Led high-performing teams by leveraging data-driven insights to develop strategies that optimize the entire customer experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Manager, Vice President
Wells Fargo
05.2024 - Current
Facilitated consumer lending and loan origination by supporting accurate, complete, and compliant documentation processes.
Reviewed customer and lending documents to identify and address discrepancies, aiding risk reduction and data accuracy.
Collaborated with bankers and operations teams to enhance loan booking accuracy and improve documentation standards.
Adhered to regulatory requirements and internal controls through continuous review of account activities.
Maintained documentation quality by identifying trends and implementing corrective measures to reduce errors.
Contributed to successful audits by managing operational risk and compliance reviews.
Utilized banking platforms to accurately review, validate, and maintain customer and loan information.
Assistant Financial Center Manager
Bank of America
11.2020 - 05.2024
Assisted in consumer loan origination by reviewing application packages, collecting necessary documentation, and verifying compliance with lending guidelines.
Supported clients during the lending process by explaining product options, gathering financial details, and coordinating documentation requirements.
Checked account and lending documents for accuracy, completeness, and compliance with regulatory and internal standards.
Worked with lending operations and service partners to address documentation issues and enhance processing efficiency.
Education
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT
2028
Skills
Assisted in managing retention programs to enhance customer loyalty
Supported profit growth initiatives to optimize revenue generation
Provided guidance to teams in strategic planning efforts
Conducted analysis of KPIs to identify performance trends
Aided in developing customer relationship strategies to improve engagement
Facilitated team development through training and collaboration
Utilized CRM software to streamline customer interactions
Contributed to workflow optimization for increased efficiency