Andrea J. Lorenzen-Cheney
Dallas Center,IA
Summary
Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient processes while ensuring risks are identified and cared for.
Overview
25
25
years of professional experience
Work History
Lead Business Execution Consultant
Wells Fargo Home Mortgage
2015.02 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Delivered high-quality presentations to stakeholders, effectively communicating project objectives and results.
- Led cross-functional teams in execution of strategic projects, fostering collaboration and ensuring alignment with corporate goals.
Project Manager V
Wells Fargo Home Mortgage
2005.12 - 2015.02
- Company Overview: Correspondent PMO
- Worked with users to understand problems, focusing on bringing issues to resolution, and escalating as necessary to meet timelines
- Effectively built rapport with ‘strategic partners’
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
- Mentored junior team members in project management best practices to enhance their skills and contribute to better overall performance.
- Led cross-functional teams to successful project completions, improving team cohesion and productivity with effective leadership strategies.
- Monitored project progress, identified risks and took corrective action as needed.
Operations Support Manager
Wells Fargo Home Mortgage
2004.07 - 2005.12
- Company Overview: Alternative Lending Wholesale
- Managed daily operations of mortgage loan production including registration, HMDA compliance, and appraisal reviews
- Coordinated employee schedules, optimizing staffing levels to meet fluctuating workload demands without compromising service quality or efficiency.
- Increased operational agility through effective planning, forecasting, risk mitigation strategies.
- Built effective relationships with internal sales partners
- Analyzed workflow processes and initiated changes when necessary to improve efficiency and compliance
Relationship Supervisor
Wells Fargo
2003.03 - 2004.07
- Company Overview: Consumer Credit Group
- Responsible for hiring, coaching, developing, and supervising a team of non-exempt production staff
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Motivated and lead team members to achieve individual, team and organizational goals
- Represented the channel as a subject matter expert on projects
- Complied with established internal controls and policies.
Home Equity Relationship Officer
Wells Fargo
2002.08 - 2003.03
- Company Overview: Partnership Services
- Sold home equity loans and lines of credit to Partnership Services clients
- Answered questions and educated customers on benefits of products
- Provided customer service from qualifying to funding of loan
Loan Officer
Wells Fargo Financial
2001.06 - 2002.08
- Company Overview: Consumer Direct
- Cross sold multiple Wells Fargo Financial Subprime products
- Trained new employees on customer service, computer skills, phone systems, and Wells Fargo Subprime products
- Analyzed tax returns, including personal, partnership, and corporate
- Reviewed residential appraisals to verify accuracy of values
- Consumer Direct
Loan Originator
Associates Home Equity Services
1999.04 - 2001.06
- Developed relationships with brokers, realtors, and financial advisors to establish new subprime mortgage loan business
- Pre-underwrote potential mortgage loans
- Determined customer need and prepared a loan that was best suited for them
- Closed loans and notarized documents
Education
Six Sigma training -
Bachelors - Business Administration and Financial Services
Graceland University
Lamoni, IA05.2002
Associates degree - Business Administration and Financial Services
American Institute of Business
Des Moines, IA02.2000
Skills
- Problem-Solving
- Attention to Detail
- Process Optimization
- Excellent Communication
- Teamwork and Collaboration
- Issue Research
Additionaltrainingskills
- Six Sigma training
- Skillpath Microsoft Project training
- Requirements Gathering technique training
- Leadership skills training
Timeline
Lead Business Execution Consultant
Wells Fargo Home Mortgage
2015.02 - Current
Project Manager V
Wells Fargo Home Mortgage
2005.12 - 2015.02
Operations Support Manager
Wells Fargo Home Mortgage
2004.07 - 2005.12
Relationship Supervisor
Wells Fargo
2003.03 - 2004.07
Home Equity Relationship Officer
Wells Fargo
2002.08 - 2003.03
Loan Officer
Wells Fargo Financial
2001.06 - 2002.08
Loan Originator
Associates Home Equity Services
1999.04 - 2001.06
Six Sigma training -
Bachelors - Business Administration and Financial Services
Graceland University
Associates degree - Business Administration and Financial Services
American Institute of Business
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