Member Service Advisor

Verified

$20/hr

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Outline

Looking for Freelance work (4 hours/day) at $20/hour

Postgraduate Degree

English proficiency Fluent

Professional Summary

Experienced finance professional with a strong background in lending, investment banking, credit analysis, and collections. Over the years, I've developed a solid track record of assessing credit risk, managing high-value portfolios, and driving financial strategies that support both growth and compliance. Adept at working across teams and with clients to structure financing solutions, optimize recoveries, and maintain healthy credit operations. Known for analytical rigor, attention to detail, and a results-driven approach to solving complex financial challenges.

Skills & Experience

Experience highlights

Account Supervisor

JPMorgan Chase & Co · July/2018 – Present

Overseeing a team of 18 account representatives. Responsible for providing updates and monitoring team performance. Leading the team to provide excellent customer banking experience. Guide risk and control.

Specialist 1

JPMorgan Chase 7 Co · November/2010 – Present

To provide an excellent customer experience phone-based banking. Assist customers in managing credit card accounts, avoiding fees, interest charges, and delinquency.

Lending and Investment Advisor

Newfoundland and Labrador Credit Union · January/1990 – /

Personal and business accounts opening. Analyzing financial statements, income documentation to determine the risk level associated with each loan application. Recommending appropriate loan structures, interest rates, and repayment terms based on risk assessment and borrower's financial situation. In-depth understanding on Canada’s registered funds and GICs Developing and maintaining relationships with individual and business clients to understand their financial goals and needs

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