Shannon Nelson
Ankeny
Summary
Offering expertise in problem-solving, data analysis, policy and procedures. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
22
22
years of professional experience
Work History
Senior Business Accountability Specialist
Wells Fargo
09.2022 - 09.2025
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Mentored junior staff on compliance procedures and best practices in financial services, fostering a culture of continuous improvement.
- Developed training materials to enhance staff proficiency and productivity.
- Assisted in developing strategic plan that aligned with long-term company goals.
Senior Business Execution Consultant
Wells Fargo
06.2020 - 09.2022
- Led cross-functional teams to implement process improvements enhancing operational efficiency.
- Developed and executed strategic initiatives aligning with organizational goals and client needs.
- Analyzed complex data sets to identify trends, providing actionable insights for business growth.
- Mentored junior consultants, fostering skill development and knowledge sharing within the team.
- Collaborated with stakeholders to design solutions tailored to specific client requirements and challenges.
- Streamlined project workflows, resulting in reduced turnaround times and improved service delivery.
Senior Mortgage Underwriter
Wells Fargo
10.2003 - 09.2020
- Team Lead on numerous UAT projects and system updates and testing and validation - HP2LR, WOPT, HPA, ERLMF, ECAR
- Ability to identify business needs and deliver solutions in close partnership with line of business and technology
- Ability to identify and manage complex issues and negotiate solutions within a geographically dispersed organization
- Perform second level underwriter reviews for short-term and long-term modifications within the Wells Owned, Bank & Private, Wells Fargo Home Equity, Fannie Mae, and Freddie Mac investor groups of Default Servicing. Also perform COHP mitigation workout reviews for 2nd liens within Home Equity when 1st lien is within Wells Owned, Bank & Private, Fannie Mae, Freddie Mac portfolios
- Control to mitigate risk within the underwriting space
- Review hardship packages, determine length and impact of financial hardship, conduct loan level cash flows for borrower to determine affordability, including self-employed borrowers and wage earners
- Serve as a Subject Matter Expert on credit policy guidelines for modification reviews of loans within the Bank & Private, Wells Owned, Fannie Mae, Freddie Mac, and COHP portfolios.
- Mentor and train junior underwriters
- Verify appropriate waterfalls have been followed and final modification results conform to credit policy guidelines as well as investor restrictions
- Review and approve exception requests requiring level D Delegation of Authority
Education
Bachelor of Arts - Management
Simpson College
Indianola, IA05-2003
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Quality assurance
- Management collaboration
- Technical communication
- Advanced communication
- Root-cause analysis
- Quality assessment
Timeline
Senior Business Accountability Specialist
Wells Fargo
09.2022 - 09.2025
Senior Business Execution Consultant
Wells Fargo
06.2020 - 09.2022
Senior Mortgage Underwriter
Wells Fargo
10.2003 - 09.2020
Bachelor of Arts - Management
Simpson College
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