Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kyle Healy

New Canaan,CT

Summary

Dynamic Commercial Valuations Specialist at Wells Fargo, adept in valuation analysis and risk assessment. Proven track record in driving complex transactions to closure while fostering strong customer relations. Recognized for effective communication and collaboration, delivering impactful solutions that enhance operational efficiency and compliance.

Overview

13
13
years of professional experience

Work History

Commercial Valuations Specialist

Wells Fargo, NA
Danbury, CT
07.2019 - Current
  • Responsible for the completion of valuation estimates and appraisal reviews of inventory, machinery, and equipment in the Office Technology Portfolio.
  • Summarize third-party analyses for review by credit, underwriting, and portfolio management.
  • Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives.
  • Exercise independent judgment to guide medium-risk deliverables with the Commercial Valuations function area. Present recommendations for resolving complex situations and internal escalations.
  • Exercise independent judgment while developing expertise within the Commercial Valuations function area, policies, procedures, and compliance requirements.
  • Collaborate and consult with Commercial Valuation colleagues, internal partners, and stakeholders, including internal and external customers.

Senior Transaction Support Specialist

Wells Fargo, NA
Danbury, CT
01.2017 - 07.2019
  • Promoted to a senior title on January 1, 2017.
  • Trained in numerous programs, including Diversified, Office Imaging, Bobcat, CDK, and MSG.

Transaction Support Specialist

Wells Fargo, NA
Danbury, CT
08.2013 - 01.2017
  • Meet documentation and process requirements timely and proactively drive transactions to closure. Influence others to meet deadlines while effectively maintaining relationships between customers, internal departments, outside counsel, closing and title agents, etc.
  • Ensure critical information for each customer deal is organized, compliant, and accounted for through negotiations, documentation, booking, and funding.
  • Determine closing requirements based on transaction structure, after review of commitments, and other approval documentation, and obtain satisfactory supporting documentation.
  • Manage and monitor the closing process by anticipating and resolving customer issues, advocating for and recommending solutions and alternatives to satisfy customer needs while balancing against risk and business requirements.
  • Generate customer documents via internal systems in a timely and accurate manner, ensuring the completion of document storage and retention.

Senior Collector

GE Capital
Danbury, CT
10.2012 - 08.2013
  • Managed the franchise leasing portfolio, reviewed aging reports, and initialed collection calls to customers on past-due accounts.
  • Tracked collections activities and expected payment dates.
  • Resolved customer complaints and account discrepancies.

Education

Bachelor of Arts - Management

Gettysburg College
Gettysburg, PA
05-2009

Skills

  • Risk assessment
  • Valuation analysis
  • Time management
  • Team collaboration
  • Customer relations
  • Effective communication

Timeline

Commercial Valuations Specialist

Wells Fargo, NA
07.2019 - Current

Senior Transaction Support Specialist

Wells Fargo, NA
01.2017 - 07.2019

Transaction Support Specialist

Wells Fargo, NA
08.2013 - 01.2017

Senior Collector

GE Capital
10.2012 - 08.2013

Bachelor of Arts - Management

Gettysburg College

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