Michelle Brosnan
Mesa,AZ
Summary
Dynamic Client Ops Specialist IV at JP Morgan Chase Bank NA with a proven track record in enhancing client satisfaction and streamlining processes. Expert in documentation management and analytical thinking, I successfully coordinated onboarding for new business clients and resolved complex inquiries, driving operational efficiency and compliance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Client Ops Specialist IV
JP Morgan Chase Bank NA
07.2022 - Current
- Coordinated cross-functional teams to streamline processes and improve service delivery.
- Resolved customer inquiries efficiently, contributing to improved client satisfaction rates.
- Followed all company policies and procedures to deliver quality work.
- Worked Directly on Small business Administration (SBA) loan , Construction , refinance and purchase deals .
- Coordinated the end- to end onboarding process for new business clients.
- Worked directly with Title companies on closings for all chase business banking Clients .
Closing Specialist III
JP Morgan Chase Bank NA
06.2021 - 06.2022
- Facilitated closing processes to ensure timely and accurate documentation completion.
- Collaborated with cross-functional teams to resolve discrepancies in loan files.
- Reviewed and validated closing documents for compliance with regulatory standards.
- Streamlined communication between lenders, title companies, and clients to enhance efficiency.
- prepared settlement statements according to federal guidelines in order to close transactions quickly .
Home Lending Associate
JP Morgan Chase Bank NA
05.2020 - 05.2021
- Led cross-functional teams to enhance operational efficiency and service delivery.
- Developed and implemented process improvements to streamline client onboarding procedures.
- Mentored junior associates on compliance protocols and regulatory requirements.
- Analyzed market trends to inform strategic investment decisions for high-net-worth clients.
- Inbound call center from potential chase clients.
- Contacted chase customers to provide current information on Rates for Home refinance and Purchase deals available at the time .
- Created applications for Clients for the current offer for sales in Home lending.
Office Manager
Picasso Dental
12.2016 - 03.2020
- Streamlined office operations by implementing efficient scheduling and resource allocation systems.
- Coordinated communication between departments to enhance collaboration and improve workflow efficiency.
- Managed inventory processes, ensuring optimal stock levels and timely procurement of office supplies.
- Developed training materials and conducted onboarding sessions for new administrative staff members.
- Oversaw budgeting activities, monitoring expenses to maintain financial compliance and control costs.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Treatment Coordinator
Picasso Dental
10.2007 - 12.2016
- Coordinated patient scheduling and treatment plans to optimize clinic workflow.
- Managed patient records using electronic health record (EHR) systems for accuracy and compliance.
- Facilitated communication between patients and healthcare providers to enhance service delivery.
- Developed educational materials to inform patients about treatment options and procedures.
Education
High School Diploma -
Red Mountain High School
Mesa, AZSkills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
Certification
Fast Forward Group Program with JPMorganChase
Timeline
Client Ops Specialist IV
JP Morgan Chase Bank NA
07.2022 - Current
Closing Specialist III
JP Morgan Chase Bank NA
06.2021 - 06.2022
Home Lending Associate
JP Morgan Chase Bank NA
05.2020 - 05.2021
Office Manager
Picasso Dental
12.2016 - 03.2020
Treatment Coordinator
Picasso Dental
10.2007 - 12.2016
High School Diploma -
Red Mountain High School