Bobbi Vasquez

Conducts investigations, evaluate and make recommendations regarding coverage and liability.

Sets and maintains reserves. Obtains documents to establish the value of claims and negotiates settlement or declines claim.

Documents files and submits final report.

Identifies subrogation opportunities and initiates appropriate action.

Negotiates with all parties, or their representatives, within designated authority.

Completes required training.

Trains and mentors.

• Managed and Maintained all household duties and daily tasks
• Planned, organized, and deployed mentally stimulating educational trips and activities
• Monitored and assisted in the completion of homework and special tasks
• Safely transported children to and from school, medical appointments, and extracurricular events
• Managed household meal planning and adhered to parental guidelines
• Successfully fostered a familial environment which optimized structure, stability, and security for nuclear family
• Organized schedules and appoints for household members
• Provided detailed plans for daily activities and extra curricular programs
• Set appointments and maintenance for house
• Responsible for running errands and handling daily tasks.

• Process all client transactions, deposits, transfers and loan payments
• Assist customers in financial success by recommending the perfect product for their lifestyle
• Was top seller for products which included opening new checking accounts and credit lines
• Carefully and accurately handled each transaction and properly handled all paperwork for compliance
• Responded to all clients concerns and questions related to their accounts and products to ensure customer satisfaction
• Consistently received 5 star customer reviews on secret shops.

• Responsible for preparing loans and processing final modification approvals
• Obtaining fees and costs and ensuring clear title
• Confirming modification decision is within investor guidelines
• Working with internal partners to clear pending modification decisions
• Ordering modification documents from outside vendor (if applicable).

• Mitigate loss for Wells Fargo while minimizing risk for the bank and providing the opportunity for customers to remain in their home
• Review hardship packages, determining length and impact of financial hardship
• Conduct loan level cash flows for borrower to determine affordability and analyze difficult P&L statements, multiple rental properties, bank statements and tax returns
• Utilize investor guidelines and delegated authority to decision customer hardships with related home retention strategy and provide timely communication to customers and business partners on loan decisions
• Exhibit knowledge of underwriting procedures, creditor financial analysis techniques, investor requirements and possess a high degree of attention to detail
• Review, analyze, and underwrite unusual or complex individual consumer mortgage loans utilizing guidelines and policies established by federal, state, and local laws
• Maintain a superior quality rating with 0 material findings, B&P delegation of authority of B.