Stephanie Jones
Westerville,Ohio
Summary
Talented Senior Operations Analyst proficient in compliance, reporting and process improvements. Highly organized and proactive with top communication and planning strengths. Offering 17 years of related experience. Motivated and talented Operations Research Analyst bringing cutting-edge Big Data and Data Science tools and methods to complex business problems. Offering highly analytical mindset and strong project management skills across strategy, capacity planning and scheduling areas. Friendly and approachable with excellent communication and leadership skills.
Overview
17
17
years of professional experience
Work History
Sr Operations Analyst
Chase Home Finance LLC
2014.04 - 2023.12
- Perform reconciliation of accounts in compliance with audit, investor, and accounting standards
- Perform daily balancing of processed transactions to system of record reporting
- Refer and resolve outstanding bank account items to clear within department standard
- Perform quality control reviews on completed bank reconciliations to ensure accuracy and completeness
- Create and prepare management reporting accurately within deadlines
- Review production to ensure that all internal and external standards have been satisfied
- Perform routine account activity review and data integrity checks of account transactions, seeking root cause analysis of issues, and escalating appropriately
- Establish and maintain relationships with business partners, assisting and offering accounting support in development and implementation of new processes affecting the bank accounts
- Research and refer stale dated checks on a monthly basis
- Review, maintain, and test procedures/processes/information to evaluate controls for automation and streamlining of processes and procedures
- Testing support (UAT) for enhancements and other BAU project work.
Sr Lead Operations Specialist
Chase Home Finance LLC
2013.05 - 2014.04
- Handled all return items
- Wire submission to move funds into correct accounts
- Trainer for new employee’s on reconcilement
- Disaster recovery team.
Exceptions Processing Operations Specialist
Chase Home Finance LLC
2010.10 - 2013.05
- Reconcile bank accounts for both Payments and Exceptions for C156 and C465 which is a total of 14 accounts
- Also work with the recon team on bank accounts
- Research and resolve bank account outages within standards set forth by department
- Work with internal and external clients to identify appropriate and timely resolutions
- Complete suspense reporting which consists of completing 7 reports and distributing them by 3pm each day
- Perform the daily balancing for the Mortgage Servicing Division by reconciling payments and deposits processed by vendors and internal departments, identifying any discrepancies
- Funds Processing balancing and reporting for C156 and C465
- Provide backup support for departmental balancing, management stats, No Master reject report and processing of wires and reversals
- Qc work for MCRP
- Review and complete departmental procedures
- Recognized as Employee of the month for December 2012 for outstanding performance and willingness to always help out.
Payment Processing Operations Specialist
2009.10 - 2010.10
- Processed all daily wires that came in for heritage Washington Mutual accounts
- Was responsible for researching and submitting reversals to have money taken off loans as needed
- Wired funds from our bank account to others when needed
- Assisted the bank account team clearing items in the bank accounts
- Researched Exceptions and decisioned items
- Processed checks and posted funds to mortgage accounts
- Sorted mail and scanned in checks.
Voyager Project Business Liaison
2008.04 - 2009.10
- Acted as a Liaison for the Voyager project which included: Vendors and the line of business for the Property Preservation, High Risk and Litigation units.
Property Preservation Analyst – Non Prime
2006.10 - 2008.04
- Handled incoming calls from mortgagors
- Placed work orders to ensure vendors responded to property issues timely
- Approved bids from vendors for work that needed complete
- Ran/worked internal reports on a daily basis.
Property Preservation Analyst
2006.09 - 2006.10
- Worked with vendors on securing the properties all over the United States.
Education
Business Management -
Columbus State Community College
Early Childhood Development -
University Of Cincinnati
Skills
- Report Generation
- Big Data Analysis
- Project Management
- Presentation Development
- Operations Analysis
- Data Analysis
- Time Management
- Microsoft Excel
Miscellaneous - Skills
- Proficient in Microsoft Word
- Excel and Access
- Mortgage Systems – Quest (RE), FORTRAC’s, Vendorscape, IVault, I Clear, Check Tracker, MSP, DRI, Lori, Pega, CCW and Monarch
- Proficient with 10 key calculators
Timeline
Sr Operations Analyst
Chase Home Finance LLC
2014.04 - 2023.12
Sr Lead Operations Specialist
Chase Home Finance LLC
2013.05 - 2014.04
Exceptions Processing Operations Specialist
Chase Home Finance LLC
2010.10 - 2013.05
Payment Processing Operations Specialist
2009.10 - 2010.10
Voyager Project Business Liaison
2008.04 - 2009.10
Property Preservation Analyst – Non Prime
2006.10 - 2008.04
Property Preservation Analyst
2006.09 - 2006.10
Business Management -
Columbus State Community College
Early Childhood Development -
University Of Cincinnati
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