Kathleen Anderson
Cedarburg,WI
Summary
Accomplished at Wells Fargo Home Mortgage, adept in Operations Analysis and Employee Management, I significantly enhanced client satisfaction and operational efficiency. Recognized for expert data analytics skills and a meticulous attention to detail, I led teams to exceed targets, earning the 2014 Service Conference Award.
Driven, highly motivated professional with hands-on experience in Banking, Negotiating, Implementation, Process Documentation and Training. Extensive experience in mortgage servicing and operations. A detail-oriented, organized self-starter with a commitment to achieving results and meeting company goals and service excellence objectives,
Overview
23
23
years of professional experience
Work History
Loan Verification Consultant/VP Loan Documentation
Wells Fargo Home Mortgage
Milwaukee, WI
03.2015 - 08.2024
- Liaised with customers, management, and attorneys to better understand customer needs and recommend appropriate solutions.
- Supported clients with business analysis, documentation, and data modeling.
- Implemented practices and procedures to reduce expenditures and increase savings.
- Organized and analyzed primary and secondary research to understand appropriate outcomes of trials.
- Analyze, authenticate, and translate complex business records in open court proceedings.
- Represent Wells Fargo in in-person, face-to-face, and telephonic court appearances including trials, hearings and settlement conferences.
- Build relationships and partners with outside counsel and internal departments as needed.
- Assist management with training fellow peers regarding gathering, understanding and executing documents.
- Assist in assigning trials and inputting trial results as well as ad-hoc reporting to investors regarding foreclosure trial results.
- Was nominated and awarded the 2014 Service Conference Award.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
Loan Servicing Specialist
Wells Fargo Home Mortgage
Milwaukee, WI
05.2011 - 03.2015
- Proved successful working within tight deadlines and a fast-paced environment.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Affirmed loan document accuracy to protect lenders from potential fraud.
- Chosen as a Subject Matter Expert training other sites in foreclosure procedures.
- Assisted in implementing weekly staff repo9rts, breakdown reports for statistics around States and attorney firms and daily production reports.
- Developed First Legal Foreclosure Procedures that were approved and placed into action for all Foreclosure teams.
- Consistently managed multiple work load tasks (i.e. pipeline of loans, various reports, suspense caseload on a weekly basis, and prepping foreclosure trial files for witnesses)
Loan Adustor/Mortgage Underwriter
Wells Fargo Home Mortgage
Milwaukee, WI
11.2008 - 05.2011
- Worked with processing team members to communicate errors and obtain missing information for current applications.
- Maintained mortgage program compliance with federal agencies such as WF, ASC, VA, HUD, GNMA, and FNMA.
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
- Developed checklist for Home Preservation Specialists to ensure all processes were followed and documents were gathered for workout review.
- Collaborated with team members to ensure all internal process bulletins were disbursed and best practices were shared to enhance the team.
- Assisted management with training and auditing needs that arose in addition to providing new team members with side-by-side instruction and a resource for questions that arose.
- Nominated for Service Excellence
Debt Collector
Wells Fargo Home Mortgage
Milwaukee, WI
10.2007 - 11.2008
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Achieved performance goals on consistent basis.
- Maintained high volume of calls and met demands of busy and productive group.
- Analyzed financial situations of borrowers to develop the best workout arrangement for all parties involved.
- Exemplified second-to-none customer service.
- Conducted Skip tracing and collateral analysis
- Collaborated with team members to ensure all internal process bulletins were disbursed and best practices were shared to enhance the team.
Bank Branch Manager
Tri City National Bank
Grafton, WI
02.2002 - 10.2007
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified partnership opportunities and established favorable business connections.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Assessed employee performance and developed improvement plans.
- Implemented training programs to enhance employee performance and build motivation.
- Completed payroll, scheduling, and expense reimbursements for Grafton and Cedarburg locations.
- Opened accounts for customers including: Checking, Savings, CD's, IRA's, debit cards and business accounts.
- Audited and ordered cash for the Branch, maintained travelers checks, energy bills, property tax bills and money orders.
Education
MBA - Managment, Finance And International Business
Concordia University Wisconsin
Mequon, WI06.2012
Bachelor of Science - Finance
University of Wisconsin - Milwaukee
Milwaukee, WI06.2007
Skills
- Operations Analysis
- Resource Allocation
- Employee Management
- Data Analytics
- Analysis & Evaluation
- Attention to Detail
- Subject Matter Expert
- MS Office
- 120 - wpm
- Familiar with Adobe
Timeline
Loan Verification Consultant/VP Loan Documentation
Wells Fargo Home Mortgage
03.2015 - 08.2024
Loan Servicing Specialist
Wells Fargo Home Mortgage
05.2011 - 03.2015
Loan Adustor/Mortgage Underwriter
Wells Fargo Home Mortgage
11.2008 - 05.2011
Debt Collector
Wells Fargo Home Mortgage
10.2007 - 11.2008
Bank Branch Manager
Tri City National Bank
02.2002 - 10.2007
MBA - Managment, Finance And International Business
Concordia University Wisconsin
Bachelor of Science - Finance
University of Wisconsin - Milwaukee