Kathy Forrest

Work History

Wells Fargo Bank, N.A.

11.2017 - 07.2023

Directed and mentored a team responsible for executing activities associated with conducting scheduled periodic due diligence reviews and customer maintenance of bank customers’ transactions
Lead a team of Due Diligence Analysts, ensuring KYC compliance and surpassing quality targets by 15%
Managed team pipeline to ensure progression through to completion of work assigned
Directed the pilot of a customer outreach program, significantly improving completion times for periodic reviews and reducing SLA from 90 to 30 -days, elevating operational efficiency and client satisfaction
Orchestrated and managed the Corporate Due Diligence Investigation quality reviews initiatives, tackling a backlog of 5600 reviews: surpassed target of 50% completion by March 31, 2022, achieving over 65% completion by April 20, 2022
Executed audits on customer profiles, consistently exceeding performance goals with a 97% success rate
Piloted and implemented a new source of record program in 2020, overseeing walk-throughs and calls to address bugs; served as a subject matter expert, offering support to teams and management, resulting in the sustained use of the program
Championed a mentorship-driven leadership style, fostering professional growth and performance enhancement among staff members, which led to 20% of team members securing promotions within Wells Fargo and other prestigious organizations

Wells Fargo Bank, N.A.

03.2012 - 11.2017

Directed the daily operations of the loan underwriting team
Lead process optimization efforts within the lending division, resulting in a 20% upsurge in loan approvals and a 15% reduction in processing time through fostering cross-functional collaboration between underwriting and processing units
Mitigated customer complaints, reducing repeat issues by 15%
Adjusted SLAs for complex loans, significantly reducing default rates
Initiated a collaborative environment for underwriters, instituting regular peer reviews and knowledge-sharing sessions, which led to a 25% increase in underwriting accuracy
Completed pipeline reviews with underwriting team to ensure progression through the loan underwriting process

Wells Fargo Bank, N.A.

02.2002 - 03.2012

Partnered with the loan processing teams, reducing loan processing time by 30% and increasing successful completions by 20%
Optimized loan progression with underwriting teams, enhancing loan completion turnaround by 25% and boosting client satisfaction by 10%
Maintained 99% accuracy in transferring customer transaction details
Conducted pipeline reviews with Loan Officers to ensure efficient loan progression
Trained in underwriting and closing, improving customer experience during high-volume periods