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Click here or scroll down to respond to this candidateCandidate's Name
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PHONE NUMBER AVAILABLEEMAIL AVAILABLEGeneral Qualifications:15+ years of experience in the financial services industry with Wells Fargo- supporting loan servicing operations, Home Equity, Personal Lines and Loans (PLG), Student Loans, and Wells Fargo Auto, and Customer Remediations Center of Excellence (Remediations)13+ years combined experience in project management, consulting, and operations- leading high visibility issues, evaluating control effectiveness, project work (including Agile), Change Control, report creation/coding, process enhancements and overhauls, procedural updates, system migrations, and high-level strategic planning for various lines of business within the enterprise.10+ years of experience in operational risk management - including direct front line risk consulting and being responsible for identifying deficient controls or control gaps and implementing new controls for various lines of business throughout the enterprise. Proficient in the standardized RSCA and SHRP processes with a strong working knowledge of both internal audit and regulatory compliance standards, as well as Federal and state finance laws.3+ years experience in a leadership role, 2 of which were managing a team of 10+ direct reports.Proven ability to lead projects of all sizes from large scale, Enterprise-wide work efforts impacting multiple lines of business or stakeholders, to single process enhancement efforts. Achieved consistent, successful results and met key deadlines leading projects within various segments of the business and across various project processes & workflows.Demonstrated ability to solve complex problems through root cause analysis, research, and implementation in a variety of different environments including both project management (Agile), Change Management, and various change control work processes within the financial services industry.Proven track record of providing valid credible challenge to legal, risk, compliance and other key business partners to obtain desired outcomes, maximize line of business operational efficiency, and mitigate all forms of risk.Advanced experience working with analytics and technology teams to create, enhance, and validate reporting, as well as being well versed in a broad array of Wells Fargo systems of record and program applicationsKnowledgeable in all phases of the project lifecycle, with advanced working knowledge in Sprint/Agile, EPM, Change Management, and JIRA workflow systems.Proven ability to accomplish tasks in a high pressure, deadline driven environment with limited direction. Proven record of being self-motivated and a self-starter, and the ability to lead efforts with limited direction from leadership.Demonstrated ability to effectively present complex information or data, both verbal and written, to peers, cross-functional business partners, forum groups, and all levels of management including executives.Well versed in drafting and implementing changes to new or existing letter communications, including regulatory and customer facing communications, using a variety of programs and work streams.Seasoned experience with processing/analyzing raw, complex data or information and creating user friendly formats, e.g. Microsoft Excel, PowerPoint, Visio, etc.Broad experience in helping to train/on board new employees including coordination and facilitation of individual, team, and department-wide training.Experience in coordinating, testing, and implementing department wide Business Continuity Planning (BCP)Advanced knowledge and proficiency in Microsoft Office programs: Excel, Outlook, Word, Visio, Power point, One Note, Access, Teams, and MS Project.Working knowledge of the following business systems within the financial services industry: SHRP, IRMT, CIRT, JIRA, EPM, Expedite, ACAPS, PAC2000, AFS/iTop, iRepo, iNotice, ECaR, MSP (Black Knight), ERLMF, GEM, ICMP, Mobius, Vista Plus, DCPD Procedure Management, iWAR, RVS, LPS Desktop, IRIS, LPS, IRAD, MS Share point & AccessEmployment History:Senior Lead Business Execution Consultant Wells Fargo Remediation, Analytics Initiatives 07/2022 to 01/2024Project Manager in the Analytics Initiatives space, within Wells Fargo Customer Remediation. Responsible for leading a wide variety of high risk, high visibility projects using sprint/Agile methodology. This area is a critical, heavily scrutinized, area of the company, as the projects were tied to Customer Remediations, where there was potential for customer harm.Primary duties include working with all levels of the organization to compile research, assess all potential risk and/or cross line of business impacts, root cause analysis, develop effective and sustainable solutions, and carry out implementation activities required to achieve project goals and meet established deadlines. 