Luis Escárcega

Operations & Strategy | Financial Services & Fintech | CFA® | SOP/SLA Design · Executive Reporting · Ticketing Systems

Role
Credit Admin Associate at J.P. Morgan Private Bank
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Luis Escárcega

Over the past 5+ years in financial services, I\'ve developed a track record of turning complex, ambiguous operational challenges into scalable systems and repeatable processes. My work spans SOP and SLA development, ticketing system design, executive reporting, and cross-functional program management — partnering closely with Risk, Legal, and Business leadership to drive efficiency and reduce operational friction at scale.My career has been built at the intersection of finance and operations. I\'m now focused on bringing that foundation to high-growth tech and fintech companies. I\'m drawn to the opportunity to apply this same rigor in faster-moving, product-driven environments — where operational excellence directly impacts growth.I\'m a CFA charterholder with hands-on analytics experience. Open to opportunities in San Francisco and remote. Let\'s connect.

Experience

  1. Credit Admin Associate

    J.P. Morgan Private Bank

    Feb 2025 — Present · San Francisco, CA, US

    Fund Sponsors Group

Education

  • UC San Diego

    Bachelor’s Degree, Economics

  • Cornell University

    Certificate, Python for Data Science

  • UC San Diego Extended Studies

    Certificate, Finance

  • The Hong Kong University of Science and Technology

    International Summer Program, Marketing and Innovation

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