Shannon Glenn
Portland,OR
Summary
Dynamic operations and program support professional with experience in orchestrating complex workflows, managing records, and analyzing operational data to drive organizational success in highly regulated environments. Expertise in process improvement, workload forecasting, and policy interpretation, with a proven track record of managing confidential information and coordinating efforts across multiple departments. Skilled in training staff and supporting leadership initiatives, ensuring compliance with organizational and regulatory standards while maintaining meticulous records. Committed to enhancing decision-making processes through strategic data analysis and procedure development.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Crimes Coordinator
Wells Fargo
Portland, OR
01.2018 - 01.2025
- Managed electronic records for 500+ employees across six operational teams, ensuring documentation accuracy, confidentiality, and compliance.
- Coordinated workflow distribution for approximately 1,000 daily assignments while conducting workload forecasting and capacity analysis to support staffing and resource allocation.
- Analyzed operational data and prepared narrative and statistical reports, identifying trends, risks, and process improvement opportunities for leadership.
- Developed and implemented procedures, workflow methodologies, and documentation standards while interpreting policies and regulatory requirements to ensure compliance.
- Trained and mentored staff, supported system implementations, and collaborated across departments to resolve operational issues, improve data quality, and enhance workflow efficiency.
Financial Crimes Consultant
Wells Fargo
Portland, OR
01.2007 - 01.2018
- Performed comprehensive weekly evaluations of 100+ referral records and associated documentation to maintain accuracy and adherence to compliance standards.
- Conducted comprehensive data collection and analysis to inform decision-making processes and support operational reviews.
- Analyzed data and prepared comprehensive written summaries and reports to support management and reporting needs.
Education
Bachelor of Arts - English Literature
Portland State University
Portland, ORMaster of Science - Accounting
Portland State University
Portland, OR2028
Skills
- Microsoft Excel (Pivot Tables, Lookups, Data Analysis, Reporting)
- Microsoft Word, Outlook & PowerPoint
- Data Validation & Quality Assurance
- Operational Reporting & Forecasting
- Electronic Records & Case Management Systems
- Workflow Automation Tools
- User Acceptance Testing (UAT) & System Implementations
- SQL (Beginner)
Certification
- Certified Anti-Money Laundering Specialist (CAMS) – formerly held
- Wells Fargo AML Sanctions Credential (WFAMSC)
Timeline
Financial Crimes Coordinator
Wells Fargo
01.2018 - 01.2025
Financial Crimes Consultant
Wells Fargo
01.2007 - 01.2018
Bachelor of Arts - English Literature
Portland State University
Master of Science - Accounting
Portland State University
Communication
- Operations Analysis, Reporting & Forecasting
- Workflow Coordination & Process Improvement
- Records Management, Documentation & Compliance
- Stakeholder & Cross-Department Coordination
- Training, Staff Development & Change Management
- Administrative Operations & Program Support