Shari Rees Email & Phone Number

Hillsboro, Oregon, United States

Responsible for auditing Remediation complaint efforts, processes, documentation, and files to ensure compliance with internal company requirements.Providing guidance regarding documentation and quality control requirements; evaluating processes to ensure company standards; and identifying errors in remediation efforts.Ensures identified risks or problems are clearly documented and interacts with appropriate parties for timely resolution.Performs ongoing reviews of remediation efforts summarizing results. May identify risks and problem areas and recommend standards or procedures to improve performance.Collaborate and consult with colleagues, internal partners, to provide feedback, credibly challenge issues, and calibrate, as needed, to ensure alignment, consistency, and accuracy across groups.Participate in cross-organizational or internal operational initiatives and improvement efforts.

Hillsboro, Oregon, United States

Provide support and scoring guidance quality assurance to staff by answering questions on regulations or compliance, procedures, and policies and First Call Resolution.Escalate key maintenance errors identified during scoring process and ensure resolution of same, reviewing programs, processes, documentation, and correspondence to customers to ensure compliance with internal company requirements or government regulations.Review and score work.Provide coaching to staff and track performance expectations and results.Interact with staff and business partners to promote teamwork and departmental effectiveness.Strong work ethic with a commitment to excellence. Ability to maintain resilience to execute in a fast paced, high demand, environment while balancing multiple priorities.

Hillsboro, Oregon, United States

Support Operations in completing larger and more complex business, operational, and customer support initiatives.Coordinates-serves as a point of contact for the representatives/family members and works behind the scenes with the business, representatives to get financial affairs managed.Provide feedback and present ideas for improving or implementing processes and customer support.Perform complex operational and customer support initiatives within Operations functional area.Assist staff, managers, and colleagues and provide guidance and interpretation of policies and procedures.Apply technical knowledge and expertise to perform work and action requests.Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.Interact with internal customers.Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Hillsboro, Oregon, United States

The Operation Legal Specialist position entails performing a variety of operational tasks for moderately complex-to-complex process or functions.Responsible for recovery legal work processes. Functions may include completion of suit packages, follow-up on suit progress, account documentation, and connecting with attorneys.Reads, Interprets, research and processes legal documents on behalf of Wells Fargo. Determines proper course of action and coordinates correspondence.Responds to inquiries from external customers, internal team members, government agencies, and outside attorneys regarding deceased accounts.

Hillsboro, Oregon, United States

Support financial products and services.Improve customer service experience and offer ideas to resolve internal and external customer issues to provide first call resolution.Perform moderately complex customer support tasks. Interact with customer service team on complex customer issues.Provide training on policies and procedures, and provide guidance to inexperienced colleagues, as well as internal and external customers.Offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

Irving, Texas, United States

Primarily perform the quality assessments/audits on a monthly basis for all underwriters withinthe group for Citibank commercial loans for $250,000 or less throughout the United States.Monitor daily, monthly and yearly performance statistics of employees and provide/presentfindings to management.Coach/train processors.Assist Underwriting Manager with various operational/administrative tasksReview and work through departmental reports as required.Update quality checklists to match policy and procedure.Other duties assigned and delegated by management.Collaborate with various levels of management, internal departments and external clients toresolve complex problems. Work under minimal to no direct supervision to perform job function.