Kimberly Disla-Castro Versatile Professional | Systems Training, Ops Support &

Business Execution Consultant- System Trainer

Wells Fargo

Feb 2025 - Current (1 year 5 months)

Lead Loan IQ (LIQ) implementation for commercial banking operations teams Develop and deliver training plans for LIQ users, ensuring operational teams effectively utilize the‬ system.‬ ‭Collaborate with team leaders and cross-functional partners to design and execute training strategies and‬ improve workflows‬ Utilize expertise in bilateral and syndicated loans to enhance system adoption and efficiency.‬ ‭Adapt to evolving project timelines, identifying key training subjects and optimizing delivery methods.‬ ‭Leverage Microsoft products to improve engagement and training effectiveness.‬ ‭‬‭Support upcoming LIQ system upgrades and integrations‬ ‭

Loan Origination Analyst

JPMorgan Chase Co

Dec 2023 - Feb 2025 (1 year 3 months)

Provide deal origination and execution support to Commercial and Corporate Investment bank deal teams. Read and interpret complex credit documentation, determine operational feasibility, provide feedback and recommendations as warranted. Responsible for accurate and timely set up of all agency-related systems and confirm all conditions precedent have been met and compliance items meet the established banking guidelines Work with various members of the deal team included but not limited to JPMC attorneys, customers and investors to ensure a smooth closing Provide feedback to deal structuring team on operational market trends and any preferred deal structure Initiate loan funding activity; manage the funding process with Corporate Treasur

Operations Administrator

JPMorgan Chase Co

Aug 2023 - Dec 2023 (5 months)

Organize, monitor, prepare, track, update, and compile internal and external documents Organize and maintain information for internal and external teams as necessary in a safe and confidential manner Keeps senior management team advised on the status of projects and updates from line managers and their teams Read and analyze incoming memos, letters, and reports to determine their significance and distribute appropriately Create and maintain accurate project information and be able to understand and articulate success, challenges, and roadblocks Correspond on routine inquiries with team members, management, and senior leadership teams Enter, maintain, and handle confidential client information Assist in the preparation of regularly scheduled

Elementary School Teacher

CharlotteMecklenburg Schools

Aug 2022 - Jun 2023 (11 months)

Corps Member

Teach For America

May 2022 - Jun 2023 (1 year 2 months)

Registrar/Secretary

CharlotteMecklenburg Schools

Aug 2021 - Jun 2022 (11 months)

Solely responsible for enrolling and withdrawing students Meet with new parents and students to begin registration and orientation process. Partially responsible for the attendance functions such as verifying early dismissals, entering tardy and absentee data Maintain all aspects of student files by creating cumulative folders, establishes and maintains filing and updating all student information in PowerSchool Fax, scan, and sends all student records to requesting schools Act as a receptionist by answering phone calls, and assisting visitors with directions and information. Utilize positive human relation skills to interact with teachers, assistant principals, administrators, other staff, students and parents in fulfilling requests for a

Operations Specialist

LPL Financial

Apr 2021 - Jun 2021 (3 months)

Responsible for money movement of cash and/or assets. Supported various processes within Cash Management that include: Death Disbursements (Retirement and Non-Retirement products) and Divorce Journals. Contact with internal and external clients. Processed receipt transactions that are Not in Good Order, journal requests, and monitored and handled the disbursement work queues to process various disbursement requests. Kept up to date with new processes and controls

Service Advocate

Target

Jun 2020 - Jun 2021 (1 year 1 month)

Create a welcoming experience by making connections with guests by engaging in friendly, genuine conversation throughout each transaction. Make guests aware of current and upcoming brand launches, store activities, events, and benefits of Target products. Be familiar with all fulfillment services, and know how to direct the guests to enroll, activate and utilize those services. De-escalate any negative situations and recover the guest’s shopping experience while following policies and procedures. Demonstrate a culture of ethical conduct, safety, and compliance.

Program Management Intern

Wells Fargo

May 2019 - Aug 2019 (4 months)

Organized and led multiple on-site events that promoted financial health information and resources at various companies and universities. Crafted marketing skills by approaching potential customers during events with product information. Participated in community involvement and leadership enrichment events that provided financial knowledge to young adults. Shadowed multiple positions in retail banking, wealth management, and the private bank to learn the flow of the bank’s daily operations and the importance of financial wellness. Attended and participated in corporate meetings regarding initiatives to enhance the effectiveness of the program. Organized financial literature, giveaways, and other resources for all on-site events attende

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Business Management Intern

Fraternal Order of Police Lodge

Jan 2019 - Mar 2019 (3 months)

Shadowed the Office Manager to learn daily operations. Regularly updated member’s personal information and beneficiaries accurately in excel spreadsheets Completed two mass mailings to 200+ members regarding new membership cards and donations for upcoming events Answered membership questions over the phone and directed their call to the appropriate department when necessary. Handled, read, scanned, and filed confidential police disciplinary actions Reviewed student resumes from college job fairs and interviewed potential candidates for the management internship position. Maintained office filing system Reported monthly financial information in excel spreadsheets Learned the basics of QuickBooks accounting software to manage income and expen

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Server

Mullens Bar Grill

Aug 2018 - Nov 2019 (1 year 4 months)

Performed outstanding customer service while working well under pressure by effectively and efficiently completing tasks in a stressful, fast-paced environment Contributed to a positive team environment by supporting team members as needed. Protected establishment and patrons by adhering to sanitation, safety, and alcohol control policies Helped patrons select food and beverages by presenting menu; suggesting courses; answering food preparation questions and assisting with any dietary needs.

Elementary Tutor

Duquesne University

Aug 2018 - May 2020 (1 year 10 months)

Assisted with homework support, in all subjects, at an afterschool program Responsible for mentorship of elementary school aged children Lead activities and games for an enjoyable program for the students Maintained the safety of the students in various locations throughout the program

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Youth Program Coach

Proehlific Park

May 2017 - Jun 2018 (1 year 2 months)

Maintain the safety of kids ages 4-15 in an active/ fast-paced environment Lead games and activities to provide an enjoyable summer to a group of kids Perform various maintenance duties within the facility Created unique themed activities for the kids to participate in weekly

Court Monitor

Sky Zone Trampoline Park

May 2017 - Aug 2017 (4 months)

Maintain the constant surveillance of patrons in the facility; act immediately and appropriately to secure safety of patrons in the event of emergency. Communicate court rules to participants. Maintain positive relations with patrons, and present outstanding customer service. Assist in implementing emergency procedures. Perform various maintenance duties as directed. Help maintain a clean and safe facility.

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Youth Program Student Leader

MILTON HERSHEY SCHOOL

Aug 2015 - Jun 2016 (11 months)

Maintain the constant surveillance of students in various facilities; off-campus activities, campus activities Act immediately and appropriately to secure the safety of students in the event of an emergency Assist manager with setting up campus activities Manage sign-up sheets and facilitates check-in for attendance purposes

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Summer Camp Counselor

MILTON HERSHEY SCHOOL

Jun 2014 - Jul 2015 (1 year 2 months)

Lead children ages 5-17+ in activities Promote an active and safe environment

Kimberly Disla-Castro

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