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Pamela Anne Cruz

@pamelaannecruz

Client onboarding analyst at JPMorgan Chase & Co. who streamlined document pre-checks with an automated requirements checklist.

Philippines

Message

At JPMorgan Chase & Co., I coordinate onboarding documentation and operational requests across EMEA, APAC, and other markets. I also perform document pre-checks, data validation, and quality controls.

I developed a location-based checklist with automated document requirements to streamline pre-checks and reduce manual steps. I also support workload coordination and teammate follow-ups during high-volume periods.

At Reimagined Roots, I support client records, consultation requests, sales pipeline follow-ups, and administrative workflows using Jobber and Notion. I draft and schedule Facebook and Instagram content, and organize Pinterest project portfolios and marketing assets.

My previous roles include immigration administrative support at Borderless and executive assistant work at JPMorgan Chase & Co., EY Global Delivery Services, and the City Government of Taguig. Across these roles, I supported senior leaders, coordinated workflows, and maintained records and documentation.

Experience

Work history, roles, and key accomplishments

Current

Virtual Administrative & Marketing Assistant

Current

Reimagined Roots

Jan 2026 - Present (9 months)

Support client records, consultation requests, sales pipeline follow-ups, and administrative workflows using Jobber and Notion. Draft and schedule social media content and organize marketing assets.

Jobber Notion Meta Business Suite Pinterest Social Media Scheduling Content Planning Administrative Support

Current

Client Onboarding Analyst

Current

JPMorgan Chase & Co.

Nov 2025 - Present (11 months)

Coordinate cross-regional onboarding documentation and operational requests across EMEA, APAC and other markets. Perform document pre-checks, data validation, and quality controls to support accurate, timely delivery.

Client Onboarding Document Quality Assurance Data Validation Operations Coordination Process Improvement Stakeholder Communication

Immigration Administrative Assistant

Borderless

Aug 2025 - Aug 2026 (1 year)

Provided remote administrative support for UK immigration and visa-related case workflows. Reviewed case documentation, flagged discrepancies, and coordinated required corrections.

Case Management Documentation Review Administrative Support Correspondence Record keeping

Executive Assistant / Senior Assistant Supervisor

JPMorgan Chase & Co.

Jan 2023 - Jan 2025 (2 years)

Provided executive-level administrative support for senior leaders, including managing complex schedules and competing priorities. Coordinated leadership requests, meetings, communications, and administrative workflows across teams.

Executive Support Calendar Management Stakeholder Communication Team Coordination Administrative Workflows

Executive Assistant

EY Global Delivery Services

Jan 2021 - Jan 2023 (2 years)

Delivered remote executive administrative support, calendar coordination, meeting logistics, and stakeholder communications. Managed confidential information and time-sensitive requests with accuracy and discretion.

Executive Support Calendar Management Meeting Logistics Stakeholder Communication Confidentiality

Executive Assistant to the City Mayor

City Government of Taguig

Jan 2019 - Jan 2021 (2 years)

Supported the City Mayor's office with executive scheduling, correspondence, documentation, and coordination of official activities. Liaised with internal and external stakeholders to facilitate timely administrative follow-through.

Executive Support Scheduling Correspondence Documentation Stakeholder Liaison