PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Accomplishments
Certification
Top Dollar Award
Timeline

EUGENIA WARNOCK

Reliance Financial
Salt Lake City,UT
1
Certification
8
years of professional experience

Dynamic financial services professional with a proven record of managing high‑volume loan portfolios, resolving complex client issues, and ensuring full regulatory compliance. Skilled in loan processing, credit analysis, and customer relationship management, consistently delivering accurate results in fast‑paced environments. Recognized for reliability, adaptability, and strong cross‑team collaboration, with a commitment to enhancing client satisfaction and supporting organizational goals.

Work History

Small Business Loan Servicer

3 Months
Reliance Financial | 06.2026 - Current
  • Conducted thorough reviews of loan agreements to confirm completeness, accuracy, and integrity in alignment with regulatory compliance standards.
  • Calculate repayment schedules and issue prompt post funding email notifications to all key stakeholders
  • Managed loan application processing and documentation for accuracy and compliance.
  • Supported loss mitigation efforts by proactively identifying at-risk borrowers and developing appropriate action plans to minimize defaults on loans under management.

Escalated Complaints Specialist

6 Months
Wells Fargo | 10.2025 - 04.2026
  • Managed escalated customer complaints, ensuring timely resolution and enhancing customer satisfaction.
  • Analyzed complex issues to identify root causes and implement effective solutions.
  • Optimized case management systems to track progress more accurately while improving the efficiency of complaint resolution workflows.
  • Participated in quality assurance audits, reviewing complaint files for compliance with company policies and regulatory requirements.

Client Service Representative

2 Years
Fidelity Investments | 08.2023 - 08.2025
  • Managed client accounts, ensuring data accuracy and compliance with regulatory standards.
  • Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
  • Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.

Home Mortgage Associatee

4 Years 4 Months
Wells Fargo | 01.2019 - 05.2023
  • Analyzed financial documents to determine borrower eligibility and creditworthiness.
  • Processed mortgage applications efficiently, ensuring compliance with regulations and company policies.
  • Served as a reliable resource for both internal staff members and external partners seeking guidance or clarification on complex industry regulations.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.

Education

Certificate of Technical Studies - Bookeeping

Intuit Academy | Salt Lake City, UT | 01-2026

High School Diploma

Kosrae High School | Kosrae, Micronesia | 01-2001

Skills

Loan documentation
Financial analysis
Payment processing
Reporting records
Quality control
Client relations
Conflict resolution
Effective communication
Attention to detail
Multitasking
Client needs assessment
Organizational development

Accomplishments

  • Enabled the closing of 300+ mortgage loans annually by managing high‑volume borrower documentation, resolving issues quickly, and ensuring files moved smoothly from application to funding.

Certification

SAFE ACT Certification NMLS Certification, 2020

Top Dollar Award

Awarded the Top Dollar Award for exceptional reliability during COVID after being the only team member to report onsite for two weeks, handling 200+ customer calls per day and maintaining full operational continuity

Timeline

Small Business Loan Servicer

Reliance Financial
06.2026 - CurrentRead More

Escalated Complaints Specialist

Wells Fargo
10.2025 - 04.2026Read More

Client Service Representative

Fidelity Investments
08.2023 - 08.2025Read More

Home Mortgage Associatee

Wells Fargo
01.2019 - 05.2023Read More

Intuit Academy

Certificate of Technical Studies from Bookeeping
Read More

Kosrae High School

High School Diploma
Read More
EUGENIA WARNOCK