ROSITA A. PAIZ
10551 Garfield Street, Thornton,Colorado
Summary
Seasoned Wells Fargo professional adept in relationship building and customer engagement, with a proven track record in enhancing client satisfaction. Skilled in Microsoft Office Suite and excelling in multitasking, I significantly contributed to streamlining loan documentation processes and improving quality assurance standards, ensuring compliance and operational excellence. Skilled in navigating complex technical environments with a solid background as a Computer User Support Specialist. Possess strong troubleshooting capabilities and adept at providing solutions to enhance system functionality and user satisfaction. Demonstrated ability to communicate effectively with users, ensuring understanding and proper use of software and hardware. Improved help desk response times and user experience through proactive support and training initiatives.
Overview
22
22
years of professional experience
Work History
Senior Business Relationship Support Specialist
Wells Fargo Bank, N.A.
Denver, CO
04.2022 - 06.2024
- Business Relationship Support roles encompass jobs that provide a high level of general support to relationship managers who work with business customers and partners
- These roles involve collaborating closely with relationship managers, sales, marketing, and operations teams within business customer portfolios
- A key aspect of the job is acting as the main point of contact for customers regarding operational and product-related questions
- Key responsibilities include proactively handling client accounts and/or product issues, monitoring account overdrafts, confirming sources of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries
- Assisting with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure compliance with regulatory and company requirements
Commercial Loan Closing Specialist
Wells Fargo Bank, N.A.
Denver, CO
08.2016 - 04.2022
- Review and prepare complex loan documents for million dollar commercial/personal loans and lines of credits with collateral such as, commercial real estate, personal property, accounts receivable and other rights to payment, general intangibles, inventory and equipment, agricultural, crops, common stock shares and deposit accounts
- Collaborated with peers, colleagues, managers, legal, business partners, and customers to resolve issues and achieve goals
- Review and negotiate details of credit documentation requests to prepare commercial loan documents
- Documented ongoing procedural updates and communicated new requirements and procedures across multiple levels of management, teams, and sites
- Perform quality reviews on loan documents to minimize risks and ensure compliance with all bank policies, procedures and regulatory requirements
- Review Credit Reports, Commercial Collateral Management, Operating Agreement, Trust Agreements approvals to minimize risk daily
Quality Assurance Analyst III
Wells Fargo Bank, N.A.
Denver, CO
07.2015 - 08.2016
- Analyzed new and existing data, build/enhanced data management process
- Provided feedback to colleagues to ensure audit and quality standards are met
- Assessed quality and accuracy of Commercial, Corporate and International portfolios to ensure compliance with internal company requirements agency or government regulations
- Communicated overall process or transaction quality provides feedback to appropriate contacts regarding identified material deficiencies or issues including identification of inconsistencies
- Analyzed risks, offsets and developed solutions for problems identified
Loan Documentation Specialist V
Wells Fargo Bank, N.A.
Denver, CO
06.2012 - 07.2015
- Documented Wholesale policy/procedure and effectively communicate documentation requirements to the lines of business we support and team members
- Performed a variety of complex loan documentation duties including detail checking documents, booking, imaging, filing and preparing documents
- Reviewed, documented, closed and disbursed basic asset-based financing, commercial, real estate or problem loans
- Assisted in loan disbursements and maintenance of loan and disbursement files in compliance with bank requirements
Education
High School Diploma -
North High School
Denver, COSkills
- Organized
- Team player
- Customer relationship management
- Customer engagement
- Remote support
- Data entry
- Relationship building
- Empathy and patience
- Client communication
- Documentation and reporting
References
Dionne Pope,
Lead Control Management Officer, VP
Wells Fargo Bank, N.A., Business Client Management
(610) 844-1376
Dionne.a.pope@wellsfargo.com
Erika Marquez Perez,
Senior Commercial Loan Closing
Wells Fargo Bank, N.A., Commercial Banking
(303) 842-1769
erikamarquezperez@yahoo.com
Danielle McGinn,
Vice President Lead Business Relationship Support Specialist,
CIB CE & S Profile Review Execution Team
Wells Fargo Bank, N.A., Corporate & Investment Banking
(970) 402-2877
danielle.l.mcginn@wellsfargo.com
Timeline
Senior Business Relationship Support Specialist
Wells Fargo Bank, N.A.
04.2022 - 06.2024
Commercial Loan Closing Specialist
Wells Fargo Bank, N.A.
08.2016 - 04.2022
Quality Assurance Analyst III
Wells Fargo Bank, N.A.
07.2015 - 08.2016
Loan Documentation Specialist V
Wells Fargo Bank, N.A.
06.2012 - 07.2015
High School Diploma -
North High School
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