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Work Background
TDSolutions Analyst II
Jul. 2021 - May. 2024Lexington, South Carolina, United StatesSupport TD Banks Line of Business, Risk, and Operational partners to facilitate business line testing required for solutions. Support includes planning, business requirements, and vendor relationship management. • Participated in enterprise solution design, development, and documents standards that apply for business applications using the agile method. • Worked individually on small projects for testing and implementation of system requested changes. • Able to Troubleshoot, research and correct system malfunctions.
• Worked with the line of business to determine solutions that would enhance Encompass mortgage system. • Conducted reviews of test plans and procedures and made necessary changes. • Define testing acceptance criteria for supported Retail Lending Applications.
• Identify, coordinate and/or execute business testing specific to document changes for Retail Lending.
• Support Encompass Reporting, Roostify, SQL Change Management, and FileNet
• Analyze and evaluate policies, procedures, and guidelines for testing activities within the Department.
• Gathered Detailed Business Requirements to ensure testing is executed propertly.
• Conduct and Coordinate Testing Activities.
• Identified and created recommendations to improve system functionality.
• Implemented Defect Resolution to improve working times
TDMortgage Specialist IV
Oct. 2010 - Jul. 2021Lexington, South Carolina, United StatesProvide internal support to external and internal business partners. • Analyze wealth statements and provide Loan Value Analysis in excel reporting reports. • Research File retention and compile data, for Equal Credit Opportunity Act (ECOA) compliance review for fair lending. • Review procedures and policies to make sure received documentation complies with guidelines. • Review legal documents submitted by customer to insure documentation is with our compliance and guidelines. • Lead weekly conference calls with Loan originators to discuss process flow. • Successfully built and managed relationships
• Work with vendors and field personal. • Team lead providing support to new hires, team members, and lead weekly calls with business partners to ensure understanding of the process flow.
• Provided support for process improvements that will generate positive results and a more streamlined process. • Maintain procedures for the mortgage department.
• Prioritize assignments and meet deadlines. • Provide clear and concise communication to internal and external clients.
Wells FargoCustomer Service Representative
May. 2006 - Oct. 2010Columbia, South Carolina AreaWorked with clients to establish loans, mortgages, and lines of credit. Performed safe deposit box transactions and assisted with customer inquiries for detailed account transactions. Reconciled and found banking errors and resolved transaction inconsistencies. • Research customer transactions for reconciliation and out of balance issues for financial service representatives assisting customers. • Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits in a timely manner.
• Process stop payments and customer charge disputes. • Built client relationships with excellent customer service and communication skills that generated new account opening.
• By understanding retail policies and procedures effectively reduced the risk of negative customer interactions by 90%.
Club CarProject Coordinator I
Feb. 2004 - Apr. 2006Augusta, Georgia AreaAssist the international sales representative with finalizing sales reports. This report was to insure estimated shipping dates and pricing for service parts. Finalized reports through excel spread sheet. Built working relationship with vendors to insure timely receipt of product shipments. • Created data reports using Microsoft excel for daily invoicing and shipping information.
• Tracked shipping ensured quality control on printed products and coordinated delivery logistics.
• Used Oracle and Matrix system to locate order shipping information.
• Led conference calls to review project plan with project team
• Updated and track interdepartmental project schedules in a timely and efficient manner using Excel to increase sales volumes.
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