Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Contact
Timeline
Generic

Summer Lane

Charleston,SC

Summary

Results-driven operations/finance professional with strong grasp of process optimization, strategic planning, and project management. Known for effective team collaboration and delivering consistent results in dynamic environments. Adept at improving operational efficiency, managing cross-functional teams, and adapting to evolving business needs. Recognized for leadership, problem-solving abilities, and excellent communication skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Branch Operations Lead

JPMorgan Chase
02.2025 - Current
  • Streamlined operations by implementing efficient processes and optimizing workflows.
  • Ensured strict compliance with industry regulations, maintaining up-to-date knowledge of relevant guidelines and best practices.
  • Assisted in the development of long-term strategic plans, aligning operational goals with overarching company objectives.
  • Performed quality control and monitored production efforts.
  • Maintained leadership roles on BRG boards: AccessAbility, Women on the Move, and PRIDE.

Associate Banker

JPMorgan Chase
11.2021 - 02.2025
  • Help to build relationships with customers by connecting them with team members to address their specific financial needs
  • Advise customers on bank products, services and financial planning options, including online and mobile banking
  • Maintain book of 150+ clients
  • Assisted in New Build Client Engagement Strategy by contacting 600+ households
  • Facilitate Financial Literacy seminars and classes with College of Charleston
  • Organized Lowcountry Foodbank, One80 Place, and Charleston Development Academy donations (socks, computer monitors, printers, non-perishable food items) as branch Culture Champion.
  • Participated in leadership positions on the PRIDE Southeast board as Business Manager, AccessAbility Southeast board as Marketing and Communications and Women on the Move board as Site Lead/Event Coordinator

Assistant Manager

IT'SUGAR
02.2021 - 09.2021
  • Organized schedules, workflows and shift coverage to meet expected business demands
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies
  • Collaborated with store manager to develop strategies for achieving sales and profit goals
  • Maintained accounts for costs of goods, accounts payable, all invoices, and merchandising.

Political Affairs Intern

THE BORGEN PROJECT
06.2019 - 08.2019
  • Mobilized 100+ members of the community through fundraising and lobbying Congress to fight global poverty
  • Met with representatives such as Van Cato, Lindsey Graham's state director, to discuss the importance of helping third world countries and its benefits to us locally and nationally
  • Communicated and coordinated with local security and political leaders to secure governance, reconstruction and stabilization matters.

Education

BACHELOR OF ARTS - Political Science

College of Charleston
2021

BACHELOR OF SCIENCE - International Business

College of Charleston
2021

Skills

  • Cross-Selling and Partner Referrals
  • CRM Systems/Management
  • Complex Information Interpretation
  • Strategic Sales Knowledge
  • Community Outreach
  • Operations Management
  • Project Management
  • Risk Mitigation
  • Operational efficiency

Websites

Certification

  • Notary Public of South Carolina
  • Project Management
  • Microsoft Excel 2016

Languages

Spanish
Limited Working

Contact

Charleston, SC 29401

Timeline

Branch Operations Lead

JPMorgan Chase
02.2025 - Current

Associate Banker

JPMorgan Chase
11.2021 - 02.2025

Assistant Manager

IT'SUGAR
02.2021 - 09.2021

Political Affairs Intern

THE BORGEN PROJECT
06.2019 - 08.2019

BACHELOR OF SCIENCE - International Business

College of Charleston

BACHELOR OF ARTS - Political Science

College of Charleston

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Summer Lane