Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Samantha Luttrell

Indian Trail,NC

Summary

Dedicated Financial Services professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

6
6
years of professional experience

Work History

Mortgage Underwriter

Wells Fargo Bank
Charlotte, NC
10.2020 - Current
  • Review, analyze, and decision applications; exercise sound judgement to evaluate potential risks and consumer creditworthiness, with performance Quality metric of 100% for 2022 Year-to-date.
  • Partner with support roles and leadership to ensure documentation is compliant with credit rational and credit decision
  • Utilize support feedback tools to recommend process changes to enhance customer and team member experience resulting in process change.

Call Center Sales Team Lead

SAFE
Charlotte, NC
02.2019 - 10.2020
  • Performed weekly huddles to recap business process and mitigate risk resulting in 3.19% Regulatory Error Rate for 2019
  • Partnered with controls, support roles, and compliance to implement process design changes
  • Facilitated New Hire Onboarding Program, offering post training support to new hires

Financial Health Banker/Banker Coach

Wells Fargo
Charlotte, NC
01.2018 - 02.2019
  • Supported site leadership with Banker Coaching and floor support
  • Developed and facilitated workshops to enhance referrals with business lines
  • Selected as Customer Experience Champion, creating activities to enhance customer experience metric by 8 basis points for 2018.
  • Responded to day-to-day compliance questions from peers and new hires

Personal Banker/Loan Originator

Wells Fargo
Charlotte, NC
12.2016 - 01.2018
  • Served as CIV pilot tester, providing feedback and recommendations for enhancements
  • Supported marketing managers to develop updated Customer Needs Assessment tool

Education

Bachelor of Arts - Business Management

East Carolina University
Greenville, NC
06.2021

Skills

  • 8 years of Customer Service/Sales
  • 5 years of Financial Services
  • 2 years of Leadership
  • Self-motivated nature
  • Teamwork and Collaboration
  • Microsoft Office, Skype for Business, Webex, SharePoint, NPS, CIV

Accomplishments

2018 PVSI Golden Spoke Award

Timeline

Mortgage Underwriter

Wells Fargo Bank
10.2020 - Current

Call Center Sales Team Lead

SAFE
02.2019 - 10.2020

Financial Health Banker/Banker Coach

Wells Fargo
01.2018 - 02.2019

Personal Banker/Loan Originator

Wells Fargo
12.2016 - 01.2018

Bachelor of Arts - Business Management

East Carolina University

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Samantha Luttrell