Caden Welk
Salt Lake City,UT
Summary
Passion for sustainable energy, financial consulting, and process improvement. Solution-oriented Solution Delivery Consultant recognized for high productivity and efficient task completion. Specialize in project management, client relationship building, and technical troubleshooting to ensure seamless solution integration. Excel in communication, adaptability, and problem-solving, leveraging these soft skills to meet diverse client needs and deliver projects successfully.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Solutions Delivery Consultant
Resource Innovations
Remote, OR
09.2023 - 03.2025
- Led the administration of multi-million-dollar grant programs for clients in the energy and sustainability sectors, overseeing application review, award recommendations, and project implementation.
- Reviewed and evaluated 20+ grant applications, developed presentation materials, and provided data-driven insights to inform client funding decisions.
- Managed compliance and progress tracking across multiple concurrent projects, ensuring milestones, budgets, and grant requirements were consistently met.
- Oversaw monthly bill credit reconciliation, verifying accuracy and ensuring timely distribution of funds to clients and awardees.
- Acted as a key liaison between clients, vendors, and awardees, resolving issues, streamlining communication, and maintaining strong relationships to ensure successful project outcomes.
- Collaborated with cross-functional teams (finance, IT, and legal) to design and implement process improvements that enhanced operational efficiency and reporting accuracy.
- Developed and delivered training materials to clients and internal stakeholders on new software tools, best practices, and project management procedures.
- Monitored and reported on project performance metrics, communicating updates and insights to stakeholders to guide decision-making and continuous improvement.
Branch Lead Designee, Personal Banker, Lead Teller
Wells Fargo
Salt Lake City, UT
09.2017 - 09.2023
- Managed a portfolio of 50+ clients, developing banking relationships with 150+ customers annually, exceeding office performance by 80%.
- Consistently received 100% customer satisfaction ratings in surveys.
- Trained and mentored 4 team members, ensuring policy compliance and improved operational efficiency.
- Assisted Spanish and Portuguese-speaking clients with complex banking transactions and legal obligations.
- Led initiatives that increased digital banking adoption by 7% and achieved a 92% online enrollment rate for new customers.
- Assisted in resolving customer inquiries and escalated issues effectively.
- Fostered a positive team environment through effective communication strategies.
- Resolved customer complaints in a timely manner while maintaining high levels of customer satisfaction.
- Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations .
- Created strategies for developing new business opportunities, increasing sales, and improving operational efficiency.
- Provided daily oversight of branch operations, ensuring compliance with company policies and procedures.
- Implemented measures to reduce losses due to fraud or theft within the branch environment.
- Performed administrative duties such as filing documents, preparing reports, ordering supplies.
- Maintained records of all transactions processed in the branch including deposits, withdrawals, transfers, payments.
- Provided personalized banking solutions to meet customer financial needs.
- Assisted clients with account management and transaction inquiries.
- Educated customers on banking products and services available.
- Processed loan applications and conducted credit assessments.
- Collaborated with team members to enhance customer service delivery.
- Managed compliance with banking regulations and internal policies.
- Developed strong relationships with clients to foster loyalty and trust.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cross-sold banking products such as credit cards, loans and investments.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Monitored changes in laws related to banking policies and procedures.
- Collaborated with management to implement new operational procedures effectively.
- Maintained accurate records of transactions while safeguarding confidential information.
- Identified potential fraud risks or suspicious activities within the branch's financial accounts.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
International Service
The Church Of Jesus Christ Of Latter-day Saints
Yucatán, Mexico
08.2014 - 08.2016
- Provided education-focused humanitarian services, including literacy and English instruction.
- Developed and implemented community service initiatives to support local development.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Prioritized and organized tasks to efficiently accomplish service goals.
Education
Professional Certificate - Data Analytics
Google
10-2025
B.S. - Economics, Spanish
University of Utah
Salt Lake City, UT09.2023
International Service -
Yucatán, Mexico08.2016
Skills
- Project & Grant Management
- Data analysis
- Project management
- Grant evaluation
- Effective communication
- Team collaboration
- Bilingual communication
- Operational efficiency
- Customer service
- Stakeholder management
- Organizational skills
- Regulatory compliance
- Client Relationship Management
- Financial Services & Compliance
- Process Optimization & Efficiency
- Data Analysis & Reporting
- Fraud Prevention & Detection
- Time management abilities
Certification
Google Data Analytics Professional Certificate, Google, 11/25
Additional Information
Authorized to work in the U.S. and open to international opportunities., Passion for sustainable energy, financial consulting, and process improvement.
Community Service
International Service, Yucatán, Mexico, 08/14, 08/16, Provided education-focused humanitarian services, including literacy and English instruction., Developed and implemented community service initiatives to support local development.
Web
linkedin.com/in/caden-welk
Websites
Affiliations
- Running and marathon training
- Cooking and baking
- Travel
- Furnature restoration
Languages
Spanish
Professional
Timeline
Solutions Delivery Consultant
Resource Innovations
09.2023 - 03.2025
Branch Lead Designee, Personal Banker, Lead Teller
Wells Fargo
09.2017 - 09.2023
International Service
The Church Of Jesus Christ Of Latter-day Saints
08.2014 - 08.2016
Professional Certificate - Data Analytics
Google
B.S. - Economics, Spanish
University of Utah