Matthew C. Kidwell
Tucson
Summary
Dynamic financial coach and co-founder at Kidwell Coaching & Consulting, adept at enhancing client financial literacy and stability. Proven track record in process improvement and issue resolution at JPMorgan Chase Bank, leveraging data analysis and stakeholder communication to drive operational efficiency and client satisfaction.
Overview
34
34
years of professional experience
5
5
Certifications
Work History
Co-Founder & Financial Coach
Kidwell Coaching & Consulting
11.2024 - Current
- Co-founded a financial coaching practice focused on improving financial literacy and helping individuals build sustainable, long-term financial stability through personalized guidance and education.
- Analyze client financial data to identify issues and implement actionable solutions aligned with client goals.
- Tracked client progress and key financial metrics to measure outcomes and inform strategy adjustments.
- Serve as primary point of contact for clients, providing high-touch support and clear guidance throughout the process.
- Owned and drove end-to-end client processes from onboarding through execution, ensuring timely completion of all steps.
- Developed and managed structured client workflows to ensure consistent follow-up, documentation, and progress tracking across engagements.
- Identify workflow inefficiencies and implement process improvements to enhance client experience and operational effectiveness.
- Implemented process improvements to enhance workflow efficiency and client experience.
- Coordinated workflows and processes to optimize client engagement and operational efficiency.
- Resolved client issues through thorough analysis of root causes, ensuring timely solutions.
- Collaborated with cross-functional teams to enhance project outcomes and stakeholder satisfaction.
- Tracked timelines and followed up on project milestones to ensure timely completion.
- Maintain accurate and detailed client records, ensuring consistency across financial documentation and planning materials.
- Stakeholder Communication
- Case Management and Workflow Execution
- Case Tracking and Process Coordination
Private Client Banker
JPMorgan Chase Bank
Tucson
05.2012 - 11.2024
- Analyzed client financial situations to identify opportunities and recommend appropriate banking solutions.
- Managed high-value client portfolios, overseeing workflows, documentation, and follow-through to ensure seamless service delivery.
- Acted as liaison among clients, advisors, lending partners, and internal teams to coordinate solutions and efficiently resolve client requests.
- Monitored client requests, follow-ups, and interactions across multiple cases to ensure timely resolution and consistent communication.
- Resolved complex account and service issues, achieving timely and accurate outcomes.
Service Supervisor
Government Employees Insurance Company (GEICO)
Tucson
06.2009 - 05.2012
- Led and developed team to efficiently manage high-volume service workflows and address client requests.
- Monitored performance metrics and implemented process improvements, enhancing service quality.
- Ensured accurate and consistent documentation and communication within team operations.
Senior Customer Service & Collections Supervisor
Fifth Third Bancorp
Evansville
06.1992 - 10.2007
- Managed regulated client portfolios within a collections environment, ensuring adherence to compliance standards, regulatory guidelines, and accurate documentation.
- Investigated account discrepancies and customer issues, documenting findings to support resolution and ensure audit readiness.
- Liaised between clients and internal teams to coordinate issue resolution and uphold service consistency.
- Identified recurring issues and contributed to process improvements, enhancing operational efficiency and mitigating risks.
Education
Bachelor of Science - Business Management & Business Administration
University of Phoenix
Tucson08-2009
Skills
- Workflow and process coordination
- Document review and accuracy control
- Process improvement and efficiency
- Issue resolution and root cause analysis
- Cross-functional collaboration
- Timeline tracking and follow-up
- Microsoft Excel and CRM systems
- Stakeholder communication
- Case management and execution
- Data analysis
Certification
Certified Financial Coach - Dave Ramsey Financial Coach Master Training
Timeline
Co-Founder & Financial Coach
Kidwell Coaching & Consulting
11.2024 - Current
Private Client Banker
JPMorgan Chase Bank
05.2012 - 11.2024
Service Supervisor
Government Employees Insurance Company (GEICO)
06.2009 - 05.2012
Senior Customer Service & Collections Supervisor
Fifth Third Bancorp
06.1992 - 10.2007
Bachelor of Science - Business Management & Business Administration
University of Phoenix