Jennifer Eppley Email & Phone Number

Tampa, Florida, United States

Advise, influence, and challenge the accountable Line of Business or Function lead and other exam partners in preparation for, and engagement in, regulatory activityLead regulatory examinations through the entire exam lifecycle, as well as ongoing monitoring engagementsEscalate issues that arise in the course of engagements promptly and effectivelyEstablish and maintain strong working relationships between the regulators and the FirmPartner across lines of business and functions within JPMorgan Chase to deliver fulsome and consistent responses to regulatory inquiriesMaintain thorough and accurate records of exams in progress, recurring meetings, and MIS reporting provided to regulatorsProvide reporting to senior stakeholders, oversee regulatory engagements and coordinate content of presentation materials for regulatory engagements

Columbus, Ohio, United States

Supported exam related requests for information by working with other team members to meet target timelines for all deliverables, including regional deliverables as may be needed.Prepared PowerPoint presentations that includes key updates regarding active and planned regulatory engagements and an inventory/summary of activities.Provided regular updates to CTPO management regarding the matters being handled, including, but not limited to, the timely escalation and resolution of potential issues.Provided periodic examination status updates and contribute to internal reporting and tracking related to examinations and regulatory findings.

Columbus, Ohio, United States

Collaborated with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs in an agile work environment.Worked with business partners to ensure consistency in implementing changes related to system, policy and procedural enhancements required to move to a yet determined future.Elicited project or initiative requirements using interviews, document analysis, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis.Critically evaluated information gathered from multiple sources, reconciled conflicts, decomposed high-level information into details, abstracted up from low-level information to a general understanding, and distinguished user requests from underlying true needs.Tracked all backlog, enhancement, and defect items from opening to closure. Worked with Product Owner to determine priority for technology development based off business needs and impact to clients. Created requirements and presented to the technology team for refinement and development.Managed status and priority discussions on the creation of reports needed by the business units and support teams. Served as a leader to team members by assisting with questions and providing feedback when needed. Provided training in Excel and JIRA to better assist in their development while working on a large project.Handled requests to add and remove employee entitlements within the WM Managed Account Operations role. Also assisted with creation of new entitlements needed for new functionality created.Moved Chase Wealth Management from a vendor to in-house strategic tools, which resulted in approximately $20 - $25 million a year savings in vendor costs.

Conduct annual assessments and ongoing monitoring of residential mortgage servicing counterparties involved in Mortgage Servicing Rights, non-performing, re-performing loans and whole loans to confirm the servicers has adequate regulatory oversight and a sufficient control structure to properly board and service loans.

Columbus, Ohio Area

Directs testing efforts as UAT Lead for two projects: Xerox Remediation Viewer and Servicing Remedy Workstation (SRW).Develops test plans, test cases, and test scripts and also tracks testing results, and provides testing status and reporting.Validates ancillary infrastructure/software changes, often at odd hours.Acts as the liaison between the business community and the Technology build team.Handles ad hoc reporting as needed.

Columbus, Ohio Area

Worked closely with the Private Bank Loan Origination System (PB LOS) project. Completed tasks associated with testing the functionality and documents for release to production. Including unit, system, regression, and data validation testing.Tested within the PB LOS UAT environment to identify defects with system/coding and necessary enhancements. Logged issues into Quality Center, and spoke to the findings on a daily defect triage call with the vendor.Reviewed business requirements and engaged core business management to gain full knowledge of their process and expectations with the new system.Conducted system demos after every code drop from the vendor as well as ran training classes for all of the business unit employees and their management.

Columbus, Ohio Area

Created and prepared executive and senior management daily, weekly and monthly reports to give the status on risk issues and action plans and to show trending, root cause and target date adherence for Servicing and Borrower’s AssistancePerformed monthly reconciliation against data provided by the Control Office Issue Governance group, and used final numbers to create PowerPoint slides for Servicing and Borrower Assistance to be inputted into the Mortgage Banking Risk & Control Committee deck. Created, updated, and analyzed exception and reconciliation reports using the business database and data from Phoenix to ensure accuracy of data reported to senior management and executives as well as confirmation of data integrity for analysts.Phoenix Administrator for Servicing Operational Risk & Control group; reviewed and updated CSA’s, boarded risk issues and action plans, inputted validation approach and closed completed action plans, created and pulled Phoenix reports.Special Projects: QA/QC Questionnaires, validation of Late Fee Remediation Project, created and updated reports for the High Risk Severity Project, created Servicing Risk & Control deck.

Columbus, Ohio Area

Managed regulatory projects as new laws and regulation changes were implemented across the United States within all levels of legislation including city, county, state, and federal to ensure Chase compliance and reduce the potential for significant money loss and possible negative reputational impacts.Analyzed requirements stated within new or amended laws, regulation changes, and court orders to produce abstracts identifying the key components effecting Chase and specific lines of business; submitted each abstract for legal counsel review and approval.Confirmed compliance directly with all affected lines of business by identifying and evaluating current procedures in place. Initiated working with the lines of business not in compliance with requirements to make appropriate procedural changes.Prepared, planned, scheduled and facilitated/led conference calls with affected department management and external law firms to collaborate on all law and regulatory projects to ensure timely compliance by the effective date of the new/amended requirements.

Master'S Degree, Accounting And Finance

Bachelor Of Science (B.S.), Business Administration And Management, General

Bachelor Of Science (B.S.), Human Resources Management And Services