Open To Work
Lisa Allison
Business Execution Consultant
Indianola,IA
Summary
Business Execution Consultant with extensive experience at Wells Fargo, focusing on strategic planning and operational efficiency. Proven ability to lead cross-functional teams, enhancing performance and driving process improvements. Expertise in financial analysis and stakeholder engagement, promoting collaboration to meet organizational objectives and improve customer satisfaction.
Overview
20
20
years of professional experience
Work History
Business Execution Consultant
Wells Fargo
01.2021 - Current
- Partnered with senior leadership to develop and implement strategic initiatives aligned with organizational objectives.
- Analyzed business processes, identified gaps, and recommended improvements to drive operational excellence.
- Collaborated across departments to ensure timely execution of projects within budget constraints.
- Communicated strategic priorities to support change management and prepare organization for new initiatives.
Mortgage Servicing Supervisor
Wells Fargo
01.2018 - 01.2021
- Supervised daily mortgage servicing operations, ensuring adherence to regulatory standards and policies.
- Led recruitment, training, and performance management of servicing specialists to enhance team capabilities.
- Monitored workflow and allocated resources to meet service level agreements (SLAs).
- Resolved escalated customer inquiries, focusing on accuracy and satisfaction in servicing issues.
- Conducted audits and quality checks to maintain data integrity and compliance with guidelines.
- Prepared operational reports, analyzing trends to identify opportunities for process improvements.
- Collaborated with cross-functional teams on system enhancements and compliance initiatives.
Mortgage Servicing Call Center Representatives
Wells Fargo
01.2016 - 01.2018
- Responded to inbound customer inquiries regarding mortgage accounts, payments, and escrow requests.
- Provided accurate information while ensuring compliance with company policies and regulatory guidelines.
- Documented customer interactions and updated account information in servicing systems.
- Assisted customers with online account access and payment processing troubleshooting.
- Escalated complex issues to senior representatives or supervisors for resolution.
- Handled escalated calls, resolving complex servicing issues including delinquency and loss mitigation inquiries.
- Mentored junior representatives by sharing guidance and best practices to enhance performance.
- Participated in process improvement initiatives to boost customer experience and operational efficiency.
Retail Management Leader
Rural King
01.2006 - 01.2016
- Oversaw daily store operations, ensuring compliance with company policies and exceptional customer service.
- Managed inventory levels and product placement to enhance sales and profitability.
- Recruited, trained, and developed store staff, providing coaching and performance evaluations for high team performance.
- Created and implemented sales strategies to achieve revenue targets and boost customer engagement.
- Monitored financial performance, prepared budgets, and analyzed variances for effective cost control.
- Maintained vendor relationships and negotiated pricing to optimize product availability.
- Ensured adherence to safety standards and regulatory requirements for farm and home products.
- Resolved customer concerns promptly to foster satisfaction and loyalty.
Education
Certificate Program - Data Analysis
University of California
Davis, CA05-2026
Associate of Applied Science - Business
Des Moines Area Community College
Ankeny, IA05-2019
Skills
- Strategic planning and execution
- Financial analysis and budgeting
- Leadership development
- Performance optimization
- Operational efficiency
- Stakeholder engagement
Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteOn-SiteTimeline
Business Execution Consultant
Wells Fargo
01.2021 - Current
Mortgage Servicing Supervisor
Wells Fargo
01.2018 - 01.2021
Mortgage Servicing Call Center Representatives
Wells Fargo
01.2016 - 01.2018
Retail Management Leader
Rural King
01.2006 - 01.2016
Certificate Program - Data Analysis
University of California
Associate of Applied Science - Business
Des Moines Area Community College