David Castro
Business Consultant
Arlington,TX
Summary
With over 14 years in the financial services industry, I'm a results driven Consultant with proven expertise in business process improvement, operational change, risk management, and regulatory compliance. Adept at collaborating across teams to optimize business performance and deliver innovative solutions. Exceptional interpersonal and analytical skills, combined with a passion for driving measurable results and safeguarding organizational reputation.
Overview
14
14
years of professional experience
2
2
years of post-secondary education
Work History
Business Execution Consultant
Wells Fargo
12.2021 - 06.2024
- Delivered operational enhancements resulting in reduction in recurring issue initiation through proactive risk assessments and control monitoring.
- Developed and implemented strategic solutions that achieved a 100% passing rate on enterprise audit testing for 3-6 annual projects.
- Facilitated cross-functional workshops, achieving 20% faster issue resolution and alignment across Lines of Defense.
- Spearheaded control gap analysis projects, eliminating 98% of detected operational risks before escalation.
- Presented actionable recommendations to executives, driving risk-mitigation strategies with measurable improvements across departments.
Business Support Consultant
Wells Fargo
02.2019 - 12.2021
- Managed and executed 6-8 annual projects, consistently delivering within budget and timelines, achieving a 20% increase in stakeholder satisfaction scores.
- Implemented centralized data management tools, reducing redundancy by 30% and enhancing cross-departmental communication efficiency.
- Provided strategic guidance, facilitating business plans that contributed to a 25% improvement in process efficiency.
- Executed customer credit remediation plans, effectively removing negative impacts and delivering compliance results within timeline constraints.
Business Process Analyst
Wells Fargo
12.2017 - 02.2019
- Authored 40+ standardized procedures and training materials, reducing control gaps up to 70% in some cases and increasing operational consistency across departments.
- Automated routine tasks, improving team efficiency by 12% and allowing reallocation of resources to complex issue resolution.
- Presented findings from process analyses to senior management, securing buy-in for recommended improvements and facilitating implementation efforts.
Quality Monitor
Wells Fargo
12.2011 - 12.2017
- Created and implemented SCRA compliance scoring, increasing monthly business compliance quality scores from 3% to >97% within 90 days across multiple customer-facing teams.
- Designed and implemented an interdepartmental quality scoring program, boosting scoring consistency and by 15% within 60 days.
- Conducted weekly call analysis calibration forums, aligning scoring expectations and achieving a 20% increase in consistency across teams.
- Led transformational changes, including new software implementation, maintaining productivity levels during company mergers.
- Developed tailored training materials to support ongoing employee education on essential aspects of proper QA/QC techniques.
Customer Service
Wachovia Bank
12.2009 - 12.2011
- Served as Subject Matter Expert (SME) for customer inquiries related to financial products and services by navigating multiple computer systems and utilizing search tools to provide timely and accurate solutions.
- Successfully escalated non-routine questions to appropriate leadership, reducing resolution time for critical customer inquiries by 15%.
- Demonstrated excellent verbal, written, and interpersonal communication skills, maintaining professionalism, empathy and attention to detail while supporting team interactions and resolving complex service handling.
- Maintained a strong evolving understanding of bank policies, procedures, and systems, ensuring compliance while optimizing customer experience.
Education
Bachelor of Science - Biology
The University of Texas At Arlington
Arlington, TX 08.2012 - 05.2014
Skills
Analytical thinking and problem-solving
Change management
Issue resolution
Decision-making
Effective stakeholder collaboration
Project management
Process optimization
Quality assurance
Effective communication
Proficient with Agile Methodologies and JIRA tools
Timeline
Business Execution Consultant
Wells Fargo
12.2021 - 06.2024
Business Support Consultant
Wells Fargo
02.2019 - 12.2021
Business Process Analyst
Wells Fargo
12.2017 - 02.2019
Bachelor of Science - Biology
The University of Texas At Arlington
08.2012 - 05.2014
Quality Monitor
Wells Fargo
12.2011 - 12.2017
Customer Service
Wachovia Bank
12.2009 - 12.2011