Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathy M. Dunning

Charlotte

Summary

Results-oriented professional with proven abilities to lead, improve efficiency, and analyze information to determine effective processes for operations. Able to identify areas of strength and weakness and implement company policies and standards, changes in operations that optimize productivity. Demonstrated ability to motivate staff to maximum productivity while improving quality and customer service. Possesses excellent time-management, customer service and relationship building skills. Respected by bankers and peers as being honest, dependable, and credible.

Overview

26
26
years of professional experience

Work History

Operations Manager/Private Wealth Mgt Operations/National Wire Administration Team/VP

Wells Fargo Bank, NA
03.2024 - Current
  • Manage and develop The National Wire Administration Team within WIM Operations.
  • Ensure all wires are completed timely and accurately to meet SLA.
  • Develop strategies to improve staffing processes: Coordinated a training plan for 5 team members in Manila on the Trust Wire Process.
  • Work independently on moderately complex issues and projects.
  • Ensure team maintain a 95% accuracy rate.
  • Identify opportunities for process improvement and risk control development and escalates issues to more experienced management.
  • Provide training, performance, evaluation, and coaching of less experienced team through monthly one on ones.
  • Participated in EBCE/RCSA by writing and uplifting my control procedures to ensure effective rating.
  • Provide responsibility for budget and financial performance.
  • Lead team to achieve objectives and goals.
  • Mentor and guide talent development of direct reports and assist in hiring talent.

Consumer Lending Operations Associate Manager PL&L/VP

Wells Fargo Bank, NA
09.2023 - 03.2024
  • Manage Team to ensure all ARM (Account Research Maintenance) processes are completed timely and accurately to reach daily SLA.
  • Provide cross training for all team members to be able to work at least 3 processes to ensure both volume and SLA maintained.
  • Timely reconcilement of any outstanding transactions out of balance.
  • Approval of ETRAN and 1OFC transactions.
  • Mentor and guide talent development of direct reports and assist in hiring talent.
  • Accountable for ensuring quality customer service provided to internal/external customers.
  • Ensure compliance with Wells Fargo, investor, legal, regulatory, or business policies.
  • Resolve issues related to loan processing, documentation, pre-closing tasks, loan servicing activities or underwriting under the direction of Management.
  • Participated in RCSA Workshop.

HOME LENDING OPERATIONS ASSOCIATE MANAGER (LO)/VP

Wells Fargo Bank, NA
04.2010 - 07.2022
  • Successfully manage team of loan processors and closers in Home Equity and Home Mortgage for both purchase and refinances.
  • Functions include early disclosure review, tracking and reviewing credit stipulations for acceptance (i.e., title reports, appraisals, insurance.) preparing closing documentation.
  • Review of taxes, escrows, payoffs, and state specific requirements to ensure accurate for Closing Disclosure delivery.
  • Point of contact for escalations.
  • Work closely with bankers, underwriting, vendor management, servicing, and other partners to ensure issues resolved timely.
  • Manage pipeline to ensure loans close on time, tasks completed timely, and all communications properly documented.
  • Ensure compliance with Wells Fargo, investor, legal, regulatory, or business policies.
  • Responsible for hiring (using behavioral interview process), coaching (preparing monthly evaluations and performance reviews) and developing (training and seeking opportunities for growth) non-exempt team members.
  • Accountable for ensuring quality customer service provided to internal/external customers.
  • Responsible for leading projects and managing activities associated with projects.
  • Participate and advise with department’s annual budget planning.
  • Systems utilized: CORE, HOGAN, SHAW, CLIENT LINK, MASK, ACAPS, C2C, SEI, AFS.

Home Equity Group-SBO New Loan Operations/Loan Administration Manager/VP

Wells Fargo Bank, NA
05.1999 - 04.2010
  • Managed a team of nine employees who performed detail loan problem resolution involving all departments within Retail Credit Fulfillment.
  • Ensure team meets all production and quality standards by consistently exceeding department standards clearing 99% of critical documentation within 30 days.
  • Partner with internal compliance, OCC, KPMG, and legal to finalize audits.
  • Conduct internal audit of Prime Equity Lines of Credit opened with Credit Life and Disability Insurance reducing monthly losses.
  • Systems utilized: AH, FDR, FileNet, Sysflow, Lendscape, ACLS and Emerald, Excel.

Education

BA - Industrial Psychology

University of North Carolina
01.1989

Skills

  • Problem-solving
  • Team leadership
  • Operations management
  • Customer service
  • Decision-making
  • Employee relations and conflict resolution
  • Planning and implementation
  • Staff training
  • Staff management
  • Management
  • Operations oversight
  • Policies and procedures implementation
  • Performance monitoring
  • Employee motivation
  • Maintaining compliance
  • Goal setting
  • Interpersonal communication
  • Process improvement
  • Regulatory compliance
  • Quality assurance controls
  • Performance evaluations
  • Procedure development

Timeline

Operations Manager/Private Wealth Mgt Operations/National Wire Administration Team/VP

Wells Fargo Bank, NA
03.2024 - Current

Consumer Lending Operations Associate Manager PL&L/VP

Wells Fargo Bank, NA
09.2023 - 03.2024

HOME LENDING OPERATIONS ASSOCIATE MANAGER (LO)/VP

Wells Fargo Bank, NA
04.2010 - 07.2022

Home Equity Group-SBO New Loan Operations/Loan Administration Manager/VP

Wells Fargo Bank, NA
05.1999 - 04.2010

BA - Industrial Psychology

University of North Carolina

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Kathy M. Dunning