KEEYANNA M. WESLEY
Minneapolis,USA
Summary
Established professional with ability to work effectively in a team as well as independently to meet daily goals. Strong analytical skills with high attention to detail and accuracy. Committed to creating a culture of excellence, quality, service, and profitability. Passionate about assisting individuals, leaders, and teams meet and surpass their goals.
Overview
14
14
years of professional experience
Work History
Securities Admin Analyst II / Cash Analyst II
ComputerShare Corporate Trust Services
06.2021 - Current
- Reconciling daily cash movements and activity
- Research and interpret legal documents to determine how to process bond activities, calculate fees, disburse payments, ect
- As well as to remedy issues that arise with the bond/security
- Receive and provide remittance reports and invoicing to and from various clients
- Initiate disbursements, transfers, payments and other account activity for the bonds
- Work within numerous systems and programs to gather/process information
Loan Document Specialist 3 / Client Service Consultant
Wells Fargo
06.2015 - 06.2021
- Review and process customer financial statements and income/ Cashflow Analysis
- Identify fraudulent documents submitted for personal and auto loans applications
- Answer Banker questions regarding income and personal documents for loan applications
- Run data reports daily and identify trends and areas of opportunity
- Provide coaching and assistance to team members/ Second Level Review
- Worked non-standard queue and made decisions on loans with unique circumstances
Personal Banker
Wells Fargo
11.2012 - 05.2015
- Establish one on one banking relationships with customers
- Strategize and create action plans to help customers succeed financially
- Assist customers with daily transactions, credit applications and establish and maintain deposit accounts, safety deposit boxes, and many other banking needs
Sales Manager
TCF Bank
04.2011 - 11.2012
- Motivate team of tellers and bankers by implementing creative sales strategies and setting attainable but aggressive individual goals
- Display a strong ability in customer service, leadership and product knowledge
- Detail oriented, punctual, available to help when needed
- Audit teller drawers, vault, and tcr/tcd
- Host one on one meetings to discuss career goals, action plans and any other inquiries or concerns
Education
Bachelor of Science Degree - Computer Information Technology
Metropolitan State University
01.2021
High School Diploma - undefined
Minneapolis North High School
01.2006
Skills
- Ability to Plan, Organize and Prioritize Work
- Make Decisions and Problem Solve
- Proficient using Microsoft Office programs (Word, Excel, PowerPoint)
- Familiar with coding languages: Java, Python, Mysql, HTML, and JavaScript
- Ability to Communicate with Persons Inside and Outside the Organization
- Attention to Detail
Timeline
Securities Admin Analyst II / Cash Analyst II
ComputerShare Corporate Trust Services
06.2021 - Current
Loan Document Specialist 3 / Client Service Consultant
Wells Fargo
06.2015 - 06.2021
Personal Banker
Wells Fargo
11.2012 - 05.2015
Sales Manager
TCF Bank
04.2011 - 11.2012
High School Diploma - undefined
Minneapolis North High School
Bachelor of Science Degree - Computer Information Technology
Metropolitan State University
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