Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Lead Audit Manager
Wells FargoLead Audit Manager
May. 2023United StatesInternal Audit
Senior Auditor
Wells FargoSenior Auditor
Jun. 2019 - May. 2023United States
Revenue Tax Specialist
Minnesota Department of RevenueRevenue Tax Specialist
May. 2018 - Jun. 2019
Quality Assurance Analyst 2
Wells FargoQuality Assurance Analyst 2
Sep. 2015 - May. 2018United States• Support our Enterprise Global Service in India by providing audit feedback and answering queries via emails and virtual meetings • Mentor and develop team members regarding audits results through insightful feedback • Develop, implement and enhance policies, procedures, and training materials to assure compliance with investor/insurer regulations, maximize efficiency and minimize monetary losses • Train, facilitate and audit other Quality Assurance Analysts on reviewing different product types • Research, compile, analyze, and report operational data from multiple sources including unit production, productivity, risk and quality statistics • Participated in internal projects and system development: including testing new system interface, presenting monthly department data analysis to team members and management
Loan Documentation Specialist 5
Wells FargoLoan Documentation Specialist 5
Dec. 2013 - Sep. 2015minneapolis, MN• Manage over 40 plus clients inventories • Perform daily clients queries via emails and telephone • Prepare clients trending reports to help increase client efficiency • Perform extensive research to ensure all loans are in compliance with mortgage regulatory regulations and Wells Fargo compliance policies Improve client relationships by providing superior customer service as a liaison among sales, risk, and operational branches.
Loan Documentation Specialist 4
Wells FargoLoan Documentation Specialist 4
Jan. 2012 - Dec. 2013minneapolis• High performance in purchase clearing duties with 5 accuracy rating, 4 customers services and a 4 business and professional practices rating • Collaborate/support the collateral department in reviewing notes • Support team lead • Develop and assist purchase clearing training materials • Trained and audit incoming purchase clearing analyst • Participate in internal projects and system development: PC scrubs, PC standard work, CLOUD, collateral queue database
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Lee on Intch
Data Entry
525823 people
17
Assistant manager
16
Customer service specialist
17
Sr Director, Customer Support
Data EntryTyping Specialist
149897 people
17
Sr Director, Customer Support
17
IT Tier 1 Support @ University Hospital of the West Indies
16
Actor