Nancy Chen Email & Phone Number

Costa Mesa, Ca, Us

Costa Mesa, California, United States

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of innovative products and/or services. Works with internal business partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls.

Los Angeles Metropolitan Area

- Interacts with Account Manager, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings. - Provides responsive and appropriate service regarding all aspects of post-closing account maintenance and special projects related to ongoing client and team support.- Analyze information from corporate trust source documents in order to establish accurate account set-ups on all appropriate bank systems. - Identify and inputs tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions that are vital to the risk mitigation of the division. - Thorough knowledge of corporate trust products, tax control issues and credit enhancements

Los Angeles Metropolitan Area

Work alongside 2 Business Officers to maintain relationships of Corporate Trust clients.Respond to daily inquiries from Clients, Investors and other deal parties.Liaison between Administration and Operations including securities related activities; execute trade tickets; prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts.Ensure conformity to transaction documents by signing off and updating monthly & quarterly ticklers.Management of transaction journals and cash reports.Assist in retrieving files to complete annual account reviews.

Arcadia, Ca

Provide customized business banking solutions tailored to the financial needs and circumstances of clients' businesses. Acquire, manage, and retain a portfolio of business clients with annual revenue up to 1 million. Provide deposit and cash management solutions and manage credit opportunities through partnership with Relationship managers I-II. Build collaborative relationships with partners across lines of business not limited to Chase Wealth Management, Home Lending and Chase Private Client. Leadership role in onboarding new bankers and familiarizing them with day to day responsibilities. Knowledgeable in retail compliance and audits as it pertains to regulatory requirements.

Alhambra, Ca

Managed assigned customers and met weekly target of new household acquisitions. Offered solutions for business clients such as e-atm access, online banking, point of sale systems and credit products. Identified the need for partner specialists related to Investments, Lending and more complex business needs.Met risk and compliance obligations, including completion of required training.

Alhambra, Ca

La Jolla, Ca

Upland, Ca