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Crystal LeeCL
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Crystal Lee

@crystallee

I streamline document operations and improve workflow efficiency in financial services.

United States
Message

At JPMorgan Chase, I coordinated and led a large-scale reorganization of more than 10,000 documents while streamlining workflows to improve efficiency by over 15%.

I manage high-volume document requests, build Alteryx reporting workflows, and provide administrative support through organized SharePoint document repositories.

Previously at First Republic Bank, I prepared, reviewed, safeguarded, and coordinated retrieval of loan documentation for secure storage.

My customer-facing experience at Mejuri and United Airlines strengthened my ability to resolve issues in real time, communicate clearly, and keep operations organized during changing circumstances.

Experience

Work history, roles, and key accomplishments

JPMorgan Chase & Co. logoJC

Collateral Svc Specialist II

Mar 2024 - May 2026 (2 years 2 months)

Implemented streamlined workflow that improved efficacy by over 15% while managing a high-volume email inbox and creating Altyeryx workflows for inventory reporting. Provided direct admnistrative support to a Vice President, including maintaining and organizing a SharePoint document repository. Led a large-scale reorganization project of over 10,000 documents.

First Republic Bank logoFB

Loan Documentation Imaging Coordinator

Nov 2020 - Mar 2024 (3 years 4 months)

Prepared and reviewed loan documents for scanning while also sorting, organizing, and safeguarding original loan documents. Packaged documents for secure offsite storage and coordinated with colleagues to manage timely retrieval when needed.

Mejuri logoME

Stylist (Sales Representative)

Mejuri

Mar 2020 - Oct 2020 (7 months)

Maintained a clean, organized, and welcoming showroom while answering customer inquiries with product knowledge and helpful information. Assisted customers through checkout and product customizations.

United Airlines logoUA

Customer Service Representative

Apr 2018 - Aug 2019 (1 year 4 months)

Delivered proactive customer service to enhance passengers' travel experience, assisting through the boarding process and adapting to delays and unexpected issues. Actively listened to and resolved passenger concerns in real time, ensuring a positive outcome.

Education

Degrees, certifications, and relevant coursework

University of California, Irvine logoUI

University of California, Irvine

Tech stack

Software and tools used professionally

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