SHEREE HALL
Orlando,FL
Summary
Business professional with extensive experience in leadership and compliance for the banking industry. Succeeds in high-expectation environments to deliver superior results for both internal and external customers. Leverages a deep understanding of operational flows to bring business to a new phase of excellence. Skilled in motivating teams to maximize productivity and drive priorities to completion. Fantastic critical thinker with great memory and efficiently organize vast amounts of data. Great at performing internal audits, conducting investigative reporting and transcribing information.
Overview
9
9
years of professional experience
Work History
Senior Due Diligence Consultant
WELLS FARGO
05.2020 - 05.2022
- Interpreted policies, guidelines, and governance programs
- Enhanced client satisfaction by conducting thorough due diligence investigations and providing actionable recommendations.
- Streamlined the due diligence process for increased efficiency and improved turnaround times.
- Collaborated and consulted with internal/external customers to resolve compliance issues related to Banking Regulations and Sales Practice violations
- Completed risk analysis on complex banking regulatory cases daily with minimal to no error and identified areas of improvement within current banking procedures which resulted in the highest performance rating each year
- Led and supported weekly operation meetings with 50-70 peers to highlight new and updated operational procedures while testing for understanding
- Provided second level reviews for new peers; ensured cases were worked according to procedures, inspected the response to ensure all the customer concerns were addressed, and all regulatory concerns identified and assessed for risk.
Service Manager I & II
WELLS FARGO
08.2014 - 05.2020
- Served as leader in managing risk through alignment with applicable regulations, policy and procedure requirements, and audit and escalation procedures
- Managed a team of technicians, ensuring timely completion of projects and high-quality workmanship.
- Resulted in high customer service scores
- Collaborated with partners and peers to develop, implement, and analyze district initiatives such as district loss plan, weekly newsletter with priorities, and branch visits to inspect operational soundness
- Led and supported key initiatives to prepare the team daily for the yearly audit which resulted in a passing score every year
- Improved customer satisfaction by implementing streamlined service processes and staff training programs.
- Reduced service downtime for clients by proactively addressing potential issues and maintaining clear communication channels.
Lead Teller
WELLS FARGO
05.2013 - 08.2014
- Supported teller team with complex customer transactions while providing exceptional customer service in adherence with policy and procedure
- Provided support with operational tasks, proper processing procedures, dual control, and retention of documents
- Coached and developed teller team to ensure sale referrals and service provided aligned with company standards.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
Education
Bachelor of Science - Management
JOHNSON & WALES UNIVERSITY
Skills
- Critical Thinking
- Adaptability
- Data Analysis
- Scheduling
- Presentations
- Microsoft: Excel, Word, PowerPoint
- Communication Platforms: Skype, Microsoft Teams
- Problem-Solving
Websites
Timeline
Senior Due Diligence Consultant
WELLS FARGO
05.2020 - 05.2022
Service Manager I & II
WELLS FARGO
08.2014 - 05.2020
Lead Teller
WELLS FARGO
05.2013 - 08.2014
Bachelor of Science - Management
JOHNSON & WALES UNIVERSITY
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