Valerie Soto

Wells Fargo & Company

San Antonio, Texas

05.2010 - Current

Supported internal and external customers with inquiries and complaints regarding financial accounts and services.
Reviewed calls, letters, and loan delinquency to determine if loans met eligibility for state assistance programs.
Worked with internal and external partners to ensure accounts were correctly coded and notated prior to referring to foreclosure referral.
Worked with management and team lead on daily production reports, assigned work daily, and assisted with escalated issues.
Reviewed over 200 loans on a monthly basis for our state due diligence process, which included executing certificates of compliance for the states of California, Washington, and Nevada.
Assisted with creating procedures for new processes and provided team training.
Consistently met daily performance goals and completed all compliance courses set by management team members.
Collaborated with colleagues in other departments to ensure that our business was capturing all the necessary items from our line of business partners.
Participated in training sessions designed to improve overall job performance. This included side-by-sides with peers to review possible errors and best practices to make sure all loans were reviewed properly.
Participated in regular team meetings to discuss performance, strategies, and goals.

Overview