JESSE COOPER
Littleton,CO
Summary
Senior Business Execution Consultant with extensive experience at Wells Fargo, specializing in operational efficiency and client experience enhancement. Achievements include a 15% reduction in process errors through strategic planning and regulatory compliance initiatives. Expertise in stakeholder engagement and promoting inclusive workplace cultures. Proven ability to identify operational improvement opportunities and drive change management initiatives, contributing to organizational growth and profitability.
Overview
22
22
years of professional experience
Work History
Senior Business Execution Consultant, VP
WELLS FARGO
Denver, CO
01.2018 - 01.2024
- Company Overview: Chief Operating Office, Denver, CO
- Led strategic initiatives for Commercial Banking, directed multiple complex projects and work streams to enhance operational efficiency and service delivery.
- Directed product development and operational strategies, optimizing loan processes and enhancing client experiences through both waterfall and agile methodologies.
- Developed and executed internal, client, and regulatory communications strategies, improving transparency and fostering collaboration across stakeholders.
- Designed and implemented advanced models, systems, and tools, enhancing data accuracy and supporting better decision-making.
- Established and enforced internal policies and procedures to ensure regulatory compliance and operational consistency.
- Led change management efforts, including training over 300 team members to facilitate smooth transitions to new processes.
- Created monitoring and reporting frameworks that improved operational oversight, reducing process errors by 15%.
- Managed controls and testing to ensure regulatory compliance and mitigate risks.
- Championed diversity and equity efforts, contributing to the development of policies and programs aimed at attracting, retaining, and promoting a diverse workforce.
- Fostered relationships with client groups to institutionalize inclusive diversity philosophies and provide ongoing consultation.
- Oversaw technology enhancements with a $5M budget, securing funding for initiatives that boosted system capabilities and scalability.
- Chief Operating Office, Denver, CO
DEI Advocacy Enterprise Board Chair, VP
WELLS FARGO
Denver, CO
01.2018 - 01.2024
- Company Overview: Chief Operating Office, Denver, CO
- Key leader driving commitment to diversity, equity, and inclusion. Led the development and implementation of DEI strategies across all levels of the company, ensuring policies and practices promote an inclusive workplace culture that values diverse perspectives.
- Collaborated with executive leadership to create programs that foster a sense of belonging, reduce disparities, and enhance employee engagement.
- Monitored progress and implemented metrics on DEI goals, provided strategic guidance to ensure alignment with corporate objectives, and advocated for continuous improvement in recruitment, retention, and promotion practices.
- Led and supported DEI initiatives and resources across all levels of the company. Championed educational and training programs, including unconscious bias training and inclusive leadership workshops, resulting in a more inclusive work environment and increased employee participation.
- Chief Operating Office, Denver, CO
Diversity, Inclusion & Equity President, AVP
WELLS FARGO
Denver, CO
01.2013 - 01.2018
- Company Overview: Wholesale Loan Services, Denver, CO
- Spearheaded the development and execution of a comprehensive DE&I strategy across Commercial Banking Operations, fostering a more inclusive culture and aligning DE&I initiatives with business objectives.
- Led DE&I initiatives across all business units, creating inclusive policies, programs, and practices that resulted in an increase in diverse talent recruitment and retention.
- Partnered with senior leadership to drive DE&I objectives, ensuring alignment with corporate goals and compliance with federal and state regulations.
- Established and expanded DE&I councils across multiple regions, enhancing employee engagement and creating new avenues for underrepresented groups to contribute to business success.
- Collaborated with legal, risk, and compliance teams to ensure all DE&I initiatives and policies met regulatory standards, reducing legal risks and promoting ethical business practices.
- Led community outreach efforts and partnerships with external organizations to promote DE&I within the broader commercial banking industry.
- Wholesale Loan Services, Denver, CO
Wholesale Loan Administration Manager III, AVP
WELLS FARGO
Denver, CO
01.2013 - 01.2018
- Company Overview: Wholesale Loan Services, Denver, CO
- Lead and provide strategic support to a loan production team of more than 25 employees supporting Wholesale Commercial Banking, Government and Institutional Banking, and International Banking lending teams. Collaborate with internal and external attorneys to address customer needs, ensuring service level agreements are met, production volumes are evenly distributed, and work quality meets established standards.
- Responsible for mentoring, engaging, and developing team members, including overseeing performance reviews, hiring, terminations, disciplinary actions, and salary decisions. Contribute to the development of work procedures, policies, and methods to ensure compliance with Wells Fargo, legal, investor, and regulatory standards.
- Collaborate with business lines, legal counsel, risk, compliance, and internal wholesale loan services to develop strategic solutions that enhance operational effectiveness and efficiency. Oversee quality control processes and assist with budget management.
- Continuously identify and resolve inefficiencies by analyzing existing processes and implementing improvements. Develop organizational change management strategies and lead process improvement initiatives to optimize operational effectiveness.
- Extensive experience with systems including AFS, LoanIQ, Hogan, Colts, FLO, EZRequest, CreditView, ETRAC, WLIS, SVP, SharePoint, and MS Office.
- Wholesale Loan Services, Denver, CO
Wholesale Loan Administrator
WELLS FARGO
Denver, CO
01.2010 - 01.2013
- Company Overview: Wholesale Loan Services, Denver, CO
- Led process improvement initiatives to enhance operational efficiency and effectiveness.
- Managed and prioritized department workflow, monitored work in progress, and reviewed loan packages to identify and mitigate risks, ensuring alignment with business objectives.
- Reviewed and approved boarding of complex commercial loans, ensuring compliance with bank policies, procedures, and government regulations.
