Jackie Tan Email & Phone Number

As a Transition Team Member at First Republic Bank moving to J.P. Morgan, I played an essential role in ensuring a seamless integration and migration process between the two organizations. My work included assisting internal stakeholders from both banks to facilitate the transfer of assets, systems, and personnel, adhering to regulatory guidelines and best.

San Francisco Bay Area

• Monitored and reviewed Mobile check deposits, collaborated with Mobile deposit vendor (EZAdmin Ensenta) for balancing and issues.
• Conducted deposit adjustments and research for customers' accounts.
• Provided operational support to all branches and the Business Banking Group.
• Resolved escalated operational issues assigned to the Department.
• Processed VOD verification and handled returned mails.
• Researched and resolved all incoming cases from the Federal Reserve Bank via Fedline and created outgoing adjustments.

San Francisco Bay Area

• Monitored clients' daily cash flow balance and processed incoming wires for loan payments, insurance, and fees.
• Processed outgoing wires to send funds to beneficiaries.
• Managed debits and credits for cash transfers in DOTS to update cash disbursement and deposit clearing accounts.
• Processed regular payments for customers from Asset Management, including loan principal, interest, tax, insurance, misc. fees, and reserves.
• Handled interest payments for loans in Strategy from corresponding banks and reported any unapplied accounts.
• Processed requests for cash and non-cash disbursements to transfer money within the loans.

San Francisco Bay Area

• Supervised operations during East West Bancorp, Inc.’s acquisition of United Commercial Bank (UCB) in an FDIC-assisted transaction, which included assuming UCB's domestic branches and international subsidiaries.
• Processed bank-wide exceptions, overdrafts, and returned deposits.
• Performed adjustments related to customer accounts, dealing with the Federal Reserve Bank and other correspondent banks.
• Coordinated with branch network and item processing vendor (FDSI/OSI) in balancing and adjusting daily POD branch capture, performing necessary adjustments.
• Maintained same-day settlements of cash letters with selected correspondent banks.
• Monitored and balanced transit and incoming cash letters (inbound/outbound from correspondent banks and the Federal Reserve Bank)

San Francisco Bay Area

• Prepared reconciliation reports of VisaNet Debit card Network for both merchant and network clearing totals.
• Handled account and suspense activity, including preparing debit adjustments for incoming settlement funds.
• Identified spreadsheets and balanced the G/L suspense tickets via online access.