Financial professional with over 5 years of experience in compliance, documentation review, and relationship management. Accomplished in strengthening training materials cutting onboarding timeline by 50% and increasing overall team performance by 70%. Key strengths include developing partnerships with clients, working with cross-functional teams to meet objectives, and effectuating change management. Experienced in managing multiple portfolios, proactively monitoring operational risks and controls, working on agile teams to test system improvements to support critical technology enhancements, and providing leadership and guidance to lower-level associates.
-
Gcm Client Administrator IiWilmington Trust Aug 2023 - PresentWilmington, De, Us* Disbursed over 100 annual and quarterly investment dividend payments in a timely manner consistent with Service Level Agreements* Collected over $30,000 in aged receivables through concise and diligent communication with clients* Completed initial account set up, income disbursement identification and pending invoice processing on over 130 Business Escrow, Custody, Disbursing Agent and Paying Agent accounts*Built strong working relationships with Business Escrow team members to ensure a cohesive and effective transition during business line consolidation -
Commercial Loan Closing AssociateWells Fargo Jan 2022 - Aug 2023San Francisco, California, Us* Assisted with creating a companywide Career Pathways tool that helps employees track and plan their career progression* Routinely communicate with over 50 clients and associates to ensure timely and accurate loan closings while ensuring compliance with all bank policies, procedures, and regulatory requirements* Perform monthly User Acceptance Testing to ensure software and procedures perform up to developmental specifications and standards* Oversee a monthly pipeline of 50-75 mid to high complexity Commercial loan modifications to ensure regulatory, lender and line of business compliance -
Wholesale Loan AdministratorWells Fargo Jul 2019 - Jan 2022San Francisco, California, Us* Managed daily communication with multiple line of business partners to ensure all necessary loan documentation was requested, processed, received, reviewed and approved. * Maintained high performance goals of 85% accuracy throughout all events* Performed ongoing portfolio review of 50-100 monthly mid to high complexity new commercial loans while preforming all customer, loan and regulatory due diligence
-
Loan Documentation SpecialistWells Fargo Jan 2019 - Jul 2019San Francisco, California, Us* Handled day-to-day administration pipeline of over 100 loan document accounts.* Improved group efficiency to over 80% through accurate review, remediation, and approval.* Leveraged Subject Matter Expertise to effectively train 6 new hires and cut training timeline by 50%.
-
Temporary Underwriting TechnicianRandstad Technologies Us May 2018 - Dec 2018Atlanta, Ga, Us* Provided customer and administrative support for more than 50 workers’ compensation policy holders, claimants, insurance agents, and medical providers, while generating and delivering sensitive claims and policy information within tight deadlines * Administered support to the Policy Services department through making amendments to policy terms, policy statuses, general policy information, as well as analyzing and processing external vendor audits -
Temporary Stop Loss CoordinatorRandstad Technologies Us Dec 2017 - Apr 2018Atlanta, Ga, Us* Administered prompt and accurate operational and administrative support and advice to client representatives, team members, and outside contacts through telephone and email communication with regard to individual and aggregate excess risk claims* Supplied administrative support to the Stop Loss department by amending changes to update broker and client information timely and accurately * Submitted Stop Loss claim submissions to streamline the claims processes for faster and more accurate reimbursement
-
Temporary Academic Support CoordinatorRobert Half Aug 2017 - Dec 2017Menlo Park, Ca, Us* Provided prompt and accurate pastoral and operational support and advice to students through telephone and email, signposting students to other areas of support, as necessary * Handled administrative support for Academic Advisors including special projects, correspondence and data compilation * Maintained accurate records using internal systems and multiple computer screens to handle student data in accordance with data protection policies and practices
Bradley Pierson Education Details
-
Metro State UniversityGeneral -
University Of MinnesotaCommunication Studies
Frequently Asked Questions about Bradley Pierson
What company does Bradley Pierson work for?
Bradley Pierson works for Wilmington Trust
What is Bradley Pierson's role at the current company?
Bradley Pierson's current role is GCM Client Administrator II.
What schools did Bradley Pierson attend?
Bradley Pierson attended Metro State University, University Of Minnesota.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial