Heidi Hendricks

Heidi Hendricks Email and Phone Number

Collateral Service Analyst @ JPMorganChase
Chicago, IL, US
Heidi Hendricks's Location
Greater Chicago Area, United States, United States
Heidi Hendricks's Contact Details

Heidi Hendricks work email

Heidi Hendricks personal email

n/a
About Heidi Hendricks

Qualified Client Service and Operational Specialists with 15 years of banking experience in a fast - paced customer service and back office environment . I am a professional that is committed to provide high - quality work and identify customer needs to deliver effective solutions to problems.

Heidi Hendricks's Current Company Details
JPMorganChase

Jpmorganchase

View
Collateral Service Analyst
Chicago, IL, US
Employees:
213060
Heidi Hendricks Work Experience Details
  • Jpmorganchase
    Collateral Service Analyst
    Jpmorganchase
    Chicago, Il, Us
  • Jpmorgan Chase & Co.
    Collateral Services Specialist Iv
    Jpmorgan Chase & Co. Feb 2022 - Present
    New York, Ny, Us
  • Illinois State Board Of Investment
    Assistant Operations Analyst
    Illinois State Board Of Investment Oct 2019 - Nov 2021
    Chicago, Illinois, Us
  • Jpmorgan Chase & Co.
    Client Analyst
    Jpmorgan Chase & Co. May 2016 - Oct 2019
    New York, Ny, Us
    • Perform project related tasks associated with clients profiles and accounts eg Client Data reviews , Data entry and Documentation Reviews etc.)• Verified work processed by team members to identify errors and resolve data issues.• Processing demographic updates on client profiles. • Reviewing legal documentation for each client profile and determining if documentation supports their account relationships.• Proactively in contact with offshore Technical and Credit teams to assist with ongoing issues and concerns.• Assigned work to team members and responding to inquiries from JP Morgan Mailbox to resolve questions, investigate issues and develop a satisfactory response to bankers and clients concerns.• Processing the merging of client profiles and reviewing documentation to confirm if both profiles belong to the same client prior to the merge.• Cross trained team members to gain in-depth understanding.
  • Old Mutual South Africa
    Senior Client Operations Administrator
    Old Mutual South Africa Apr 2004 - Jun 2014
    Sandton, Gauteng, Za
    • Facilitated the transfer of Personal Retirement Annuities in terms of the Section 14 Pension Act, for both internal and external investment companies.• Ensure effective and efficient service delivery for both internal and external stakeholders including Trustees by providing information that relates to the transfer, requested research and documentation.• Prefilled and processed all legal documentation prior to the Transfer. Documents submitted to the Registrar of the Pension Fund for approval . Handling the transferring of the Pension Risk Transfer to another insurer.• Handling and resolving all inquiries.• Assisted with automated Process Improvement.
  • Old Mutual South Africa
    Customer Relations Officer
    Old Mutual South Africa Feb 2000 - Mar 2004
    Sandton, Gauteng, Za
    • Properly identifies Clients adhering to guidelines in the Client Identification Policy.• Completed daily and resolving internal client requests by receiving e-mails, phone calls from financial advisors , brokers, clients and internal consultants.• My tasks and duties involved wire transfers, change of address, account transfers, stop payments, account research, cancellations, loan payments, client corrections and verifying death claims. • Lodging applications and preparing submissions for new business.

Heidi Hendricks Skills

Banking Training Management Financial Services Insurance Auditing Customer Service Policy Loans Mutual Funds Retirement Funding Tax New Business Development

Heidi Hendricks Education Details

  • Falsebay College
    Falsebay College
    Business Studies

Frequently Asked Questions about Heidi Hendricks

What company does Heidi Hendricks work for?

Heidi Hendricks works for Jpmorganchase

What is Heidi Hendricks's role at the current company?

Heidi Hendricks's current role is Collateral Service Analyst.

What is Heidi Hendricks's email address?

Heidi Hendricks's email address is he****@****ase.com

What schools did Heidi Hendricks attend?

Heidi Hendricks attended Falsebay College.

What are some of Heidi Hendricks's interests?

Heidi Hendricks has interest in Listening To Music, Meeting New People, Trail Walking.

What skills is Heidi Hendricks known for?

Heidi Hendricks has skills like Banking, Training, Management, Financial Services, Insurance, Auditing, Customer Service, Policy, Loans, Mutual Funds, Retirement, Funding.

Who are Heidi Hendricks's colleagues?

Heidi Hendricks's colleagues are Samuel Nadar, Lindsay Lewis, Karissa Bianca Dimayuga, Joseph Restivo, Vinny Flynn, Ahmad Abdelqader, Prarthna Sahu.

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