100% pass record of all projects implementing within established deadline.Accountable for successful execution/implementation of all major project items and capturing detailed project documentation. This includes being heavily involved in learning various technology systems and applications, becoming a process expert in the areas of support, creating new and ad hoc reporting, the development of new or existing reporting, policy/procedure updates, an assortment of different technology request types in JIRA, Agile projects, and at times owning the Corrective Action work for large scale, coordinated efforts at the WF enterprise level.Responsible for keeping all projects on track - which requires operating in a fast-paced, deadline driven environment and implementing solutions as quickly as possible, while still ensuring the root cause is solved for, all risk is eliminated or mitigated to an acceptable level, and documentation is sound. Some of the duties required to accomplish this are coordinating and leading a wide array of meetings, being a reliable single point of contact to multiple different stakeholders, presenting status updates in writing and on various topic calls, and by monitoring and documenting all progress.Partner with all levels of the management, all the way up to the executive level and a variety of different business partners, legal, control, compliance, etc. to ensure successful issue closure and validation.Provide educated, credible challenge to a broad array of business partners when needed, to speed up implementation or ensure the problem was solved in a manner that is most efficient for the line of business.Take the authoritative role in meetings to drive results, meet deadlines, and achieve desired outcomes.Partner with WFAS (WF Audit), Validation Readiness team, and other governing bodies to ensure higher risk initiatives receive a pass.Regularly communicate and report on progress to managers, business partners, project leads, and senior level leaders to ensure transparency and that objectives are being met and projects stay on track.Business Execution Consultant -- Wells Fargo Auto, Operations Excellence Team 03/2020 to 06/2022Responsible for leading a wide variety of SHRP initiatives from initial research to closure or validation. This requires working with line of business and new cross functional partners to obtain detailed background information, assess all potential process or cross functional impacts, complete root cause research, develop effective and sustainable corrective actions, and coordinate all activities required to achieve project goals and meet established SHRP deadlines. 100% pass record of all SHRPs worked while in the position.Accountable for successful execution/implementation of all major Corrective Action items and capturing details documentation. This includes being heavily involved in: learning various technology systems and applications, becoming a process expert in the areas of support, pulling ad hoc reporting, the development of new or existing reporting, policy/procedure updates, an assortment of different technology request types in JIRA, Agile projects, and at times owning the Corrective Action work for large scale, coordinated efforts at the consumer lending or enterprise level.Partner with all levels of the management, all the way up to the executive level and a variety of different business partners, legal, control, compliance, etc. to ensure successful issue closure and validation.Provide educated, credible challenge to a broad array of business partners when needed, to speed up implementation or ensure the problem was solved in a manner that is most efficient for the line of business.Take the authoritative role in meetings to drive results, meet deadlines, and achieve desired outcomes.Partner with WFAS (WF Audit), Business Validation team, and other governing bodies to ensure higher risk initiatives receive a pass. 100% pass record on all audited issues to date.Pull impact data, provide financial estimates, and complete extensive documentation to submit customer remediations.Regularly communicate and report out progress to SHRP administrators, managers, business partners, project leads, and senior level leaders to ensure transparency and that objectives are being met.Business Initiatives Consultant I -- Wells Fargo Personal Lending, Operations Excellence Team 09/2018 to 3/2020Lead and resolve a wide variety of high visibility initiatives by completing background and root cause research, developing effective corrective action, and managing cross functional teams to achieve project goals and deadlines.Manage all initiatives/projects with a centered focus on risk management/compliance throughout the entire Issue Management Lifecycle. Ensure successful execution/implementation of all major Issue process timelines and documentationPartner with all levels of the organization, from front line team members to senior leaders, to ensure successful issue closure and validationProvide credible challenge to a broad array of business partners and work with independent risk management and legal partners to ensure proper analysis and effectiveness of corrective action and assist in the validation of the corrective action implementationTake the authoritative role in meetings to drive results and achieve desired outcomesPartner with WFAS and other governing bodies to ensure success on high risk initiativesAct as central liaison between the line of business, risk/compliance partners, technology resources, and all other key stakeholdersPartner with the Center of Excellence (COE) to ensure Customer Remediations are set up accurately and customer impact is resolvedRegularly