Experienced Client Support and Banking Operations professional with 8+ years of experience in customer service, financial services, loan processing, payment operations, and administrative support.
Currently with JPMorgan Chase, supporting merchants through transaction processing, settlement and funding inquiries, payment exceptions, reconciliation issues, technical troubleshooting, onboarding, and CRM case management. Previously supported credit card customers at JPMorgan Chase, mortgage brokers in Australia, and auto loan operations at Wells Fargo.
I am highly organized, detail-oriented, and comfortable working with sensitive financial information, complex processes, CRM systems, and high-volume workloads. I have strong written and verbal English communication skills and experience working with clients, internal teams, brokers, dealerships, and other business partners.
I can support businesses with:
- Customer and client support
- Administrative and virtual assistance
- Email and phone support
- Data entry and documentation
- CRM and case management
- Financial and loan processing
- Payment processing and reconciliation
- Research and issue resolution
- Follow-ups and escalation management
- Technical troubleshooting
- Process and compliance support