Summary
Overview
Work History
Education
Skills
Certificationsrecognition
Timeline
Generic

William Gray

Mesa,AZ

Summary

Seeking a position with a company that will allow me the opportunity to utilize my wide array of self-motivation skills and customer service knowledge

Highly motivated with experience working in high volume production environment supporting operational and customer service functions. Possessing exceptional leadership skills. Strengths include: Team Building and Inclusion, Results Driven, Hard Working/Dedicated, Able to work in a high-volume environment, Verbal and Written communication skills, Critical Thinking, Out-of-the-box analysis, Adaptation to change, Quality Control.

Overview

11
11
years of professional experience

Work History

Customer Resolution Specialist

Wells Fargo
Tempe, Arizona
01.2023 - Current
  • Provided top quality control and eliminated downtime to maximize revenue.
  • Assisted customers with product returns, refunds, and exchanges.
  • Conducted surveys to gather feedback from customers about their experiences.
  • Provided customer service and resolution to inquiries received via telephone, email, and web.
  • Maintained accurate records of customer interactions and transactions.
  • Performed data entry tasks related to customer accounts and transactions.

Senior Operations Processor

Wells Fargo Bank
Tempe, Arizona
01.2020 - 01.2023
  • Assist wholesale lines of business with large volume signer maintenance and account updates
  • Receive and review W9 and W8 Forms and ensure customer accounts are properly certified in Hogan
  • Active communication with bankers via outlook for escalations and research to make sure work is processed in a timely manner
  • Working with Wholesale accounts
  • Maintaining the relationships by adding, deleting and recertifying accounts

Operations Processor 3(CDAO)

Wells Fargo Bank
01.2019 - 01.2020
  • Responsible for Fulfilling account open requests received Business Banking team members in Online Forms (OLF)
  • Perform tasks associated with account open error-free
  • Upload appropriate documents using Encapture to Deposit Imaging Process Redesign (DIPR)
  • Working with Bankers and Relationship Managers to ensure Accounts are getting opened in a timely manner
  • Quality Control oversaw all documents being processed to make sure they were being opened correctly

Operations Processor 2(DPSS)

Wells Fargo Bank
01.2015 - 01.2019
  • Responsible for processing applications
  • Working with W9/W8 documents for compliance and regulatory requirements to certify accounts and updated interest bearing status
  • Working with Bankers through email to get mass request accounts done in Wholesale

Customer Service, Sales

Career Connect Live
01.2014 - 01.2015
  • Handles Inbound/outbound calls in a high production environment
  • Strong emphasis on servicing and advising customers on career development and job opportunities
  • Effective listening skills to discover and understand customer’s needs

Education

High School Diploma -

Cesar Chavez High School
01.2013

Skills

  • Team Building and Inclusion
  • Results Driven
  • Hard Working/Dedicated
  • Able to work in a high-volume environment
  • Verbal and Written communication skills
  • Critical Thinking
  • Out-of-the-box analysis
  • Adaptation to change
  • Quality Control
  • Microsoft Office
  • Hogan
  • Scanview
  • DIPR
  • OLF
  • Encapture
  • EFW
  • WCAO
  • Call center experience
  • Quality assurance controls
  • Multitasking Abilities
  • Attention to detail

Certificationsrecognition

  • Cesar Chavez High School, 2009-2013
  • Volunteering – Feed My Starving Children, 2015-2016
  • Volunteering – Phoenix Festival of the Arts, 2016
  • Golden Spoke Award Champion, 2018

Timeline

Customer Resolution Specialist

Wells Fargo
01.2023 - Current

Senior Operations Processor

Wells Fargo Bank
01.2020 - 01.2023

Operations Processor 3(CDAO)

Wells Fargo Bank
01.2019 - 01.2020

Operations Processor 2(DPSS)

Wells Fargo Bank
01.2015 - 01.2019

Customer Service, Sales

Career Connect Live
01.2014 - 01.2015

High School Diploma -

Cesar Chavez High School
William Gray