AFI ATCHALE
Norwalk,IA
Overview
11
11
years of professional experience
Work History
Client Service Team Lead
WELLS FARGO
01.2023 - Current
- Lead daily team operations, providing guidance and support on complex customer issues and products
- Train, mentor, and onboard new team members to improve performance and service quality
- Oversee case pipelines, conduct root cause analysis, and ensure timely resolution of issues
- Collaborate with internal and external stakeholders to address escalated concerns
- Improve team efficiency and customer satisfaction through process improvements and leadership support
Treasury Management Officer
WELLS FARGO
01.2022 - 01.2023
- Train customers and provides technical support for internet banking and other online products
- Perform routine maintenance accounts: i.e.: Online banking addition of accounts and work around requests.
- Direct and participate in formal and informal meetings with decision-makers to gather information about opportunities and suggest solutions.
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Prepare reports, exhibits, and other supporting schedules that detail an institution's safety and soundness, compliance with laws and regulations, and recommended solutions to identified opportunities.
MORTGAGE PROCESSOR
WELLS FARGO
01.2021 - 01.2022
- Determine the client's creditworthiness for approval by coordinating meetings with applicants to obtain information for loan applications while answering questions about the process.
- Ensure loan submissions meet agency and government guidelines before submitting to underwriting for review to aid in decision making.
- Reduce processing time by resolving any discrepancies occurring from initial application to post-closing.
- Mitigate risk by ordering credit and title reports while liaising with third parties for reports and documents as necessary, minimizing mortgage fraud.
- Maximize efficiency and improve risk management capabilities by 15% by ensuring accurate and timely loan processing by efficiently compiling borrowers' information and loan document verification.
RESEARCH / REMEDIATION ANALYST
WELLS FARGO
01.2019 - 01.2021
- Minimized operation costs and errors by utilizing multiple computer systems such as MSP, ICMP, LPS, and I Property to complete the day-to-day task, ensuring 100% accuracy.
- Streamlined the property registration process by mentoring/training 7 new hires, reducing future land disputes.
- Ran multiple reports for day-to-day needs and volume to manage pipelines, increasing staff efficiency and productivity properly.
- Ensured that strategic goals were met by communicating with other departments and states, meeting business needs, and verified WF was not violated.
- Improved the efficiency of the code enforcement program by working with municipalities, code enforcement officials, and attorneys across the country to resolve property code violations.
- Reviewed and responded to incoming issues with cities and municipalities that could create a loss of property/damage Wells Fargo’s reputation.
- Facilitated continuous and consistent communication through corresponding with vendors, attorneys, and municipalities via phone, e-mail, and fax, improving the effectiveness and credibility of the company.
- Aided in settling disputes by creating correspondence to resolve complex issues involving property condition inquiries, escalating issues.
- Oversaw work orders with vendors to ensure that they are completed to city and municipalities standards and Wells Fargo's standards, reducing the cost of litigation.
- Determined appropriate escalation levels and provided supporting documentation to the correct departments, increasing resolution by 15%.
- Audited 15-45 Checks per day to verify they are accurate as needed, minimizing losses.
- Boosted the company's financial status by preventing money loss by putting in place audits for all checks requested and requiring second-level reviews on any check request exceeding $5k.
FRAUD ANALYST
CO-OP FINANCIAL SERVICES
01.2018 - 01.2019
- Reviewed and analyzed accounts and transactions that were high risk based on recent activity and general fraud trends to mitigate risk.
- Acquired greater customer satisfaction through aiding clients with various types of inquiries while adhering to strict procedures.
- Identified and monitored account transactions to mitigate fraud, reducing losses, increasing business revenue and reputation.
- Safeguarded the business against potential breaches by identifying and reporting emerging fraud trends in a challenging and ever-changing environment.
- Maintained 100% customer loyalty while exceeding and attaining high customer satisfaction, consistently receiving 100% customer satisfaction scores.
LEAD TEACHER
2 B TINY
01.2015 - 01.2016
- Established and maintained a classroom environment that effectively facilitates physical, social/emotional, and intellectual development.
- Conducted conferences with parents regarding children's development while providing care and education for kids from 6 weeks old to 6th grade.
- Offered developmental care and supervision to children by creating learning curriculums for the lower ED classrooms.
- Pioneered summer programs and developed lesson plans that provided back-to-school supplies for the elementary kids through donations from the community.
- Fostered community engagement by encouraging community members to get involved through volunteering with enrichment opportunities before and after school, such as tutoring, fine arts clubs, and athletic teams, resulting in sponsorship and donation programs.
- Managed individual developmental assessments for each student by establishing a program that offered tutoring sessions after school for the kids.
LEGISLATIVE INTERN
LEGISLATIVE SERVICE AGENCY
01.2017 - 01.2018
Timeline
Client Service Team Lead
WELLS FARGO
01.2023 - Current
Treasury Management Officer
WELLS FARGO
01.2022 - 01.2023
MORTGAGE PROCESSOR
WELLS FARGO
01.2021 - 01.2022
RESEARCH / REMEDIATION ANALYST
WELLS FARGO
01.2019 - 01.2021
FRAUD ANALYST
CO-OP FINANCIAL SERVICES
01.2018 - 01.2019
LEGISLATIVE INTERN
LEGISLATIVE SERVICE AGENCY
01.2017 - 01.2018
LEAD TEACHER
2 B TINY
01.2015 - 01.2016