Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
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
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
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
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
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, WI
06.2012

Bachelor of Science - Finance

University of Wisconsin - Milwaukee
Milwaukee, WI
06.2007

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

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