Sean Grier
Summary
Financial professional with years of experience in operations, reconciliation, and client experience. Strong investigative, analytical, and organizational skills. Aiming to leverage my abilities to advance my career at JPMorgan Chase.
Overview
8
8
years of professional experience
Work History
Business Analyst
AppleOne At JPMorgan Chase
10.2022 - Current
- Investigate client complaints and negative surveys.
- Navigate multiple JPM systems to find additional relevant data and information on the client.
- Write up investigation reports and include relevant data that assists CSMs when contacting the client.
- Created QC procedure for the team’s negative survey investigations and conduct QC regularly.
- Provide updates and alterations to investigation templates.
- Reviewed 350+ emails daily to determine substance and identify client concerns.
CDO Loan/Asset Administrator II
U.S. Bank
12.2018 - 12.2021
- Reconciled transactions and updated internal accounting system.
- Communicated with relationship managers daily to resolve financial discrepancies.
- Assisted other departments with bookkeeping at high volume month-end closing.
Brand Ambassador
AT&T
06.2018 - 12.2018
- Offered AT&T products and services at its flagship location.
- Provided consulting to help guide customers.
- Analyzed and devised solutions with various kinds of technology.
Lead Teller
KeyBank
07.2016 - 06.2018
- Coached staff on systems, regulations, and referral/sales techniques.
- Managed all monthly operational tasks.
- Uncovered solutions to escalated client concerns.
Education
Bachelor of Science - Business Administration
Ohio State University
Columbus, OH05.2017
Skills
- Investigation
- Complaint Analysis
- Data Gathering
- Reconciliation
- Staff Training
- Data Review
- Error Identification
- Attention to Detail
- Data Entry
- Communication
Timeline
Business Analyst
AppleOne At JPMorgan Chase
10.2022 - Current
CDO Loan/Asset Administrator II
U.S. Bank
12.2018 - 12.2021
Brand Ambassador
AT&T
06.2018 - 12.2018
Lead Teller
KeyBank
07.2016 - 06.2018
Bachelor of Science - Business Administration
Ohio State University
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