Evaughny Shaw
Columbia,SC
Summary
Driven professional with a proven track record at Wells Fargo, excelling in loan servicing and customer service. Skilled in Microsoft Office and active listening, Enhanced client relationships and achieved sales targets through effective team collaboration and problem-solving. Demonstrated ability to meet strict deadlines, ensuring compliance and improving branch performance. Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
3
3
years of professional experience
Work History
Loan Assistant
World Finance
01.2023 - Current
- Managed multiple priorities simultaneously while consistently meeting deadlines for loan closings and disbursements.
- Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
- Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
- Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Coordinated with compliance departments to ensure all client interactions and transactions met regulatory standards.
Financial Services Representative
Wells Fargo
09.2021 - 01.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked closely with sales representatives to onboard new customers while addressing any concerns that may arise.
Education
High School Diploma -
Randallstown High School
Randallstown, MD06.2018
Skills
- Team Collaboration
- Loan Servicing
- Microsoft Office
- Cash Handling
- File processing
- Application reviews
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Excellent Communication
- Organizational Skills
- Active Listening
Timeline
Loan Assistant
World Finance
01.2023 - Current
Financial Services Representative
Wells Fargo
09.2021 - 01.2023
High School Diploma -
Randallstown High School
Similar Profiles
Courtney WeedCourtney Weed
Interim Branch Manager at World FinanceInterim Branch Manager at World Finance
Megan M HammondMegan M Hammond
Financial Services Representative at World FinanceFinancial Services Representative at World Finance
Mariah LinanMariah Linan
Financial Service Representative at World FinanceFinancial Service Representative at World Finance