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.
Coursework in Business Operations, Accounting, Marketing, Statistics, Macro and Microeconomics
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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