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Austin Lee

@austinlee4

Associate Banker at JPMorgan Chase who resolves transaction issues for 50+ clients weekly and maintains audit-ready KYC records.

United States

Message

At JPMorgan Chase & Co., I research and resolve transaction and technical issues for 50+ clients weekly, following each request through to resolution. I also balance daily cash totals and collect documentation for KYC while keeping records audit-ready.

I use Teller Express and Customer Assist to research transactions and service accounts, and I teach clients digital self-service through Chase Mobile and other payment tools. Before JPMorgan Chase, I coordinated real estate transactions at Compass and DeLex Realty, including facilitating $1.2M+ in transactions at DeLex Realty.

Experience

Work history, roles, and key accomplishments

Current

Associate Banker, Market Expansion

Current

JPMorgan Chase & Co.

Mar 2025 - Present (1 year 7 months)

Research and resolve transaction and technical issues for 50+ clients weekly, documenting each action taken and following every request through to resolution. Balance daily cash totals and investigate variances to support operational integrity.

Transactional Research Issue Resolution Audit Ready Documentation AML BSA Compliance Cash Balancing and Variance Review Digital Payments Client Communication Cross team coordination Attention To Detail Process Improvement Teller Express Customer Assistance Excel Google Workspace Quickbooks Online Outlook

Realtor

Compass

Mar 2024 - Oct 2024 (7 months)

Managed transaction case files and documentation, keeping records organized and driving deadlines to completion. Coordinated lenders, escrow, title, inspectors, and legal to resolve issues quickly and keep timelines on track.

Transaction Management Documentation Coordination Client Communication Deadline Management

Realtor

DeLex Realty

Aug 2021 - Nov 2023 (2 years 3 months)

Coordinated lenders, appraisers, and escrow teams to collect accurate documentation, meet deadlines, and resolve issues to closure. Facilitated $1.2M+ in real estate transactions from first consultation through closing.

Coordination Documentation Deadline Management Issue Resolution Real Estate Transactions