Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

BRIAN CROMARTIE

Summary

Dedicated customer service professional committed to maintaining professional relationships with customers & team members to increase and drive company success. As a detail-oriented team player with strong organizational skills & abilities to handle multiple projects simultaneously, Im seeking a position in which my strong work ethics can contribute toward company success.

Overview

15
15
years of professional experience

Work History

Loss Mitigation Specialist -Remote

Wells Fargo
09.2020 - 10.2023
  • Assisted home mortgage customers via telephone & email during any unfortunate events or challenges causing possible default on their mortgage(s)
  • Contacted home mortgage customers to assess reasons for default & individual intents, while explaining reasoning behind approved and/or denied loan applications.
  • Investigated and resolved customer concerns quickly and effectively in order to ensure client satisfaction while presenting payment assistance options to resolve delinquency and default, displaying empathy and professionalism.
  • Processed payments and/or refunds electronically per customers request.
  • Responded to standard phone calls, written letters, emails & team chats in regards to claim processing, concerns, while supporting teams across all lines of business through verbal and electronic correspondence
  • Maintained quick and flexible learning abilities, while working in fast-paced setting with quick turnarounds/changes per business needs.
  • All responsibilities aligned with company competencies, compliance, Federal and State Laws, regulations governing Consumer Lending, and data security standards, while maintaining secure and organized remote work environment.

Personal Banker 1

Wells Fargo
08.2015 - 09.2020
  • Built strong customer relationships through proactive outreach and follow ups, asking relevant questions to learn about customers financial needs while building rapport via phone, email, & customer facing
  • 10 plus years of Banking and Bank Secrecy Act as well as Anti-Money Laundering regulations, with knowledge of Federal and State Banking Regulations
  • Built relationships with team members and partners, using professionalism and integrity allowing us to work together to best serve the customers & their financial needs
  • Acquired & maintained high product knowledge in order to educate customers around company products that contributed towards the customers' financial success
  • Opened new accounts such as, but not limited to: checking, savings, business, IRA, etc, while also assisting existing account holders, completing service requests and submitting credit applications
  • Worked closely with management & team to strategize techniques to increase branch production and customer service. Increasing customer surveys by 10% weekly
  • Served as risk leader with experience handling complex transactions across multiple systems while following policies & procedures
  • Met and exceeded performance objectives while identifying potential fraudulent activity & transactions, as well as taking appropriate actions to prevent loss
  • Assisted teller line as needed including but not limited to: Overrides, Buy/Sales, Balancing cash vault, Daily cash shipment(s), Perform ATM pull, etc.

Bank Teller

Wells Fargo
10.2013 - 08.2015
  • Job duties included but not limited to: Delivered great customer service and customer experiences by continuing to have great interactions that always showed empathy and concern towards customers
  • Counted and handled large amounts of cash daily while maintaining minimum cash balance throughout shift as well as making sure cash drawers were balanced at end of day
  • Processed transactions that include but not limited to: Cash and check deposits, withdrawals, check cashing, money orders, savings bonds, Foreign Currency Exchange
  • Maintained productivity while meeting sales goals by offering helpful and beneficial products to customers such as savings and checking accounts, credit cards, loans & lines of credit, home & auto Insurance, etc
  • Identified fraudulent activities such as fraudulent checks and or person(s) attempting to perform fraudulent activity

Cashier Sales Associate / Electronics Trainer

Target
10.2008 - 05.2014
  • Assisted with daily operations of store to achieve targeted productivity and sales
  • Ensured excellent customer service, store image, and merchandise presentation in attainment of company objectives
  • Provided expert knowledge to guests in regards to electronics merchandise
  • Supported company strategies by driving instant credit applications
  • Counted cash daily throughout transactions to insure cash drawer is in balance
  • Greeted guests, helped locate merchandise, and suggested suitable options.

Education

Middle Georgia College
Cochran, GA

Thomas County Central High School
Thomasville, GA

Skills

  • Account Management
  • Claims Processing
  • A variety of certifications involving banking, financing and training
  • 10 plus years insurance/financial services industry
  • Experienced Call Center Specialist
  • Detail oriented with a strong sense of urgency to meet deadlines
  • Proficient computer skills, all Microsoft Software, Oracle NetSuite and Excel applications
  • Credit and Collections knowledge
  • Accounts receivable expertise

Accomplishments

    Wells Fargo Accomplishments in Sales & Customer Service:

    1st Qtr. (January 2014-March 2014)- #1 Teller in District

    2nd Qtr. (April 2014-June 2014)- #2 Teller in District

    3rd Qtr. (July 2014-September 2014)- #1 Teller in District

    4th Qtr. (Oct 2014-December 2014)- #1 Teller in District

    2014 Total Teller Contribution Performance- #1 Teller in District

    2nd Qtr. (April 2015-June 2015)- #1 Teller in District

    2nd Qtr. (April 2015- June 2015)- #1 Teller in Greater Georgia Region

References

Rebecca Carter | MidSouth Federal Credit Union | Assistant President of Member Services

(478)365-5719


Alicia Harris | Wells Fargo Bank | Branch Manager

(478)538-4997


Nicholas Farley | Mind Blown Creations Video & Photography | Owner

(478)747-1735

Timeline

Loss Mitigation Specialist -Remote

Wells Fargo
09.2020 - 10.2023

Personal Banker 1

Wells Fargo
08.2015 - 09.2020

Bank Teller

Wells Fargo
10.2013 - 08.2015

Cashier Sales Associate / Electronics Trainer

Target
10.2008 - 05.2014

Middle Georgia College

Thomas County Central High School
BRIAN CROMARTIE