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Jp Morgan Chase - Wholesale Loan Operations Operations Manager Resume Example

Henry Hernandez
XX XXXX XXXX, Earleville, MD 21919
Professional Summary

Goal-oriented Operations Manger dedicated to high levels of customer satisfaction and meeting aggressive business goals. Dedicated and experienced professional with specialized knowledge in Loan Operations and Loan Trading and Syndications market.

  • Management of Personnel Resources
  • Control Orientation in High Volume, Fast-Paced Environment
  • Subject Matter Expert in Syndicated Loan Markets and Products
  • Loan Accounting
Wholesale Loan Operations -- Operations Manager Oct 2013Present JP Morgan Chase Newark, DE
  • Manage daily operations of two groups within the Loan Trading Documentation Team
  • Oversee a large trading portfolio across various lines of business while maintaining an aging profile, settlement times, and balance sheet usage for the firm
  • Review and execute legal documentation
  • Allocate work and establish goals, objectives, or priorities for the teams, such as closing targets and process and workflow improvements
  • Serve as an escalation point to maintain relationships and communicate with trade counterparties, trading desks, legal counsel and internal business partners
  • Act as a subject matter expert on project working groups for various firm and industry initiatives
Wholesale Loan Operations -- Transaction Processing Specialist May 2012Oct 2013 JP Morgan Chase Newark, DE
  • Completed valuation and analysis in line with JP Morgan's Accounting Policy of loan origination fees related to Investment Bank, Commercial Bank, Private Bank and Dealer Commercial Services deal and transaction closing
  • Prepared write ups for Financial Controller review on complex fee structures and worked with Controllers to determine the proper recognition of the firm's fee revenue
  • Worked with internal business partners to gather required documentation and information to complete fee write ups and analysis
  • Monitored and balanced the fee account; substantiated all outstanding balances
  • Mitigated risk by ensuring all fee revenue was recognized in the firm's accounting system prior to month-end close
  • Facilitated meetings with Financial Control, Business Management and Middle Office to pipeline fees and documentation status on open items
Private Bank -- Operations Manager Sep 2010May 2012 JP Morgan Chase Bank Newark, DE
  • Oversaw a team responsible for reconciliation between the firm's point of entry system to the Private Bank's client's margin accounts to ensure accuracy and transparency on client statements
  • Worked with various lines of product support across the Private Bank and the Investment Bank to resolve client account discrepancies and issues in a timely manner ensuring no client impact
  • Established processes and procedures to better capture volumes handled by the team
  • Implemented metrics for team exceptions and open work items and cases to give senior managers a more transparent view of team issues and accomplishments
  • Created measurable efficiencies within the team to eliminate manual reports and tasks, i.e., developed an Access Database to track aging of breaks and capture commentary; partnered with Technology teams to improve process deficiencies which led to direct improvement of client and investor experience

Wholesale Loan Operations -- Project Analyst Aug 2009Sep 2010 JP Morgan Chase Newark, DE
  • Led working groups to review current processes and workflows for the entire loan accounting system user population in order to analyze, document and recommend target model for a consolidated loan platform for all Loan Operations groups
  • Tested recommended future state process flows and provided feedback on issue resolution to senior management and the project team
  • Documented complex process flows for future state operating model and presented to senior management, project team and business stakeholders
  • Assisted in data migration planning and remediation of reference data duplication and issues

Wholesale Loan Operations -- Operations Manager Dec 2005Aug 2009 JP Morgan Chase Newark, DE
  • Oversaw the daily operation for two teams responsible for the maintenance of loan positions for various lines of business
  • Implemented controls and process changes in the team to mitigate risk and reduce errors in the processing environment
  • Built relationships across the businesses supported and served as an escalation point to business partners both internally and externally
  • Provided transparent metrics and commentary on key team metrics in a weekly forum to senior managers
  • Participated in planning and execution for strategic initiatives and workflow process improvement
  • Assisted in the migration planning and successful implementation and management of a new business migrated to the team
  • Worked on an exception management and remediation team which resulted in a a significant reduction in aged  exceptions across the North America operations; met all critical goal set forth by senior managers
Wholesale Loan Operations -- Transaction Processing Specialist Mar 2003Jul 2005 JP Morgan Chase Newark, DE
  • Reviewed settlement documentation for par and distressed loan trades
  • Maintained responsibility for delivery and receipt of cashflows on settlement date
  • Followed up and resolved open sensitive accounts (receivables, payables, suspense accounts)
  • Built partnerships with the Loan Documentation team, external counterparties, business managers, loan trading desk and financial control team
  • Processed a complex portfolio of accounts which included European assets denominated mainly in foreign currency
  • Analyzed processes and documented procedures for new business on-boarded and loan market changes.
Investment Bank -- Operations Accountant Apr 2001Mar 2003 JP Morgan Chase Newark, DE
  • Performed sub-ledger to general ledger reconciliation for mortgage-backed securities trading team
Credit Operations -- Loan Operations Specialist Jun 1999Apr 2001 JP Morgan Chase Newark, DE
  • Maintained a portfolio of syndicated loans across IBF and European Loan Operations
Credit Operations -- Administrative Assistant Oct 1997Jun 1999 JP Morgan Chase Newark, DE
  •  Provided administrative support for various teams within Loan Operations
MBA : Business Administration, Concentration in Finance Dec 2003 Goldey-Beacom College Wilmington, DE
Bachelor of Science : Business Administration, Concentration in Finance May 1999 Goldey-Beacom College Wilmington, DE
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This is a real resume for a Wholesale Loan Operations Operations Manager in Earleville, Maryland with experience working for such companies as Jp Morgan Chase, Jp Morgan Chase Bank. This is one of the hundreds of Wholesale Loan Operations Operations Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Wholesale Loan Operations Operations Manager resume.

Previous Companies:

  • JP Morgan Chase
  • JP Morgan Chase Bank

Previous Job Positions:

  • Wholesale Loan Operations Operations Manager
  • Wholesale Loan Operations Transaction Processing Specialist
  • Private Bank Operations Manager
  • Wholesale Loan Operations Project Analyst
  • Investment Bank Operations Accountant


  • Goldey-Beacom College

Level of Education:

  • MBA
  • Bachelor of Science

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