Natashia Pettaway
Remote
Summary
Equipped with seventeen years of experience in the financial services sector, predominantly at Wells Fargo, I am a reliable and conscientious senior account manager. Expertise in portfolio management, business development, consultative sales, and commercial banking. A proven track record of building relationships with high-value accounts and managing a multimillion-dollar book of business. Skilled in resolving complex customer issues, ensuring compliance with regulatory guidelines, and leading high-performing teams. I am currently working remotely and seeking remote work opportunities.
Overview
17
17
years of professional experience
6
6
years of post-secondary education
Work History
Senior Escalations Representative
Wells Fargo
Remote
10.2021 - Current
- Conduct comprehensive and accurate reviews and investigations to determine the appropriate course of remediation actions for escalated customer issues
- Process complex and/or corrective transactions online, including monetary and non-monetary actions, while assessing compliance with contractual terms, insurer guidelines, investor requirements, and regulatory guidelines
- Consult with senior management regarding transactions exceeding authority levels and establish latitude for exceptions to underwriting guidelines
- Use critical thinking to evaluate solutions and make decisions pertaining to matters with significant organizational impact
Customer Service Representative
Wells Fargo
Remote
06.2019 - 09.2021
- Support customers with inquiries, complaints, or requests regarding accounts, products, or services offered by Wells Fargo
- Provide information about account options, product features, and services
- Answer questions from customers about their accounts, products, or services
- Promote and sell products and services to customers, such as insurance policies, mortgages, credit cards, etc.
- Maintain accurate records of all transactions and ensure that all paperwork is completed correctly and accurately
- Participate in training programs, follow up on outstanding orders, and communicate regularly with supervisors
Personal Banker
Wells Fargo
San Francisco, CA
03.2017 - 05.2019
- Specialize in portfolio management, business development, consultative sales, and commercial banking
- Build relationships with high-value accounts and manage a multimillion-dollar book of business
- Attract new businesses through advertising campaigns and sales presentations
- Provide financial advice and guidance to customers based on their needs and goals
Monitor the quality of goods and services provided to customers and ensure customer satisfaction
Education
Masters in Business Administration - Finance
University of Alabama At Birmingham
Birmingham, AL 05.2017 - 05.2019
Bachelors in Business Administration -
University of Alabama At Birmingham
Birmingham, AL 08.2012 - 05.2016
Skills
- Effective leader
- Coaching and mentoring
- Team engagement
- Cross-functional collaboration
- Call center operations
- Regulatory compliance
- Complaint resolution
- QA monitoring
- Critical thinking
- Problem solving
- Attention to detail
- Customer relations and support
- Interpersonal communication
- Diversity awareness
- Self-motivated
- Flexible and adaptable
- Final Reviews
- Vendor Contracts
- Detailed Analysis
- Partnership Management
Accomplishments
- Sandler Sales Training – Sales Mastery Sandler Sales Certified – Bronze
- HPE Sales Continuum - CC:SFS
- Salesforce, RaisersEdge, HubSpot, Zoho CRM, Infusionsoft, Windows Server, SonicWALL, HPE, Datto, Aruba, Quickbooks
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Your task is not to foresee the future, but to enable it.
Antoine de Saint-Exupéry
Timeline
Senior Escalations Representative
Wells Fargo
10.2021 - Current
Customer Service Representative
Wells Fargo
06.2019 - 09.2021
Masters in Business Administration - Finance
University of Alabama At Birmingham
05.2017 - 05.2019
Personal Banker
Wells Fargo
03.2017 - 05.2019
Bachelors in Business Administration -
University of Alabama At Birmingham
08.2012 - 05.2016
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