Summary
Overview
Work History
Skills
Languages
Timeline
Generic

Paula Graves

Fontana,CA.

Summary

Results-driven Banker Lead experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

Overview

10
10
years of professional experience

Work History

Banker Team Lead

US Bank National Association
09.2021 - Current
  • Resolved issues ethically and with minimal conflict.
  • Organized and prioritized workflow with daily planning and team performance assessments.
  • Supervised cash handling procedures.
  • Adhered to loss prevention standards.
  • Complied with established internal controls and policies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Auto Refinance Specialist

Wells Fargo Dealer Services
01.2019 - 09.2021
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.
  • Selected appropriate lender, secured approval, obtained customer commitment and finalized delivery.
  • Monitored pipelines to track and log status of loans.

Mortgage Loan Customer Service

Bank Of America Call Center
12.2013 - 01.2019
  • Educated customers about billing, payment processing and support policies and procedures.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.

Skills

  • Process Applications
  • Product Knowledge
  • Property Evaluation
  • Customer Transactions
  • Customer Relations
  • Team Leadership
  • Employee Relationships

Languages

Spanish

Timeline

Banker Team Lead

US Bank National Association
09.2021 - Current

Auto Refinance Specialist

Wells Fargo Dealer Services
01.2019 - 09.2021

Mortgage Loan Customer Service

Bank Of America Call Center
12.2013 - 01.2019
Paula Graves