Ronald Bellamy
Beachwood,OH
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Results-focused financial professional with strengths in financial planning, investments and risk management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo
Charlotte , NC
05.2021 - Current
- Developed relationships with new and existing clients through customer outreach.
- Expanded financial planning relationships with customers through loyal and dedicated service.
- Exceeded sales goals by promoting bank products and services.
- Assessed needs of individuals with $250,000.00 in assets.
- Analyzed customer financial needs in order to recommend appropriate banking solutions.
- Brought in more than $8,000,000.00 per year in investment assets.
- Identified potential sales opportunities for additional services such as investments, mortgages, loans and other products.
Licensed Banker II
Wells Fargo
Charlotte, NC
04.2019 - 05.2021
- Cultivated financial planning relationships with customers through loyal and dedicated service.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Kept abreast of financial impact of clients' life changes to meet needs and exploit new areas of growth.
- Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing.
- Counseled clients on financial matters and provided recommendations on investment opportunities based on client needs and concerns.
Financial Consultant
AXA Advisors
Charlotte, NC
11.2017 - 04.2019
- Identified client financial goals, concerns and risk tolerance.
- Implemented diverse wealth management options to meet client objectives.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Kept abreast of financial life changes of clients to meet their needs and exploit new areas of growth.
- Provided ethical, objective and holistic financial planning advice to clients.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks.
Loan Administration Manager
Wells Fargo & Company
Charlotte, NC
06.2016 - 11.2017
- Consulted with management and business partners on strategic approaches, effectiveness of support function and business performance improvements opportunities.
- Provided onsite training to implementation of work flow procedures, policies and methods to ensure compliance is met.
- Manage 30 + team members to ensure FHA/VA/USDA loan modification and partial claim documents are process effective and efficiently.
- Planned, executed procedures and processes to streamline, improve and automate the modification process.
- Assured an exceptional level of service to each customer by listening to concerns and answering questions throughout the team and business partners.
Research Remediation Analyst
Wells Fargo & Company
Charlotte, NC
01.2015 - 06.2016
- Performs intake to determine appropriate course of action, conducting investigative steps to fully identify the issues, researching product information, terms conditions, contracts, etc.
- Adhered to regulatory and company security and audit procedures.
- Generated various financial reports for supervisors and managers for review and forecasting.
- Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies.
Loan Servicing Specialist 4
Wells Fargo & Company
Charlotte, North Carolina
10.2012 - 01.2015
- Prepared correspondence, accounting and financial documents for analysis.
- Delivered prompt, knowledgeable solutions to address customers' loan service issues.
- Audited files regularly to detect and correct paperwork and processing errors.
- Monitored loans to verify adequate and current insurance coverage.
- Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
Education
Bachelor of Arts - Business Administration
Methodist University
Fayetteville, NCSkills
- Planning for retirement
- Making insurance decisions
- Advising on investments
- Developing financial plans
- Excellent communication skills
- Relationship building
Certification
Series 7, Series 63, Series 65, Life & Health, Long Term Care
Timeline
Senior Premier Banker
Wells Fargo
05.2021 - Current
Licensed Banker II
Wells Fargo
04.2019 - 05.2021
Financial Consultant
AXA Advisors
11.2017 - 04.2019
Loan Administration Manager
Wells Fargo & Company
06.2016 - 11.2017
Research Remediation Analyst
Wells Fargo & Company
01.2015 - 06.2016
Loan Servicing Specialist 4
Wells Fargo & Company
10.2012 - 01.2015
Bachelor of Arts - Business Administration
Methodist University
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Octavia OrrOctavia Orr
Mental Health Registered Nurse at Ohio Department of Mental HealthMental Health Registered Nurse at Ohio Department of Mental Health