Alex Bunte
Portfolio Specialist
Minnetonka,United States
Summary
Knowledgeable professional with 11+ years in compliance-related positions. Strong verbal and written communication skills with a systematic and diligent approach.
Overview
11
11
years of professional experience
Work History
Portfolio Specialist
Huntington National Bank
08.2016 - Current
- Created and finalized contracts for equipment finance contracts with customers.
- Maintained compliance with local, state and federal regulations governing property and liability insurance coverage requirements.
- Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
- Generated comprehensive reports on portfolio performance and risk assessment
- Oversaw Operations accounting functions such as AP/AR to keep pay sales vendors and keep customers accounts current.
- During COVID pandemic, switched segments from New Business to Portfolio to maintain customers contracts through modifications, refinances, restructures, and assumptions. From Q3 2019 to Q2 2023, directly accountable for handling 1,000+ contracts totaling $148MM+ from being charged off contributing to TCF/Huntington National Bank top bank ratings
Sr. New Business Representative
Athene
04.2014 - 07.2016
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas (100 contracts per month while maintaining 98% accuracy).
- Maintained connections with clients through proactive communication, supporting lead generation and partner satisfaction
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Identified deficiencies, discrepancies, misinformation and compliance issues with annuity documentation in order to determine ineligibility or acceptance status and resolve non-compliant documentation issues with customers and internal teams.
- Produced training manuals, presentations and resources for enhanced learning. Facilitated high-quality training program delivery to new hire employees.
Loan Servicing Specialist III
Wells Fargo
07.2012 - 03.2014
- Evaluated foreclosure litigation paperwork, affidavits and post-sale documents.
- Processed attorney invoices and payments within established timelines (quota being 30 invoices per day with 98% accuracy).
- Kept properties in compliance with local, state and federal regulations.
- Conducted regular inspections of both interior and exterior of properties for damage.
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Negotiated arrangements to manage full remittance of balance owed with outside entities (i.e. municipalities, utility services, HOA's, etc.)
Education
Bachelor of Arts - Business Administration And Management
Simpson College
Indianola, IA05.2012
Associate of Arts - Business Administration
Ellsworth Community College
Iowa Falls, IA05.2008
Skills
- Data Analysis
- Risk Mitigation
- Account Reconciliation
- Procedures Compliance
- Analytical and Critical Thinking
- Planning and Coordination
- Risk Identification & Prevention
- Staff Management
- Portfolio Asset Management System
- Office Operations
Languages
English
Native or Bilingual
Spanish
Limited Working
German
Elementary
Timeline
Portfolio Specialist
Huntington National Bank
08.2016 - Current
Sr. New Business Representative
Athene
04.2014 - 07.2016
Loan Servicing Specialist III
Wells Fargo
07.2012 - 03.2014
Bachelor of Arts - Business Administration And Management
Simpson College
Associate of Arts - Business Administration
Ellsworth Community College
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