Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Swandra Wells

Maricopa,AZ

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seeking to maintain a full-time position that offers professional development and growth as well as challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

26
26
years of professional experience

Work History

Transition Specialist

Bank of America
Chandler, AZ
07.2022 - Current
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Assisted clients with required documents to complete the Deceased Transition Process.
  • Extensive document processing, account maintenance/updates, data entry/remediation, and various other administrative tasks.
  • Documented all interactions with beneficiaries and verified parties, creating case notes and contact logs.
  • Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
  • Verified accuracy and completeness of beneficiaries, trustees, executors, or any other authorized party required forms, supporting documents, and legal documents.
  • Identified the specific importance of documents and routed them to the proper channels and departments.
  • Verified legitimacy of client information to protect against information and identity theft attempts.
  • Maintained a high level of confidentiality when dealing with sensitive information.
  • Form and maintain strong working relationships with internal business partners, while working together to better serve clients.
  • Strong time management and organizational skills, ability to multitask, and operate efficiently in a high-stress setting.

Associate Loan Servicing Specialist III

Wells Fargo Bank, N.A.
Chandler, AZ
02.2021 - 07.2022
  • Performed a variety of loan documentation duties on moderately complex auto loans, using comprehensive knowledge of policies and procedures for loan products and gap refunds.
  • Submit over 50 Gap Refunds per day.
  • Intense level of data entry in multiple systems.
  • Provided inbound support to various internal departments and third-party vendors involved with Early Auto Loans Payoffs.
  • External contact with customers, administrators, dealerships, and insurance companies is sometimes required.
  • Frequently worked in a fast-paced environment, handling multiple tasks supporting loan documentation and settlement, and processing refunds, while creating a positive customer experience.
  • Review and validate details of loan applications and closing documentation.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Knowledge of Microsoft Word and other software tools to create documents and other communications.
  • Prepared a variety of different written communications, reports, and documents to ensure smooth operations.

Cashier, Auditor, Cashier Supervisor

SP Plus Corporation
Chicago, IL
07.1998 - 10.2020
  • Assist cashiers in resolving issues with customers.
  • Set goals for performance and deadlines in ways that comply with the company's plans and vision.
  • Organizing workflow and ensuring that cashiers understand their duties or delegated tasks.
  • Monitoring cashiers' productivity and providing constructive feedback and coaching.
  • Maintained excellent client relations and worked closely with fellow team members.
  • Kept record of accurate and detailed reports for all transactions.
  • Applied excellent interpersonal communication and customer service skills.
  • Trained and coached team members on checkout procedures and strategies to maximize customer satisfaction.
  • Met coverage demands by setting effective work schedules and breaks, and effectively delegating assignments.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Reconciled cash drawer at the start and end of each shift, accounting for errors and resolving discrepancies.

Education

BBA - Interdisciplinary Studies

GOVERNORS STATE UNIVERSITY
University Park, IL
05.2020

Associate of Science - Accounting

Northwestern College
Bedford Park, IL
05.2012

Skills

  • Digital Applications
  • Microsoft Office
  • Loan Records Filing and Maintenance
  • Decision Making
  • Problem Solving
  • Accounting Software
  • Loan Modification
  • Data Entry
  • Multitasking
  • Policy and procedure improvements
  • Attention to Detail
  • Relationship Development
  • Teamwork and Collaboration
  • Problem-Solving
  • Interpersonal Skills
  • Decision-Making
  • Strong analytical skills
  • Loan processing expertise
  • Time management proficiency
  • Customer Relations
  • Financial Service Solutions
  • Financial Accounting
  • Document analysis
  • 10-Key Data Entry
  • Excellent Communication
  • Regulatory Compliance

Accomplishments

  • 3.8 GPA
  • Honor Society of Alpha Iota Sigma

Timeline

Transition Specialist

Bank of America
07.2022 - Current

Associate Loan Servicing Specialist III

Wells Fargo Bank, N.A.
02.2021 - 07.2022

Cashier, Auditor, Cashier Supervisor

SP Plus Corporation
07.1998 - 10.2020

BBA - Interdisciplinary Studies

GOVERNORS STATE UNIVERSITY

Associate of Science - Accounting

Northwestern College

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Swandra Wells