Summary
Overview
Work History
Education
Skills
Timeline
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Katherine Espinoza

San Gabriel,CA

Summary

Professional with strong background in client support, adept at resolving complex issues and ensuring client satisfaction. Proven ability to work collaboratively within teams and adapt to changing demands. Skilled in communication, problem-solving, and relationship management, bringing reliability and results-driven approach to every task. Known for maintaining high standards and delivering impactful results.

Overview

16
16
years of professional experience

Work History

Lead Commercial Loan Client Support Representative

Wells Fargo Capital Finance
03.2016 - 11.2024
  • Serviced Asset Based Lending Commercial Loans - Processed required Sublimit and Advance Rate adjustments via Credit Modification Request
  • Responsible for onboarding ABL Clients and Participants with system access to the Capital Finance Product within Wells Fargo Commercial Electronic Office (CEO) Portal
  • Routed all other product inquiries to appropriate team
  • Ensured all required documentation submitted was filled out correctly and filed to ensure they meet the applicable requirements
  • Maintained and stored all customer files and correspondence in the document repository to ensure a comprehensive and accurate audit trail of business activity
  • Maintained customer files and transferred to appropriate Regulatory Document Repository folder in a timely manner and on a daily basis
  • Lead Subject Matter Expert in identifying and quicky resolving Client/Participant technical and operational issues within the CEO Portal
  • Trained clients in the appropriate use of the Capital Finance product
  • Acts as the liaison for clients and internal teams; displays active listening skills and bridge relationships between Clients and Relationship Managers to lead the team to find creative solutions in problem solving, sharing process enhancements and innovations to serve Clients in a more officiant way
  • Ensure compliance with all bank policies, procedures and regulatory requirements, stayed alert to potential fraud situations
  • Responsible for the data integrity of customer and loan information as it is populated within loan applications
  • Assisted with coordination and support of Commercial Electronic Office audits
  • Uploaded all necessary forms Auditors requested in a timely manner
  • Attended all Audit meetings and provided updates
  • Ability to navigate multiple computer system applications, Precise, LUCAS, CLIC, UAM, ADMIN Tool, CEO Portal, iReports, OneView, SharePoint, Confluence, RIMA, and Microsoft Office
  • Assisted with the implementation and facilitating of CAPS Team SharePoint Site which cut down the number of emails to the CAPS Team shared email address by95%
  • Participated in the LUCAS Ops enhancement meetings and UAT/Regression testing to ensure the enhancements worked properly before deployment
  • Ability to navigate multiple computer system applications, Precise, LUCAS, CLIC, UAM, ADMIN Tool, CEO Portal, iReports, OneView, SharePoint, Confluence, RIMA, and Microsoft Office

Administrative Assistant- (temp position)

Randstad Staffing
02.2015 - 03.2016
  • Provide confidential, comprehensive Executive Support and Personal Assistance to the CFO
  • Answered, screened and managed incoming phone calls and e-mail; followed-up in a timely manner
  • Proactively managed and optimized Executives’ time, travel, and meeting attendance
  • Maintained and managed Executives’ calendar
  • Coordinated meetings and ensured meeting preparation by providing location, materials and documentation required in advance and/or as needed
  • Established and maintained effective and professional communication with all employees
  • Provided information by researching, collecting, analyzing, and summarizing data as required
  • Reviewed and submitted Contract/SOW for EVP signature in a timely manner
  • Responsible for Audit logging and tracking in JIRA
  • Prepared complex domestic and international travel arrangements via Concur
  • Organized and prepared expense reports

Accounts Payable Clerk

Athens Services
10.2013 - 07.2014
  • Responsible for maintaining and reconciling personal accounts to5 company owners in an efficient manner
  • Collected all invoices and obtained approval for payment
  • Ensured input and timely payment of all vendor invoices
  • Matched checks to corresponding invoices and mailed out
  • Provided supporting documents to auditors
  • Assisted in end of day and month end closing
  • Responsible for weekly check run
  • Generated daily reports on AS400 (Check & Void registers)
  • Balanced batch summary reports for verification and approval
  • Charged expenses to accounts and cost centers by analyzing invoice/expense reports
  • Responsible for requesting/cancelling employee credit cards
  • Handled all telephone and email inquiries relating to accounts payable issues
  • Processed and ensured all supporting documents were attached to Employee Expense reports
  • Reconciled Executive Mastercard statements and submitted for payment
  • Maintain confidentiality of organizational information

Administrative Assistant3 – IT Business Operations and Finance

Southern California Edison
11.2008 - 03.2013
  • Maintain/update schedules for all levels of managers, team leads, and served as back up to executive assistant
  • Communicate to director/manager immediately with any urgent messages, unexpected meetings or changes to calendar
  • Coordinate scheduling and location of meetings in Lotus Notes
  • Collaborate with other department assistants/executive assistants to ensure all participants are able to attend
  • Responsible for preparing meeting agendas
  • Coordinate catering, set up conference calls, Webex
  • Responsible for coordinated yearly Executive/Vendor meetings with Edison VP, Directors, vendor sponsors, and vendor executives (2009-2011)
  • Created, proofread, and finalize spreadsheets, documents and presentations using MS Word, Excel, and PowerPoint
  • Process expense reports, and non-purchase order payment requests in SAP
  • Processed, submitted, and tracked all supply orders, repair/maintenance orders and IT requisitions
  • Provided support to IT Payroll
  • Update employee master data in SAP such as, new hire information, position numbers, organizational changes, cost center, activity types and promotions
  • Time Data Maintainer, assisted with corrections to time sheet entries
  • Generated/analyzed reports in SAP on payroll closing week to ensure time has been entered correctly and correct timesheet codes were used
  • Analyze documents (new hires) in search of inaccurate information and effectively problem solve the situation in a timely manner

Education

High School Diploma -

San Gabriel High School
San Gabriel, CA

Skills

  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Strong organizational, multi-tasking, prioritizing skills, working under pressure with a high volume of work and meet daily deadlines
  • Ability to demonstrate flexibility, versatility, commitment and good judgment in a team-oriented environment and independently
  • Ability to Problem-solve while being Calm and professional under pressure
  • Take pride in my Reliability, Self Motivation and Professional Demeanor

Timeline

Lead Commercial Loan Client Support Representative

Wells Fargo Capital Finance
03.2016 - 11.2024

Administrative Assistant- (temp position)

Randstad Staffing
02.2015 - 03.2016

Accounts Payable Clerk

Athens Services
10.2013 - 07.2014

Administrative Assistant3 – IT Business Operations and Finance

Southern California Edison
11.2008 - 03.2013

High School Diploma -

San Gabriel High School

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Katherine Espinoza