Richelle McCawley
Business Lending Relationship Management
Moberly,MO
Summary
Collaborative leader with dedication to partnering with coworkers and dealers. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Over 22 years of experience in commercial leasing. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
31
31
years of professional experience
Work History
Lead Business Lending Relationship Management Rep
Wells Fargo Bank, N.A.
Moberly, MO
03.2009 - Current
- Managed transactions over $75K and / or complicated transactions from application stage to booking.
- Engaged other functional partners as needed to provide seamless service.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained calm demeanor while dealing with upset or angry customers.
- Communicated best practices among personnel to align efforts and goals.
- Used expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Inside Sales Representative
General Electric Capital Corporation
Moberly, MO
10.2007 - 03.2009
- Answered dealers' questions regarding rates, documents, products, etc.
- Managed friendly and professional customer / dealer interactions.
- Maintained up-to-date knowledge of available products to best serve dealers and maximize sales potential.
- Determined needs, delivered solutions and overcame obstacles by working cross functionally as needed.
- Used various software programs to maintain detailed contact logs and account records.
Research Representative
General Electrical Capital Corporation
Moberly, MO
06.1999 - 10.2007
- Worked cross-functionally to quickly resolve issues that were preventing new transactions from being processed.
- Maintained communications with dealers so they were always informed regarding the status of their transactions.
- Developed training for dealers and peers to help prevent future delays in the processing of transactions.
- Developed and maintained relationships with dealers and functional partners.
Office Manager
Heilig Meyers Furniture
Moberly, MO
11.1993 - 06.1999
- Maintained computer and physical filing systems.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Evaluated employee records and productivity to complete employee evaluations.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Maintained OSHA records and ensured all personnel completed required safety training.
Assistant Accountant
Osage Industries Incorporated
Linn, MO
06.1991 - 10.1993
- Reviewed general ledger entries and assessed accuracy.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Communicated with suppliers to reconcile invoice payments.
- Reconciled company accounts for credit cards, employee expenses and commissions.
Education
Associate of Science - Accounting
State Technical College of Missouri
Linn, MO05.1991
Skills
- Employee Coaching and Motivation
- Audit Risk Management
- Financial Forecasting
- Customer Accounts Management
- Customer Experience
- Professional Relationships
- Process Knowledge
- Customer Retention
- Effective Customer Communication
Timeline
Lead Business Lending Relationship Management Rep
Wells Fargo Bank, N.A.
03.2009 - Current
Inside Sales Representative
General Electric Capital Corporation
10.2007 - 03.2009
Research Representative
General Electrical Capital Corporation
06.1999 - 10.2007
Office Manager
Heilig Meyers Furniture
11.1993 - 06.1999
Assistant Accountant
Osage Industries Incorporated
06.1991 - 10.1993
Associate of Science - Accounting
State Technical College of Missouri
Similar Profiles
Troy ClementTroy Clement
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
Arian SaberniaArian Sabernia
Home Mortgage Sales Consultant at Wells Fargo Bank, N.A.Home Mortgage Sales Consultant at Wells Fargo Bank, N.A.
Kristina Marie AlvarezKristina Marie Alvarez
Branch Operations Coordinator at Wells Fargo Bank, N.A.Branch Operations Coordinator at Wells Fargo Bank, N.A.
Annakay DaleyAnnakay Daley
Teller at Wells Fargo Bank, N.A.Teller at Wells Fargo Bank, N.A.
Tim EraviTim Eravi
Order Filler at Walmart DC 6077Order Filler at Walmart DC 6077