations
  • Contributed to the development of innovative service solutions to meet global client needs.

Senior Loan Origination Relationship Manager

Guaranteed Rate, Inc. (PERL Mortgage)
05.2017 - 05.2020
  • Excelled as a customer-focused leader, consistently serving as a trusted advisor to clients and building enduring rapport, leading to consistently high loyalty scores
  • Applied strong analytical thinking skills to perform complex credit risk reviews and advanced financial analysis
  • Proven hands-on collaborator, adept at delivering crucial insights on client financial performance, risk assessments, and recommended actions
  • Demonstrated a high level of proficiency in credit approval, risk mitigation, fair lending practices, loan application review, and quality assurance, contributing to business success.

Education

Master of Business Administration (MBA) - Accounting and Management

Robert Morris University

Skills

  • Continuous Improvement
  • Customer Service
  • Policy Development
  • Leading Team Meetings
  • Problem-Solving
  • Records Management
  • Performance Management
  • Work Planning and Prioritization
  • Client Retention
  • Teamwork and Collaboration
  • Customer Service Expertise
  • Organizational Skills

Social

linkedin.com/in/meganater

Personal Information

Servant Leader | Strategic Planner | Rapport Builder | Solution-Oriented | Innovative | Results-Driven

Timeline

Credit Support Manager

J.P. Morgan Chase
01.2023 - Current

Senior Credit Support Analyst

J.P. Morgan Chase
02.2022 - 01.2023

Credit Support Analyst

J.P. Morgan Chase
03.2020 - 02.2022

Senior Loan Origination Relationship Manager

Guaranteed Rate, Inc. (PERL Mortgage)
05.2017 - 05.2020

Master of Business Administration (MBA) - Accounting and Management

Robert Morris University

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Megan Ater