SBA Loan Review Specialist
Wells Fargo, NA
Woburn, MA
05.2022 - Current
- Expedited SBA loan documentation requests bu communicating with customers to facilitate processing and completion of forgiveness applications.
Vasu Padmanabhan
Customer Service Associate, Wells Fargo N.Y.
Woburn,MA
Summary
Banking experience of 4 years and 6 months in the US: as a CSR with Bank of America and as a Personal Banker with Wells Fargo. At present, working as a Customer Service Associate with Wells Fargo Small Business Lending (SBA Loan Review Specialist). Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. With a PhD in Education, have strong leadership, strategic planning, project management, data analytics, problem-solving and recruiting skills, having worked for 13 years as the Principal of KJ Somaiya College of Education and Research in Mumbai, India.
Work History
Loan Documentation Review Specialist
Wells Fargo, NA
Redwood City, CA
03.2020 - 04.2022
- Reviewed and verified loan applications and supporting documentation received from borrower
- Scrutinized and underwrote loan applications; accepted or rejected loan applications after scrutiny of all required documents and focusing on risk mitigation
- Documented notes and effectively communicated reasons for approval or denial of loans.
Personal Banker
Belmont
Redwood City, CA
07.2019 - 03.2020
- Recommended banking products and services to members based on individual requirements
- Obtained relevant information and evaluated applicants’ financial status, including credit history to determine recommendation for loan approval
- Originated loan amounting to $85,000
- Performed business development tasks, including managing pipelines by generating mortgage referrals
- Opened and closed accounts and processed applications
- Carefully reviewing account and credit records to determine risk level associated with each applicant
- Delivered targeted counseling on clients' specific problems such as overspending to help resolve ongoing difficulties.
Customer Service Representative
Bank of America
Redwood City, CA
02.2018 - 06.2019
- Efficiently expedited day to day responsibilities as a teller in deposits, withdrawals of cash and negotiable instruments from checking and savings accounts- personal and business; performed ATM deposit pull and cash replenishment, opening and closing procedures, ordering, and depositing foreign currency, made targeted referrals, helped customers to their safe deposit vaults
- At one time, scored second highest BCR (Banker Conversation Rate) at regional level.
Principal /Dean
College of Education
Mumbai, India
05.2004 - 07.2017
- Innovated strategies to retain students and maximize school funding
- Enforced grade-level standards and identified enrichment programs to improve academic outcomes
- Mentored and counseled teachers in educational practices and techniques to improve teaching and learning
- Recommended programs to improve teacher performance and student comprehension
- Designed and developed incentive programs to motivate and engage teachers and support staff.
Overview
18
18
years of professional experience
6
6
years of post-secondary education
Education
PhD - Education
University of Mysore
Karnataka, India 05.1988 - 02.1994
B Sc - Botany, Zoology, Chemistry
University of Mysore
Karnataka, IndiaSkills
Successfully completed OMEGA Commercial Real Estate Lending - Modules 1-8 (300 credits each), Skills Application Lab and Assessmentundefined
Additional Information
- AWARDS AND RECOGNITIONS , Received Best Teacher Award at National Level by HEF (Higher Education Forum, India) 2011
Timeline
SBA Loan Review Specialist
Wells Fargo, NA
05.2022 - Current
Loan Documentation Review Specialist
Wells Fargo, NA
03.2020 - 04.2022
Personal Banker
Belmont
07.2019 - 03.2020
Customer Service Representative
Bank of America
02.2018 - 06.2019
Principal /Dean
College of Education
05.2004 - 07.2017
PhD - Education
University of Mysore
05.1988 - 02.1994
B Sc - Botany, Zoology, Chemistry
University of Mysore
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