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Click here or scroll down to respond to this candidateCandidate's Name
Madison, NC Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEProfessional ExperienceClient Service Officer, 2022-Present, Wells Fargo Bank, Winston-Salem, NCOperational financial analytics for Middle Market Corporate customers. Provide reporting to customers and management.Work with other financial departments to provide service to clients. Help customers and Wells Fargo improve results.Build strong relationships with customers and cross functional partners.Use problem solving skills to solve treasury customer problems. Work to provide an immediate solution meeting service level agreements.Associate Commercial Loan Servicing Representative, 2009-2022, Wells Fargo Bank, Winston- Salem, NCProvide excellent level of professional service to Relationship Managers, attorneys, insurance agents financial information accounts up to $20m accounts. Work at profession level with peers to give professional level of service.Complete operational financial requests for BBSG loans with accuracy in a fast-paced environment.Research and review documents for complex financial analysis, provide solutions, and reduce risk exposure to Wells Fargo.Train and mentor up to five employees annually. Help reach a high level of professionalism.Review legal documents for errors in processing to correct and reduce banking exposure to risk.Worked on Business projects. Worked to improve processes.Senior Operations Servicing Analyst, 2007-2009 Wachovia, Winston-Salem, NCCommunicated issues and problem solved for Relationship Bankers and internal customers at various levels. These issues and problems include financial, legal, and documents.Booked loans, reviewed documents, disbursement audits, and reduce risk exposure for Wachovia by $10M.Post closed loans including insurance review flood, risk, and collateral.Multitasked between customer interaction and analytical tasks.Financial Advisor, 2003-2006 American Express, High Point, NCProvided financial analysis to client financial plans.Built my portfolio to $5M.Budgeting, and development of financial plans.Serviced affluent Wealth Management Clients including investment performance analysis using Bloomingburg analysis and financial modeling.Provided financial tax, investment, and trust advice to clients resulting in customers saving thousands of dollars in taxes.Partnered with clients as a fiduciary.Helped American Express achieve their goal of being a premier financial services company.Did financial modeling for customers.Account Manager, 2000-2003, Wachovia, Winston-Salem, NCProvided complex bank servicing to internal and external customers through relationship management for construction loans up to 50M.Corrected account problems for customers including financial analysis.Reduced risk for WachoviaCreated a detailed accounting and budgeting process. Trained group of eight on this new account process.Collections Analyst, 1998-2000, Bank of America, Greensboro, NCCollected on car loans delinquent for 30 days and negotiated payment arrangements.Education Appalachian State University, North Carolina GPA 3.19Masters in business administration (MBA) 2018Financial statement Analysis and modelingManagement AccountingQuantitative MethodsSpread Sheet AnalysisSAP ExperienceAdvance Excel and Financial ModelingBachelor of Science and Business Administration 1997Majors: Finance and BankingProfessional DevelopmentBB&T Management Development Certification, Series 7, Series 66,Insurance agent license, LogisticsTechnical SkillsAdvance excel, Financial Modeling, SAP, MS Office, Asset allocation software, Logistics |
