Experiences at Wells Fargo

They look for people with strong sales skills and strong and assertive personalities. They also want people who have strong customer service skills.

Being confident and competent when it comes to customer relations. This is a very customer driven industry, and having the ability to balance the needs of the customer with the goals of the company is a necessary skill.

Presentation, providing team work and dedication

??? Act as a team lead for approximate 15 individuals of production and compliance team members in the Reverse Mortgage closing dept.
??? Responsible for giving work direction to team members and day to day operational responsibility for a specific function.
??? Handles 20-25 escalated calls monthly, loan scenarios and/or customer concerns.
??? Provide 6 daily reports to upper management using Excel and other industry specific programs...

Established new deposit accounts, refer to appropriate consultants, cross sales, build relationships.

Daily Balance of Cash Drawer
Assisted Customers with Financial Transactions
Took Inventory and Placed Order for Supplies
Office Equipment: Fax Machine, Photocopier, And Multi Phone Lines

Developed code changes to solve a number of problems with the system. The major issue was the submission of multiple files losing the last file. This included the testing procedures, risk assessment and fall back procedures.

Responsible for processing customer transactions, cashing checks, selling money orders, cross selling accounts, money handling and balancing

I was transfered over from the previous company Washington Mutual

??Verifying Customers information on Paid off loans.
??Logging in all Files and documents received.
?? Keep vault organized.
??Set up work for next business day for the processors
??Pulling and scanning files to shelves, and or processors
??Processing files for Paid of Loans,
??Printing Cover letters for Documents being sent to the homeowners of Paid off Loans.
??Reconciling duplicate files....