Responsible for surveying damages to property (vehicles) or investigating the facts of the accident to decide how much an insurance company should pay to a policyholder. Duties include conducting recorded statements with the drivers, passengers, witnesses and the policyholder, reading police reports and communicating with managed repair representatives to assess damages up close.

Agency Mortgage and Home Equity certified.Responsible for reviewing, analyzing, approving, and underwriting complex consumer requests and products within company and industry guideline’sCertified Income Analysis Underwriter for all income sources / complexity levelsDuty to complete thorough review all of documentation received, financial statements, appraisals, titles, homeowner’s insurance, trusts, and other supporting items to ensure we are meeting/exceeding regulatory guidelinesRegularly assume supervisor role to aid other UW and processing partnersAssisted management with additional full audits on selected team members’ applications to ensure all appropriate compliance/guidelines were adhered toActed as on-site mentor to fellow underwriters to assist them in obtaining all lending authorities, as well as go-to UW on site for general help and escalationsWorked with senior leadership to uncover inconsistencies with current process and how to bridge gap between processing and UW teams for unity by completing site-wide trainings/meetings and creation on additional tools/matricesRegularly help lending manager with reporting to ensure WF is managing risk and possible material errors prior to completing the application processNMLSR ID 733778

Assisted current and potential new Wells Fargo customers in opening deposit accounts (DDA, SAV, CD, IRA, PMA), credit accounts (credit cards, personal loans/lines, home equity), as well as working with WF partners to help customers with a variety of other needsContinued experience in a metrics based sales environmentMake continuous outbound telephone calls to current customers to maintain and build relationships as well as prospect customers to potentially earn businessMet and exceeded quarterly specific sales goalsWent above and beyond normal duties to ensure a WOW experience for current and future WF customers

I assisted the Store Manager in managing our bank location with running meetings, creating the weekly schedule, customer interactions and dealing with escalations all while still maintaining my responsibilities above as a banker