Summary
Overview
Work History
Education
Skills
Timeline
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Trinity Townsel

Columbus,Ohio

Summary

Results-driven Executive Office Research Analyst with a strong background in operations research, specializing in data analysis, statistical modeling, and optimization techniques. Proven ability to enhance operational efficiency through strategic problem-solving and critical thinking. Demonstrated success in translating complex data into actionable strategies that bolster stakeholder relationships and drive business intelligence initiatives. Committed to leveraging analytical expertise to support organizational goals and improve decision-making processes.

Overview

4
4
years of professional experience

Work History

Executive Office Research Analyst

JPMorgan Chase
Columbus, OH
09.2023 - Current
  • Reviewed and investigated escalated cases: I started each day by assessing newly assigned escalated complaints, including CEO-level cases, and conducting thorough reviews of financial records, transaction histories, and customer interactions to determine necessary actions.
  • Collaborated with Fraud and Compliance Teams: Engaged in daily discussions with fraud analysts and compliance officers to identify potential fraudulent activities, verify financial data accuracy, and ensure case resolutions align with regulatory policies.
  • Monitored case timelines and follow-ups: Tracked open cases throughout the day, ensuring progress aligns with service-level agreements, following up with stakeholders, and adjusting investigative approaches based on new findings.
  • Communicated with financial institutions and internal teams: spent time gathering critical information from banks, financial partners, and internal departments, clarifying discrepancies, and ensuring compliance with financial regulations.
  • Maintained confidentiality and documentation: Ended the day by securely documenting case findings, updating internal systems with key details, and ensuring all sensitive financial and customer data remain protected.

Virtual Banker

JPMorgan Chase
Columbus, OH
06.2022 - 09.2023
  • Managed account setup, updates, and closures, ensuring precision in handling financial transactions, deposits, withdrawals, and maintaining accurate records.
  • Provided personalized financial advice, helping clients navigate banking products, apply for loans, and make informed decisions about budgeting, investing, and retirement planning.
  • Engaged with clients through targeted outreach, building long-term relationships, increasing customer engagement, and promoting financial education tailored to their individual needs.
  • Performed daily account reconciliations, ensuring accuracy in financial records and maintaining thorough documentation to support regulatory compliance.

Office Administrative Manager

Top Golf
Columbus, OH
05.2022 - 09.2022
  • Managed financial documentation and HR support, ensuring accurate processing, maintaining records, and assisting with onboarding and employee transitions.
  • Oversaw office logistics and operations, coordinating schedules, managing supply inventories, and providing administrative support to enhance departmental functions.
  • Improved operational efficiency, identifying opportunities for process automation, and streamlining workflows to enhance compliance and data management.
  • Negotiated contracts and supported management, securing favorable vendor terms, preparing detailed reports, and assisting with budgeting for departmental expenses.

Frontline Assistant Team Lead

Sam's Club Distribution
Columbus, OH
04.2021 - 04.2022
  • Managed financial operations and compliance, overseeing cash intake, deposit management, and inventory control, ensuring accuracy and adherence to regulatory standards.
  • Conducted quality checks and documented discrepancies, ensuring proper documentation of financial transactions, and addressing any compliance issues.
  • Facilitated team alignment and strategy discussions, coordinating with relevant departments to address challenges, and streamline operational processes.
  • Oversaw diverse operational functions, applying a comprehensive understanding of procedures to manage tasks effectively, even in the absence of direct supervision.

Education

Bachelor of Business Analytics and Management -

Bellevue University
Bellevue, NE
01-2025

High School Diploma -

Lincoln High School

Skills

  • Excellent research abilities
  • Analytical thinking
  • Analyzing data
  • Data Analysis and Reporting
  • Advanced Microsoft Office (Excel, Word, PowerPoint)
  • Strong interpersonal skills
  • Exceptional organizational skills
  • Cash flow analysis
  • Portfolio management
  • Financial management
  • Report writing
  • Effective communication

Timeline

Executive Office Research Analyst

JPMorgan Chase
09.2023 - Current

Virtual Banker

JPMorgan Chase
06.2022 - 09.2023

Office Administrative Manager

Top Golf
05.2022 - 09.2022

Frontline Assistant Team Lead

Sam's Club Distribution
04.2021 - 04.2022

Bachelor of Business Analytics and Management -

Bellevue University

High School Diploma -

Lincoln High School

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Trinity Townsel