Perform file review of complex home loan applications. Communicate with customers in a timely manner.- Support complex administrative, customer support and operational processes on home loan applications, including timely communication with external customers, agents, brokers and counterparties.- Review documentation and obtain missing information.- Clear stipulations and submit loans to underwriting for review.- Ensure all compliance and underwriting guidelines are met.- Established relationships with customers.

Partnered with personal bankers to establish secured and unsecured loans for a wide customer base.- Produced leads for bankers and provided exceptional customer service to clientele that were in the loan inquiry stage of the finance funnel.- Spoke with Wells Fargo bankers over the phone in a high call volume environment- Evaluated customer applications created by Wells Fargo bankers and assisted with any questions or concerns the bankers had.- Product included personal loans, personal lines of credit, home equity lines of credit

Guided customers through the banking funnel to finance a vehicle by their needs and the options available to them after detailed consultation.- Recommended products and services that were personally suited for each caller.- Started auto loan applications with clients over the phone in a high call volumeenvironment and led them all the way through the closing. Loan products includedpurchases, private party sales, refinances and leases.- Obtained necessary documents like the bill of sale, leasing agreements, and insurance documents etc. from leasing companies, car dealerships, insurance companies.- Worked together with the underwriting team to get the application ready for closing.- Assisted in setting up the closing with a brick-and-mortar branch location so that theborrower could sign the final documents.- Developed relationships with clients which helped in creating lifelong customers- Provided tailored service through product knowledge and responsibly and accurately input data.

Assisted in promotional activity for various products and target audiences.- Utilized functional training in corporate branding, internal and external messaging, and brand voice.

Educated customers on viable computer options based on their needs, budget restrictions, and brand preferences.- Introduced solutions for customers that were undecided and hesitant to close a sale. Accurately keyed daily sales transactions to achieve store goals.

Developed leads for home improvement service through strategic door-to-door sales pitching and effective marketing.