- Managed a high-volume pipeline of 50–75+ cases weekly, consistently meeting 24–48 hour turnaround expectations
- Reduced average case turnaround time by 20% through improved workflow prioritization and banker follow-up processes
- Maintained 98%+ accuracy rate in KYC/AML reviews and client onboarding documentation
- Collaborated with bankers to resolve documentation gaps, improving completion rates by 30%+
- Identified and escalated risk factors, contributing to 100% compliance with regulatory and internal audit standards
- Strengthened understanding of client structures and NAICS classification, improving onboarding efficiency and reducing rework
- Assisted in process improvement initiatives that increased team productivity and reduced backlog
Event Planning & Employee Engagement Coordinator
JPMorgan Chase – People Council Initiatives
- Planned and executed 10+ corporate events annually for 100–200+ employees per event, including holiday parties, social events, and engagement initiatives
- Managed event budgets of $3,000–$5,000+, consistently delivering events 10–15% under budget through vendor negotiation and cost optimization
- Increased employee participation rates by 25%+ by introducing creative themes, interactive activities, and targeted communications
- Coordinated end-to-end logistics (venue, catering, décor, timelines), achieving on-time execution for 100% of events
- Negotiated vendor contracts resulting in 15% average cost savings while maintaining high-quality experiences
- Collected and analyzed post-event feedback, improving satisfaction scores by 20%+ over time
- Managed RSVP tracking and attendance reporting, maintaining 90%+ attendance rates for key engagement events
- Partnered with cross-functional teams and leadership to align events with company culture and engagement goals