Summary
Overview
Work History
Education
Skills
Certification
Charitable And Volunteer Activities
Additional Information
Timeline
Generic

Stephanie Porter

Columbus,Oh

Summary

Highly personable Professional with over 25 years of experience in quality assurance, and account management.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Associate, Control Manager

JPMorgan Chase
11.2023 - Current
  • Effectively coordinated working relationships with internal and external partners
  • Completed design evaluation of controls.
  • Completed control testing walk throughs with lines of business.
  • Assisted the Control Management team with several MRA projects:
  • Worked on MRA 3- Matters Requiring Assistance reviewing customers notes from system of records to ensure they were enrolled adequately in COVID forbearance plans before loan transferred.
  • Worked on remediation case HL25 which was validating check amounts sent to customers were the correct.
  • Completed validation review DATAQM -45402 reviewing loans on system of records confirming for deceased customer information we have was correct.

Associate, Program Manager

JPMorgan Chase
01.2010 - Current
  • Conducted a “pre-test " examination of loan modifications, repayment plans, short sales, deed in lieu, forbearance plans and GNMA collections prior to sending to PricewaterhouseCoopers (PwC).
  • Managed quality control of all data being shared with PwC to conduct their testing.
  • Increased client satisfaction with regular progress updates and timely delivery of projects.
  • Prepared annual compliance packages sent to investors.
  • Responsible for testing Regulation AB and HUD Chapter 6 & Chapter 7.
  • Create and facilitate power point presentation meetings related to line of business partners.
  • Monitor and track PwC open items report and note any issues.
  • Communicate escalated issues to management at all levels.
  • Validate the accuracy of population query and information contained within the query.
  • Own and update job aides and each process changes.

Relationship Manager, Home Ownership Preservation

JPMorgan Chase
12.2007 - 01.2010
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Updated appropriate system in order to document status, resolution and other customer information.
  • Researched inquiry as it relates to delinquency, servicing and default issues.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Coordinated with Nonprofit Agencies to ensure appropriate documentation is received and reviewed prior to submitting final package to the default line of business for approval.
  • Attended local borrower outreach seminars.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.

Pre-Foreclosure Analyst

JPMorgan Chase
06.2003 - 12.2007
  • Ensured that no loan is erroneously referred to foreclosure.
  • Kept accurate system documentation both in Mainframe and the Access database.
  • Reviewed all loans to ensure appropriate letters are sent timely.
  • Completed assigned duties as a backup for staff that are out of the office.
  • Completed specifically assigned reports both timely and accurately - Bankruptcy Report, Updating VA Acknowledgement, and Staff Meeting Minutes.

Foreclosure Analyst

JPMorgan Chase
11.1997 - 2003
  • Filed hazard insurance claims within 10 days of notification of damages.
  • Coordinated payment of Invoices to Outsource Vendor within 10 days of confirmation of repairs.
  • Maintained hazard claim log and ensure updates were made every month and claims resolved within 6 months of filing.
  • Responded to customers Inquiries as it relates to foreclosure issues, resolution of problems, to Foreclosure Communication Team.
  • Submited Information packages by the 7th business day of the month.
  • Updated procedures on hazard claims, demolitions and a tracking mechanisms on write off of demolished properties.
  • Developed hazard claim process to ensure timely resolution of all claims, coordinate with Outsource Vendor on procedures and implementation of contract.

Education

Westerville South High School
06.1976

Skills

  • Created job-aids for training
  • Demonstrates effectiveness in executing productive business-to-business and business-to-client relationships; identifying customer needs
  • Professional and Courteous
  • Exceptional track record for providing excellent customer service
  • Expertise in conflict resolution; ability to effectively interface with clients in a professional, responsive manner when handling customer complaints
  • Proficient with Microsoft Office applications (including Microsoft Word, Excel Access, PowerPoint® and Microsoft Outlook

Certification

Green Belt Certification

Charitable And Volunteer Activities

  • Coordinator for annual Adopt-A-Family and Adopt-A-Senior charity events
  • Volunteer for Senior Outreach Group which I help organize activities and recreation for seniors
  • Ronald McDonald House volunteer preparing and serving food to the residents
  • Volunteer for the Columbus Food Pantry

Additional Information

Awards

Spot Award

  • I was a part of a project that resulted in the creation of Chase's Hazard Claim Department.

Received Five Key Awards

  • Exceed Expectations
  • Do the Right Thing
  • Building Lasting Relationships

Timeline

Associate, Control Manager

JPMorgan Chase
11.2023 - Current

Associate, Program Manager

JPMorgan Chase
01.2010 - Current

Relationship Manager, Home Ownership Preservation

JPMorgan Chase
12.2007 - 01.2010

Pre-Foreclosure Analyst

JPMorgan Chase
06.2003 - 12.2007

Foreclosure Analyst

JPMorgan Chase
11.1997 - 2003

Westerville South High School

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