Summary
Overview
Work History
Education
Skills
Timeline
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Yvonne F. Davis

Brooklyn,NY

Summary

Knowledgeable and dedicated Customer Service Professional with extensive experience over 48 years in Financial Service. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction, operational functions, fraud investigations, fraud prevention and product sales to contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

31
31
years of professional experience

Work History

PPP Client Service Associate

J.P. Morgan Chase & Co.
New York, NY
11.2020 - 10.2021
  • Managed approximately 20 clients with applying for Origination and Forgiveness on PPP SBA Loans.
  • Helped clients navigate SBA Guidelines via website
  • Assisted clients with technical issues while submitting Origination and Forgiveness requests
  • Partner with Bankers and Reviewers to assist with having client submit complete Origination and Forgiveness request via SCD portal.
  • Follow up with client to ensure timely response on SBA additional information requests

Client Service Professional Senior

J.P. Morgan Chase & Co..
New York, NY
07.2006 - 11.2020
  • Responsible for high-quality daily management of client relationship and timely execution of all requests.
  • Participated in team-building activities to enhance working relationships
  • Performed exceptional client service to approximately 50 clients by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Offered friendly and efficient service to customers, handled challenging situations with ease
  • Cross sell Fraud Prevention products and various Treasury Service products to grow revenue. Provided assistance with setting up JPM Access and Chase Online banking.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • Maintained excellent attendance record, consistently arriving to work on time

Commercial Banking Specialist/Cash Management Specialist

CIT Group/Commercial Finance
New York , NY
05.1994 - 07.2006
  • Establish and manage portfolio of approximately 300 commercial bank accounts.
  • Provide Relationship Manager with reporting of all new accounts.
  • Track pending accounts and follow up to make sure all documents are fully executed.
  • Negotiate bank agreements with attorneys, banks, and clients.
  • Provide documents to terminate bank account agreement to eliminate accruing bank fees.
  • Setup wire transfers and templates. Wire 400 transfers daily totaling $300M - $500M

Credit Analyst

CIT Group/Commercial Finance
New York, NY
05.1990 - 05.1994
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Made decisions and recommendations about extending lines of credit.
  • Managed over 300 accounts and conducted financial reviews for credit line increase.

Education

Certificate of Completion - Accounting And Finance

New York Institute of Credit
New York, NY
09.1979

Certificate of Completion - Accounting And Finance

National Credit Office
New York, NY
01.1978

High School Diploma -

Eli Whitney Vocational High School
Brooklyn, NY
06.1969

Skills

  • Provided informational releases to clients
  • Submitted issues and complaints for resolution
  • Built clients trust and proved loyalty
  • Performance is efficient and detail-oriented

Timeline

PPP Client Service Associate

J.P. Morgan Chase & Co.
11.2020 - 10.2021

Client Service Professional Senior

J.P. Morgan Chase & Co..
07.2006 - 11.2020

Commercial Banking Specialist/Cash Management Specialist

CIT Group/Commercial Finance
05.1994 - 07.2006

Credit Analyst

CIT Group/Commercial Finance
05.1990 - 05.1994

Certificate of Completion - Accounting And Finance

New York Institute of Credit

Certificate of Completion - Accounting And Finance

National Credit Office

High School Diploma -

Eli Whitney Vocational High School

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Yvonne F. Davis