JAMES WELLS
Phoenix,AZ
Summary
Over 10 years of experience in the Financial Service Industry, with expertise in Client Service, Operations, Account Management, and Financial Advising. Successfully managed accounts and built strong client relationships through need-based dialogues and ensuring satisfaction. Analyzed, developed, and implemented effective retention strategies that consistently delivered positive results. Strong communication skills, cross-functional collaboration abilities, and leadership qualities have led to excellence in team environments.
Overview
13
13
years of professional experience
Work History
Cash and Money Movement Administrator
Vanguard
06.2025 - Current
- Analyzed documentation to validate the accuracy and timeliness of cash and money movement request completions.
- Coordinated cross-departmental communication to streamline project workflows and enhance collaboration.
- Managed assigned cash and money movement processes, integrating regulatory knowledge to enhance operational control and process effectiveness.
- Led efforts to identify and resolve processing and workflow challenges, enhancing departmental efficiency through thorough analysis of operational metrics. Championed strategic initiatives to assess and improve departmental performance by evaluating trends and metrics. Navigated complex issues with a focus on developing and implementing effective solutions in ambiguous situations.
- Oversaw crew assistance and ensured timely resolution of complex client issues and financial transactions through effective communication with all stakeholders.
- Engaged in special projects, collaborating with cross-functional teams to deliver impactful solutions.
Money Movement Associate
Vanguard
04.2023 - Current
- Won employee of the month October 2023
- Work with a keen attention to detail in a fast-paced, deadline-driven and evolving environment while exceeding department quality and rate-per-hour goals
- Help drive business and client outcomes by leading Voice of Client conversations and converting them to Problem Solving Ventures
- Excellent communication skills, both verbal and written
- Work with leadership and administrators to develop check-writing standard work procedures and update InfoWave articles.
- Proven ability to learn quickly and adapt to new situations by being up-skilled in all money movement functions
- Developed and implemented strategies to improve processes and the client experience
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Facilitated training sessions for new employees, ensuring smooth onboarding process.
Client Advocate
FBC Mortgage LLC
07.2019 - 08.2022
- Established strong rapport with clients by maintaining open lines of communication and promptly addressing concerns
- Managed escalated cases effectively by working closely with other teams and departments, leading to successful resolutions and satisfied clients
Mortgage Processor and Mortgage Closer
JP Morgan Chase
10.2016 - 07.2019
- Optimized workflow efficiency by prioritizing tasks based on client needs and deadlines, ensuring timely completion of loans
- Collaborated closely with underwriters to expedite loan approvals, resulting in increased productivity
- Reduced loan application processing time by diligently reviewing and verifying applicant information
Independent Contractor
Lyft
02.2016 - 10.2016
Client Service Associate
Strategic Income Group
09.2015 - 01.2016
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery
Financial Solutions Advisor
Merrill Edge
12.2013 - 08.2015
- Streamlined financial planning processes for improved efficiency and optimal client outcomes
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence
Education
Masters - Management
University of Phoenix
Phoenix, AZ02-2011
Bachelor of Arts - Elementary Education
Arizona State University West
Phoenix, AZ05-2004
Skills
Customer Service
Time Management
Attention to Detail
Complex Problem-Solving
Decision-Making
Timeline
Cash and Money Movement Administrator
Vanguard
06.2025 - Current
Money Movement Associate
Vanguard
04.2023 - Current
Client Advocate
FBC Mortgage LLC
07.2019 - 08.2022
Mortgage Processor and Mortgage Closer
JP Morgan Chase
10.2016 - 07.2019
Independent Contractor
Lyft
02.2016 - 10.2016
Client Service Associate
Strategic Income Group
09.2015 - 01.2016
Financial Solutions Advisor
Merrill Edge
12.2013 - 08.2015
Bachelor of Arts - Elementary Education
Arizona State University West
Masters - Management
University of Phoenix