jocelyn Dulay
@jocelyndulay
Proactive operations specialist with expertise in trade lifecycle management.
What I'm looking for
I am a proactive and detail-oriented operations specialist with over 8 years of experience in financial services, specializing in trade lifecycle management, process automation, and client support. My background includes leading workflow optimizations and resolving high-impact client issues while collaborating across departments. I have a proven track record of implementing automation initiatives that enhance operational efficiency, such as developing automated reconciliation matching rules using machine learning, which significantly reduced daily reconciliation work and operational risk.
In my role at JPMorgan Chase & Co., I led automation initiatives that saved time and improved service-level performance. I was recognized for my contributions to enhancing market trade release processes and transitioning clients toward straight-through processing. My commitment to continuous improvement is evident in my ability to manage exceptions, maintain data integrity, and streamline post-trade processes. I also have a passion for fostering collaborative team cultures, having been named Coaching Champion for my efforts in employee recognition and community impact initiatives.
Experience
Work history, roles, and key accomplishments
Trade Lifecycle Associate
JPMorgan Chase & Co.
Jan 2017 - Dec 2024 (7 years 11 months)
Led automation initiatives, including proposing reconciliation rules and developing Alteryx workflows, which saved 1 hour daily and enhanced operational efficiency. Conducted weekly trade break reviews with senior management, reducing settlement delays by 30% and streamlining trade flow through UAT and new application deployments. Partnered with client-facing teams to resolve inquiries and acted a
Quality Assurance Analyst
IBM
May 2015 - Feb 2017 (1 year 9 months)
Conducted daily audits of incoming calls and emails related to benefits, payroll, recruitment, and scheduling, ensuring compliance with company standards and service excellence. Assisted in transitioning key QA steps to robotic process automation (RPA), reducing manual workload by 40% and enabling resource reallocation. This led to improved service quality, reduced error rates, and enhanced team a
Training Assistant
Teletech
Apr 2012 - May 2015 (3 years 1 month)
Consistently ranked among the top 5 agents based on key performance metrics, including quality assurance scores, customer satisfaction, and issue resolution. Promoted to Training Assistant, leveraging strong performance and product knowledge to onboard new hires, coach existing staff, and support team-wide KPI improvement.
Education
Degrees, certifications, and relevant coursework
DMMMSU - SLUC
Bachelor of Science, Secondary Education
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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