Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gregory Limon

San Antonio,TX

Summary

Highly Experienced Professional and current 13 year employee of Wells Fargo, with over 20 years of experience in the Financial Services Industry who will go above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale. Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in the Strategic Execution Department.

Overview

7
7
years of professional experience

Work History

Underwriting Associate

Wells Fargo Home Mortgage
San Antonio, TX
06.2020 - Current
  • Utilize advance knowledge and expertise of applicable risk and compliance principles within the financial services industry.
  • Exercise independent judgment and creative problem-solving techniques utilizing critical thinking and analytical skills.
  • Review basic initiatives including policy or process changes to insure accuracy.
  • Prepare detailed reports to present analysis of client creditworthiness using Excel Spread Sheets and Powerpoint Presentations.


Account Resolution Specialist

Wells Fargo Home Mortgage
San Antonio, TX
06.2018 - 06.2020
  • Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance.
  • Collaborate and consult with mid-level managers or cross-functional business partners.
  • Provide work direction to less experienced staffs.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Achieved monthly goals through effective use of Organizational and Time Management skills..
  • Achieved performance goals on consistent basis.

Home Mortgage Consultant

Wells Fargo Home Mortgage
San Antonio, TX
08.2016 - 06.2018
  • Exercised independent judgment and creative problem-solving techniques utilizing critical thinking and analytical skills.
  • Utilized excellent verbal, written and interpersonal communication skills, with the proven ability to successfully interact with all levels of an organization including third-parties and customers.
  • Implemented sales strategies that established relationships with realtors and CPAs.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.

Personal Banker

Wells Fargo Bank, N.A.
San Antonio, TX
08.2015 - 08.2016
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Provide work direction to less experienced staff.
  • Collaborated and consulted with mid-level managers and cross-functional business partners.
  • Lead conversations across multiple business lines to promote change.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.

Education

Associate of Science - Information Technology

Hallmark University
San Antonio, TX
06.2024

Skills

  • Subject matter expertise of Servicemember Civil Relief Act
  • Advanced knowledge of applicable risk and compliance principles within the financial services industry
  • Ability to exercise independent judgment and creative problem-solving techniques utilizing critical thinking and analytical skills
  • Advanced presentation and organizational skills

Timeline

Underwriting Associate

Wells Fargo Home Mortgage
06.2020 - Current

Account Resolution Specialist

Wells Fargo Home Mortgage
06.2018 - 06.2020

Home Mortgage Consultant

Wells Fargo Home Mortgage
08.2016 - 06.2018

Personal Banker

Wells Fargo Bank, N.A.
08.2015 - 08.2016

Associate of Science - Information Technology

Hallmark University

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