communicate progress with senior level leaders to ensure transparency and that goals are being metProven ability to prioritize work, meet deadlines and work in a high risk, fast paced environment with a focus on customer impact and operational riskOperational Risk Consultant 2 -- Wells Fargo Home Mortgage, Bankruptcy Risk Management -- 05/2017 to 09/2018Risk consultant in charge of all vertical risk management activities, for various business units across bankruptcy, within Well Fargo Home Mortgage and Wells Fargo Home Equity. This includes Analyzing QA & WF Audit test results to identify risk issues, scrutinizing processes to proactively address emerging risk items, and providing credible challenge to lines of business to help mitigate risk. Also responsible for completing all ORC required risk reviews within Change Control Center, including letter and procedure approvals. Also maintaining working knowledge of all applicable Regulatory, Business, and Corporate Policies as they pertain to servicing Bankruptcy loans.Operational accountability for identifying, creating, driving, and implementing corrective actions/remediation items. (SHRPs, CIT, and C2Cs). 100% success rate on closing out SHRPS within established deadlines.Operational accountability to maintain a pipeline of change controls and ensure accurate/complete implementation. 100% SLA compliance rate YTD.Research Remediation Manager 2 -- Wells Fargo Home Mortgage 04/2015 to 05/2017Manager for the Loss Mitigation Appeals (LMA) group - overseeing all areas of risk management; including control reporting, ensuring compliance with regulatory and operational guidelines, completing audit reviews, QA trend analysis, and reporting out data to senior leadersActively involved in creating, maintaining, and validating functional reportsInvolved in hiring, training, and developing front line team membersIn charge of change management for the line of business through use of BDIs, formal change controls, operational process changes, and strategic long term planning.Researching, facilitating, and implementing new processes, procedures, and business systems to enhance the departments efficiency, control costs, and mitigate risk.Regular review of CFPB, DSQA, and RECOR audit findings and reporting out to senior leadership or completing action plans as needed.Responsible for overseeing all day-to-day operations, including managing workloads, staffing, and logistical requirementsResponsible for coordinating Business Continuity Planning (BCP) efforts for the department: Training, assessing the scale of the scenario, implementation, and evaluation.Research Remediation Analyst 2 -- Wells Fargo Home Mortgage - 03/2014 to 04/2015Team lead for the Loss Mitigation Appeals (LMA) group. Mapped over to new department in December 2014 and quickly demonstrated leadership abilities, earning a promotion to RRA2 within 3 months of being in the departmentResponsible for ensuring all daily work lists were accurate, and provided to team members in a timely mannerAccountable for drafting and implementing new standard operating procedures for the entire departmentAssisting with risk management activities; including control reporting, ensuring compliance with Federal guidelines, completing audit reviews and reporting out data to senior leadersResolved complex loan level and process issues, including potential audit findings and root cause analysisWorked directly with internal business partners to educate and streamline collaboration within the appeals processFacilitated and led conference calls with internal partners and presented metrics to leadership on a regular basisCreated and implemented formal training process for new and existing team membersResearch Remediation Analyst 1 -- Wells Fargo Home Equity 03/2012 to 03/2014Research/Remediation Analyst in charge of overseeing all aspects of the loss mitigation appeals processWorked directly with cross functional business partners to ensure appeal decisions were made within CFPB guidelinesEnsured the accuracy and timeliness of appeals letters used to satisfy internal metricsAnalyzed and audited accounts in the various stages of the foreclosure process, to ensure accuracy and minimize risk.Operational accountability to work with leadership to design and implement new processes and procedures.Loan Adjustor Wells Fargo Home Mortgage Loss Mitigation 03/2010 to 03/2012Negotiated short sales and performed underwriting duties in Loss Mitigation working with realtors and customers directlyResponsible for completing detailed financial calculations and technology tools to assess the borrowers financial position, and process short sale approvals and declines. Created approval and denial letters as needed.Worked with all investor types within WFHM: Wells owned, private, FNMA, FHLMC, etc.Maintain working knowledge of company, Government, MI, and investor guidelinesSuccessful record of meeting productivity targets, while still minimizing loss to Wells Fargo, investors, and MI companiesTrained team members and management on all aspects of HAFA short sales and helped to create and overhaul proceduresWorked with management to design and implement process enhancement and technology projects.Education:University of Iowa -- (2008)BA in Business Studies /Interdepartmental StudiesEntrepreneurial Management Certificate |
