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Accounting Specialist - Bonus Commission Accounting Resume Example

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ACCOUNTING SPECIALIST - BONUS COMMISSION ACCOUNTING
Professional Summary

Many line of business positions within the Home Lending organization including working within the HMDA and CRA analytics group and the Fair Lending Strategic Analytics group prior to joining Regulatory Compliance Risk Management.

Core Qualifications
  • Excellent interpersonal communication skills
  • Demonstrated ability to build effective partnerships
  • Strong analytical skills with attention to detail
  • Experience within the consumer lending group line of business
  • Good understanding of Fair Lending and UDAAP regulatory compliance risks across the enterprise
Experience
Accounting Specialist - Bonus Commission Accounting
 Wells Fargo － Des Moines, IA
  • Assist Branch and Regional level managers on commission payments adhering to company compensation plans.
  • Train Branch managers on automated commission system.
  • Review and investigate variances on commission and bonus payments.
Compliance Consultant 4
December 2014 to December 2015 Wells Fargo － Des Moines, IA
  • Provide regulatory compliance risk management oversight, guidance and credible challenge for Fair Lending and UDAAP within the Home Lending lines of business.
  • Build strong partnerships and work collaboratively with the line of business partners, RCRM partners and the law department partners.
  • Produce quarterly program evaluations for the Home Lending lines of business assessing regulatory compliance risk for Fair Lending and UDAAP based on evaluation of numerous input sources.
  • Evolve the risk management oversight activities to provide guidance and expertise that focuses on regulatory risk issues that encompass a corporate-wide perspective of risk.
  • Provide guidance and oversight for regulatory change management initiatives.
  • Provide subject matter expertise for Fair Lending and UDAAP regulatory compliance risk.
Compliance Consultant 3
September 2014 to December 2015 Wells Fargo － Des Moines, IA
Various Positions within the organization
July 1996 to December 2015 Wells Fargo － Des Moines, IA
Compliance Consultant
September 2014 to December 2014 Wells Fargo － Des Moines, IA
  • Provide oversight, guidance and credible challenge for Fair Lending regulatory risk management activities.
  • Provide proponent role assistance and perform enterprise assessment of assigned regulations.
  • Provide the Fair Lending monitoring framework for consumer lending lines of business to determine any gaps in processes.
  • Horizontal review of the key Fair Lending issues across the enterprise for further review and focus.
Risk Management Consultant - Strategic Analytics
August 2009 to September 2014 Wells Fargo － Des Moines, IA
  • Practice group lead for the Loan Review of WFHM Retail All-in-Price Fair Lending analysis for 2Q 2014 and previously the practice group lead for the Loan Review of the Loss Mitigation Fair Lending analysis for WFHM, Wells PAP, WFF and WFHE reviews.
  • Provide work direction to other analysts on the team while directing and conducting in-depth fair lending risk analysis reviews.
  • Lead the development and implementation of appropriate analytical strategies to effectively assess fair lending risk for established reviews and new business line reviews.
  • Identify business factors along with data elements that should be considered in the statistical models, and know and understand the policies and products within the business channel.
  • Foster and maintain collaborative working relationships with legal counsel, compliance and the business line management to develop innovative and effective resolutions.
  • Provide support for fair lending regulatory exams, audits and litigation by providing additional analysis and coordinating and monitoring receipt of requested items.
  • Identify and report any additional areas of risk to the business and Regulatory Compliance Risk Management partners while completing Fair Lending analysis.
  • Prepare memos and presentations for legal counsel and the business on fair lending risk analysis reviews.
  • Know and understand statistical models and the business factors to be considered within the models and collaborate with the Statistical Analytics and Data Analytics teams throughout the fair lending reviews.
Financial Consultant - Retail Finance
November 2004 to August 2009 Wells Fargo － Des Moies, IA
  • Responsible for database management for all databases used in the Pricing and Products group of Retail Finance -includes daily and weekly updates and validation for 9 data sets including Funded volume, Registered volume, Cancelled volume, Locked volume and Pipeline volume from AIMS universe and other data sources Provide Diverse Segment monthly volume and forecasting reporting and adhoc requests at the Division, Region and Area level for LMI and Minority goals - supporting Regional Diverse Segment VP and Managers.
  • Assist in Diverse Segment Goal planning and implementation annually within Distributed and Centralized Retail channels BCP Plan Administrator for Retail Finance groups including all updates , maintenance and simulation events Administer and authorize national pricing subsidy program for retail distributed branches including reporting and monthly branch subsidy incentive credits Produce and analyze weekly and monthly product reporting from registered and funded loan volume.
  • Compile new product volume tracking and reporting.
  • Includes defining and compiling program specifications through involvement with project team meetings during the product development stage.
Compliance Consultant
January 2001 to November 2004 Wells Fargo － Des Moines, IA
  • Prepare and identify CRA reporting criteria for management using Business Objects, Access, and Excel Compile and analyze monthly and quarterly reporting based on CRA goals that were defined based on recommendations and research in specific targeted MSAs Prepare and compile reporting to the Fair Lending Steering Committee corporate wide with drill down analysis by entity and market for disparity by race and income Compile HMDA peer data Market Share reports drilled down by ethnicity, income level, market MSA, entity, and company rankings within the areas Assist in defining CRA Goals annually for Tier MSAs Department: Emerging Markets.
Analyst - Emerging Markets
June 1999 to January 2001 Wells Fargo － Des Moines, IA
  • Develop and analyze reporting based on Emerging Markets targeted MSA (Metropolitan Statistical Area) goals.
  • Investigate and recommend Emerging Market goals based on company production and overall market trends and competitor penetration.
  • Compile local market analysis of specific targeted MSAs based on competitor and market research.
Analyst - Finance Research
January 1998 to June 1999 Wells Fargo － Des Moines, IA
  • Investigate general ledger adjustments for P&L Branch Mangers.
  • Develop and recommend improved procedures for specific expense adjustments where issues were escalated.
  • Facilitate an automated customer service system based on identification of transactions and areas of responsibility within the company.
  • Department: Bonus Commission Accounting - 07/1996-1/1998.
Education
Bachelor Degree : Finance, 2008 Upper Iowa University － West Des Moines, IA GPA: GPA: 3.9

Finance GPA: 3.9

In process of completing CRCM certification - exam date 03/16

Skills

Advanced Microsoft Office skills

Excellent verbal and written communication skills

Ability to interact within all levels of the organization

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Resume Overview

Companies Worked For:

  • Wells Fargo

School Attended

  • Upper Iowa University

Job Titles Held:

  • Accounting Specialist - Bonus Commission Accounting
  • Compliance Consultant 4
  • Compliance Consultant 3
  • Various Positions within the organization
  • Compliance Consultant
  • Risk Management Consultant - Strategic Analytics
  • Financial Consultant - Retail Finance
  • Analyst - Emerging Markets
  • Analyst - Finance Research

Degrees

  • Bachelor Degree : Finance , 2008

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