Lori Ehlers
Beaverton
Summary
Professional operations expert with history of optimizing workflow processes and ensuring accurate data management. Known for collaborative teamwork and consistently achieving results within dynamic environments. Skilled in process improvement and data analysis, valued for reliability and adaptability.
Overview
5
5
years of professional experience
Work History
Legal Operations Processor
Wells Fargo
Beaverton, OR
06.2023 - 10.2025
- Managed referral queues and reviewed documentation to ensure compliance with state regulations.
- Reported suspected elder financial abuse cases to Adult Protective Services (APS) and law enforcement for welfare checks.
- Coordinated inbound and outbound communications with APS, law enforcement, and other state agencies to ensure timely and accurate case reporting.
- Supported operational processes involving subpoenas and legal documentation.
- Performed complex administrative and customer support tasks while applying sound judgment and adhering to internal policies and compliance standards.
Customer Service Representative
Wells Fargo
Beaverton, OR
04.2021 - 05.2022
- Managed written correspondence for DDA and Small Business accounts, ensuring timely and accurate responses to customer inquiries
- Drafted professional bank communications addressing customer concerns and resolving issues effectively
- Verified customer signatures and documentation to ensure authenticity and compliance
- Researched accounts across multiple systems to investigate complex issues and perform necessary account maintenance
- Collaborated with cross-functional operations teams to support requests outside departmental scope
- Mitigated risk by adhering to banking regulations, policies, and internal procedures
Education
High School Diploma -
Milwaukie High School
Milwaukie Oregon06-1989
Skills
- Operational efficiency
- Process documentation
- Workflow optimization
- Logistics management
- Teamwork and collaboration
- Customer service
- Reliability
- Organizational skills
- Microsoft office
Timeline
Legal Operations Processor
Wells Fargo
06.2023 - 10.2025
Customer Service Representative
Wells Fargo
04.2021 - 05.2022
High School Diploma -
Milwaukie High School