Latin America - Payment Client Service Analyst | Bilingual Spanish/English - JPMorgan Chase - Corporate & Investment Banking
(2025-12)
- Provide bilingual English/Spanish support while managing complex inquiries and time-sensitive requests.
- Research records and account information to identify issues and provide accurate resolutions.
- Coordinate with multiple departments to resolve cases requiring additional research, documentation, or follow-up.
- Maintain detailed and accurate records of inquiries, actions, and resolutions.
- Communicate complex information clearly while providing professional and responsive service.
- Manage confidential personal and financial information in accordance with established policies and procedures.
Margin & Collateral Specialist IV - JPMorgan Chase - Corporate & Investment Banking
(2023-04 - 2025-12)
- Provided administrative and operational support for complex client accounts and service requests.
- Reviewed records and documentation for accuracy, completeness, and established requirements.
- Researched inquiries and coordinated with internal departments to resolve discrepancies and service issues.
- Managed multiple time-sensitive requests while maintaining accuracy and meeting deadlines.
- Maintained organized documentation and supported accurate processing and recordkeeping.
- Identified recurring issues and contributed recommendations to improve procedures and service delivery.
JPMS Funds Transfer Analyst - JPMorgan Chase - Consumer & Community Banking
(2021-10 - 2023-04)
- Responded to service inquiries and researched information needed to resolve client and internal requests.
- Reviewed and verified information and supporting documentation for accuracy and completeness.
- Managed escalated cases requiring research, coordination, documentation, and follow-up.
- Collaborated with multiple departments to ensure requests were completed accurately and within required timeframes.
- Conducted quality reviews and coached new employees on procedures, documentation, and service expectations.
- Developed and updated procedures and reference materials to improve consistency and efficiency.
Cash Operations Transaction Specialist III - JPMorgan Chase - Asset & Wealth Management
(2011-06 - 2021-10)
- Managed a high volume of administrative and operational requests while maintaining accuracy and diligence.
- Researched records and documentation to resolve discrepancies, inquiries, and service issues.
- Maintained accurate records while handling confidential personal and financial information.
- Provided bilingual English/Spanish assistance to support a diverse client population.
- Coordinated with multiple teams to resolve urgent and escalated requests.
- Trained new employees on systems, procedures, documentation requirements, and service standards.
