Results-driven Loan Document Specialist IV with expertise in document review and procedure implementation. Improved loan processing efficiency by 20% through strategic enhancements. Demonstrated ability to collaborate across departments while maintaining compliance and accuracy in high-pressure environments.
Overview
18
18
years of professional experience
Work History
Loan Document Specialist IV
Wells Fargo
10.2010 - 12.2025
Ensured compliance by thoroughly reviewing loan documentation for accuracy.
Facilitated timely loan processing through effective communication across departments.
Enhanced document handling efficiency by implementing strategic process improvements.
Trained new hires on loan documentation to maintain workflow consistency.
Managed multiple tasks effectively, supporting a high-performing lending team.
Resolved discrepancies in loan documents through collaboration with underwriters.
Marketing Coordinator
Windermere Mortgage Services
06.2008 - 08.2010
Enhanced brand visibility through strategic marketing campaigns and customer engagement initiatives.
Optimized project timelines by coordinating cross-functional teams and improving communication.
Increased audience interaction by managing social media platforms with targeted content strategies.
Informed strategy adjustments through analysis of market trends to optimize promotions.
Boosted product visibility with visually engaging marketing materials for launches and promotions.
Showcased products to potential clients by orchestrating trade show appearances and presentations.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)