Monica Roberts
Callaway,VA
Summary
Wells Fargo professional with 27 years of experience analyzing complex loan documentation, risk, and compliance requirements. Skilled in communicating findings, testing systems, training team members, resolving complex issues, and improving procedures using work and excel.
Overview
21
21
years of professional experience
Work History
Quality Assurance Analyst
Wells Fargo Bank, N.A.
Roanoke , VA
01.2010 - Current
- Review Commercial Loan Operations work for accuracy, risk and compliance. Track errors in FRED, communicate corrections, and guide auditees on AFS loan setup and customer information updates.
- Maintain timely error resolution by notifying processors, monitoring corrections, and helping prevent risk issues or customer impact.
- Review Commercial Loan Operations activity, including direct booking, member booking, member servicing, loan accounting support, and financial institutions group work, for accuracy, risk and compliance.
- Assisted team members with questions and managed workload throughout the day.
- Prioritize audit work based on risk and management target dates, ensuring 100% reviews are completed by day 3 and lower percentage reviews within 10 business days.
International Special Assets Analyst
Wells Fargo Bank, N.A.
Roanoke , VA
01.2006 - 01.2010
- managed international processing team coverage for loan booking, payments, advances and customer support by creating and maintaining a shared work rotation schedule.
- Provide accurate and timely processing for trade loans.
- Training and developing new hires
- wrote, reviewed, and updated procedures
- Ensure error tracking was kept up to date
- communicated with multiple offshore sites daily to ensure accurate processing of loans
- worked on complex and problematic issues and determined the proper course of actions working with internal and external partners to expedite resolutions
- Worked with Finance to provide information for international items on reports
Education
Associates - Accounting and Finance
National Business College
Roanoke, VA08-1998
Skills
- Team collaboration
- Training development
- Effective communication
- Attention to detail
- Problem solving
- Time management
- Error tracking
- Risk assessment
Timeline
Quality Assurance Analyst
Wells Fargo Bank, N.A.
01.2010 - Current
International Special Assets Analyst
Wells Fargo Bank, N.A.
01.2006 - 01.2010
Associates - Accounting and Finance
National Business College