Samantha Lovato
Albuquerque,NM
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals with 23 years of experience in financial operations specific to: Root cause analysis, user acceptance testing, developing, and piloting procedure implementation testing, credit bureau data review, risk management, learning and development, data processing, operations support.
Overview
24
24
years of professional experience
Work History
Business Execution Associate-Officer
Wells Fargo Bank
09.2022 - Current
- Partner with in-house legal counsel to provide data, reporting and complete analysis for accounts that have new and ongoing litigation cases
- Perform user acceptance testing (UAT) for technology enhancements before deployment
- Root cause analysis for risk management for products including auto, credit cards and personal lines and loans
- Piloted pre-implementation project consisting of developing the process and procedure along with conducting testing that was successfully published
- Collaboration with system matter experts and change management to ensure process improvements results
- Develop learning decks and training material along with delivery to the line of business impacted
- Partner with change management for process improvements
- Partnered with offshore team in the Philippines to conduct Business Continuity Planning (BCP). Trained 9 employees on personal lines and loans after standard work hours
Research Remediation Analyst 3-Team Lead
Wells Fargo Bank
08.2016 - 09.2022
- Partnered with Equifax, Experian, and TransUnion for discrepancies identified internally with resolution
- Data quality review on resolved cases for a team of 8
- User acceptance testing (UAT) for technology enhancements before deployment
- Provided training for new and existing team members on procedure updates and technology enhancements
- Prepared and monitored volume and compliance reports for senior leaders
- Performed daily controls to adhere to FCRA regulations and guidelines
- Managed workflow for a team of 8 with approximately 30 incoming calls, emails, and escalations per day from customers
- Assisted with clean-up projects on accounts that were impacted by natural disasters including Hurricanes Harvey and Irma with successful maintenance on over 2,000 customer accounts
- Trained team of 8 on COVID-19 relief maintenance for customer accounts
Research Remediation Representative
Wells Fargo Bank
05.2013 - 08.2016
- Partnered with Bankruptcy and collections to collect reporting data to complete analysis of customer reporting
- Research and resolution for credit bureau disputes averaging completion of 40 cases per day
- Assisted with clean-up projects on accounts that were impacted by natural disasters
Accounting specialist
Wells Fargo Bank
03.2012 - 05.2013
- Reconciling of general ledger accounts
- Communicate with originators of entries to assist in resolution
- Performing and providing controls to senior leaders
Loan Servicing specialist III
Wells Fargo Bank
08.2008 - 03.2012
- Account maintenance
- Validation of payment allocation
- Provided support to Management Information Systems on new and existing criteria for reporting
Loan servicing Specialist II
Wells Fargo Bank
06.2005 - 08.2008
- Performed payment posting
- Allocation of work for the team
- Participant in Six Sigma project
Capture Reconciling Specialist
Wells Fargo Bank
01.2005 - 06.2005
- Balance rejected items and unbalanced transactions
- Ensuring Image Mark reports are completed nightly with correct totals and times
Expert Balancer
Wells Fargo Bank
02.2004 - 01.2005
- Balance transactions through Image Mark
- Researching adjustments made to customer accounts
Accounting Specialist II
Wells Fargo Bank
12.2000 - 02.2004
- Operated bank machines 7780, HSSR
- Data entry ten key
Education
In-progress, Bachelor of Business Administration -
University of New Mexico, Anderson School of Management
Albuquerque, NM05.2026
Skills
- Software: Confluence, Jira, SharePoint, Tableau, Shaw, FDR, MSP, Microsoft office
- Data Analysis
- Strong verbal and written communication skills
- Excellent organizational skills
- Coaching and Mentoring
- Analytical Thinking
- Process Improvement
Timeline
Business Execution Associate-Officer
Wells Fargo Bank
09.2022 - Current
Research Remediation Analyst 3-Team Lead
Wells Fargo Bank
08.2016 - 09.2022
Research Remediation Representative
Wells Fargo Bank
05.2013 - 08.2016
Accounting specialist
Wells Fargo Bank
03.2012 - 05.2013
Loan Servicing specialist III
Wells Fargo Bank
08.2008 - 03.2012
Loan servicing Specialist II
Wells Fargo Bank
06.2005 - 08.2008
Capture Reconciling Specialist
Wells Fargo Bank
01.2005 - 06.2005
Expert Balancer
Wells Fargo Bank
02.2004 - 01.2005
Accounting Specialist II
Wells Fargo Bank
12.2000 - 02.2004
In-progress, Bachelor of Business Administration -
University of New Mexico, Anderson School of Management
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