Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shane Kelly

Madrid,IA

Summary

Detail-oriented professional with a strong track record in risk control and credit reporting accuracy. Expertise in analyzing complex issues, implementing corrective actions, and collaborating cross-functionally to enhance process quality and safeguard compliance.

Overview

16
16
years of professional experience

Work History

Business Execution Consultant

Wells Fargo
01.2023 - 06.2026
  • Investigated credit reporting inaccuracies, addressing credit suppression, rejections from CRAs, and variances.
  • Supported senior leadership and management by validating products and technology to ensure alignment with business objectives.
  • Managed risk effectively while achieving deliverable goals.

Escalations Representative

Wells Fargo
06.2020 - 01.2023
  • Processed credit dispute requests from customers, Credit Reporting Agencies, and internal Wells Fargo employees to ensure accurate resolution.
  • Reduced risk for company and customers by correcting inaccuracies in credit reporting.
  • Ensured high process quality while achieving minimum production standards.
  • Project assistance for CRA (Credit Reporting Agency) reject workload.

Executive Resolution Specialist 6

Wells Fargo
10.2015 - 05.2020
  • Respond to, research, analyze, and resolve escalated, or high profile inquiries and complaints.
  • Oversaw operational risk management for the complaints team.
  • Demonstrate excellent communication with customers, merchants, clients, executives, agencies, regulatory/governmental representatives, and bankers to ensure resolution of all concerns.
  • Managed operational risk within complaints team to ensure compliance and effective resolution of issues.
  • Manage investor guidelines for best decision outcome while adhering to compliance regulations.
  • Ensure identified risks and or problems are clearly documented and resolved.
  • Responsible for analyzing customers' financial situations and making recommendations to resolve concerns.
  • Review compliance and guidelines of in-process closed or cancelled single/multiple loan / credit exceptions, applications, claims, files and / or online transactions.
  • Assist in co-leading learning and development classes for upscale training surrounding certain processes within the mortgage servicing world.
  • Assist in mentoring new hire team members and facilitating additional training for team members via side by sides.
  • Assist in Second Level Review project to ensure quality accuracy of all written responses provided by the Customer Care and Recovery Group before the document is mailed to our customer.
  • Developed strong communication with leaders and other lines of business.
  • Gained thorough understanding of complaint management policies to ensure adherence and effective execution in daily tasks.

Home Preservation Specialist 2

Wells Fargo
05.2010 - 10.2015
  • Served as primary customer contact during modification and forbearance assistance process, ensuring clear communication and support.
  • Analyzed income and expense documents to ensure compliance with operational guidelines, facilitating accurate processing.
  • Supported clients in navigating disaster-related payment assistance programs.
  • Coached customers on document requirements while guiding them through fulfillment and settlement of modification terms.

Education

Ames High School
Ames, IA

Skills

  • Analytical thinking
  • Risk management
  • Regulatory compliance
  • Risk and Control Management
  • Business Process Improvement
  • Process improvement
  • Data analytics
  • Business analysis
  • Root cause analysis
  • Cross-functional Collaboration
  • Stakeholder engagement
  • Strategic planning
  • Strategic growth management
  • Effective communication
  • Verbal communication
  • Analytical thinking
  • Office productivity tools
  • Executive support
  • Executive support

Timeline

Business Execution Consultant

Wells Fargo
01.2023 - 06.2026

Escalations Representative

Wells Fargo
06.2020 - 01.2023

Executive Resolution Specialist 6

Wells Fargo
10.2015 - 05.2020

Home Preservation Specialist 2

Wells Fargo
05.2010 - 10.2015

Ames High School
Shane Kelly