Data Entry Quality Assurance

Jed Swift

Data Entry Roles

*************@*****.*** • 614-***-****

Columbus, Ohio

Detail-oriented Data Entry and Documentation Specialist with 10+ years of experience across healthcare, banking, and wealth management sectors. Track record of accurately managing sensitive customer and client data, ensuring compliance with KYC, regulatory, and internal audit standards. Skilled in processing high volumes of data and maintaining precision/efficiency. Adept at using digital platforms to track trends, support operational decisions, and enhance client outcomes. Experienced in cross-functional collaboration to streamline workflows and improve turnaround times. Recognized for contributing to risk mitigation and workflow optimization. Committed to quality assurance through continuous process improvement and compliance adherence.

Core Competencies

Data Entry & Validation KYC & Regulatory Compliance Client Documentation Review Digital Health & Therapy Data Platforms Due Diligence & Risk Monitoring Process Improvement & QA Support Banking & Financial Records Management Customer Account Maintenance Cross-Functional Team Collaboration Data Trend Analysis & Reporting

Career Experience

Hinge Health, San Francisco, CA 2023 – 2025

Health Coach

Leveraged digital tools to analyze client data, identify trends, and support continuous improvement initiatives. Utilized an online platform to support clients undergoing physical therapy, ensuring accurate data management and seamless care coordination. Maintained detailed records of client progress, therapy adjustments, and communication notes. Collaborated with healthcare professionals to document care plans and update client records in real time.

Maintained accurate and up-to-date client data, contributing to improved tracking of therapy progress and care coordination.

Supported data-driven decision-making by compiling reports and identifying key trends in client engagement.

Enhanced client adherence to therapy plans by documenting and communicating personalized strategies consistently.

US Bank/Consumer and Community Banking, Columbus, OH 2022 – 2023

Refresh Analyst

Performed detailed data entry and due diligence to update and maintain customer account records with a focus on accuracy, regulatory compliance, and operational efficiency. Identified and resolved data discrepancies, ensuring records met internal and external standards. Maintained compliance by adhering to regulatory guidelines during account updates and audits.

Enhanced data accuracy and integrity by identifying and correcting inconsistencies in customer records.

Streamlined data entry procedures, contributing to improved turnaround times and team efficiency.

Improved account management workflows and seamless customer experience by collaborating with cross-functional teams.

JPMorgan Chase/USPB/JPMorgan Consumer & Community Banking, Columbus, OH 2020 – 2021

Specialist

Conducted detailed data entry and documentation reviews for Chase customer accounts, ensuring alignment with banking regulations and internal standards. Entered and verified financial information, identified discrepancies, and supported risk monitoring efforts. Collaborated with internal teams to optimize review workflows and improve overall processing efficiency.

Ensured accurate and timely entry of customer data, reducing document discrepancies and improving turnaround times.

Supported protocol enhancements by identifying gaps in the documentation review process.

Monitored accounts for risk indicators and escalated complex issues to appropriate teams for resolution

JPMorgan Chase/USPB/JPMorgan Asset & Wealth Management, Columbus, OH 2013 – 2020

Analyst

Reviewed and entered data for various account types, including Individual, Trust, LLC, Foundation, LP, and Small OPCO. Performed detailed due diligence and document reviews for new account openings within Chase Wealth Management, with a focus on high-net-worth individuals. Accurately entered and verified Know Your Customer (KYC) data across multiple account types.

Processed and submitted an average of 100 new accounts per week, maintaining high accuracy and compliance standards.

Supported quality assurance by liaising with compliance teams and refining onboarding procedures to reduce turnaround times.

Maintained communication with front office teams and management to ensure compliance/timely processing for audit review.

Additional Experience

Mortgage Senior Closer, JPMorgan Chase/USPB/JPMorgan Asset & Wealth Management, Columbus, OH

Adjunct Professor, Franklin University, Columbus, OH

Senior Lead Operations Specialist, Westerville at JPMorgan Chase/USPB/JPMorgan Asset & Wealth Management, Columbus, OH

Chairperson, Psychology Department, Columbus State Community College, Columbus, OH

Co-Director and Instructor, Distance Learning Psychology Department, Naropa University, Boulder, CO

Education

Master of Arts, Lesley University, Cambridge

Bachelor of Arts, Hobart College, Geneva

Contact this candidate