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Work Background
Wells FargoLead Audit Manager
May. 2023United StatesInternal Audit
Wells FargoSenior Auditor
Jun. 2019 - May. 2023United States
Minnesota Department of RevenueRevenue Tax Specialist
May. 2018 - Jun. 2019
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
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.
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
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