Brandy Buttram Email & Phone Number

San Francisco Bay Area

San Francisco, California

San Francisco

San Francisco Bay Area

Middle Market Banking Financial Analyst - Mt. Diablo Regional Commercial Banking Office (RCBO), Walnut Creek, CAResponsibilities Included: Financial, market and industry analysis, relationship due diligence, credit underwriting, basic loan structuring, execution of credit transactions, day to day Portfolio monitoring, and compliance review. Supported Deal.

San Francisco Bay Area

• Strategic planning and coordination of activities around the Middle Market Banking Financial Analyst Program development
• Site Administrator for three Commercial Banking SharePoint Sites
• Successfully led and coordinated onboarding activities for 100+ Financial Analysts for seven locations across the United States, including large-scale system access and equipment implementation projects
• Compiled documentation for regulatory reporting for the Centralized Underwriting group to meet industry standards
• Handled scheduling, project status updates, labor tracking, and meeting minutes for project managers and upper management
• Planned and arranged offsite meetings and events, including arrangement of activities, meeting space decisions, budgeting, and contract negotiations

San Francisco Bay Area

• Managed advertising campaign to promote a charity event that raised over $10k and reinforced Wells Fargo’s philanthropic brand image
• Worked as part of implementation team for event mobile application utilized for executive-level client facing events to promote brand recognition
• Led the successful execution of four biography book projects from concept to delivery to be utilized for internal and external meetings and conferences
• Composed a featured interview article promoting an event which reached an internal audience of 1500+ team members
• Planned and organized photo-shoots in multiple cities, handled distribution and billing of completed shoots

San Francisco Bay Area

• Provided Administrative Support and managed an office suite for Wells Fargo’s Healthcare and Gaming Investment Banking groups.
• Wide ranging responsibilities include: implementation of office procedures and processes, customer liaison, resource and supply procurement, general accounting functions, international and domestic travel arrangements.
• Scheduled and coordinated internal and external client meetings and events. Duties included: procurement of event space, price negotiations, agenda production, and payment authorizations
• Utilized Salesforce Customer Relationship Management tool in an administrative capacity for user training, meeting tracking, call reporting, and entering company and client information

• Managed calendars for an executive vice president and four managing directors, as well as a team of 20+ Financial Marketers and Analysts
• Executed travel arrangements and managed itineraries for several traveling marketers (nationwide)
• Answered phones and selectively routed calls for 20+ lines, including CIS Toll Free lines
• Generated Excel reports to track transaction details and provide ad-hoc reports
• Participated as a member of the Wells Fargo Securities Administrative Team, which involved back-up responsibilities and training of other administrative team members

National Business Banking Center - Sacramento, California Area

• Broad experience and exposure to several departments within the National Business Banking Center (NBBC) including but not limited to: Call Center Customer Service and Reception, Human Resources and Recruiting, Learning.
• Provided meeting agendas and drafted minutes for high-level business meetings
• Managed calendars for several managers, recruiters, and departments, and assisted with reporting and tracking of business line documentation
• Assisted the Recruiting Department with interview coordination, background and business reference check processing, audits and completion of job files, offer letters, new hire attrition reports, and managed new hire.
• Worked as the Learning Center Administrative Liaison for the Learning & Development Team.

Provided customer service, billing, and troubleshooting support to AT&T Wireless customers at an inbound call center.