Performance-driven Vice President with 17 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
17
17
years of professional experience
Work History
Vice President of Operations
JPMorgan Chase, JPMorgan Chase & Co
Chicago, IL
09.2021 - Current
Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
Identified and solved issues with production, workforce and material sourcing to drive business objectives.
Resolved issues and recommended actions based on production and compliance reports.
Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
Supported Executive Team in reviewing, identifying and prioritizing strategic initiatives.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Led operational team in creation, roll out and management of new product lines.
Applied excellent problem-solving, process development and strategic implementation skills to lead and support all areas of operations.
Loan Servicing Manager II
JPMorgan Chase, JPMorgan Chase & Co
04.2019 - 08.2021
Resolved escalated customer issues and boosted retention
Oversaw high-volume accounting operations with [40-person team focused on efficient budget administration, AP/AR and other financial management needs.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Identified improvement changes regarding key processes for internal controls and accounting procedures.
Developed strategic plans for day-to-day financial operations.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Service Lead Associate
JPMorgan Chase Bank N.A
CHICAGO, IL
07.2015 - 04.2019
Responsible for End to End deal servicing; from time of closing and including termination of syndicated loans
ranging from 100MM TO 2B+
Process sensitive & complex agented and non-agented , foreign currency, special credits , real estate ,Corporate
Lient and Private Banking deals on the Loan IQ system
Process complex product options, Banker Acceptances, Letter Of Credits, overdrafts, swingline
Responsible for daily funds movement using IMT, Fed Funds, ACH & GL transactions
Exceptional customer service skills-customer contact focuses on high volume or unique activities requiring
interaction with multiple clients, lenders, agent banks and internal market/credit partners & resources
Responsible for minimizing credit and business risk through awareness of procedure, compliance, and bank
policy
Think strategically and tactically to design process improvement ideas with the flexibility to adjust to new
innovations, regulations, and priorities
Partner with managers to implement
Manage and develop staff
Participate in system testing and global initiatives
Provide ongoing assistance to team members on a daily basis
Procedures - Assist with the creation and updates of departmental procedures
Determining new/revised work techniques and process improvements, special project as assigned
Systems testing – writing test scripts, testing enhancements, testing fixes, user checkouts
Issue resolution and escalation handling - ensuring client complaints are reported and logged, maintaining
sensitive clients listings, following up with clients or market partners on escalations/issues, summarizing key
escalations for use in risk event write ups or CB Controls escalation write ups, presenting on risk event calls as
needed
Directly influence and communicate the operational feasibility of negotiated deal terms, independently
interpreted from a Credit Agreement, to upstream partners in the Business and Middle Office
Provided detailed monthly departmental reports and updates to senior management
Trained 30+ new employees each quarter in procedures and policies in order to maximize team performance
Subject Matter Expert( SME)
Branch Manager
JPMorgan Chase Bank N.A
Chicago, IL
01.2012 - 01.2015
Trained new team members on applying due diligence procedures and regulatory mandates
Audited and documented all processes and procedures for the new accounts department
Oversaw a branch team consisting of 7 customer service representatives and 6 personal bankers
Received superior customer service satisfaction scores for 4 consecutive quarters
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA
Atriot Act, Privacy Act and Community Reinvestment Act
Maintained confidentiality of bank records and client information
Maintained friendly and professional customer interactions
Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as
necessary
Business Banking Officer
JPMorgan Chase Bank N.A
Chicago, IL
01.2009 - 01.2012
Contacted potential clients to pursue sales and gather funds
Gathered data and built financial models around key metrics
Collaborated with the compliance department to eliminate procedural errors and margin breaks
Handled various accounting transactions
Assessed clients' financial situations to develop strategic financial planning solutions
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
Led and educated investment team on customer relationship management techniques
Scheduled staffing for the main branch
Trained and directed 10 new hires during department orientations
Processed exchange and foreign currency
Maintained friendly and professional customer interactions
SENIOR PERSONAL BANKER
JPMorgan Chase Bank N.A
Chicago, IL
01.2007 - 01.2009
Responded to customer requests via telephone and email
Developed new process for employee evaluation which resulted in marked performance improvements
Researched and updated all required materials needed for firm and partners
Verified data integrity and accuracy
Established rapport with new clients to increase satisfaction and loyalty
Created innovative financial solutions to meet customer needs and provide competitive edge
Promoted all financial products by maintaining excellent service offering knowledge
Achieved consistent recognition as a top sales performer
Developed top-performing teams, leading to increased branch efficiency and positive customer feedback
Education
Accounting
Fields Lab School
Macomb, IL
01.2004
Skills
Team Leadership
Training Management
Sales Tracking
Recruitment and Hiring
Focus and Follow-Through
Decision Making
Customer Service Management
Problem Anticipation and Resolution
Employee Motivation
Quality Assurance
Customer Relations
Verbal and Written Communication
Content Workflow
Presentation Development and Delivery
Timeline
Vice President of Operations
JPMorgan Chase, JPMorgan Chase & Co
09.2021 - Current
Loan Servicing Manager II
JPMorgan Chase, JPMorgan Chase & Co
04.2019 - 08.2021
Service Lead Associate
JPMorgan Chase Bank N.A
07.2015 - 04.2019
Branch Manager
JPMorgan Chase Bank N.A
01.2012 - 01.2015
Business Banking Officer
JPMorgan Chase Bank N.A
01.2009 - 01.2012
SENIOR PERSONAL BANKER
JPMorgan Chase Bank N.A
01.2007 - 01.2009
Accounting
Fields Lab School
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