• Respond promptly to Commercial Term lending clients’ inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards. • Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency. • Maintained accurate record-keeping with initiative-taking attention to client information updates

• Served as a subject matter expert for both internal teams and clients during the Cash Vault implementation process, providing guidance and clarification when needed. • Delivered exceptionally elevated level of professionalism and support to each client, upholding company's commitment to service. Streamlined implementation processes for faster project completion and higher customer satisfaction

• Execute the processes for monitoring performance management and compensation requirements aligned to the Misconduct Accountability Program with in Human Resources• First level review and challenge manager defined rationale to ensure meaningful and performance-based feedback is included as defined within ICRM policy and standards• Consult with managers, when needed to ensure compliance with ICR and MAP policy and standards. • Acting as a leader in the Billing Department for Wells Fargo Bank Commercial Card/PCard customers a Treasury Management product. • Perform ongoing reviews and generates reports summarizing results for the Commercial Card product. Identifies risks and problem areas and recommends standards, policies, and procedures to correct deficiencies and improve performance. • Identifies issues, exceptions and patterns, escalates to management for resolution and formally documents findings.• Extensive knowledge in ACH, Account Analysis, General Ledger reconciling and customer service.