- Collaborated weekly with legal counsel and relationship managers across various business lines to address and resolve issues in a timely and professional manner.
- Wholesale Loan Services, Denver, CO
Loan Document Specialist VI
WELLS FARGO
01.2010 - 01.2013
- Company Overview: Wholesale Loan Services
- Prepared and audited loan packages for Wholesale Loan Services, ensuring accuracy and compliance with credit policy guidelines.
- Processed complex commercial loan packages, adhering to credit policies and meeting service level agreements (SLAs).
- Audited loan packages prepared by outside counsel to ensure alignment with WLS credit policies and federal regulations.
- Collaborated with in-house and outside counsel to negotiate language, requirements, and standards for loan documentation.
- Proficient in systems such as AFS, Hogan, Colts, FLO, and MS Office.
- Wholesale Loan Services
Underwriter III Personal Credit Management
WELLS FARGO
Denver, CO
01.2005 - 01.2010
- Analyzed consumer requests, financial statements, tax returns and credit reports. Evaluated risk factors, sources of repayment, cash flow and the ability to pay back debt.
- Constantly identified areas of improvement by analyzing established process to ensure we maintain accurate reporting and records.
- Performed risk evaluations, provided key policy and procedure changes that were implemented to help minimize risk exposure to PCM's portfolio.
Underwriter
CENTRIX FINANCIAL
Centennial, CO
01.2004 - 01.2005
- Investigated credit records and related data and assigned the risk assessment of our customers and analyzed results. Recommended financial decision based upon findings at a specialty financial management firm that serviced special finance auto loans.
- Conducted initial research, gathered pertinent information on the stability, ability, and the willingness of our customers to pay their auto loans.
Credit Manager
WELLS FARGO FINANCIAL ACCEPTANCE
Englewood, CO
01.2002 - 01.2004
- Company Overview: Respected finance company providing customers with the financial resources to meet and manage their credit needs and to achieve their financial goals.
- Solicited business for auto and mortgage refinance. Evaluated credit history and determined credit limits within state and company guidelines.
- Supervised delinquent account collection and establishes terms of payment. Monitored accounts and developed reports to ensure compliance with policy and legal statutes, while keeping delinquency at 3%.
- Respected finance company providing customers with the financial resources to meet and manage their credit needs and to achieve their financial goals.
Education
B.B.A. - Business Administration, Concentration: Management
Colorado Mesa University
Grand Junction, COSkills
- Project management and analysis
- Data analytics and reporting
- Regulatory compliance
- Process improvement and optimization
- Change management strategies
- Strategic planning and execution
- Stakeholder engagement and communication
- Risk assessment and mitigation
- Budget management and cost analysis
- Effective communication skills
- Team collaboration and facilitation
- Diversity advocacy and inclusion
- Conflict resolution techniques
- Training development and facilitation
- Operations analysis and improvement
- Problem-solving methodologies
- Work planning and prioritization
- Content management systems expertise
- Goal setting and timeline development
- Product lifecycle management strategies
- Executive support and industry knowledge
Additional Information
Additional work experience and referrals upon request.
Professional Highlights
- Served as DEI Advocacy Chair on the Enterprise DEI Board, leading initiatives to drive diversity, equity, and inclusion across all levels of the organization. Spearheaded the development and implementation of DEI strategies, ensuring policies foster an inclusive workplace that embraces diverse perspectives. Increased employee participation by 26% and expanded DEI efforts by establishing new employee resource groups and DEI chapters nationwide.
- Successfully led and prioritized multiple transformation initiatives within Commercial Banking, acting as the proxy for the executive sponsor and serving as a liaison among business, product, and technology teams to drive goal achievement. Managed access and change management for multiple initiatives, successfully migrating 8,000 users to new applications.
- Conducted strategic reviews of workflows across Commercial Banking Operations to identify inconsistencies and inefficiencies. Implemented new and modified existing applications that enhanced productivity and streamlined processes, leading to overall efficiency improvements.
- Designed and implemented a new SharePoint workflow tool for two Wholesale Loan Servicing Operations sites. The new tool solved roadblocks and saved all operations teams hours of manually entering information multiple times and streamlined multiple tools into one efficient tool.
- Led the comprehensive rebuild of the Certificate of Compliance (CERTOC) team, including time studies, new processes and procedures, workflow tools, and training. This initiative significantly improved efficiency, reducing turnaround time for front office requests from months to days.
- Accelerated Leadership Program Alum: As Community Support Chair, reengineered the Community Support Council for over 200 ALP members, establishing multiple roles and leading a team of 10 individuals from seven states. Successfully hosted 25 events in six states, totaling 80 hours of community service, all while staying under budget.
References
References available upon request.
Timeline
Senior Business Execution Consultant, VP
WELLS FARGO
01.2018 - 01.2024
DEI Advocacy Enterprise Board Chair, VP
WELLS FARGO
01.2018 - 01.2024
Diversity, Inclusion & Equity President, AVP
WELLS FARGO
01.2013 - 01.2018
Wholesale Loan Administration Manager III, AVP
WELLS FARGO
01.2013 - 01.2018
Wholesale Loan Administrator
WELLS FARGO
01.2010 - 01.2013
Loan Document Specialist VI
WELLS FARGO
01.2010 - 01.2013
Underwriter III Personal Credit Management
WELLS FARGO
01.2005 - 01.2010
Underwriter
CENTRIX FINANCIAL
01.2004 - 01.2005
Credit Manager
WELLS FARGO FINANCIAL ACCEPTANCE
01.2002 - 01.2004
B.B.A. - Business Administration, Concentration: Management
Colorado Mesa University
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