Summary
Overview
Work History
Education
Skills
Timeline
Generic

KATE O'BRIEN

Phoenix,AZ

Summary

Strategic Executive Officer known for high productivity and efficient task completion. Skilled in strategic planning, operational leadership, and financial management. Excel in communication, problem-solving, and decision-making to navigate complex business landscapes and drive organizational success.

Overview

6
6
years of professional experience

Work History

Executive Office Resolution Analyst

Wells Fargo
05.2021 - 01.2025
  • Conducted advanced reviews of executive resolution transactions and case research across consumer and small business departments, ensuring thorough evaluation and effective resolution.
  • Identified appropriate courses of action and conducted investigations to address problem areas, facilitating resolution of complex executive office accounts.
  • Monitored policy updates and supported Wells Fargo compliance documentation.

Research and Remediation Analyst

Wells Fargo
01.2020 - 05.2021
  • Examined complex programs, processes, claims, and documentation to guide resolution and ensure compliance with internal requirements and government regulations.
  • Reviewed and analyzed policies, procedures, and regulations for consumer and small business products to support compliance and operational integrity.
  • Documented findings in case management systems and remediation trackers.

SBA Loan Servicing Specialist

Wells Fargo
12.2018 - 01.2020
  • Analyzed financial performance and credit quality of small business borrowers to inform lending decisions.
  • Adjusted commercial loan pricing and documented changes to ensure compliance with Small Business Administration requirements and enhance risk management.
  • Processed loan modifications, deferments, and repayment plans within Wells Fargo guidelines.

Education

Associate of Applied Science - Business Analytics

Maricopa Community Colleges, Paradise Valley Community College
Phoenix, AZ
04-2014

Skills

  • Executive resolution management
  • Regulatory compliance
  • Risk assessment
  • Risk mitigation
  • Policy analysis
  • Financial data Analysis
  • Root cause identification
  • Consumer lending
  • Strategic Planning
  • Strategic thinking

Timeline

Executive Office Resolution Analyst

Wells Fargo
05.2021 - 01.2025

Research and Remediation Analyst

Wells Fargo
01.2020 - 05.2021

SBA Loan Servicing Specialist

Wells Fargo
12.2018 - 01.2020

Associate of Applied Science - Business Analytics

Maricopa Community Colleges, Paradise Valley Community College

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KATE O'BRIEN