Guadalupe Castle
Houston
Summary
Detail-oriented and results-driven with over 20 years of experience in banking and loan management at Wells Fargo.
Skilled in managing large volumes of loans with accuracy, facilitating smooth communication between stakeholders, and delivering exceptional customer service. Proven ability to streamline loan processes, reduce processing times, and maintain strong client relationships. Adept at preparing reports, monitoring key deadlines, and ensuring compliance with banking standards.
Overview
4
4
years of professional experience
Work History
Portfolio Executive Specialist
Wells Fargo Bank, N.A.
10.2020 - 07.2024
- Communicated daily with customers to request financial package and complete paperwork, ensuring timely loan processing.
- Monitored key dates to obtain information by deadlines, mainlining accuracy and timeliness in managing large loan volumes.
- Facilitated seamless communication between borrowers, underwriters, and stakeholders during the loan process.
- Assisted in closing loans quickly through verification of applicant information and documentation.
- Requested financial packages from customers for new loans and renewals, ensuring all requirements were met.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Developed and maintained relationships with customers and loan officers to establish smooth loan processes.
- Worked directly with customers via email and telephone to answer questions, process transactions and resolve issues.
- Ordered appraisal and open title. Work with title company for real estate loans.
Business Relationship Associate
Wells Fargo, N.A.
06.2020 - 10.2020
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Provided ongoing support throughout the loan application process, ensuring timely approvals and proper documentation completion by clients.
- Monitored daily business account overdrafts, enuring timely resolution and compliance with banking policies.
- Prepared detailed reports for relationship bankers on maturing loans and past-due loans, supporting informed decision-making.
- Built and maintained relationships with new and existing clients, providing a high level of customer service.
- Maintained up-to-date knowledge of banking products and distribution channels to offer service and support.
- Responded to customer concerns and questions on a daily basis, ensuring client satisfaction and retention.
Education
High School Diploma -
Nimitz High School
Houston, TX Skills
- Customer-oriented
- Administrative skills
- Team player
- Workflow planning
- Interpersonal skills
Timeline
Portfolio Executive Specialist
Wells Fargo Bank, N.A.
10.2020 - 07.2024
Business Relationship Associate
Wells Fargo, N.A.
06.2020 - 10.2020
High School Diploma -
Nimitz High School
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