Claire Testa

Claire Testa Email and Phone Number

Loan Servicing and Origination Specialist- Wholesale Lending Services, Latin American Clientele @ JPMorgan Chase & Co.
Philadelphia, PA, US
Claire Testa's Location
Philadelphia, Pennsylvania, United States, United States
About Claire Testa

Seasoned and proactive professional with a unique hybrid skillset that touches leadership, international banking and account management, credit and financing management, focused on bringing alignment between departments, determining tools and strategies to grow revenue and prioritizing efficiency and accountability. Offering significant experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.Email: ClaireRTesta@gmail.com

Claire Testa's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

View
Loan Servicing and Origination Specialist- Wholesale Lending Services, Latin American Clientele
Philadelphia, PA, US
Employees:
213060
Claire Testa Work Experience Details
  • Jpmorgan Chase & Co.
    Loan Servicing And Origination Specialist- Wholesale Lending Services, Latin American Clientele
    Jpmorgan Chase & Co.
    Philadelphia, Pa, Us
  • Jpmorgan Chase & Co.
    Loan Servicing & Origination Specialist- Wholesale Lending Services, Latin American Clientele
    Jpmorgan Chase & Co. Feb 2019 - Present
    Newark, Delaware, United States
    -Conducted comprehensive loan activities for private and commercial banking businesses.Managed a loan portfolio of over two billion Brazilian Real, six billion Mexican Peso, and one billion US Dollar, totaling 1.7 billion in US Dollars.-Ensured loan activity complied with corporate and regulatory control standards by performing daily checks to verify loans aligned with credit agreements.-Created profiles for new clients in Loan IQ to optimize daily activity and basic transactions… Show more -Conducted comprehensive loan activities for private and commercial banking businesses.Managed a loan portfolio of over two billion Brazilian Real, six billion Mexican Peso, and one billion US Dollar, totaling 1.7 billion in US Dollars.-Ensured loan activity complied with corporate and regulatory control standards by performing daily checks to verify loans aligned with credit agreements.-Created profiles for new clients in Loan IQ to optimize daily activity and basic transactions for clients.Collaborated with internal personnel to perform reconciliation of discrepancies between different lines of business by identifying breaks and generating solutions.-Reviewed credit agreements and other syndicated loan documents for operational feasibility and system enrichment.-Completed month-end and quarter-end activity to ensure correct interest accruals for 75+ loans in the Latin America portfolio.-Provided booking recommendations and solutions to business partners to optimize loan processes and improve efficiency.-Demonstrated proficiency in using Excel formulas to calculate interest, principal, and accruals on 100+ individual loans. Show less
  • Ladder 15
    Bartender / Server / Hostess
    Ladder 15 Aug 2016 - Feb 2019
    Greater Philadelphia Area
    -Skillfully administered a bustling dining area of over 25 patrons on a daily basis.-Successfully integrated and instructed 1-2 servers/hostesses each month, elevating team performance.-Diligently secured patron contentment by promptly seating them, flawlessly executing orders, and attentively maintaining beverage refills.-Conducted regular inventory count to keep bar and drink supplies stocked, avoiding expensive rush orders.-Explained daily specials and beverage promotions to… Show more -Skillfully administered a bustling dining area of over 25 patrons on a daily basis.-Successfully integrated and instructed 1-2 servers/hostesses each month, elevating team performance.-Diligently secured patron contentment by promptly seating them, flawlessly executing orders, and attentively maintaining beverage refills.-Conducted regular inventory count to keep bar and drink supplies stocked, avoiding expensive rush orders.-Explained daily specials and beverage promotions to exceed daily sales goals. Show less
  • 1776
    Administrative Assistant Intern
    1776 May 2018 - Aug 2018
    -Bolstered venture capital endeavors by adeptly aiding the Vice President of Growth in the assessment of potential clients.-Exhaustively investigated 50+ American female venture capitalists, paving the way for strategic investments and partnerships.-Masterfully employed Excel to construct data-rich spreadsheets, offering valuable insights into prospective sponsors, clients, and competitors.-Accurately documented, transcribed, and disseminated pivotal meeting minutes between the Vice… Show more -Bolstered venture capital endeavors by adeptly aiding the Vice President of Growth in the assessment of potential clients.-Exhaustively investigated 50+ American female venture capitalists, paving the way for strategic investments and partnerships.-Masterfully employed Excel to construct data-rich spreadsheets, offering valuable insights into prospective sponsors, clients, and competitors.-Accurately documented, transcribed, and disseminated pivotal meeting minutes between the Vice President of Growth and clientele. Show less

Claire Testa Education Details

Frequently Asked Questions about Claire Testa

What company does Claire Testa work for?

Claire Testa works for Jpmorgan Chase & Co.

What is Claire Testa's role at the current company?

Claire Testa's current role is Loan Servicing and Origination Specialist- Wholesale Lending Services, Latin American Clientele.

What schools did Claire Testa attend?

Claire Testa attended Rutgers University - Camden.

Who are Claire Testa's colleagues?

Claire Testa's colleagues are Kristen Thompson-Norris, Sebastián Medrano, Eduardo Garza De Zamacona, Donna Hopkins, Carol Jagtiani, Ajay Kumar Rentala Cissp, Cisa, Mcts, Cnss, Cobit, Oci, Annelie Vikberg.

Not the Claire Testa you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.