Summary
Overview
Work History
Education
Skills
Timeline
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Shannon Machen

Portland

Summary

Dynamic operations professional with extensive experience at Wells Fargo & Company, excelling in customer service and team collaboration. Proven track record in enhancing operational efficiency and training new hires. Skilled in Microsoft Office and adept at managing multiple priorities, ensuring compliance and minimizing risk while fostering strong relationships across departments.


Organized and hardworking Administrative Assistant with over 8 years of experience and exceptional documentation and planning skills. Highly knowledgeable in processes and standards of large offices. Advanced skills in multi-tasking and management support. expertise].

Overview

26
26
years of professional experience

Work History

SR Operations Processor

Wells Fargo & Company
08.2021 - 01.2025
  • Lead and participate in standup calls and team meetings and all while completing day-to-day tasks.
  • Monitored workflow to ensure compliance with regulatory standards and internal policies.
  • Collaborated with team members to streamline operations, enhancing efficiency in processing tasks.
  • Trained new hires and cross trained the global team on operational procedures.
  • Provided exceptional customer service to internal and external customers.
  • Maintained strict adherence to company policies and regulations, minimizing risk exposure for the organization.
  • Liaised with cross-functional teams to ensure seamless integration of processes across departments.
  • Managed multiple priorities effectively, ensuring all tasks were completed within required deadlines.
  • Organized files efficiently for easy retrieval and optimal recordkeeping.
  • Handled sensitive client information securely, maintaining confidentiality at all times.
  • Composed correspondence to internal and external parties as requested.
  • Prepared files for archiving. Document retention to ensure we are meeting guidelines by helping move documents to RIMA platform.

Learning Implementation Specialist

Wells Fargo & Company
01.2006 - 07.2021

Provide support to the Learning & Develpoment team regarding training delivery and related processes.

  • Upon notice from the trainer(s) regarding upcoming course or program delivery, verify what is needed for materials, equipment, etc. within 24 hours.
  • Ensure and reserve appropriate training room. Arrange for any needed equipment and supplies and obtain instructor sign-off regarding room and equipment readiness. Make sure equipment is delivered and in working order when possible. Arrange for any offsite training delivery. Get manager approval for offsite contracts.
  • Manage local Learning & Development team training delivery calendar. Update at least on a weekly basis. Distribute calendar as appropriate.
  • Generate training-related reports (from Learning Management System) on an as needed basis. Manage special report requests.
  • Manage classroom usage calendar
  • Generate additional reports on purchase requests, budget items


Deliver legendary service to key clients and partners

  • Develop and/or enhance effective working partnerships across the multi-site Learning & Development team. Share tools and processes across businesses.
  • Create a communication process and contingency plan to provide coverage in your absence.
  • Staff the LMS hotline to answer client questions. Keep up to speed on LMS functionality. Learn the new LMS functionality and support rollout as requested.
  • Attend and actively participate in relevant cross-site functional training meetings as scheduled, including LMS meetings.
  • Verify charge backs and complete report in a timely manner.
  • Enter and submit class rosters within 7 business days of class completion.
  • Enter scores into the learning management system where online testing is not available.
  • Complete and distribute Mark Your Calendar reminders by mid month. Provide updates and reminders as needed.

Administrative Assistant III

Wells Fargo & Company
01.1999 - 01.2002
  • Provide administrative support to the Learning and Development team. Prepare for training sessions. Process paperwork for expense reports. Compile training reports. Communicating agendas, meeting minutes, making travel arrangements, tracking PTO.
  • Budget Recording, Tracking and Reporting. Maintain database of Training Development employees. Enter course and class information based upon Training Request forms. Update database with employee class history. Provide class history reports to training team and managers monthly.
  • Developed Training Schedule online for all internal courses. Coordinate with trainers to receive training schedules. Communicate compiled schedules and updates. Communicate course cancellations to registered participants. Compile oustide training/vendor training and distribute to department managers and admin.
  • Assisted in preparing reports and presentations, ensuring accuracy and adherence to corporate standards.

Education

Central Catholic High School
Portland, OR

St Mary's Academy
Portland, OR

Skills

  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Time management
  • Multitasking
  • Reliability
  • Organizational skills
  • Adaptability and flexibility
  • Workload prioritization
  • Relationship building
  • Microsoft office

Timeline

SR Operations Processor

Wells Fargo & Company
08.2021 - 01.2025

Learning Implementation Specialist

Wells Fargo & Company
01.2006 - 07.2021

Administrative Assistant III

Wells Fargo & Company
01.1999 - 01.2002

Central Catholic High School

St Mary's Academy
Shannon Machen