Tara Preston
Pennsville,NJ
Summary
Operations professional with commitment to high standards and impactful results. Known for improving operational efficiency and supporting business goals through data-driven decisions. Highly collaborative team player who adapts to changing needs and delivers reliable outcomes. Skilled in data analysis and process optimization
Overview
8
8
years of professional experience
1
1
Certification
Work History
Margin and Collateral - Operations Analyst
JPMorgan Chase
05.2023 - Current
- Managed Daily Margin Exchange with same-day settlement and handled exception management to ensure smooth and timely processing.
- Conducted Portfolio Reconciliation and managed collateral disputes to ensure accurate and efficient tracking of financial positions.
- Oversaw MTM Breaks by identifying and resolving discrepancies, ensuring data quality, and contributing to strategic projects aimed at improving processes.
- Collaborated with Key Stakeholders such as Middle Office, Credit Risk, VCG, and other teams to swiftly resolve breaks and ensure operational efficiency.
- Played a Key Role in Regulatory Compliance (CFTC, EMIR, NCMR, etc.), ensuring all processes adhered to regulatory requirements.
- Enhanced Control Processes to ensure 100% accuracy in all transactions and strict compliance with regulatory standards.
- Led User Acceptance Testing (UAT) to validate new system features and improvements.
- Contributed to Strategic Automation Projects, streamlining processes and improving operational efficiency.
Client Relationship Associate
VANGUARD
06.2022 - 05.2023
- Collaborated with Vanguard clients through inbound calls, providing assistance with a wide range of financial inquiries, from account maintenance to issue resolution.
- Resolved product and service concerns, driving customer retention and promoting sales through effective problem-solving.
- Maintained accurate customer account data, updating information through both manual forms processing and digital systems.
- Delivered exceptional service to an average of 30 clients daily, leveraging in-depth product knowledge to create positive and engaging experiences.
- Developed expertise in managing diverse financial accounts, tailoring solutions to meet individual client needs.
- Monitored and analyzed financial, statistical, and operational data, identifying trends to optimize service and outcomes.
- Guided clients in selecting and timing investments, providing recommendations to maximize financial results.
Real Estate Intern
GDOMM LLC
10.2021 - 05.2022
- Identified and Acquired 4 Distressed Properties, overseeing their rehab and subsequent sale, resulting in a gross profit of $300,000.
- Calculated and Managed Rehab Costs, ensuring projects were completed within budget and on schedule.
- Negotiated Real Estate Contracts, facilitating smooth transactions between buyers and sellers while ensuring favorable terms.
- Conducted Market Analysis by comparing properties with similar features to establish competitive pricing.
- Facilitated Transactions by acting as a liaison between property owners and prospective buyers, ensuring successful purchase and transfer of ownership.
Office Manager
RNV ELECTRIC
05.2017 - 09.2021
- Led a team of 15 to deliver emergency electrical repair services to dozens of homes annually in the Philadelphia area, ensuring timely and efficient service.
- Managed and Processed Over 500 Invoices totaling more than $750,000 for the Basic Systems Repairs Program (BRSP), ensuring proper submission for reimbursement through PHDC.
- Coordinated Procurement of Project Plans and specifications, routing necessary data to the construction management team for seamless project execution.
- Established and Streamlined Workflow Processes, monitoring daily productivity and implementing improvements to optimize team performance.
- Oversaw Accounting and Billing Operations, balancing accounts, and generating financial reports to ensure accuracy and transparency.
- Maintained Primary Client Relationships, ensuring client satisfaction and driving profitability through excellent service and effective communication.
- Monitored Quality Control and Productivity Rates, identifying opportunities to improve revenue and reduce production times.
Education
Bachelor of Arts - Economics
ROWAN UNIVERSITY
Glassboro, NJAssociate of Applied Science - Business Administration
DELAWARE COUNTY COMMUNITY COLLEGE
Media, PASkills
- Financial Analysis Expertise
- Proficiency in Excel and Financial Software
- Data Analysis
- Problem solving
- Understanding of Financial Statements
- Communication skills
- SQL and Tableau
Certification
- Series 63- 08/2022
- SIE- 07/2022
Timeline
Margin and Collateral - Operations Analyst
JPMorgan Chase
05.2023 - Current
Client Relationship Associate
VANGUARD
06.2022 - 05.2023
Real Estate Intern
GDOMM LLC
10.2021 - 05.2022
Office Manager
RNV ELECTRIC
05.2017 - 09.2021
Bachelor of Arts - Economics
ROWAN UNIVERSITY
Associate of Applied Science - Business Administration
DELAWARE COUNTY COMMUNITY COLLEGE
Similar Profiles
Kimberly De La RosaKimberly De La Rosa
Waitress at JPMorgan Chase, JPMorgan Chase & CoWaitress at JPMorgan Chase, JPMorgan Chase & Co
PASTELL JENKINSPASTELL JENKINS
Vice President of Operations at JPMorgan Chase, JPMorgan Chase & CoVice President of Operations at JPMorgan Chase, JPMorgan Chase & Co
Noemie VillanuevaNoemie Villanueva
Retail Banking Associate at JPMorgan Chase, JPMorgan Chase & CoRetail Banking Associate at JPMorgan Chase, JPMorgan Chase & Co
Keith RaysorKeith Raysor
Vice President Regional Security Manager at JPMorgan Chase, JPMorgan Chase & CoVice President Regional Security Manager at JPMorgan Chase, JPMorgan Chase & Co
Brittany MillerBrittany Miller
Licensed Practical Nurse at Autumn Lake Healthcare At Salem CountyLicensed Practical Nurse at Autumn Lake Healthcare At Salem County