Experience

Wells Middle School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Volunteer: Office Aide / PTO President

  • Aug 2010 - Present

  Work closely with faculty to ensure teachers and office staff have the needed material to maintain their daily teaching functions. Make copies, fax, answer phone, hall monitor and any additional duties assigned by office staff. Organize and preside over the regular scheduled meetings of the organization. Prepare and distribute an agenda at each monthly meeting. Compose and forward any mailing home to parents. Authorize the opening of all banks accounts and oversees all financial matters and contract signing. Represent the organization in all official matters and dealings with outside parties. Show less



J.P. Morgan Chase

• Italy
• Banking
• 1 - 100 Employee

• Senior Lead Operations Specialist

  • Jul 2007 - Sep 2009

  Reviewed Legal Loan Documents for accuracy and input financial and nonfinancial information on banks commercial loan systems. Calculated and tracked complex interest and fee schedules. Monitored reports and performed maintenance to system for past due principal, interest and loan fees to ensure accuracy of loan accounting system. Responsible for term loan management, inclusive of rate management, UCC monitoring, payment processing, Prepared documents for imaging and digital storage. Work closely with other departments to enhance customer satisfaction to both internal and external customers by providing ongoing feedback to supervisors and business partners. Received outstanding positive comments from team members on employee reviews, as well as exceptional feedback from senior management. Show less

• Loan Operations Associate

  • Jul 2005 - Jul 2007

  Reviewed Loan packages to ensure loan documents were received and properly executed. Reviewed and prepared collateral files for shipment to correct investor and syndicate lender. Ensured files and quality checked by an independent party. Monitored, assigned account portfolio, providing reports to syndicate participant lenders in a timely manner. Assisted others with daily activities as needed with collateral review and customer calls.

• Senior Lead Operations Specialist / Senior Customer Service Representative

  • Jan 1997 - Jul 2005

  Investigated and resolved customer concerns with payment processing, loan setup and accrual issues and various other duties to ensure efficient customer satisfaction. Team Lead assisting supervisor in outstanding issues as assigned. Monitored Lockbox, ACH, MICR/Teller reject reports and cleared items. Performed next day audit reports to ensure corrections were properly performed and cleared. Verified client invoices, making corrections and creating new invoices as needed. Processed incoming and return mail, reviewing do not mail accounts with officers. Providing excellent service and tactfully resolving sensitive issues. Show less