Experienced, results-driven professional with 6+ years of experience working in the commercial and retail banking industry. Consistent track record for going above and beyond for the company and valued customers.
Overview
6
6
years of professional experience
Work History
SENIOR QUALITY ASSURANCE ADMINISTRATOR
WellsFargo
07.2023 - Current
Core responsibility of this role is to identify, track and resolve errors in recently booked commercial loans and loan maintenance transactions
This is accomplished by comparing legal documentation received in the booking package (Credit Agreement, Notes, Credit Reports, and Board & Disburse) against the information on populating in AFS
Loans Products Reviewed: Bond, Denver special products, Roanoke special products, IGL (Letter of Credit), Purchase Card bookings (booking audits includes Customer level information, Loan Level indicative data), Rates (including SWAPS, LIBOR, SOFR and derived rates), fees (including unused fees), commitment balance, original balance, and Billing schedules
Loans Types Reviewed: New Renewal, Extension, Modification and Notification
Loan Maintenance Transactions Reviewed: Loan payoffs, Revised ticklers, Principle repayment schedules, Interest billing schedules, Interest payments, Principle payments, payoffs, extended maturity date options, renewal maturity date options, rates (including SWAPS, LIBOR, SOFR and derived rates) rate options and wires
Senior Information Security Engineer/Senior Assistant Vice President at WellsFargoSenior Information Security Engineer/Senior Assistant Vice President at WellsFargo