A highly organized, hard-working individual, can work under pressure with minimal supervision who adapts seamlessly to constantly evolving processes and technology.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Fund Accountant Analyst
JPMC CIB - Trades and Transfer Agency
10.2022 - Current
Assist the Transaction Processing Manager in the management of the team and in the oversight of day-to-day BAU operations. Ensure accurate and timely transaction processing (account opening, account maintenance, deals/trades processing, pricing, cash processing/settlement, reporting and reconciliations), review and reporting in accordance with the established work practices and procedures of the Transfer Agency Group. Accurately record money movement and reconciliation of the same in accordance with the established work practices and procedures of the Transfer Agency Group. Carry out Anti-Money laundering (AML) checks whilst displaying a comprehensive knowledge of the established practices, processes and procedures of JPMorgan including in-depth awareness. Facilitate the completion of regular and ad-hoc client, investor and regulatory reporting requirements in a timely, accurate and professional manner for submission to the Transaction Processing Manager. Provide support to the Transaction Processing Manager through investigation and analysis and provision of relevant data to resolve client queries, as required. Lead and/or participate in internal and external projects. Maintain and update Standard Operating Procedures as required. Ad-hoc tasks as directed by the Manager.
Senior Specialist III
JPMC Consumer Underwriting - Post Decision Document Review
12.2021 - 10.2022
Thoroughly reviewed Sales Contract, Application Package, Credit Report, Income Documents (Paystubs, W-2’s, Individual and Business Tax Returns, Balance Sheet, Profit & Loss) and Asset Documents (Financial/Bank Statements) to correct any discrepancies Underwriter has made.
Fund Accountant Analyst
JPMC CIB - Trades and Transfer Agency
07.2019 - 12.2021
Assist the Transaction Processing Manager in the management of the team and in the oversight of day-to-day BAU operations. Ensure accurate and timely transaction processing (account opening, account maintenance, deals/trades processing, pricing, cash processing/settlement, reporting and reconciliations), review and reporting in accordance with the established work practices and procedures of the Transfer Agency Group. Accurately record money movement and reconciliation of the same in accordance with the established work practices and procedures of the Transfer Agency Group. Carry out Anti-Money laundering (AML) checks whilst displaying a comprehensive knowledge of the established practices, processes and procedures of JPMorgan including in-depth awareness. Facilitate the completion of regular and ad-hoc client, investor and regulatory reporting requirements in a timely, accurate and professional manner for submission to the Transaction Processing Manager. Provide support to the Transaction Processing Manager through investigation and analysis and provision of relevant data to resolve client queries, as required. Lead and/or participate in internal and external projects. Maintain and update Standard Operating Procedures as required. Ad-hoc tasks as directed by the Manager.
Senior Specialist I
JPMC Home Lending - Foreclosure Bidding
01.2018 - 06.2019
Formulates accurate and timely foreclosure bidding instructions for upcoming foreclosure sales. Reviews various property values and gather loan specific information utilizing various systems. Uploads bid documents into LPS System for Chase Attorneys. Identifies potential issues that could cause a delay of bidding and understands the impacts of the overall state specific foreclosure timelines; factoring in costs. Responsible for ensuring that bids are in compliance with state specific rules and investor guidelines. Completes bid template with accurate financial data.
Supervisor Apprentice
JPMC Home Lending - Equity Analysis
05.2017 - 01.2018
Conduct Team Huddle
Conduct Coaching per Specialist
Reportings
Weekly Business Review
Monthly Business Review
Attendance
Quality and Productivity
SOD/EOD
Senior Specialist I
JPMC Home Lending - Home Equity Bidding
10.2016 - 05.2017
Formulates accurate and timely foreclosure bidding instructions for upcoming foreclosure sales. Reviews various property values and gather loan specific information utilizing various systems. Uploads bid documents into LPS System for Chase Attorneys. Identifies potential issues that could cause a delay of bidding and understands the impacts of the overall state specific foreclosure timelines; factoring in costs. Responsible for ensuring that bids are in compliance with state specific rules and investor guidelines. Completes bid template with accurate financial data.
Quality Auditor
JPMC Home Lending - Home Equity Bidding
11.2014 - 10.2016
Operation analysts review loans and provide bidding instructions and we audit their reviewed loans to identify if the provided bid were correct.
Senior Specialist I
JPMC Home Lending - Foreclosure Bidding
01.2012 - 11.2014
Formulates accurate and timely foreclosure bidding instructions for upcoming foreclosure sales. Reviews various property values and gather loan specific information utilizing various systems. Uploads bid documents into LPS System for Chase Attorneys. Identifies potential issues that could cause a delay of bidding and understands the impacts of the overall state specific foreclosure timelines; factoring in costs. Responsible for ensuring that bids are in compliance with state specific rules and investor guidelines. Completes bid template with accurate financial data.
Senior Specialist I
JPMC Home Lending - Centralized Plan Break
04.2010 - 01.2012
Responsible for reviewing home loan accounts and taking the appropriate actions based on loan type and need. Reviewing the modification plan of the borrower and breaking the plan depending on the different reasons like failing to pay its monthly dues, not submitting required documents, opting out of the offers, etc. If the file fails, the property goes to Foreclosure.
Senior Fund Analyst in Agent Servicing Team at JPMorgan Chase - Transfer AgencySenior Fund Analyst in Agent Servicing Team at JPMorgan Chase - Transfer Agency