• Resolve issues in an effective and timely manner• Manage and execute client transaction (e.g., deposit, transfers, etc.) and account maintenance• Monitor overdrafts, fraudulent activities, wire processing, business and credit card applications, credit and lending • Onboarding clients for new account opening• Complete Know Your Customer due diligence • Adhere to internal policies and compliance to legal and regulatory requirements• Support Sales team in all sales and administrative functions

• Managed product-related support, feedback and inquiries from users• Work closely with Internal Technology teams and external vendors for special projects • Created and maintain User Guides for Operation staff and Client • Support to the Operations Teams and Treasury Management Sales with the product knowledge and application expertise and address any production issues that may arise• Review monthly Account Analysis pricing and billing

Implementation Specialist, 02/2004 to 04/2019 J.P. Morgan Chase-Commercial Bank – Houston, TX• Managed implementation setups for Treasury Management products and solutions, supporting domestic and international Commercial Middle Market clients• Acted as liaison between client, sales and service• Assisted Onboarding Project Managers with complex implementations• Monitored and provided all required documentation ensuring compliance for specific product setups• Mentor and trainer to new hires and global partners• Provided subject matter expertise for specific treasury products and supported special process projects• Facilitated onboarding support and feedback to the Executive Director• Recognized for excellent client service scores, audit results and ability to manage high volumes compared to peersSenior Client Services Professional, 04/1991 to 02/2004 J.P. Morgan Chase-Private Bank – Houston, Texas• Provided support to multiple bankers related to client credit and banking transaction requests• Calculated debt ratios, monitored past due loans and obtained financial statements• Supported clients with their day-to-day service transactions• Known for developing strong relationships with internal and external clients• Cross-sold cash management products such as Positive Pay and Credit Cards• Assisted clients with branch banking service needs for safe deposit and teller servicesAdministrative Support Assistant, 08/1989 to 04/1991 J.P. Morgan Chase – Houston, Texas• Commercial Bank• Provided administrative support to the lead administrative officer for credit review team• Administrative duties included expense reports, travel arrangements, phone support