Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Work History
Systems Analyst
5 Years 6 Months
Family First Funding | 04.2021 - Current
Managed supervisor itinerary and appointments and streamlined scheduling procedures
Monitored front areas so that questions could be promptly addressed
Devised creative solutions to critical customer and user needs
Interacted with customers and clients to identify business needs and requirements
Demonstrated strong writing and presentation skills to develop briefs, memorandums, and analytical reports for Executive Management
Managed multiple strategic projects with numerous sub-projects or workstreams.
Office Associate
6 Months
State of Illinois | 10.2020 - 04.2021
Delivered clerical support by handling range of routine and special requirements
Organized, stored, and retrieved files to enhance daily operations and support customer needs
Welcomed office visitors and alerted staff to arrivals of scheduled appointments
Managed daily data entry and kept clerical information accurate and up to date
Collaborated with various departments to complete assigned tasks.
Research Remediation Representative
3 Months
Wells Fargo | 06.2020 - 09.2020
Responsible for analysis and resolution of escalated, high dollar, or high-profile inquiries and complaints requiring special handling in areas such as underwriting, regulatory compliance, fraud, fair lending, and servicing
Provides a complex variety of support services in account management, operations, documentation, customer service and technical support.
Assistant Vice President, Correspondent Client Service Consultant
13 Years
Wells Fargo | 01.2006 - 01.2019
Analyzed correspondent clients, banks, and mortgage lenders in accordance with various risk benchmarks including financial standing, loan performance, and adherence to regulatory compliance guidelines
Corrected various regulatory findings by facilitating calls with clients to discover root cause, develop corrective action, and conduct validation and execution of the corrective action
Reviewed incoming correspondence and drafted appropriate responses for CEO and other high-level stakeholders
Achieved or exceeded sales and productivity benchmarks on consistent basis.
Business Design Analyst
2 Years
Wells Fargo | 01.2004 - 01.2006
Participated in daily strategy meetings involving the development of systemic, procedural, and process changes necessary for new product and programs and Regulatory and Credit Policy changes
Analyzed and processed project specifics before capital deployments
Collaborated to develop and maintain targeted profit plans to sustain growth.
Compliance Analyst
1 Year
Wells Fargo | 01.2003 - 01.2004
Collected detailed notes on investigations and other communication to adhere to legal requirements and enhance recordkeeping
Assisted with development of compliance objectives and strategies
Maintained up-to-date knowledge of applicable laws and regulations
Communicated materials documentation deficiencies to project engineer, project staff and design-builder
Developed and implemented corrective action plans for non-compliance issues.
Account Executive
2 Years
Wells Fargo | 12.1998 - 12.2000
Executed successful sales strategies to convert leads into customers
Qualified leads, built relationships and executed sales strategies to drive new business
Prepared additional quotes for current clients to upsell products and services
Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
Prior History in Mortgage Banking
10 Years 8 Months
Wells Fargo | 05.1987 - 01.1998
Developed summaries to assess each client's participation level and determine targets for follow-up plans
Cross-trained and backed up other customer service managers
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates
Logged call information and solutions provided into internal database
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
Associate of Science - Respiratory Therapy
LINCOLN LAND COMMUNITY COLLEGE | 06.1993
Skills
Product Knowledge
Sales and Marketing
Time Management
Risk Management
Critical Thinking
Verbal and Written Communication
Business Development
Relationship Review Process
Regulatory Compliance
Client Relationships
Client Meetings
Proficient with Microsoft Word
Excel and PowerPoint
Timeline
Systems Analyst
Family First Funding
04.2021 - CurrentRead More
Office Associate
State of Illinois
10.2020 - 04.2021Read More
Research Remediation Representative
Wells Fargo
06.2020 - 09.2020Read More
Assistant Vice President, Correspondent Client Service Consultant