John Austin Email and Phone Number
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John Austin personal email
John Austin is a Assistant Client Service Administrator at Meritas Wealth Management LLC. He possess expertise in product management, project management, insurance underwriting, process improvement, customer integration and 19 more skills. Colleagues describe him as "John delivers a solid management of the operations as well as the client with little need for oversite. Additionally, John brings a bright, upbeat outlook to his work on a consistant basis." and "I have worked with John for over 10 years. John is innovative, highly organized, and resourceful. He has proven his expertise in project/product management, IT, call center management, customer relations, vendor management, and general operations. He works exceptionally well with customers, constantly looking for solutions to their problems. John has been able to handle difficult situations, grow a company, and yet hold to a budget. John is a “can do” person!"
Meritas Wealth Management Llc
View- Website:
- meritaswealth.com
- Employees:
- 9
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Assistant Client Service AdministratorMeritas Wealth Management LlcGilbert, Az, Us
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Risk Analytics ConsultantWells Fargo Jan 2020 - Dec 2023Chandler, Arizona, United States• Participated in the identification and mitigation of compliance risk within the Wells Fargo Auto Division• Partnered with stakeholders and senior leadership to review and refine data requirements• Using SAS Enterprise Guide, Tableau, and other proprietary sources, performed data extraction based on stakeholders' requirements• Independently reviewed extracted data to ensure requirements were met and data was correct• Performed statistical analysis on large amounts of extracted data to condense to a manageable statistical data subset• Conducted SAS code review on newly compiled code to ensure adherence to given criteria• Served on the Deployment Services team to evaluate monthly system migrations and releases -
Quality Assurance AnalystWells Fargo Nov 2015 - Jan 2020Chandler, Arizona, United States• Responsible for establishing and perfecting risk review processes for the Dealer Services and Direct Auto lines of business• Leveraged advanced Excel experience to modernize and streamline loan file review processes, increasing productivity, decreasing error rates, and providing enhanced detail reporting• Interacted and engaged with Retail Banking, Direct Auto, and Credit Operations management and staff to relay complex testing results in easy-to-understand concepts and issues• Influenced the direction of consumer lending procedures and mediation processes through risk assessments
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Board MemberCowles Mountain Community Foundation 2010 - 2016
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ConsultantSelf Employed Jan 2013 - Nov 2015San Diego, Ca• Conducted research on industry trends, best practices, and competitors in the transportation title insurance industry • Provided professional advice to clients regarding optimization strategies to restructure their businesses processes, resulting in improved efficiency and cost savings• Developed visual presentations for senior leadership to recommend actionable insights• Documented business processes and performed cost analysis on potential projects
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Vice President/Director, Operations Vehicle Title InsuranceFirst American Financial Corporation Apr 2003 - Jul 2012San Diego, Ca• Managed and coordinated operations for a vehicle title insurance product• Led an internal staff of five plus several external vendors in the following areas: Information Technology; Vendor Relations; Customer Service; Client Integration; and Project Management• Responsible for: expanding existing insurance products; insuring appropriate pricing; ongoing risk analysis; and creating new insurance product offerings• Developed monthly, weekly, and ad hoc reporting used by multiple divisions within the First American Corporation -
Engagement ManagerFirst American Financial Corporation Jan 2001 - Apr 2003San Diego, Ca• Managed a team of eighteen technology professionals in the areas of Application Development, Project Management and Product Management• Directed the team which supplied application support, enhancements, and integration consultation for large First American clients• Strengthened client relations through regular interactions ensuring an understanding of their needs, issues, goals, and future projects
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Project ManagerFirst American Title Insurance Co Mar 1999 - Jan 2001San Diego, CaAcknowledged as the subject matter expert on delivering credit reports via the internet.Managed client requirements, release dates, training, and new products for clients while conforming to industry and project management practices, as well as to regulatory compliance with client and company procedures. Reported weekly to the Senior Management and Project Management Office on ongoing project efforts. -
Project ManagerAdvanta 1997 - 1999Greater San Diego Area• Took initiative to become the subject matter expert in the emerging business of delivering credit reports via the internet• Managed client requirements, release dates, new products and training for clients while conforming to industry and project management practices, as well as ensuring regulatory compliance with client and company procedures• Consistently recognized for superior support by the Consumer Products Division -
Mortgage UnderwriterAdvanta Mortgage Jan 1995 - Mar 1997Greater San Diego Area -
Senior Mortgage UnderwriterWells Fargo 1993 - 1995Greater San Diego Area
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Personal Banking OfficerWells Fargo 1992 - 1993Greater San Diego Area
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Business Loan AnalystWells Fargo 1990 - 1992Greater San Diego Area
John Austin Skills
Frequently Asked Questions about John Austin
What company does John Austin work for?
John Austin works for Meritas Wealth Management Llc
What is John Austin's role at the current company?
John Austin's current role is Assistant Client Service Administrator.
What is John Austin's email address?
John Austin's email address is jo****@****bal.net
What are some of John Austin's interests?
John Austin has interest in Social Services, Education, Children.
What skills is John Austin known for?
John Austin has skills like Product Management, Project Management, Insurance Underwriting, Process Improvement, Customer Integration, Risk Management, Business Strategy, Vendor Management, Underwriting, Management, Business Analysis, Integration.
Who are John Austin's colleagues?
John Austin's colleagues are Erich Jochimsen, Jackie Remar, Cfp®, Tiffani Clarke, Kacy Gott, Lynn Erickson.
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