LaTresa McCaulie
Houston
Summary
Experienced and results-driven financial services professional with over a decade of experience in commercial banking, customer relationship management, and loan servicing. Recognized for delivering outstanding client service, mentoring new hires, and supporting complex portfolios with attention to detail and efficiency. Strong background in financial analysis, loan counseling, and cross-functional coordination within fast-paced, high-volume environments.
Overview
14
14
years of professional experience
Work History
Senior Relationship Associate
Wells Fargo Commercial Real Estate
Houston
08.2015 - Current
- Provide comprehensive sales, marketing, and operational support to Local Business Relationship Managers.
- Support three Relationship Managers overseeing a portfolio of 200+ business clients (annual sales $2MM-$20MM).
- Serve as liaison between RMs and internal departments; coordinate credit requests, appraisals, loan documents, renewals, and treasury product onboarding.
- Deliver exceptional service and resolve client issues efficiently; consistently meet or exceed project deadlines.
- Mentor and train new Relationship Associates, contributing to onboarding success and team development.
- Recognized as a STARS Champion for Service Excellence (Q2 2018, 2020, 2024).
- Daily systems use: Hogan, AFS, Blast, TM Legal Wizard; proficient in Outlook and Excel.
Pre-Foreclosure Loan Counselor
Citigroup
06.2012 - 07.2014
- Conducted skip-tracing to contact clients and negotiated payment agreements tailored to individual financial situations.
- Educated borrowers on government assistance programs and financial ramifications of foreclosure.
- Managed special servicing accounts including bankruptcy, fraud, and state-specific loans.
- Developed payment restructuring guidelines and resolved issues related to delinquent loans.
Financial Analyst
Capital One
08.2011 - 05.2012
- Prepared financial documents for loan modification underwriting; calculated and verified borrower income.
- Acted as liaison between consumers and legal teams; ensured documentation accuracy and compliance.
- Educated borrowers on loan structures and government assistance programs.
- Submitted complete files for underwriting and operated independently under structured conditions.
Education
High School Diploma -
New Beginnings High School
Wells Fargo Business Banking University - commercial banking principles, customer service excellence, business financial analysis
Wells Fargo Business Banking University
Skills
- Strong organizational and time management skills
- Advanced Microsoft Office Suite
- Excellent interpersonal and communication abilities
- Remarkable negotiation and problem-solving skills
- Strong attention to detail and accuracy
- Professional telephone etiquette and client interaction
- Relationship-building with internal teams and external clients
Timeline
Senior Relationship Associate
Wells Fargo Commercial Real Estate
08.2015 - Current
Pre-Foreclosure Loan Counselor
Citigroup
06.2012 - 07.2014
Financial Analyst
Capital One
08.2011 - 05.2012
High School Diploma -
New Beginnings High School
Wells Fargo Business Banking University - commercial banking principles, customer service excellence, business financial analysis
Wells Fargo Business Banking University