Sarah zepp
Amarillo,TX
Overview
12
12
years of professional experience
Summary
Dynamic banking professional with extensive experience at Wells Fargo, excelling in relationship building and customer satisfaction. Proven track record in processing mortgage applications and enhancing client experiences through personalized solutions. Skilled in branch operations and committed to fostering long-term relationships while ensuring compliance and accuracy in financial records.
Work History
Personal Banker
Wells Fargo
04.2025 - Current
- Assisted clients with account openings and inquiries, ensuring compliance with bank policies.
- Processed transactions accurately while maintaining a high level of customer service.
- Educated customers on banking products and services to enhance financial literacy.
- Collaborated with team members to streamline branch operations and improve client experiences.
- Resolved customer issues promptly, enhancing satisfaction and fostering long-term relationships.
- Conducted regular audits of cash drawers and reports to ensure accuracy in financial records.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Mortgage Loan Processor
Wells Fargo
03.2020 - 03.2025
- Process mortgage applications, ensuring accuracy and completeness of documentation.
- Collaborate with underwriters to facilitate timely loan approvals and issue resolutions.
- Communicate effectively with clients, providing updates on loan status and requirements.
- Review credit reports and financial documents to assess borrower eligibility.
- Monitor loan pipeline, prioritizing tasks to meet deadlines and client expectations.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Communicated with originator and applicant concerning progress of loan file.
Customer Service Representative
Wells Fargo
05.2013 - 03.2020
- Resolved customer inquiries and issues efficiently, enhancing overall satisfaction.
- Managed account updates and transactions accurately using internal systems.
- Guided customers through product offerings, ensuring informed decision-making.
- Collaborated with team members to streamline service processes and improve response times.
- Trained new representatives on company policies and customer service protocols.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
Education
High School Diploma -
John Marshall High School
San Antonio, TXSkills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
Timeline
Personal Banker
Wells Fargo
04.2025 - Current
Mortgage Loan Processor
Wells Fargo
03.2020 - 03.2025
Customer Service Representative
Wells Fargo
05.2013 - 03.2020
High School Diploma -
John Marshall High School