Lia Pau
Anchorage,AK
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations. Hospitable team player offering personality, professionalism, collaboration and great communication skills to connect with our community. Highly-motivated with desire to take on new challenges. Skilled in working under pressure and adapting to new situations and challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Proven history of great academics and exceptional work experiences. Great customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
15
15
years of professional experience
Work History
Consumer Loans Processor
Credit Union 1
Anchorage, AK, AK
07.2024 - Current
- Processed consumer loan applications and verified applicant information for accuracy.
- Reviewed credit reports and assessed borrower eligibility for loan approval.
- Communicated with clients to gather required documentation and address inquiries.
- Verified customer identity and collected required documentation prior to approving loan application.
- Processed loan payments and maintained accurate records of all transactions.
- Provided excellent customer service while resolving any issues that arose during the course of processing a loan.
- Worked closely with other departments such as collections, underwriting and accounting when necessary.
- Calculated income, assets and liabilities to meet lender requirements.
- Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
Notary Public
State of Alaska
Anchorage, AK, AK
03.2016 - Current
- Verified customer signatures and identification documents.
- Prepared and notarized legal documents such as deeds, mortgages, contracts, affidavits, and powers of attorney.
- Attested to the authenticity of signatures on official documents.
- Maintained records of all notarial acts performed.
- Provided a secure environment for document signings.
- Ensured that all signers understood the contents of documents they were signing.
- Followed state laws regarding proper completion of notarial acts.
- Monitored expiration dates on customer IDs for accuracy and validity.
- Checked customer ID documents for completeness and accuracy prior to notarizing them.
- Authenticated copies of original documents when necessary.
- Reviewed all signed documentation before submitting it to relevant authorities.
Wells At Work Financial Rep
Wells Fargo
Anchorage, AK, AK
08.2019 - 05.2021
- Identified and evaluated customer needs for financial products and services.
- Developed strategies to increase sales of financial products and services.
- Provided timely responses to customer inquiries about financial products and services.
- Prepared detailed reports on the progress of sales campaigns.
- Developed marketing materials such as brochures, flyers, newsletters, and other documents related to financial services.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Ensured accuracy of all documentation related to client accounts.
- Prepared annual reviews for existing clients regarding their current portfolio performance compared against established benchmarks.
- Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Maintained updated knowledge through continuing education and advanced training.
- Collaborated with others to discuss new opportunities.
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products and customer-facing workflow tools.
- Coordinated with other departments to ensure accuracy of information in presentations.
- Ensured all presentation materials were up-to-date and accurate prior to delivery.
- Managed multiple projects simultaneously while meeting tight deadlines.
- Provided technical assistance to presenters before, during, and after each event.
- Organized feedback from participants following each presentation session.
- Ensured compliance with company policies regarding copyright laws.
Community Advocate
Wells Fargo
Anchorage, AK, AK
08.2016 - 05.2021
- Developed partnerships with other non-profit organizations to increase access to services for vulnerable populations.
- Provided direct assistance to individuals in need by connecting them with resources in the area.
- Participated in coalition meetings focused on creating positive change for marginalized communities.
- Gathered feedback from participants regarding program effectiveness and areas for improvement.
- Built key partnerships with community organizations to foster access to educational resources for under-served youth populations.
- Trained members to develop skills, analysis and commitment toward mission.
- Educated families about available resources within the community.
- Visit K-12 Schools and educate financial awareness.
- Help with assisting in any projects that the community can benefit from.
Personal Banking Officer
Wells Fargo
ANCHORAGE, AK
10.2015 - 05.2021
- Performed account maintenance activities such as opening, closing, and transferring accounts.
- Processed loan applications and assisted with mortgage closings.
- Developed financial plans for clients based on their individual needs and goals.
- Conducted risk assessments to ensure compliance with bank policies and procedures.
- Analyzed customer data to identify opportunities for cross-selling additional services or products.
- Maintained accurate records of customer interactions in accordance with bank regulations.
- Participated in training sessions to stay up-to-date on changes in banking laws and regulations.
- Adhered to all applicable federal, state, and local banking regulations.
- Developed relationships with existing customers by providing excellent customer service.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Developed and maintained detailed financial models for long-term strategic planning purposes.
- Assisted with the preparation of audited financial statements in accordance with Generally Accepted Accounting Principles.
- Worked with senior management to define standards, policies, procedures and organizational enhancements to meet company goals for finance.
- Reviewed applications against established parameters to determine approval, rejection or modification requirements.
- Monitored compliance with applicable laws and regulations related to trust accounts.
- Conducted research into various aspects of trusts such as taxation rules and regulations.
- Processed claims related to trusts including life insurance proceeds distribution requests.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Ensured compliance with all applicable federal, state, and local laws governing real estate transactions.
Teller
Wells Fargo
Anchorage, AK
07.2014 - 10.2015
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Answered customer inquiries regarding bank products and services.
- Explained account information to customers in detail as needed.
- Processed wire transfers for customers both domestically and internationally.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Maintained confidentiality of all customer records and information according to company policies.
- Explained the features of various banking products available to customers.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Front Desk Agent
THG Company
Anchorage, AK
04.2010 - 06.2014
- Assisted with check-in and check-out procedures for guests.
- Processed payments accurately and efficiently.
- Resolved customer complaints promptly and courteously.
- Inputted guest information into computer system accurately and securely.
- Verified accuracy of room rates and other charges during check-in process.
- Worked with housekeeping and maintenance staff to address and resolve building and room issues.
- Collaborated with internal team to prioritize and complete guest check-in and check-out and deliver amenities.
Education
Certification of Mentor Training - Mentorship
Alaska Military Youth Academy
Anchorage, AK05-2015
High School Diploma -
Governor Wallace Rider Farrington High School
Honolulu, HI06-2009
Occupational Endorsement Certificate - Culinary Arts
Honolulu Community College
Honolulu, HI05-2008
Certification in Christian Education - Bible Studies
Alaska Bible College
Palmer, AKSkills
- Community Outreach
- Relations Management
- Project Leadership
- Team Collaboration and Relationship Building
- Risk Management Policies
- Loss Prevention
- Customer Service-Oriented
- Financial Business Development
- Time management abilities
- Problem-solving abilities
- Excellent Communication
- Active Listening
- Adaptability and Flexibility
- Self Motivation
- Product Knowledge
- Promotional support
Wells Fargo Certificates
• Employee of The Month
• Loss Prevention
• Risk Management
• Leadership & Developement
• Notary Certificate
Timeline
Consumer Loans Processor
Credit Union 1
07.2024 - Current
Wells At Work Financial Rep
Wells Fargo
08.2019 - 05.2021
Community Advocate
Wells Fargo
08.2016 - 05.2021
Notary Public
State of Alaska
03.2016 - Current
Personal Banking Officer
Wells Fargo
10.2015 - 05.2021
Teller
Wells Fargo
07.2014 - 10.2015
Front Desk Agent
THG Company
04.2010 - 06.2014
Certification of Mentor Training - Mentorship
Alaska Military Youth Academy
High School Diploma -
Governor Wallace Rider Farrington High School
Occupational Endorsement Certificate - Culinary Arts
Honolulu Community College
Certification in Christian Education - Bible Studies
Alaska Bible College