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Wells Fargo - Financial Controls Specialist Resume Example

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Skylar Simmons
XXX XXXXXX XXX , Roanoke , VA 24015 | (H) XXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXXXXXXX
Summary
Financial controls specialist who resolves complex escalations meets tight deadlines on assignment. Possesses valuable knowledge of both home equity and mortgage processes with regard to underwriting, document preparation, audit, and funding. Desires to apply knowledge at a base and effectively be pro-active at streamlining the process. 
Skills
  • Skilled researcher into customer escalations for resolution 
  • Effective at creating training templates/job aids for future use to new-hires
  • Excels at networking and maintaining close professional relationships  with internal clientele, especially those not local to site
Experience
Financial Controls Specialist 10/2012 to Present
Wells Fargo Roanoke, VA

Promoted to position in Feb 2015 Coordinating with Funding in Billings to streamline process.Still assisting with Doc prep questions as needed, provided training materials to be reviewed/used publicly.

  • Handle SIMO, closing agent, customer, and banker calls for statuses of funding.
  • Assisted with beginning stages of Funding Training earlier this year.
  • Will be celebrating fifth year with the company this September

Document Preparation Specialist/LDS3 Audit Underwriter and Home Equity Specialist's process to ensure smooth closing with documents Answer questions in open department setting to all work peers. Handled numerous rushes and customer escalations to assist with closing in time, and enable minimum impact to customer's closing as needed.

  • Performed at a Overall level 4 in position, promoted to LDS4 shortly thereafter 
  • Submitted procedural updates to Liabilities and ACH process.
Sales Specialist 08/2011 to 10/2012
Wells Fargo Customer Connection Roanoke, VA
  • SAFE certified on regulation, processes and procedures.
  • Maintained accurate reporting for individual team to keep access to stats.
  • Performed at Overall 3 in position, while pursuing schooling full-time to associates degree.
Home Equity Customer Care Representative 09/2010 to 08/2011
Wells Fargo Roanoke, va
Handled customer inquiries on home equity accounts. Resolved errors reporting on ACH, payment dates, invalid credit balances, lost/stolen Home Equity Access Checks. Assisted with the ordering of specialized checks for customer use. Researched customer contracts of Home Equity to inform them of their EOD date, and maturity date. Handled customer escalations regarding force placed insurance. Trained new team members on the uses for HOGAN and SHAW. 
Education
Associates of Applied Science: Sep 2011 Virginia Western - Roanoke, VA
Southwest Guildford High - Point, NC Magna Cum Laude
Member of the National Honors Society
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Resume Details

This is a real resume for a Financial Controls Specialist in Roanoke, Virginia with experience working for such companies as Wells Fargo, Wells Fargo Customer Connection. This is one of the hundreds of Financial Controls Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Financial Controls Specialist resume.

Previous Companies:

  • Wells Fargo
  • Wells Fargo Customer Connection

Previous Job Positions:

  • Financial Controls Specialist
  • Sales Specialist
  • Home Equity Customer Care Representative

Schools:

  • Virginia Western
  • Southwest Guildford High

Level of Education:

  • Associates of Applied Science

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