Heather Chase

Heather Chase Email and Phone Number

Financial Professional | Cross Functional Leader | Risk Analysis and Management | Federal and Statutory Compliance @ Wells Fargo Advisors
st. louis, missouri, united states
Heather Chase's Location
Eden Prairie, Minnesota, United States, United States
About Heather Chase

Exceptional proven professional, with excellent analytical skills, attention to detail, and the ability to interact with all levels of the organization. Impactful leader, with excellent technical and written communication skills, interpersonal communication skills, and customer service driven. Proactive and solution-oriented specialist, able to prioritize tasks in a fast-paced environment, with strong adherence to deadlines, and willingness to learn.

Heather Chase's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Financial Professional | Cross Functional Leader | Risk Analysis and Management | Federal and Statutory Compliance
st. louis, missouri, united states
Website:
wellsfargoadvisors.com
Employees:
15127
Heather Chase Work Experience Details
  • Wells Fargo Advisors
    Senior Client Associate
    Wells Fargo Advisors Nov 2024 - Present
    Bloomington, Mn
    View
  • Wells Fargo Home Mortage
    Loan Examination Specialist
    Wells Fargo Home Mortage Sep 2003 - May 2024
    Minneapolis, Minnesota, United States
    * January 2017 to May 2024 - Loan Examination Specialist, Quality Assurance* June 2012 to January 2017 - Consumer Loan Underwriter 3 (VIP clientele)* August 2010 to June 2012 - Team Lead for two teams (VIP clientele; 16 employees between two teams)* November 2009 to August 2010 - Loan Documentation Specialist 5 (VIP clientele; selected for position within new VIP business line)* January 2009 to November 2009 - Loan Administration Manager 2 (Ramp Up Site - managed 18 direct reports)* September 2003 to January 2009 - Loan Documentation Specialist 4 (VIP clientele) / Consumer Loan Underwriter 2 (VIP clientele) / Subject Matter Expert for integration projects, business line nuances, and compliance mattersAwards and Accomplishments:• Service Excellence Nominations• Service Excellence Awards• Two time Service Conference winner• Quality Star Awards for underwriting excellence• Service Stars for outstanding customer service• Multiple Service Lunches (achievement of over 90% "Extremely Satisfied" ratings on client surveys)• Top Tier Quality in underwriting consistently achieved
    View

Heather Chase Education Details

Frequently Asked Questions about Heather Chase

What company does Heather Chase work for?

Heather Chase works for Wells Fargo Advisors

What is Heather Chase's role at the current company?

Heather Chase's current role is Financial Professional | Cross Functional Leader | Risk Analysis and Management | Federal and Statutory Compliance.

What schools did Heather Chase attend?

Heather Chase attended University Of North Dakota.

Who are Heather Chase's colleagues?

Heather Chase's colleagues are Deborah Schulz, Robert Ford, Cfp(R), Crpc(R), Aams(R), Lance Barnes Cfp, Chfc, Clu, Lara Gillingham, Charles Buysse, Rebecca Dean, Pam Chanatry.

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