Sr. Credit Associate Resume Example
Current Sr. Credit Associate for Wealth Management. Versatile, reliable and efficient with 10+ years of experience supporting financial advisors and credit underwriters in high paced deadline oriented environment. Diversified skills include client relations, loan system training, project and administrative support. Excellent phone and digital communication skills.
Proficient in the following internal Wells Fargo systems STOC, CAtools, AFS, BETA, Store Vision Platform, Wisdom, and TaskManagement Tool | Proficient in Microsoft Office Suite applications. Exemplary Customer Service Accountable and Reliable in tense situations. |
- Participate in the risk management of $1 billion commercial loan portfolio
- Identified and resolved collateral out of margin events by reviewing out of margin notifications to determine if material
- Provided advance warning to underwriter and clients of potential margin calls
- Identify and resolve past dues loan payments by coordinating with Financial Advisor and and clients when necessary
- Manage loan closing process and resolve post-closing documentation deficiencies
- Create Caterms and property folders in CATools, assuring compliance with Credit policies
- Create, update or delete servicing events in CATools as appropriate
- Oversee the financial collection process required annually for clients
- Complete post closing review of high net worth clients loans to insure accuracy of information in AFS and STOC systems
- Maintained master file listing all clients in loan portfolio including loan amount and account information for both domestic and international loans
- Assure BETA & STOC systems reflects appropriate collateral coding
- Reviewed client credit file in CATools and input financial advisor compensation using Wisdom system
- Generate quarterly report for Financial Advisor compensation
- Initial point of contact for loan servicing requests for Wealth clients and Financial Advisors
- Deliver prompt, professional, and courteous service to high net worth clients
- Evaluate incoming credit requests and direct to appropriate Wealth Credit Underwriter or extend warm hand off to partner lenders
- Review and process client advance and wire requests by completing call back verification and input into SVP or TMT systems
- Resolve client or financial advisor complaints in regard to billing or client information
- Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
- Made copies, sent faxes and handled all incoming and outgoing correspondence including loan packages
- Managed the day-to-day calendar for the loan team manager.
- Managed daily office operations and maintenance of equipment.
- Worked with Wachovia Securites representative to complete the processing of loan Control Agreement and collateral titling
- Provide prompt and professional service to Wachovia Online clients via phone, including resolving technical issues, account disputes, and bill payment assistance which sometimes required contacting third parties to determine problem and provide resolution.
- Assisted clients with opening, closing, and linking accounts to their online profile as well providing assistance for clients using the Quicken Program.
Coursework in Business Operations, Accounting, Marketing, Statistics, Macro and Microeconomics
- Participated in the Securities Collateral Tracking Project in December 2006 as part of the original roll out of the STOC system for Wachovia.
- Trained Wells Fargo Private Bankers and Associates on using CATools as part of the On Boarding Project in 2010 as part of merger between Wells Fargo and Wachovia
- Multiple Shared Success Rewards from members of Wealth Management and Wells Fargo Advisors for Exceeding Expectations, Teamwork & Partnership, and Unmatched Customer Service.
account review, loan processing and closing, billing, client communication, superior customer support, database management, loan documentation, forms, system training, office equipment, policy review, team player, written
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Resume Overview
School Attended
- Virginia Commonwealth University
Job Titles Held:
- Sr. Credit Associate
- Administrative Assistant
- Customer Service Representative
Degrees
- English 2016
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