Experienced with quality control processes and methodologies. Utilizes problem-solving skills to enhance operational efficiency. Strong understanding of compliance protocols and quality management systems.
Overview
14
14
years of professional experience
Work History
Quality Associate I
JP Morgan Chase
10.2023 - Current
Conduct quality reviews to ensure compliance with industry standards and regulatory requirements.
Develop and implement quality assurance procedures to enhance operational efficiency.
Collaborate with cross-functional teams to resolve product and quality issues in a timely manner.
Utilize AI and automation enhancements to drive innovation and support business units.
Transactions Supervisor
JP Morgan Chase
06.2022 - 09.2023
Managed the Securities process and currently developing Transfer Agent team to work with Middle Office and agents to facilitate security conversions and registrations.
Devised and implemented securities procedures and checklists for receives and delivery transactions.
Created partnerships with Middle Office liaisons, agents and brokers to facilitate settlements.
Collaborated with Line of Business during audits to apply root cause analysis and guidance to establish action plans.
Transactions Supervisor
JP Morgan Chase
01.2020 - 06.2022
Managed the Custody Vault for the Loan and Doc File processes to ensure files and trailing documents were sorted, scanned and filed in the correct term digit order and staged in the correct vault locations.
Conducted weekly huddles to cover misfile and staging issues to make the filing process more efficient and evaluated employee performance, coaching and training development to improve performance standards.
Reviewed quality audit scores with staff to verify procedures were followed and to prevent risks.
Facilitated C3PO project to end tab and review mortgage loans that were not in tracking system.
Quality Analyst Supervisor
JP Morgan Chase
01.2017 - 12.2019
Managed the Quality Assurance team which performed multiple audits throughout Custody teams.
Facilitated communication with Line of Business by holding weekly meetings to discuss error trends regarding the file review processes.
Implemented procedures to improve quality review efficiencies.
Conducted weekly huddles to cover changes in the criteria and evaluated employee performance, coaching and training development to improve performance standards.
Location Manager
UST Logistical Systems
01.2016 - 08.2016
Managed independent contractor delivery teams, specializing in appliance and furniture delivery.
Processed weekly settlements, claims and performance based incentives.
Responsible for partnering with clients to ensure exceptional customer service and employee relations.
Maintained accounting records using Outlook Software programs.
Area Manager
Havertys Furniture
05.2011 - 12.2015
Managed delivery and service technician teams while monitoring daily routes.
Partnered with distribution centers to ensure weekly shipping and receiving transport.
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank