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Work Background
JPMorgan Chase & Co.Business Analysis Associate II
Aug. 2022Columbus, Ohio, United States
JPMorgan Chase & Co.Business Analyst I
Jul. 2018 - Sep. 2022Columbus, Ohio, United States
JPMorgan Chase & Co.Quality Analyst -Leader
Sep. 2016 - Jul. 2018Columbus, OhioAs a Quality Analyst Leader, I managed a team of 15 auditors who service our military customers in both the Auto and Mortgage portfolios.
Main priorities include, but are not limited to: process improvements; implementing new controls and automating reports (mainly for the Auto portfolio, which transitioned from Phoenix in May 2016); developing my employees within their current functions as well as within their careers at Chase; creating various audit evaluations to correspond with system workflows/workcards/routes within Quest, MSP, and ALA, and performing daily administrative/managerial tasks such as payroll/time keeping, forecasting for CAP modeling and managing time-off requests.
JPMorgan Chase & Co.Mortgage Banking Operations Specialist I- Writer
Jul. 2015 - Sep. 2016Columbus, Ohio AreaCreated and edited internal mortgage banking policies and procedures in order to ensure current state and legal policies, OCC regulations and guidelines were adhered to. I partnered with internal Senior Vice Presidents, Compliance Officers and Attorneys to identify cross-stream impacts between other lines of businesses, state regulations and action plans. I developed technical and detailed instructions for all Mortgage Banking lines of business and maintained the confidentiality of the external client while protecting the firm's reputation and mission.
JPMorgan Chase & Co.Mortgage Banking Sr. Specialist IV - Team Lead
Dec. 2013 - Jun. 2015Columbus, Ohio AreaAs a team lead, I helped delegate and manage 14-20 specialists in the handling of military member's mortgage loans in review of SCRA benefits. My daily tasks included, but were not limited to: preparing and monitoring three daily control reports that were presented to senior management using Microsoft Excel; processing four daily Waiver routes for customers wishing to waive their SCRA benefits; managing the SCRA Policy Inbox and sending/receiving communications with the Legal department regarding military orders, documents and MB policies. I developed a new log code that was designed for Mortgage Servicing Package (MSP) to be used to query loans with multiple periods of SCRA benefits. I also created and wrote two customer service letters that were designed and implemented: one for customers who wish to re-instate their SCRA benefits after previously waiving them, and one for customers who are declined for California payment deferrals.
JPMorgan Chase & Co.Mortgage Banking Operations Specialist III
Jan. 2013 - Dec. 2013As an Operations Specialist III, I analyzed military documentation and SCRA regulations and procedures in order to determine eligibility for military members to take advantage of lower mortgage interest rates and fee benefits. I reviewed Mortgage and Home Equity accounts to determine if military members, or spouses/dependents of military members were eligible, and processed the loan accordingly to ensure the maximum benefits were applied.
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