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yyyyyy x. yyyyyy 0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
objective
experienced financial services professional eager to contribute dynamic loan servicing, operations, analysis, tax processing, research, administrative and coordination skills in a challenging credit analysis & underwriting assignment.
career profile
ø over 22 years of successful financial service industry background.
ø expertise in all facets of commercial tax processing, loans, underwriting, documentation and loan application servicing.
ø knowledgeable in process, cost improvement and financial control.
ø skilled in team leadership in highly competitive environment.
ø deliver exceptional customer service.
ø strong abilities in research, payments, line advances and quality assurance.
ø excellent communication and presentation skill sets.
ø strong capacity in leading and developing professional personnel.
ø award-winning record of progression to assignments of increasing authority and responsibility.
ø well-organized multi-tasker with strong detail orientation.
ø proficient in advanced business software applications.
technology skills
strategy, wlis, wepod, hogan, ceo, lcs, afs, athena, windows 2000, ms office suite
professional experience
wells fargo bank 1988 - present
loan servicing specialist 2008 - present
promoted to receive/renew incoming assignments and modify documentation using multiple online resources.
tasked with responsibility for comprehensive process management.
contact appropriate resources to resolve complex customer problems.
prepare, edit and proofread paperwork prior to distribution, under general supervision.
serve as escalation point for junior processors and complex issues.
facilitate employee training.
loan servicing specialist - tax department 2006 - 2008
processed state tax payments, escrow constants, partial releases, assumptions and loan modifications.
coordinated with taxing authorities, borrowers, attorneys and related parties.
transferred funds, balanced general ledger accounts, monitored incoming cash and disbursed funds.
compiled loan tax calculations, researched of loan documents and property descriptions.
analyzed escrow accounts to project escrow overages and shortages for previous year.
credit analyst - letters of credit department 2001 - 2006
performed letter of credit applications, credit write-ups, underwriting and documentation.
ensured signed loan documentation from customer and originated letter of credit packages for imaging.
retrieved documents and related information needed from bank systems with imaging, afs and lcs.
coordinated with rms, business and retail bankers, loan officers and trade services.
aided internal/external customers with letter of credit help-line.
recipient of mvp awards and my customer said wow recognitions.
other experience
prior to 2001, served wells fargo as work director and research specialist. in these assignments, built outstanding analysis, underwriting, relationship management, qa and research skill sets.
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