Shane Tidd

• Educated 401(k) participants on retirement account options, planning steps, and support resources to enhance their financial literacy.
• Responded to daily inquiries regarding retirement planning and investment strategies, providing tailored guidance to participants.
• Executed complex transactions, including Roth in-plan conversions, qualified withdrawals, and rollovers, ensuring accuracy and compliance.
• Followed plan rules and IRS regulations to maintain compliance.

Associate Loan Servicing Representative - Managed Wells Fargo loan servicing inquiries on mortgage and consumer accounts, acting as primary contact for banking clients, title companies, and internal teams, facilitating total loss loan research, loan modifications, fund wiring, credit reporting, and lien perfection.

Quality Assurance Analyst - Reviewed activities and processes to ensure adherence to internal and federal guidelines, mitigating compliance risks.

Research Remediation Representative - Audited records systems and analyzed data to support recommendations for internal and external accounts.