Shiloh Klingenberg
Phoenix,AZ
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
13
13
years of professional experience
Work History
Commercial Banking Portfolio Coordinator
Wells Fargo Bank
08.2023 - 11.2024
- Reviewed financial statements, tax returns, business returns, profit and loss statements and balance sheets for business customers.
- Spread middle market and large corporation financial statements per Generally Accepted Accounting Principles using prescribed financial analysis software packages.
- Ensured policy and procedures are adhered to.
Small Business Underwriter Associate
Wells Fargo Bank, N.A.
08.2020 - 07.2023
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
- Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
- Increased customer satisfaction through timely communication and efficient handling of loan applications.
- Ensured compliance with regulatory requirements through diligent monitoring of industry changes and updating internal policies accordingly.
- Examined credit reports, financial statements and tax returns to determine repayment capability.
- Reduced underwriting cycle times, prioritizing urgent applications and employing effective time management strategies.
Loan Adjuster Specialist
Wells Fargo Bank, N.A.
03.2016 - 07.2020
- Maintained accurate documentation on all borrower communications, ensuring quick retrieval for audits or legal proceedings.
- Mitigated potential losses for organization by proactively identifying high-risk loans and recommending appropriate loss mitigation strategies.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
Loan Servicing Associate
Wells Fargo Bank, N.A.
01.2012 - 03.2014
- Streamlined internal communication channels to enhance collaboration among loan servicing teams.
- Conducted regular audits of loan files to ensure compliance with internal quality control standards and regulatory requirements.
- Managed risk by conducting thorough reviews of borrower financial statements and credit reports.
- Collaborated with legal counsel during foreclosure proceedings, providing necessary documentation and support throughout the process.
- Contributed to team success, collaborating with colleagues to manage complex loan portfolios effectively.
- Provided exceptional customer service while handling sensitive information pertaining to clients'' financial situations.
- Reviewed and validated details of loan applications and closing documentation.
Education
Construction Management
San Diego Miramar College
San Diego, CASkills
- Teamwork and collaboration
- Customer service
- Multitasking Abilities
- Organizational skills
Timeline
Commercial Banking Portfolio Coordinator
Wells Fargo Bank
08.2023 - 11.2024
Small Business Underwriter Associate
Wells Fargo Bank, N.A.
08.2020 - 07.2023
Loan Adjuster Specialist
Wells Fargo Bank, N.A.
03.2016 - 07.2020
Loan Servicing Associate
Wells Fargo Bank, N.A.
01.2012 - 03.2014
Construction Management
San Diego Miramar College
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