Customer Service Administrative Assistant

Jill Hosman

**** *******, ********, ** ***** - Phone 847-***-**** - **********@*****.***

Summary

Accomplished Client Service Professional with 15 years of experience in the private banking and residential lending industry. Demonstrated track record of providing seamless customer service for high net worth clients. Adept to translating client information into resolutions or product recommendations while utilizing knowledge of individual and business products and services across bank platforms. Proven record of achieving goals, while working both independently and in a diverse team setting. Highly skilled at managing documentation and utilizing digital processes, as well as internal tracking and monitoring systems. Ability to manage client expectations and provide optimal solutions. Able to prioritize responsibilities and multi task within a fast-paced, high pressure environment. Respected by coworkers and clients for being dependable, professional, and reliable. Areas of expertise span a broad range of functions, including:

Customer Service Data Validation Researching

Problem Solving Communicating Discretion

Digital File Retention Opening Accounts Policy/Procedures

Experience

JP Morgan Chase N.A. October 2012 – March 2014

Junior Mortgage Advisor / Analyst

* Worked closely with mortgage advisors, processors, underwriters, market contacts, and clients, throughout the loan process.

* Scheduled appointments, collected and maintained client documentation, created client files, and input loan origination tickets.

* Followed up with clients and vendors; prioritized work flow, and resolved issues to help provide an excellent client experience.

* Monitor tracking systems and various reports to extend rate locks, collect missing or additional documentation, and extend credits in a time sensitive environment.

Bank One – JPMorgan Chase N.A. October 1997 – October 2012

Administrative Assistant / Sr. Administrative Assistant / Client Service Associate

* Provided customer service for Private Wealth Management clients, including account maintenance, research, and fraud assistance.

* Opened accounts, monitored overdrafts, and cross sold products and services.

* Supported private bankers by monitoring weekly loan reports for document exceptions, annual reviews, maturing facilities, and past due accounts.

* Processed client loan payments, account transfers, and wire transfers.

* Collected financial information, input loan tickets, processed loan packages and work closely with the credit center, clients, and officers during the originating process and afterward.

Computer Skills

Familiar with Microsoft Word, Excel, Outlook, PowerPoint, QuickBooks, and several internal bank systems such as Workstation, Customer Assist, AFS, ACBS, CPI, VLS, and Mainframe Super Sessions.

Volunteer Experience

Church Treasurer September 2010 – Current

Responsible for creating and balancing the annual budget, overseeing monthly expenses, and reconciliation of bank statements.

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