I am a dedicated, hardworking, positive and very pro-active team member, with great experience interacting with all kind of customers, personally, telephonically and via email. (English and Spanish)
A self-motivated man with attention to detail and excellent negotiation skills due to my background in sales and collections and initial underwriting during my time with the home preservation department.
Ability to multitask with excellent organizational and prioritization skills, ability to follow written and verbal orders to the point.
I am familiar with different Logistic, Banking and financials' operative systems, such as E-car, Supreme, FDR, Fidelity ERLMF, Hogan, Blast, SVP, Cornerstone, Citrix, and the A/S 400 platform.
Pipeline management experience, resulting in being one of the top payment plans and modification's performer within my team while I was working for Wells Fargo.
Chosen as the Team member of the month and the year in my entire department nationwide in 2013 as other customer's service awards.
Great team player.
I was a level 5 twice and level 4 once during my time with the bank
Graduated from the CLDG (Consumer Lending Group) leadership class at Wells Fargo (2012).
Overview
24
24
years of professional experience
1
1
Certification
Work History
Forms and Records Analyst III
DCYF-Washington State
04.2019 - Current
Reviewed and updated records to ensure accuracy and compliance with applicable regulations.
Provide consultation to managers and our legal our team with the Attorney General's office, perform reviews and processing of records, such as analyzing manually, electronically and/or automated forms and/or records management problems, developing and implementing plans for rectifying process deficiencies, designing forms and coordinating Discovery Requests production
Managed and facilitated all aspects of records retention, migration, transfer, and disposition using a variety of manual, electronic, and automated systems.
Enhanced customer experience and satisfaction using my bilingual language skills.
Business Associate II
Wells Fargo BBG
11.2017 - 11.2018
Provided support to Business Relationship Managers and various line of business partners, assisting with routine sales, marketing, and operations tasks
Maintained high level of customer service, gathered required data and provided information to assist Business Relationship Managers with customer needs and requests
Assisted in interacting with customers to identify and address their operational needs and resolve problems.
Handled various administrative tasks as needed.
Responded promptly to customer inquiries and complaints.
Loan Adjustor - Mediation Specialist II
Wells Fargo Home Mortgage
05.2012 - 10.2017
Created customized plans to help borrowers avoid foreclosure and stay in their homes
Reviewed loan modification applications for accuracy and completeness before submitting them for approval.
Assisted homeowners in understanding their rights and responsibilities under the law..
Maintained records of all customer contact information, conversations, and actions taken.
Educated homeowners through outreach programs and surveys regarding available and upcoming resources and services, while also gathering feedback on their satisfaction levels.
Loss Mitigation Specialist
Wells Fargo
12.2007 - 05.2012
Reviewed and adjusted assigned mortgage past due portfolios to decrease delinquent/problem loans in accordance with company, investor, and court guidelines.
Maintained correspondence with customers, Wells Fargo legal team and different departments such as title, liquidation in relation to foreclosures proceedings while also being responsible for Home Equity and Bank Cards tasks along with skip tracing.
Reviewed and evaluated borrowers' income, expenses, assets, liabilities, credit history and other pertinent documentation.
Negotiated repayment plans with delinquent borrowers in accordance with company policies and procedures.
Reviewed foreclosure alternatives such as short sales or deeds in lieu of foreclosure.
CZ Operator
SEH America
Vancouver WA
08.2006 - 12.2007
Adjust machine settings to complete tasks accurately.
Troubleshoot malfunctions in equipment or processes.
Perform periodic maintenance on machines such as cleaning and lubrication.
Inspect finished workpieces to ensure conformance with specifications.
Load raw materials into machines according to specified measurements.
Observe machine operations to detect any problems or defects in the finished product.
Production assistant
Panasonic
Vancouver, WA
05.2006 - 08.2006
Assembled and tested products according to specifications.
Performed quality control checks on finished product.
Adjusted machine settings for optimal performance.
Loaded and unloaded components into machines during production runs.
Followed safety procedures when operating machinery.
Reported issues with defective parts or materials to supervisor immediately.
Distributor (Piura-Peru)
Company Oil del Norte S.R.L Exxon Mobil
06.2000 - 02.2006
Greeted customers and provided exceptional customer service.
Developed relationships with key accounts to increase sales volume.
Demonstrated product features, benefits and use to potential buyers.
Maintained a current knowledge of market trends and competitive activities in the sales area.
Researched customer needs and preferences through surveys, interviews, focus groups and other methods.
Analyzed customer feedback data, identifying areas of improvement for customer service and product offerings.
Participated in trade shows, conventions, conferences and other events to promote products or services.
Education
ESL - English-as-a-Second-Language Education
Clark College
Vancouver, WA
12-2011
Associate of Arts - International Business
I.S Pacifico Norte
Peru
12.1993
Some College (No Degree) - Military Science
Escuela Militar De Chorrillos
Peru
Skills
Dedicated
Hardworking
Positive
Proactive
Experienced in interacting with customers
Self-motivated
Attention to detail
Excellent negotiation skills
Ability to multitask
Excellent organizational skills
Banking Literacy
Manage of diverse financial operative systems and Software's
Pipeline management
Goal driven
Great team player
Leadership
Bilingual
Microsoft Office knowledgeable
ExxonMobil and Pennzoil customer service certificates Logistic management in lubricants
Oratory-Nueva Acropolis Piura Peru
Wells Fargo Training/Banking courses
Inbound and Outbound Calling
Call Management
Information Security
Product Knowledge
Report Generation
Complaint resolution
Data Collection
10-Key
Certification
Bilingual certification by the State of Washington
Microsoft Office
User level of J.D Edwards A/S 400
Visual Basic knowledge.
Exxon-Mobil and Pennzoil customer service training certificates
Oratory- Nueva Acropolis Piura Peru
Wells Fargo training/ Banking and financial literacy yearly training classes.