Results-driven Loan Operations Associate Manager with expertise in regulatory compliance and process improvement. Proven track record in enhancing team performance through effective training programs and strategic planning.
Overview
20
20
years of professional experience
Work History
Loan Operations Associate Manager
Wells Fargo Bank
Beaverton, OR
06.2019 - 12.2025
Managed daily operations, ensuring adherence to banking regulations and policies.
Executed training programs on 200 operational processes, improving team knowledge and operational readiness.
Identified improvement opportunities through performance analysis and led technology implementation.
Assisted management with strategic planning and regulatory reporting, supporting informed decision-making.
Coordinated resources across teams to ensure timely completion of processes.
Account Resolution Supervisor
Wells Fargo Bank
Beaverton, Michigan
03.2013 - 06.2019
Trained staff on conflict resolution techniques and efficient problem-solving strategies.
Implemented quality assurance measures to maintain high customer service standards.
Developed training materials to enhance team performance and knowledge retention.
Assisted in developing policies and procedures related to collection services.
Account Resolution Team Lead
Wells Fargo
Beaverton, OR
11.2008 - 03.2013
Resolved escalated customer complaints in a professional manner while adhering to company policies and procedures.
Provided guidance and mentorship to team members on best practices for resolving customer inquiries.
Implemented strategies to improve team collaboration and morale within the department.
Developed training materials for new hires in resolution protocols.
Account Resolution Specialist
Wells Fargo Bank
Beaverton, Oregon
01.2006 - 11.2008
Managed inbound and outbound calls to negotiate repayment options for delinquent customer accounts, facilitating resolution.
Communicated with clients to gather information for timely account resolution.
Conducted skip tracing to locate delinquent customers, improving recovery efforts.
Teller Associate/ Receptionist/Loan Operations Clerk at Long Beach City Employees Federal Credit UnionTeller Associate/ Receptionist/Loan Operations Clerk at Long Beach City Employees Federal Credit Union
Operations Manager/Senior Mortgage Loan Officer at First Equity Home Loan, Inc.Operations Manager/Senior Mortgage Loan Officer at First Equity Home Loan, Inc.