Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shealee Lofton

Bloomfield

Summary

Dynamic Senior Treasury Management Support Analyst at Wells Fargo Bank, N.A., skilled in customer and partner relationship management and remote support. Achieved enhanced client satisfaction through tailored solutions and effective training. Proven ability to manage multiple projects while fostering strong partnerships, contributing to a culture of continuous improvement and operational excellence.

Overview

25
25
years of professional experience

Work History

Senior Treasury Management Support Analyst

Wells Fargo Bank, N.A.
11.2011 - Current
  • Contribute to and ensure the overall success and growth of an assigned portfolio by developing relationships of existing customers and through the acquisition of new customers.
  • Conducted thorough analysis of user requirements, delivering tailored solutions to meet client needs.
  • Trained new support analysts, contributing to the overall growth and success of the team.
  • Managed multiple projects simultaneously, ensuring timely implementation and accuracy.
  • Collaborated with cross-functional partners to implement solutions that enhanced performance for customers and our internal team.
  • Served as a subject matter expert in key business applications, providing advanced-level assistance to colleagues and clients alike.
  • Contributed towards a culture of continuous improvement within the organization by actively participating in quality assurance activities.
  • Manage pipeline with a focus on accuracy for revenue realization.
  • Developed strong relationships with partners and customers, resulting in better collaboration during onboarding and troubleshooting efforts.

Business Relation Support Specialist

Wells Fargo Bank, N.A.
09.2009 - 10.2011
  • Maintained detailed compliance documentation of new and existing customers for onboarding and credit compliance
  • Acted as a liaison between clients and development teams, ensuring timely communication during critical incidents and projects.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Managed high-priority tickets with professionalism, ensuring timely resolutions while maintaining excellent rapport with clients.
  • Utilized ticketing system to track customer requests and prioritize urgent needs.
  • Delivered exceptional remote support services by leveraging advanced diagnostic tools and methodologies.
  • Enhanced security measures by identifying and mitigating potential threats, safeguarding user data and trust.

Licensed Personal Banker

Wells Fargo Bank, N.A.
02.2005 - 04.2011
  • Conducted comprehensive financial assessments for clients seeking loans or credit approval, contributing to prudent lending decisions.
  • Mentored new employees on company policies, procedures, and best practices in personal banking services.
  • Streamlined operational efficiency by maintaining accurate records of all transactions and ensuring timely account updates.
  • Developed strong relationships with local businesses as part of community outreach efforts aimed at expanding the bank''s presence in the area.
  • Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
  • Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
  • Assisted in achieving branch targets through active participation in promotional campaigns and events.

Branch Service Manager

Wells Fargo Bank, N.A.
01.2004 - 01.2005
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Managed branch vault and cash supply to keep appropriate level of currency on hand.
  • Trained staff in bank products, operations procedures and successful sales strategies.
  • Protected branch assets through security monitoring and effective assessment techniques at each customer contact point.
  • Evaluated employee performance regularly, providing constructive feedback for continuous improvement.
  • Organized schedules to adequately cover routine business demands as well as special periods of high demand.
  • Oversaw daily branch preparations to consistently open on-time and maintain readiness to serve customers' needs.
  • Coached staff to improve efficiency and revenue with more effective procedures and approaches.
  • Implemented staff training programs to enhance employee performance, resulting in improved customer service scores.
  • Boosted team morale through effective communication, recognition of achievements, and creating a positive work environment.

Consumer Loan Officer

Animas Credit Union
02.2000 - 12.2003
  • Assisted customers in selecting appropriate loan products based on their financial needs and goals.
  • Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
  • Maintained compliance with federal regulations, ensuring proper documentation and adherence to guidelines throughout the loan process.
  • Increased customer satisfaction levels through prompt, accurate, and friendly service in the loan process.

Education

Associate of Applied Science -

University of Phoenix
Denver, CO

Cosmetology -

Technical College of The Rockies
Delta, CO

High School Diploma -

Montrose High School
Montrose, CO

Skills

  • Remote support
  • Customer service
  • Customer relationship management
  • Training and coaching
  • Activity planning
  • Security protocols
  • Relationship building
  • Data entry
  • Cross-functional coordination

Timeline

Senior Treasury Management Support Analyst

Wells Fargo Bank, N.A.
11.2011 - Current

Business Relation Support Specialist

Wells Fargo Bank, N.A.
09.2009 - 10.2011

Licensed Personal Banker

Wells Fargo Bank, N.A.
02.2005 - 04.2011

Branch Service Manager

Wells Fargo Bank, N.A.
01.2004 - 01.2005

Consumer Loan Officer

Animas Credit Union
02.2000 - 12.2003

Associate of Applied Science -

University of Phoenix

Cosmetology -

Technical College of The Rockies

High School Diploma -

Montrose High School

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