Kelly Porter

**** ****** **** **.

Columbus, Ohio 43240

admyfe@r.postjobfree.com

614-***-****

Commercial and Business Banking specialist with 15+ years of experience. I also have 8 years of experience being a manager. Seeking a position in the title or banking industry in North Carolina to use my skills to achieve or exceed the goals of the company.

Work Experience

JPMorgan Chase Bank, NA

Business UAT Lead-Business Banking

March 2018-Current

Evaluate all aspects of the business testing strategies, i.e. Regression, Conversion, Usability, End to End in agile environment

Identify systems defects and troubleshoot when necessary

Update ALM daily with test scripts and defects to ensure technology is fixing highest priority items for bankers

Review Epics, user stories and action items to create Test Plans, scenarios and scripts

Hold project reviews with the Business Analyst and Product Owner to understand requirements and deadlines

Assist with design opportunities and improvements. Offer suggestions based on how application is used by users

Participate in production release validation

Ensure all compliance requirements are met

Review and update Jira with test data for audit purposes

JPMorgan Chase Bank, NA

Operations Division Leader-Commercial Banking Post Approval Operations Manager

December 2013-March 2018

Ensured a high level of communication, performance and quality of a team of Loan Coordinators

Interviewed potential Loan Coordinator candidates while managing 10 employees on average and worked with them to achieve their performance goals and expectations

Responsible for support of process and policy initiatives designed to improve speed, quality, overall efficiency, and create a more competitive credit and post approval process

Served as a leader and subject matter expert to Credit Approval Officers, Relationship Managers and Credit Coordinators

Partnered with the market and others to support the channel efforts to improve booking rates and speed of booking

Worked with our legal department to write special repayment language for promissory notes or other complex covenant language for loan agreements

Responsible for queue management to ensure files are processed within the determined SLA

Assisted with training and development of training plans for Loan Coordinators and Credit Coordinators

Developed and implement best practices in loan operations related to post approval processes and procedures

Assisted in record retention action plan

JPMorgan Chase Bank, NA

Credit Lead and Credit Operations Senior Specialist II-Business Banking nka Commercial Banking

October 2005-December 2013

Partnered with Credit Approval Officers, Relationship Managers and Credit Coordinators

Managed a team of five employees

Obtained, analyzed, researched, and reviewed all necessary entity documents

Obtained, analyzed, and researched UCC searches, equipment valuations, stock verifications and other miscellaneous vendor products for perfection of interest on collateralized loans

Ordered and reviewed residential and commercial real estate related vendor work including title searches, condo documents, appraisals, flood determinations, surveys, lender and owners policies

Preparation of appropriate loan documents for Commercial Loans/Lines, Letter of Credit Transactions, 504 Small Business Loans and Lease Products

Worked with internal and external attorneys to write special repayment language for promissory notes or other complex changes to legal documents

Ensured all compliance requirements are met

Assisted with training new hires and creating training materials

Top 10% performer for several years in a row

Cornerstone Title Agency, LLC

Office Manager/Loan Processor

October 2002-October 2005

Scheduled closings and prepared all closing documents to ensure title insurance is issued

Maintained constant communication with all parties during the escrow process

Copied and overnighted lender packages and sent executed documents to county recorder’s office

Wired transfers to lenders and customer accounts and did daily deposit of closing funds

Processed monthly invoices to vendors

Assist Vice President with administrative duties (i.e. order office supplies)

Reconciled monthly balances with Accounts Payable

Managed four employees

Obtained, analyzed, and research title work, typed commitments, payoffs, releases, surveys and subordinations to ensure a clear title

Worked with legal on title issues so we could insure over it

Key Skills

Laser Pro

Apstar/Loan Track/SmartApp

Wolters Kluwer

Ivault

SoftPro

Microsoft Office

Exceptional organizational skills, detail oriented, and results driven

Extensive problem solving and research

Process review and improvement

Contact this candidate