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Transaction Processing Specialist Resume Example

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TRANSACTION PROCESSING SPECIALIST
Summary

Diligent and driven operations specialist who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-leader with strong analytical, management and organizational skills.

Skill Highlights
  • Goal-oriented
  • Analytical
  • Inventory control

  • Excellent time management skills
  • Systems implementation
  • Relationship building
Experience
Transaction Processing Specialist04/2015 - CurrentJP Morgan Chicago, IL
  • Booked and funded loans for Private Wealth Management and Private Bank clients, as member of commercial bank's Wholesale Loan Operations LatAm booking team, with emphasis on multi-currency loans.
  • Utilized multiple banking and loan software systems to book new and maintain existing loans daily, ensuring accuracy for bank compliance standards while meeting service level agreement deadlines.
  • Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements, including FACTA and U-1 reporting, prior to loan booking, resulting in a personal error rate of less than 3% for first year.
  • Interacted and fostered relationships with client facing bankers , financial advisory teams and underwriting teams to ensure document accuracy and loan booking requirements are met as well as achieved banker satisfaction in response to high urgency requests.

Relationship Banker/Small Business Specialist09/2009 - 03/2015JP Morgan ChaseChicago, IL
  • Acquired, retained, and deepened consumer banking relationships through proactive meetings with customers; discovered their financial needs and provided product and service recommendations.
  • Maximized the depth and profitability of customer's relationship by partnering with specialists, including mortgage bankers, Private Client bankers, financial advisers and relationship managers to enhance the customer's banking experience.
  • Branch leader in enforcement and adherence to controls around account opening, maintenance, and confidentiality of bank records and client information; Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Store Manager04/2008 - 09/2009Wolf CameraEvanston, IL
  • Sales and staffing manager for suburban outlet of Ritz/Wolf Camera chain, reporting to District Manager. Sole manager for location, responsible for all managerial duties including staffing and scheduling, merchandise and inventory management.
  • Raised store P&L to top of district within first 6 months as manger.
Operations Team Lead05/2006 - 03/2008NokiaChicago, IL
  • Oversaw all aspects of store operations and inventory management for mobile phone manufacturer's first flagship retail environment in the United States, including marketing, merchandising, and facilities maintenance.
  • Created role template and trained counterparts for successive flagships in New York, Mexico City and London.

Education
1995Bachelors Degree:Bethany College - Fine Arts Bethany, WVGPA: Cum Laude; Honorary membership in Alpha Psi Omega, Gamma Sigma Kappa, Lambda Iota Tau and the Society of Professional Journalist.
  • Fine Arts major, British Literature minor; graduated Cum Laude.
  • Member of Alpha Psi Omega, Gamma Sigma Kappa, Lambda Iota Tau and the Society of Professional Journalist.
  • Staff photographer for Tower newspaper and Bethanian yearbook; director and FCC licensed disc jockey for radio station WVBC.
Skills

Proficiency in Microsoft Outlook

Digital and film photography

Quick to adapt and learn new computer programs 

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Resume Overview

Companies Worked For:

  • JP Morgan
  • JP Morgan Chase
  • Wolf Camera
  • Nokia

School Attended

  • Bethany College

Job Titles Held:

  • Transaction Processing Specialist
  • Relationship Banker/Small Business Specialist
  • Store Manager
  • Operations Team Lead

Degrees

  • 1995 Bachelors Degree : Bethany College - Fine Arts

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