Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

MICHELLE NANEZ

Fort Worth,TX

Summary

Senior Transactions Specialist with over 12 years of high-impact experience at JPMorgan Chase specializing in complex business banking operations, workflow optimization, and regulatory compliance. Proven track record of managing high-volume, non-routine transactions with 100% accuracy. Expert in streamlining operational processes to mitigate risk and increase efficiency. Dedicated mentor with a focus on coaching junior team members and maintaining peak operational standards in fast-paced, 24/7 environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Client Operations Specialist III (Senior Level)

JPMORGAN CHASE, N.A.
Fort Worth, TX
08.2017 - Current
  • Strategic Transaction Oversight: Lead the processing and servicing of complex Business Banking accounts, including multi-layered ownership, Trusts, and IOLTAs, ensuring total adherence to firm procedures and legal reporting standards.
  • Operational Optimization: Utilize advanced knowledge of automation technologies and internal systems (Service Portal, Global Docs) to optimize transaction flows, reducing manual errors and increasing processing speed.
  • Complex Issue Resolution: Serve as a subject matter expert in resolving non-routine transactional discrepancies; leverage deep policy knowledge to interface with Treasury Services and Relationship Managers for seamless problem resolution.
  • Leadership & Mentorship: Proactively coach and mentor junior specialists, fostering a collaborative environment and ensuring the team consistently exceeds scorecard goals for quality and accuracy.
  • Risk Management: Manage high-stakes products (Lockbox, ACH, Fraud Protection), performing rigorous testing and account maintenance to ensure zero-defect compliance and audit readiness.

RM Email Support Specialist

JPMORGAN CHASE, N.A.
Fort Worth, TX
07.2015 - 08.2017
  • Delivered critical operational support to Relationship Managers by researching high-level account activity and identifying systemic issues.
  • Ensured 100% compliance with banking policies by documenting outcomes and providing clear, bilingual communication to internal and external partners.

Education

Tarrant County College
Fort Worth, TX

Skills

  • Transaction Management: High-Volume Processing, Clearing & Servicing, Check/Remittance Extraction
  • Process Optimization: Workflow Streamlining, Data Reconciliation, Technical Integration
  • Leadership: Peer Coaching, Mentorship, Team Development, Escalation Management
  • Risk & Compliance: Federal/State Regulatory Adherence, Quality Assurance (NICE/WEBSTATS), Risk Mitigation
  • Financial Products: Treasury Services, Lockbox, ACH Debit Block, Cash Vault, Fraud Protection
  • Banking Systems: JP Morgan Access, Service Portal, Global Docs, DocuSign, SharePoint
  • Software: Microsoft Excel (Advanced), Access, Outlook, PowerPoint
  • Quality Tools: NICE, WEBSTATS, Case Management Systems

Certification

  • Financial Services Certification Programs | Internal JPMC Training
  • Bilingual Proficiency: Fluent in English & Spanish (Written & Verbal)

Timeline

Client Operations Specialist III (Senior Level)

JPMORGAN CHASE, N.A.
08.2017 - Current

RM Email Support Specialist

JPMORGAN CHASE, N.A.
07.2015 - 08.2017

Tarrant County College
MICHELLE NANEZ