Summary
Overview
Work History
Education
Skills
Timeline
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Kalina Plummer

Trade Analyst
New Castle,DE

Summary

Trade analysis professional with strong analytical skills and strategic mindset. Expertise in market research, data interpretation, and financial modeling, ensuring impactful insights for informed decision-making. Team collaborator with focus on achieving results and adapting to evolving needs. Recognized for reliability and flexibility in dynamic environments.

Overview

10
10
years of professional experience
15
15
years of post-secondary education

Work History

Trade Analyst

JPMorgan Chase
Newark, DE
03.2023 - Current
  • Collaborated with cross-functional teams to ensure compliance with trade regulations, enhancing operational efficiency in customs processes.
  • Developed and maintained comprehensive reports using advanced Excel functions to track market fluctuations and pricing changes.
  • Facilitated training sessions for junior analysts on data interpretation techniques, fostering a culture of continuous improvement within the team.
  • Worked within Alteryx to compile and review information with pivot tables and charts.
  • Managed counterparty relationships by resolving discrepancies and maintaining open lines of communication to facilitate timely payments.

Senior Credit Operations

JP Morgan Chase
Newark, Delaware
02.2022 - 03.2023
  • Reviewed and processed credit applications to ensure compliance with company policies and regulatory guidelines, enhancing approval accuracy.
  • Serviced lending inquiries and resolving customer inquiries related to verifications, fraud, reward points, etc.
  • Collaborated with cross-functional teams to resolve customer inquiries and disputes related to credit accounts, improving customer satisfaction and retention.
  • Trained new staff on credit operations procedures and system navigation, fostering a knowledgeable team capable of meeting departmental goals.
  • Monitored system performance related to credit processing software, identifying areas for enhancement that streamlined operations and reduced errors.
  • Managed the escalation process for complex credit issues, coordinating with relevant departments to achieve timely resolutions for clients.

Credit Dispute Analyst

Axalta Coating Systems
Glen Mills, Pennsylvania
05.2018 - 07.2021
  • Researched and resolved customer disputes to facilitate payment or issuance of credit to customer invoice using Salesforce and SAP.
  • Investigated and analyzed tax issues related to customer accounts.
  • Utilized tax compliance software and general ledger systems to increase department efficiency and accuracy.
  • Reviewed and compiled daily reports on Excel.
  • Assisted with training new employees and scheduling team meetings.

Credit Analyst

Omni Cable
West Chester, Pennsylvania
07.2016 - 10.2017
  • Sorted and filed correspondences and performed other miscellaneous clerical duties such as creating records, checking, and sending emails, faxes, and mail.
  • Responsible for collecting payments for the company using skills in project.
  • Tracked payments, made banking deposits, and ran reports that document profits and losses. Including balancing end of month and year reports.
  • Performed various administrative functions for assigned accounts, such as recording address changes, managed the unclaimed property process, and purging the records of deceased customers.
  • Assisted with training new employees and scheduling team meetings.

Inventory Control & Senior Collections

UPS Supply Chain
Newark, Delaware
05.2015 - 06.2016
  • Calculated figures such as discounts, percentage allocations and credits.
  • Organized and conducted all credit and collection activities, including but not limited to, collection calls, credit review, customer set-up, account reconciliation, and outsourcing to a third party for collections/legal.
  • Received and posted cash on daily basis via lockbox, ACH, Wire, and credit cards.
  • Initiated required action for response to customer service requests for order changes including the maintenance of order/customer information files.
  • Created purchase orders.
  • Received, processed and verified the accuracy of orders from customers utilizing the organization’s internal LMS/SAP systems and customer purchase orders.

Education

Some College (No Degree) - Computer Science

Wilmington University
Newcastle, United States
05.2014 - Current

H.S Diploma -

William Penn High School
New Castle, DE
09.2003 - 06.2007

Skills

Trade policy

Multitasking Abilities

Adaptability and flexibility

Financial reporting

Team collaboration

Customer communication

Credit analysis

Data management

SAP

Salesforce

Tsys/Loanet/Host Systems

Alteryx

International trade regulations

Microsoft Excel proficiency

Relationship building

Timeline

Trade Analyst

JPMorgan Chase
03.2023 - Current

Senior Credit Operations

JP Morgan Chase
02.2022 - 03.2023

Credit Dispute Analyst

Axalta Coating Systems
05.2018 - 07.2021

Credit Analyst

Omni Cable
07.2016 - 10.2017

Inventory Control & Senior Collections

UPS Supply Chain
05.2015 - 06.2016

Some College (No Degree) - Computer Science

Wilmington University
05.2014 - Current

H.S Diploma -

William Penn High School
09.2003 - 06.2007

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Kalina PlummerTrade Analyst