Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
BusinessDevelopmentManager

NATALIE COFONE

Dover,DE

Summary

FINANCE LEADER Experienced Finance Professional with extensive experience in relationship management, client service and leading operations by directing daily activities. Established record of implementing targeted business operations plans and improvements. Passionate about all aspects of finance, risk mitigation and company asset oversight. Effective in relationship management, running operations and supporting internal and external clients, meeting goals, supporting team and creating a value-oriented work-life balance.

Overview

15
15
years of professional experience

Work History

Assistant Vice President

JPMorgan Chase
Dover, DE
02.2015 - 10.2021
  • Selected to work on special project with Commercial Bank assisting clients with Paycheck Protection Program - Assisted clients with login issues to Forgiveness and Originations Portal - Answered questions regarding status of application, documentation needed - Ensured timely resolution and follow-up to clients’ enquiries
  • Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes.
  • Handled administrative systems to assist senior leadership.
  • Allocated work assignments and tasks to comprehensively manage administrative projects.
  • Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
  • Handled administrative systems to assist senior leadership and over 10 staff members.

Business Analyst/Specialist

JPMorgan Chase
Newark, DE
11.2006 - 02.2015
  • Managed daily operations in Vice President's absence - Trained, developed and supervised employees and coordinated special updates and conversion projects - Monitored key performance metrics and conducted data analysis and identified anomalies between vendors and firm’s records (reconciliation of 3-way rec) - Cultivated and sustained relationships with customers in Asset and Wealth Management sector.
  • Established strategy for operations reporting and analytics, identifying key needs for deliverables while driving continuous improvement of processes.
  • Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
  • Taught employees how to control risks at front line.
  • Employed strong program management skills to successfully define and manage ongoing initiatives designed to control risks.
  • Instituted contingency plans, ensuring business continuity through cross-training, documentation and data backups.
  • Conducted interviews with key business users to collect information on business processes and user requirements
  • Assigned tasks to associates, staffed projects and updated involved parties to enhance optimal business flow
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement

Education

Bachelor of Science - Business Administration and Finance

Wesley College
Dover, DE

Skills

  • Mathematical Calculation and Reasoning
  • Performance Assessment
  • Verbal and Written Communication
  • Employee Motivation
  • Team Leadership
  • Focus and Follow-Through
  • Assignment Delegation
  • Multitasking and Prioritization
  • Relationship Management (Client Service)
  • Trade Support
  • Reconciliation (3-Way Rec)
  • Data Analysis
  • Database Maintenance

Affiliations

President - Rising Sun Community Club (2000-2002, 2017-2019) Member, General Federation of Women’s Clubs 2002-Present Member of Business Resource Group (BRG) at JPMC – VETS Blood Bank of Delmarva (blood donations/platelet donations)

Languages

Spanish
Native or Bilingual

Timeline

Assistant Vice President

JPMorgan Chase
02.2015 - 10.2021

Business Analyst/Specialist

JPMorgan Chase
11.2006 - 02.2015

Bachelor of Science - Business Administration and Finance

Wesley College

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NATALIE COFONE