Zack Bergman
Saint Charles,MO
Summary
Dynamic professional with a proven track record at Wells Fargo Advisors, specializing in customer relationship management and quantitative analysis. Excelled in enhancing client satisfaction through efficient block trade coordination and risk management. Demonstrated exceptional communication skills and a commitment to professional excellence, significantly improving operational integrity and client service.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Block Trading Support Specialist
Wells Fargo Advisors
04.2023 - Current
- Coordinate block trades, ensuring compliance and timely execution for enhanced client satisfaction.
- Collaborate with traders and compliance teams to resolve issues, maintaining operational integrity.
- Support advisors trading on discretion for clients, ensuring accurate and efficient trade execution.
- Compile and analyze trade data, generating detailed reports within the trading system.
- Tracked and documented customer interactions in customer relationship management system to maintain accurate records.
- Acted as a liaison between clients and development teams, ensuring timely communication during critical incidents.
Mortgage Loan Officer,
Groundwork Mortgage
06.2022 - 04.2023
- Discuss various loan products/programs to meet clients' needs and advise clients the risks and benefits of each option
- Establish, develop and maintain client referral relationships with potential and existing clients
- Demonstrate the highest level of professionalism and customer service towards all clients
- Serve and maintain strong relations with the largest new residential construction builder in Missouri
- Strong problem-solving skills and interest in finding solutions for clients with poor credit
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Conducted thorough market research to identify new business opportunities within target demographics.
Operations Intern
Liberty Information Systems LLC
03.2022 - 05.2022
- Worked with CTO to reconcile and close customer invoices
- Researched and created lists of potential customers
- Worked with an inventory tracking system to ensure optimal inventory control procedures
Education
Bachelor Of Science In Business Administration, - Finance And Banking & Real Estate
University of Missouri
Columbia, Mo05.2022
Skills
- Customer Relationship Management
- Time management
- Communication
- Customer service
- Quantitative analysis
- Risk management
- Support Services
- Technical assistance
- Escalation Handling
Certification
Mortgage Origination License - Missouri
Timeline
Block Trading Support Specialist
Wells Fargo Advisors
04.2023 - Current
Mortgage Loan Officer,
Groundwork Mortgage
06.2022 - 04.2023
Operations Intern
Liberty Information Systems LLC
03.2022 - 05.2022
Mortgage Origination License - Missouri
Bachelor Of Science In Business Administration, - Finance And Banking & Real Estate
University of Missouri
Similar Profiles
Corey JacobsCorey Jacobs
Client Services Team Lead at Wells Fargo AdvisorsClient Services Team Lead at Wells Fargo Advisors
Beth HoukBeth Houk
Administrative Assistant at Wells Fargo AdvisorsAdministrative Assistant at Wells Fargo Advisors
Anthony ItalianoAnthony Italiano
First Vice President at Wells Fargo AdvisorsFirst Vice President at Wells Fargo Advisors