Claire Testa Email and Phone Number
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
Jpmorgan Chase & Co.
View- Website:
- jpmorganchase.com
- Employees:
- 213060
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Loan Servicing And Origination Specialist- Wholesale Lending Services, Latin American ClienteleJpmorgan Chase & Co.Philadelphia, Pa, Us -
Loan Servicing & Origination Specialist- Wholesale Lending Services, Latin American ClienteleJpmorgan Chase & Co. Feb 2019 - PresentNewark, 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 -
Bartender / Server / HostessLadder 15 Aug 2016 - Feb 2019Greater 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 -
Administrative Assistant Intern1776 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
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Finance
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?
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Claire Testa
Operations And Supply Chain Management Student At University Of North Texas | Searching For Experience Through Internship OpportunitiesTyler, Tx -
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