Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charles Aldape

San Antonio,TX

Summary

Dynamic and results-oriented professional with a proven track record with each employer, adept in policy interpretation and leveraging analytical skills to resolve complex issues. Excelled in roles requiring exceptional organizational and interpersonal abilities, significantly contributing to team success and operational efficiency. Skilled in Microsoft Office and quick learning, consistently meeting and exceeding project goals.

Overview

13
13
years of professional experience

Work History

Operations Processor

TEKsystems/Wells Fargo
07.2024 - Current
  • Collaborate and consult with colleagues and managers to meet goals, daily SLAs and resolve issues
  • Use Opus, ICMP to complete data entry tasks
  • Process service-related tasks involving Wholesale, Current Wealth, Wealth, and CRE
  • Process and research documentation
  • Ensure timely completion to meet daily SLAs
  • Take accountability for execution of all applicable risk programs including, credit, operational, regulatory compliance
  • Follow and adhere to applicable Wells Fargo policies and procedures
  • Fulfill risk and compliance obligations in a timely and effective manner
  • Train peers per management discretion
  • Process cash vault handling

Money In - Sr Spec Processing Money-In

IT Solutions (Empower)
04.2022 - 01.2024
  • Worked remotely as the main point of contact for client on assigned plans
  • Collaborate with Customer Service Managers and internal personnel to process and allocate funds into participants' accounts
  • Effectively multi-task and have strong time management to reach deadlines and service loan agreements
  • Assist team members and new hires as needed
  • Subject matter expert on PLNK process
  • Process service request tickets
  • Apply advanced decision making and analytical skills

Quality Assurance Analyst

Wells Fargo Bank
San Antonio, USA
02.2022 - 04.2022
  • Worked remotely to process loan payments and rollovers to participants accounts
  • Processed employee payroll contributions and loan payments accurately and efficiently into our proprietary system
  • Maintained superior quality of department standards and productivity
  • Researched, analyzed, and processed assigned tasks in accordance with departmental policies and procedures
  • Resolved contribution issues by communicating with internal Client Service Managers and external clients/payroll providers

Research/Remediation Analyst

Wells Fargo Bank
San Antonio, USA
07.2020 - 09.2021
  • Reviewed loans prior to sending them to Small Business Administration
  • Ensured required data is entered appropriately into the system
  • Possessed strong analytical skills with high attention to detail and accuracy

Foreclosure Analyst

Wells Fargo Bank
San Antonio, USA
10.2012 - 07.2020
  • Reviewed loans prior to scheduled foreclosure sale date
  • Completed corrective action for all in-process, closed, cancelled applications, claims, accounts, systems, and files
  • Analyzed and documented account to ensure company completed a full review of due diligence before proceeding with foreclosure sale
  • Reviewed resolutions from business partners to ensure exception was resolved
  • Ensured required data was documented appropriately into the system for tracking and recording purposes
  • Reviewed and managed pipeline to ensure compliance with internal company requirements and government regulations
  • Completed internal checklist to minimize risk to both financial institution and customers
  • Administered side by side with business partners to optimize process with Foreclosure Exception Team
  • Served as a subject matter expert for team by presenting findings to leadership
  • Worked on private, FHLMC and FNMA investors for HAMP and Non-HAMP government directives
  • Created an internal department guide to notify connected departments of concerns that needed further review

Education

High School Diploma -

Sandra Day O'Connor
Helotes, TX
05-2000

Skills

  • Written communication
  • Interpersonal skills
  • Organizational skills
  • Planning
  • Prioritizing
  • Self-management
  • Analytical skills
  • Policy interpretation
  • Procedure communication
  • Regulation communication
  • Microsoft Office
  • Quick learning
  • Data entry
  • Attention to detail
  • Quality assurance
  • Multitasking and prioritization
  • Self motivation
  • Research skills

Timeline

Operations Processor

TEKsystems/Wells Fargo
07.2024 - Current

Money In - Sr Spec Processing Money-In

IT Solutions (Empower)
04.2022 - 01.2024

Quality Assurance Analyst

Wells Fargo Bank
02.2022 - 04.2022

Research/Remediation Analyst

Wells Fargo Bank
07.2020 - 09.2021

Foreclosure Analyst

Wells Fargo Bank
10.2012 - 07.2020

High School Diploma -

Sandra Day O'Connor

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