Calvin Lewis Jr.
Mesa,AZ
Summary
Dedicated financial services professional with over 10 years of experience in banking operations, client onboarding, and relationship management. Proven ability to manage client profiles, resolve complex service requests, and ensure compliance with regulatory standards. Skilled in cross-functional collaboration with partnered departments, consistently driving organizational success.
Overview
16
16
years of professional experience
Work History
Client Service Specialist III
Silicon Valley Bank
01.2019 - Current
- Partner with relationship teams to support client onboarding, lifecycle management, and servicing.
- Perform validation and quality control checks to ensure compliance with global KYC and AML standards.
- Support clients with account servicing, and escalations in partnership with Fraud and Sanctions teams.
- Manage client requests through CRM systems, ensuring timely acknowledgment, resolution, and adherence to service-level standards.
- Collaborate with cross-functional teams including Operations, Onboarding Implementation and Product to resolve complex client issues.
- I serve my current team as a Email Inbox Coordinator, where it is my responsibility to disburse and review all inflight onboarding inquiries.
- Proactively conduct Zoom and Microsoft Team members to provide a high touch and exemplary service to high profile clients.
- Server as temporary team lead roles and responsibility; including audit calls, interviews, on the job training for new associates.
Client Support Advisor
Silicon Valley Bank
01.2017 - 01.2019
- Collected and verified client data to comply with CIP, CDD, and BSA regulations.
- Guided clients and associates on banking products and services, providing solutions to support business needs.
- Processed account openings, closures, updates, fee adjustments, and restrictions while maintaining data accuracy in CRM and core banking systems.
- Partnered with internal teams to mitigate risk and ensure compliance with regulatory requirements.
Assistant Vice President
Bank of America N.A.
01.2016 - 01.2017
- Reviewed legal and financial documentation including affidavits, trustee forms, mortgages, and tax forms with precision and compliance.
- Coordinated with county offices for document processing and maintained low error rates.
Modification Underwriter
01.2015 - 01.2015
- Conducted financial analyses to determine customer eligibility for mortgage modifications.
- Evaluated customer repayment ability to support loan restructuring solutions.
Customer Relationship Manager
01.2015 - 01.2015
- Managed a diverse loan portfolio, performing skip tracing, financial reviews, and delinquency management.
- Delivered clear communication of complex financial requirements to customers.
- Supported HUD partial claims project by performing targeted client outreach.
Office of the President, Mortgage Division
01.2010 - 01.2015
- Resolved escalated customer and partner complaints with professionalism and efficiency.
- Developed solutions through strong analytical, critical thinking, and problem-solving skills.
- Acted as a liaison between clients, real estate professionals, and internal stakeholders.
Education
High School Diploma -
McClintock High School
Tempe, AZ04-2003
Skills
- Client onboarding and portfolio management
- Handling customer complaints
- Complaint resolution
- Goal-oriented mindset
- Staff education and training
- Workflow management
- Experienced in utilizing various systems including RMS, Appian, and CRM
- Fraud risk assessment
- Customer service
- Computer skills
- Multitasking and organization
- Strong work ethic
- Excellent communication
Timeline
Client Service Specialist III
Silicon Valley Bank
01.2019 - Current
Client Support Advisor
Silicon Valley Bank
01.2017 - 01.2019
Assistant Vice President
Bank of America N.A.
01.2016 - 01.2017
Modification Underwriter
01.2015 - 01.2015
Customer Relationship Manager
01.2015 - 01.2015
Office of the President, Mortgage Division
01.2010 - 01.2015
High School Diploma -
McClintock High School
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