Client Service Consultant 3 Resume Example
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CLIENT SERVICE CONSULTANT 3
Executive Summary
Well-rounded business leader, history in the Financial Industry with expertise in investigation, implementation and
analysis. Forward looking focused to identify and develop short term opportunities and long term growth strategies
via margin enhancement, productivity and acquisition. Passion for developing talent and internal bench strength.
Summary of Skills
Microsoft Office Suite, LPS Desktop, MPLS, LM Workflow Pipeline Report, VendorScape, IAM
Application, Servicing Agreement - Investor Services | MSP,Servicing Data & Analytics Report Portal. GEM, Wells Integrated Servicing Portal, SharePomt, SAS/SQL, ICMP, Performance and Incentive Management, Clara & Daisy |
Achievements
- Tested and implemented pilot program for tool that identifies imminent default
- Built and implemented Days to Decision Tracking program
- Piloted Early Resolution in which all workflow for reps is scheduled and monitored
- Received several recognition rewards relating to performance
- Was asked to represent and speak on behalf of Wells Fargo during onsite private investor annual audits
- Given loss mitigation portfolio management responsibility for key client (Babson Capital), which was outside of normal scope for this role
- Received multiple quality star awards pertaining to several projects completed before deadline and with smooth implementation
- Traveled to several states to assist in running effective Home Preservation events
- Earned Top Producer Award in 2009
Professional Experience
Client Service Consultant 3Oct 2008 to Jun 2016
Wells Fargo － Deerfield Beach , FL
Wells Fargo － Deerfield Beach , FL
- Promoted to Client Service Consultant 3 in October 2011
- Manage business risks and continuously improve business performance for all private investor portfolios
- Design and implement multiple reports that increased portfolio return, improved process efficiency and provide greater portfolio visibility
- Analyze and transform raw system data into value added trend and variance analysis focused on identifying opportunities, preventing potential loss, adhering to federal guidelines and enforcing positive production
- Manage two regional portfolios comprised of 500 loans totaling $250M
- Liaison between internal implementation team and external investors to adhere to strict statutory and investor specific guidelines
- Support internal and external customers by providing a complex variety of support services, account management and operations documentation
- Meet monthly with executive leaders of regional portfolios to discuss overall health of portfolio and updates on key negative value drivers with loss mitigation options
- Consult with project managers, business line leaders and project teams to establish appropriate implementation strategy and workflow for strategic initiatives
- Evaluate current business practices and policies and recommend the most effective integration strategy
Home Preservation Specialist - Loss Mitigation
Wells Fargo Home Mortgage
- Responsible for underwriting specialty investor default loans for potential retention by adhering to the different investor's specific guidelines in place
- Review loan history, calculate the customer's income, recognize the customer's hardship and review the credit history in an effort to make a decision that is in the best interest of the mortgagor Active in developing new business strategies to improve personal and team performance resulting in exceeded department production goals as well as constant improvements in customer satisfaction
- Communicate daily with management, vendors, and other various departments to keep all parties informed and up to date on the status and progress of active Loss Mitigation files
Mortgage BankerFeb 2007 to Oct 2008
Bank Of The West － Alliance , NE
Bank Of The West － Alliance , NE
- Researched and refinanced current GMAC portfolio loans by creating a sense of urgency and necessity to customers that were otherwise not aware of their current mortgage situation, resulting in substantial revenue for the company with little or no overhead cost
- Maintained a strong customer relationship throughout the refinance process by providing the consumer with the knowledge and confidence needed to make an informed mortgage decision
- Worked as a team with title companies, processors, underwriters, and settlement teams as well as third party vendors to ensure the loan process was successful from the origination of the loan to the closing of the loan
- Consistently exceeded the goal set by employer by funding greater than $850,000 in loans each month
Mortgage BankerAug 2005 to Feb 2007
Bank Of The West － Benicia , CA
Bank Of The West － Benicia , CA
Sales Account ManagerJul 2003 to Aug 2005
Abb Ltd － Senatobia , MS
Abb Ltd － Senatobia , MS
Education
Bachelor of Science, Multi-Media CommunicationsIndiana University of PennsylvaniaMulti-Media Communications
Skills
account
management, business strategies, closing, Consultant 3, credit, client, customer satisfaction, documentation, guidelines, Microsoft Office Suite, policies, processors, producer, progress, sales, SAS, SQL, strategy, strategic, trend, underwriting, variance analysis, workflow
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Resume Overview
School Attended
- Indiana University of Pennsylvania
Job Titles Held:
- Client Service Consultant 3
- Mortgage Banker
- Sales Account Manager
Degrees
- Bachelor of Science , Multi-Media Communications
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