Project-focused Support Associate with several years of experience supporting business operations and service delivery. Effective at maintaining order, ensuring accurate records, and performing professionally during high-volume periods.
Overview
33
33
years of professional experience
Work History
Business Support Associate II
Wells Fargo Bank
West Des Moines, IA
06.2020 - 04.2026
Supported project planning, meeting setup, and group facilitation.
Provided administrative support for IAM, ART requests, and AIMS processes.
Used Microsoft Office applications, including Word, Excel, and Outlook.
Worked with Jira, SharePoint, QTT, and DMS; applied SQL knowledge.
Assisted with Microsoft Access database support.
Reviewed internal issues and sent solution recommendations to upper management.
Worked with staff across departments to support growth initiatives.
Recommended process changes to improve efficiency and profitability by reducing waste.
Kept productivity on track through scheduling, task prioritization, and process streamlining.
Built employee training procedures and organized content into onboarding manuals.
Analytic Specialist
Wells Fargo Bank
West Des Moines, IA
02.2016 - 06.2020
- Help manage daily reports and numbers.
- Support reporting tasks.
- Assist with testing activities.
- Serve as liaison for business partners.
- Use Excel, Word, SharePoint, and SQL knowledge to support work.
- Help manage test scripts for testing partners.
Quality Assurance Analyst
Wells Fargo Bank
West Des Moines, IA
07.2013 - 01.2016
Reviewed SPOC exit files for Home Equity and WFHM core records.
Met and exceeded production and quality expectations.
Trained team members transitioning to new processes.
Supported special projects involving CFPB letters, CO-HP accounts, and cease-and-desist work for other department teams.
Loan Adjustor Specialist
Wells Fargo Home Equity
West Des Moines, IA
10.2011 - 06.2013
Reviewed first- and second-lien short sale settlements and deeds-in-lieu for Wells Fargo Home Equity portfolio.
Partnered with short sale phone team management and team members to build knowledge of separate unit processes.
Reviewed credit and income analysis against company guidelines to support customers with loss mitigation options.
Updated required tools and collected required documentation within limited timelines for U.S. Treasury HAFA program.
Received top quality assurance recognition in April 2012, June 2012, August 2012, October 2012, December 2012, and January 2013.
Maintained 4 Managing Premier Performance ratings for 2012 through quality work, phone management, and professional development.
Reviewed first- and second-lien HAFI loan files for East account systems and Freddie Mac.
Processed 70 files daily, closed 30+ files monthly, and maintained pipeline of 120-150.
Supported review of first- and second-lien short sale settlements and deeds-in-lieu for Wells Fargo Home Equity portfolio.
Coordinated with short sale phone team management and team members to strengthen knowledge of separate unit processes.
Managed credit and income analysis reviews in line with company guidelines to guide customers toward loss mitigation solutions.
Directed updates to required tools and collection of required documentation within tight timelines for U.S. Treasury HAFI program.
Earned top quality assurance recognition in April 2012, June 2012, August 2012, October 2012, December 2012, and January 2013.
Maintained 4 Managing Premier Performance ratings for 2012 through quality, phone management, and professional development.
Handled HAFI loan files in first- and second-lien positions for East account systems and Freddie Mac.
Sustained capacity for 70 files daily, 30+ monthly closings, and pipeline of 120-150.
Delivered accurate review of first- and second-lien short sale settlements and deeds-in-lieu for Wells Fargo Home Equity portfolio.
Drove stronger coordination with short sale phone team management and team members to expand knowledge of separate unit processes.
Produced compliant credit and income analysis reviews to support loss mitigation solutions for customers.
Completed updates to required tools and documentation collection within limited timelines for U.S. Treasury HAFI program.
Achieved top quality assurance recognition in April 2012, June 2012, August 2012, October 2012, December 2012, and January 2013.
Maintained 4 Managing Premier Performance ratings for 2012 through quality work, phone management, and professional growth.
Supported HAFI loan file handling for first- and second-lien positions across East account systems and Freddie Mac.
Delivered high-volume processing of 70 files daily, 30+ monthly closings, and pipeline of 120-150.
Mortgage QA Analyst
Wells Fargo Home Mortgage
West Des Moines, IA
03.2010 - 10.2011
Obtained and researched customer information to attain a solution with specific time frames.
IT Onboarding Specialist/Project Manager/Business Analyst II at Farmers Insurance GroupIT Onboarding Specialist/Project Manager/Business Analyst II at Farmers Insurance Group