Kimberly Peterson
Rock Hill
Summary
Dynamic Loan Servicing Associate with expertise in syndicated and bilateral loan servicing at JP Morgan Chase. Proven track record in risk oversight and compliance, enhancing operational efficiency through process improvements. Adept at financial modeling and effective communication, driving successful outcomes in complex loan transactions. Recognized for attention to detail and quality assurance.
Overview
10
10
years of professional experience
Work History
LOAN SERVICING ASSOCIATE I
JP Morgan Chase
Charlotte
11.2024 - Current
- Perform in-depth LoanIQ servicing functions including loan booking, structuring, and maintenance for both syndicated and bilateral deals.
- Conduct quality assurance on transactions post-entry, ensuring compliance with operational procedures and regulatory guidelines.
- Lead initiative to streamline onboarding of bilateral deals using updated system templates and configuration reviews.
- Analyze LoanIQ enhancements and system upgrade release notes to assess downstream operational impact; document and communicate risk adjustments to leadership.
- Collaborate with tech teams during UAT testing for LoanIQ patches and releases.
- Provide business intelligence insights to enhance financial performance and market competitiveness.
- Liaise with senior operations leadership to provide recommendations for improving system configuration and user efficiency.
- Ensure transaction integrity by running end-of-day exception reports and auto-release verifications.
- Act as SME for bilateral loan servicing processes, fielding escalations and guiding corrective measures.
- Perform sanctions reviews on a variety of various Transactions.
- Recognizes and recommends responsibilities and accountabilities for key programs/projects.
- Communicate with various Lines of Business to collect information.
- Utilizes SAP to research and reconcile figures for deals that are showing on the exceptions and Nostos reports.
OFFICER: MARKETS SUPPORT
Bank of America
Charlotte
05.2022 - 11.2024
- Partnered with risk and compliance teams to assess policy adherence during system changes.
- Ensures compliance remains in line with OFAC (Office of Foreign Assets Control) and other regulators.
- Functions include oversight of breaks and reporting.
- Led root cause analysis on servicing discrepancies, aligning cross-functional teams on remediation plans.
- Communicate with various Lines of Business to collect information.
- Monitor queue volumes and priorities.
- Involvement in system testing, enhancements and reporting routines to management for updates.
- Co-authored standard operating procedures for booking bilateral loans at ACBS.
- Supported the team with performing due diligence required for loan closing and originations.
- Interpreted legal documentation related to complex loan booking and structuring.
OPERATIONS ANALYST
Bank of America
Charlotte
08.2019 - 05.2022
- Facilitated change-management efforts during transitions or updates in processes or systems.
- Assisted with early-stage planning and operational testing during AFS to LoanIQ system transition.
- Supported the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation.
- Aided with control enhancements following QA findings from LoanIQ-serviced deal audits.
- Conducted operational readiness reviews for loan system changes, evaluating impacts on end-user processes.
- Contributed to workflow improvement initiatives using data collected from control testing and feedback loops.
- Participated in strategic planning sessions to align operational goals with organizational objectives.
- Collaborated with cross-functional teams to optimize business processes and workflows.
- Assisted leadership with implementing new operational strategies and followed up on results.
PATIENT ACCOUNTING REPRESENTATIVE
Atrium Health
Charlotte
10.2018 - 08.2019
- Informed patients on their insurance benefits, co-pays, deductibles, and out-of-pocket expenses.
- Utilized electronic medical record systems efficiently for daily tasks.
- Communicated with insurance companies to verify coverage and benefits.
- Implemented strategies to reduce days in accounts receivable by improving collection efforts.
- Maintained confidentiality of patient information in compliance with HIPAA regulations.
LOAN VERIFICATION ANALYST
Wells Fargo
Fort Mill
03.2015 - 10.2018
- Completed assigned tasks within specified deadlines while maintaining high levels of accuracy.
- Developed proficiency in using proprietary software systems designed for loan origination processes.
- Collaborated effectively with other departments such as underwriting, processing, funding, sales, and quality control.
- Handled confidential borrower information responsibly and securely in accordance with company policy.
- Supported training initiatives for new Loan Verification Specialists joining team.
Education
Bachelor of Science (B.S.) - Business
Strayer University
Charlotte, North CarolinaMaster of Business Administration (M.B.A.) - Human Resources Leadership
Strayer University
Charlotte, North CarolinaSkills
- Loan Pricing Strategy
- Financial Modeling
- Syndicated Loan Servicing
- Bilateral Loan Servicing
- Effective listener
- Detail oriented
- Risk Oversight
- Compliance Oversight
- Loan Structuring
- Credit Risk Assessment
- Loan IQ
- ACBS
- EDR GPA
- Content Navigator
- FPS
- Task Tracker
- Advanced Excel
- Pivot Tables
- VLOOKUP
- Macros
- Data Analysis
- LoanIQ servicing
- Regulatory compliance
- Quality assurance
- Financial performance
- Cross-functional collaboration
- Problem solving
- Attention to detail
- Effective communication
- Process improvement
Timeline
LOAN SERVICING ASSOCIATE I
JP Morgan Chase
11.2024 - Current
OFFICER: MARKETS SUPPORT
Bank of America
05.2022 - 11.2024
OPERATIONS ANALYST
Bank of America
08.2019 - 05.2022
PATIENT ACCOUNTING REPRESENTATIVE
Atrium Health
10.2018 - 08.2019
LOAN VERIFICATION ANALYST
Wells Fargo
03.2015 - 10.2018
Bachelor of Science (B.S.) - Business
Strayer University
Master of Business Administration (M.B.A.) - Human Resources Leadership
Strayer University
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