Kyle Miller
Des Moines,IA
Summary
Results-driven Client Service Officer known for exceptional customer service and team training. Proven ability to manage diverse client portfolios while ensuring compliance and fostering client satisfaction through personalized support.
Overview
10
10
years of professional experience
Work History
Dedicated Client Service Officer
Wells Fargo
Des Moines, IA
06.2022 - Current
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly and within Service guidelines.
- Held portfolio of 20+ business clients with varied array of products, such as ACH, Wires, Payment Manager, Lockbox, and Paper Items
- Assisted clients with personalized training on Wells Fargo products, providing clients with insight on how to use the products for their business needs
- Escalated concerns and complaints for client's needs to be accurately met
- Assisted team members with training on how to use procedures, products and their client needs
- Member of Wells Fargo Care Council for team member engagement
Loan Processor
Wells Fargo
Des Moines, IA
12.2017 - 06.2022
- Reviewed and verified loan applications for accuracy and completeness.
- Coordinated training with new team members
- Monitored and maintained compliance with regulatory guidelines throughout loan processing.
- Displayed attention to detail with regard to assisting customers in creating profit and loss, balance sheets for credit underwriting
- Analyzed tax, income, and legal documentation to ensure quality for credit underwriting and accuracy.
- Managed customer refinance pipeline loans with real estate, rental, self-employed/business, and W-2 type income sources.
- Displayed excellent verbal, written, and interpersonal communication skills by communicating with customer and internal team members or outside agencies on a daily basis
Reverse Mortgage Customer Service
Wells Fargo
Des Moines, IA
05.2016 - 11.2017
- Coordinated receiving Reverse Mortgage in-bound calls, and training
- Provided responses to appropriate parties in a timely manner
- Train new hires in processes they will be responsible for and provide performance feedback to leadership about training and coaching opportunities
- Supplied information for authorization on accounts
- Led discussions about department procedure with team members and leadership, assisted with getting departmental procedure updated.
Education
Bachelor of Science - Political Science
Iowa State University
Ames, IASkills
- Strong telephone skills
- Strong empathy with customers and clients
- Professionalism and etiquette with very developed communication skills
- One on one training skills with new team members
- Highly developed risk and procedure analysis
Timeline
Dedicated Client Service Officer
Wells Fargo
06.2022 - Current
Loan Processor
Wells Fargo
12.2017 - 06.2022
Reverse Mortgage Customer Service
Wells Fargo
05.2016 - 11.2017
Bachelor of Science - Political Science
Iowa State University