Summary
Overview
Work History
Education
Skills
Fintech Engagement
Tools And Skills
Leadership Experience
Timeline
Generic

ASHLEY R. AOSHIMA

Austin

Summary

Strategic leader with 16 years in financial services, including over 14 years in banking leadership and community outreach. Expertise in building partnerships and leading diverse teams to drive financial inclusion in underserved markets. Committed to economic equity and financial literacy, with a strong background in nonprofit board leadership and outreach program organization. Skilled in aligning organizational objectives with community needs to enhance access and impact.

Overview

10
10
years of professional experience

Work History

VP, Senior Mortgage Sales Manager

Bank of Texas
Austin
09.2023 - Current
  • Spearheaded the expansion of Bank of Texas' Mortgage and Private Wealth divisions in the Austin market, building a high-performance team from the ground up and establishing brand presence within the first year.
  • Recruited and manage a 10-person team, focusing on performance, collaboration, and cultural representation to reflect the communities we serve.
  • Streamlined hiring and compensation strategies using Austin labor and pay data—reducing time-to-hire by 35% and aligning team structures with market needs.
  • Led cross-functional collaboration with Private Wealth to deliver holistic financial services while expanding outreach to underserved and LMI markets.
  • Developed and implemented community-centered growth strategies that resulted in a 115% YoY increase in mortgage originations and wealth referrals.
  • Launched local engagement campaigns and financial literacy efforts in partnership with nonprofit and banking teams to increase brand visibility and access.
  • Directed community outreach initiatives supporting homeownership and financial education, aligning with Bank of Texas’ broader strategic inclusion goals.

Private Mortgage Banking Manager

Wells Fargo Bank
Austin
06.2020 - 09.2023
  • Led a nine-person production team, including Private Bank and Retail Sales, across Austin, Houston, San Antonio, and surrounding areas.
  • Coached and developed strategic plans to drive new business acquisitions within the region. Community, while optimizing current pipelines and partnerships for maximum growth.
  • Recruit, onboard, and maintain high-performing sales, admin, and consultant assistant teams. Recognized as the market leader in retention for 2022.
  • Managed a $245MM mortgage pipeline in 2022, focusing on strengthening and growing relationships within the bank and mortgage sectors.
  • Collaborate with Private Bank, Wealth Management, Retail Sales leadership, and external partners to sustain pipeline stability and drive new growth strategies.
  • Mentor and coach team members on diverse/underserved customer programs, aligning with Wells Fargo’s commitment to community impact.
  • Provide mentorship to retail sales team through the Employee Impact Team Board, collaborating with the Senior Social Impact & Sustainability Specialist to enhance philanthropic initiatives in housing affordability and financial education.
  • Develop and execute strategic plans to generate revenue and meet individual and market goals.
  • Conduct weekly partner visits to drive retention, sales, and the implementation of strategic initiatives.

Branch Manager

Wells Fargo Bank
Austin
12.2014 - 06.2020
  • Led a 12-member team serving affluent and small business clients, emphasizing cultural competency, inclusive customer service, and financial access.
  • Mentored fully licensed specialty bankers and Premier bankers, fostering leadership development and strong client advocacy practices within underrepresented markets.
  • Championed community outreach initiatives, building partnerships with local businesses and community groups to promote small business growth and financial literacy across Austin.
  • Oversaw the Senior Business Specialist pilot program, onboarding and coaching new bankers to serve the needs of diverse and underserved customer segments.
  • Served as Small Business District Captain, coordinating regional support strategies for small business clients and aligning efforts with local economic goals.
  • Worked cross-functionally with business lines to deliver customer-centric solutions while prioritizing outreach to LMI and away-market communities.
  • Advocated for the integration of community-based insights into branch operations, supporting both employee engagement and brand trust at the neighborhood level.

Education

Bachelor of Science - Biology

St. Edward’s University
Austin, TX
01.2007

Skills

  • Salesforce and advanced Excel
  • Strategic planning
  • Pipeline management
  • Digital onboarding
  • KPI tracking
  • Customer retention
  • Cross-functional leadership
  • Journey optimization
  • Diversity initiatives
  • Team leadership
  • Critical thinking
  • Market analysis
  • Community outreach
  • Targeted marketing
  • Recruitment and hiring
  • Human resources

Fintech Engagement

  • Wells Fargo Diversity Development Leadership Program, 2023
  • Continuing education in fintech strategy and digital transformation
  • Board member and advocate for financial equity and digital inclusion, EGBI, Con Mi Madre

Tools And Skills

  • Salesforce
  • MS Excel (advanced)
  • Strategic Planning
  • Pipeline Management
  • Digital Client Onboarding
  • KPI Tracking
  • Customer Retention
  • Cross-Functional Leadership
  • Customer Journey Optimization

Leadership Experience

  • Board Treasurer, Con Mi Madre, 2018-2024
  • EGBI- Economic Growth Business Incubator, Greater Hispanic Austin Chamber of Commerce, Current
  • Greater Austin Hispanic Chamber Rising Star Award Nominee, 2019
  • Wells Fargo Diversity Development Leadership Program, 2023
  • Employee Impact Team Board Treasurer, Austin, 2022-2023
  • Wells Fargo Public Affairs Council- Greater Austin Area, 2022
  • Hispanic Austin Leadership, Class of 2019 for the Hispanic Chamber of Austin
  • Supplier Diversity Liaison, Wells Fargo, 2018-2020
  • Women’s Team Member Network Chair, Austin Chapter, 2018-2021

Timeline

VP, Senior Mortgage Sales Manager

Bank of Texas
09.2023 - Current

Private Mortgage Banking Manager

Wells Fargo Bank
06.2020 - 09.2023

Branch Manager

Wells Fargo Bank
12.2014 - 06.2020

Bachelor of Science - Biology

St. Edward’s University

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