Seeking to utilize my background in Collateral Analysis and Banking by researching, analyzing, and assessing documentation, including review of market data, to ensure the highest level of quality and compliance within risk analysis, to align with the Financial Analyst II objectives, and grow my skill set.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
19
19
years of professional experience
Work History
Collateral Valuation Analysis
Wells Fargo Home Mortgage and Wells Fargo Bank NA
9 Years Reviewing Single family dwellings, Condos and Multi-family Properties.
FHA and Conventional underwriting experience / processing 4 years
Business banking - 3 Years
Emergency Medical Technician – 4 Years
Effectively communicate with both internal and external partners to ensure accuracy and prompt review times to meet Quality Assurance goals. This includes obtaining cross-business authority in order to review complex engagements
Research and analyze current market trends and regulations, while maintaining a high level of accuracy
Research and follow all current policies, procedures and regulations
Ability to multi-task in a fast paced, deadline driven environment and effectively manage time
Flexible in an ever-changing environment, which includes volunteering to assist in cross-training as a SME, or other needs of the business. This includes, but is not limited to, partnering with the line of business to test for understanding on any findings or changes needed to the report
Prioritize workload utilizing time management skillset, while mitigating risk and efficiently managing volume
Recognized for concise written rationale for internal and external partners to review
Ability to analyze trends and identify root cause for further analysis, which includes the need to escalate to leadership when necessary
Second Level Reviewer - Underwriting
Wells Fargo Bank NA
04.2014 - 04.2016
Evaluated submissions for quality and adherence to guidelines.
Collaborated with team members to streamline review processes.
Provided constructive feedback to improve content accuracy and clarity.
Maintained detailed records of reviewed materials for reference purposes.
Assisted in developing training materials for new reviewers.
Conducted thorough assessments to ensure compliance with standards.
Adapted quickly to changes in review criteria and protocols.
Facilitated communication between stakeholders to resolve discrepancies efficiently.
Maintained strict confidentiality with sensitive client information, adhering to industry standards and company policies.
Reduced turnaround time for reviews by effectively prioritizing tasks and managing deadlines.
Ensured consistency across multiple review projects by maintaining strict adherence to established protocols and procedures.
Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
Enhanced team collaboration by regularly providing constructive feedback to fellow reviewers.
Education
Associate of Science - Emergency Medical
Wisconsin Indianhead Technical College
New Richmond, WI
06-2003
High School Diploma -
Hudson Highschool
Hudson, WI
06-2001
Skills
Computer Proficiency
Interpersonal Skills (soft skills, test for understanding, empathy and partnership)