Summary
Overview
Work History
Education
Skills
Additional Information
Professional References
Timeline
Generic

Sarah Jane Soliman

Katy,TX

Summary

Goal oriented and optimistic customer service representative with over 8 years of dedicated experience of assisting customers in solving complex issues. Passionate about driving customer value, actively developing brand loyalty, completing tasks and projects in a timely manner.

Overview

8
8
years of professional experience

Work History

Digital Client Support Associate

JPMorgan Chase & Co
04.2021 - Current
  • Support state of the art proprietary applications provided to our Prime Broker, Security Services, and JP Morgan Markets clients and the resolution of issues which require interaction with hedge fund managers, traders, operations managers, compliance personnel and their vendors as well as internal groups including Operations, Application Development, Operate and Product Management among others
  • Support the current JPM Markets Client Service model of answering phone calls and email communications.
  • Provide technical support and resolution for various applications hosted on JP Morgan Markets portal, their functionality (Corporate Actions, Money Transfer, Trade Reporting, Settlement Exceptions, Transaction Execution, Reporting, etc.) and the information (Transaction, Position, Balance, P&L, Exception, etc.) they provide
  • Documenting the details of the client or vendor experience and following the issue through resolution if it needs to be escalated. Heavy client and inter-departmental interaction, via an ACD telephone system and/or via email, is required
  • Contributes to continuous improvement within the team / Pro-actively supports knowledge sharing within the team and across regions / Analyses system support processes to achieve continuous improvement. Identify trends from ticket analysis and provide recommendations to production management, application development and infrastructure teams to improve technology performance and efficiency.
  • Team Building / Event Organizer for the North America Region
  • SME (Subject Matter Expert) for Index Research Application

Support Specialist and Card Services Specialist

Texas Bay Credit Union
09.2018 - 04.2021
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy
  • Actively responding to emails/phone calls from all departments regarding Support Services and Card Services matters
  • Accurately reviewing newly issued Credit and Debit cards with correct products to add
  • Interviewed members, investigated Debit Card disputes, collecting all necessary evidence, and submitting to CUNA
  • Accurately working on reports to ensure we minimize Credit Union loss
  • Process pay off checks and releasing Auto Titles daily to members and dealers
  • Working on GAP Claims and communicating with dealers regarding drafts payable
  • Constantly cross training on other positions and helping my colleagues
  • Training new colleagues and ensuring they have the proper tools and resources to perform all duties accurately

Accounting Generalist/Income Auditor

Omni Hotels & Resorts
10.2019 - 04.2020
  • Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Provided outstanding customer service by quickly and professionally handling issues.
  • Completed audit papers by thoroughly documenting audit tests and findings.
  • Filing documents for the hotel's current and future events.
  • Evaluated supplies and product inventory to check accuracy count during month end inventory

Pro Account Sales Associate

The Home Depot
08.2015 - 09.2018
  • Responsible for driving sales, maintaining contractor files and paper work, tendering transactions, and negotiating pricing
  • Performing and recording numerous audits, and managing the follow up orders by other associate
  • Determined project schedule, including sequencing all construction activities for optimal efficiency
  • Issued purchase orders and coded invoices for payment to verify contractor billings
  • Worked with diligence to regularly meet or exceed special targets, including credit card applications and specific product promotions

Education

Associate of Science - Associate's Degree in General Business

San Jacinto College District
Pasadena, TX
12.2020

High School Diploma -

J. Frank Dobie Highschool
Houston, TX
06.2013

Skills

  • Team player with strong customer service and organizational skills, ability to multitask and keen attention to detail
  • Strong research, investigation and evaluation skills, with a structured approach to problem solving
  • Customer-oriented and Relationship building
  • Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required
  • Proficient in Microsoft Word, Excel, Access, and Back Office

Additional Information

  • JPMM Client Service Fun Committee North America Lead | GICC Social Committee Member, Event Planner
  • Fluent in both English and Tagalog
  • Volunteered with Texas Bay Credit Union events and Home Depot Kids Workshop

Professional References

Paramjit Tarang - Digital Client Support Associate , JPMorgan Chase & Co., 832-245-8382 

Jeremiah Fondal - Product Owner / Project Execution, JPMorgan Chase & Co., 832-339-0046 

Barbara Garcia - Human Resource Manager, The Home Depot, 832-955-4224 

Timeline

Digital Client Support Associate

JPMorgan Chase & Co
04.2021 - Current

Accounting Generalist/Income Auditor

Omni Hotels & Resorts
10.2019 - 04.2020

Support Specialist and Card Services Specialist

Texas Bay Credit Union
09.2018 - 04.2021

Pro Account Sales Associate

The Home Depot
08.2015 - 09.2018

Associate of Science - Associate's Degree in General Business

San Jacinto College District

High School Diploma -

J. Frank Dobie Highschool

Similar Profiles

CREATE PROFILE
Sarah Jane Soliman