Stephanie Dawson Email & Phone Number

United States

Des Moines, Iowa, United States

Supported 100+ clients by managing suspense pipeline, loan performance reporting and trending, and point of contact for escalated issues, reduced regional suspense ratees by holding trending calls and emails with clients to implement change, coached clients on internal processes, Wells Fargo Sellers Guide and Agency guidelines, effectively built relationships with both internal and external partners, identified areas of opportunity and solutions for clients, experience revieing and assessing… Show more Supported 100+ clients by managing suspense pipeline, loan performance reporting and trending, and point of contact for escalated issues, reduced regional suspense ratees by holding trending calls and emails with clients to implement change, coached clients on internal processes, Wells Fargo Sellers Guide and Agency guidelines, effectively built relationships with both internal and external partners, identified areas of opportunity and solutions for clients, experience revieing and assessing processes while identifying and recommending improvements for the business as a Standard Work Steward, specifically for purchase clearing and operations suspense specialists, assessed risk in day-to-day activities while consulting with clients, collaborated with sales teams to provide operative feedback on client's internal processes, acted as a point of client for internal escalations, as a senior leader within the Des Moines Purchase Clearing tea, provided feedback, and coaching to lower-level team members, submitted process improvements and tested upcoming procedural changes, demonstrated project management skills by providing input for the Suspense Empowerment team, and utilized ICMP for reviewing document, answered escalation questions from clients using Jabber. Briefly worked with Nexidia. Show less

Des Moines, Iowa, United States

Received inbound calls and written inquiries from lenders to help resolve issues on loans and coach them for future loans delivered to Wells Fargo, escalated issues to appropriated team to resolve issue or help to clarify what is needed to resolve, identified trends and work with management to update procedures, provided helpful tips to team members to increased their knowledge which in turn mitigates volume questions sent to the team lead inbox, resolved loan discrepancies through research of… Show more Received inbound calls and written inquiries from lenders to help resolve issues on loans and coach them for future loans delivered to Wells Fargo, escalated issues to appropriated team to resolve issue or help to clarify what is needed to resolve, identified trends and work with management to update procedures, provided helpful tips to team members to increased their knowledge which in turn mitigates volume questions sent to the team lead inbox, resolved loan discrepancies through research of documents and Wells Fargo/Agency guidelines, knowledge of agency guidelines; FNMA,FHLMC, and Wells Fargo, quality/production measurements were in the range of a top performer Show less

Des Moines, Iowa, United States

Received mortgage loans from lenders and reviewed them to identify if the lender followed all agency and Wells Fargo guidelines, escalated questions to team lead to resolve issues on loans that might not fall within the guidelines, worked on many projects to help clear our queues when our mortgage loan acquisition team was slow, but the purchase clearing team was falling behind, followed a process through Standard Work to ensure the process during the review of the loan was met, and… Show more Received mortgage loans from lenders and reviewed them to identify if the lender followed all agency and Wells Fargo guidelines, escalated questions to team lead to resolve issues on loans that might not fall within the guidelines, worked on many projects to help clear our queues when our mortgage loan acquisition team was slow, but the purchase clearing team was falling behind, followed a process through Standard Work to ensure the process during the review of the loan was met, and quality/production measurements were in the range of a top performer Show less

Des Moines, Iowa, United States

Assisted with the OCC Independent Foreclosure Project, assisted with the Complaint Intake Process, worked a process called microfiche, collected letters through programs & emailed these letters to the persons requesting the letters, worked in multiple programs at one time, worked with others to answer questions they may have, and worked with Mobius and GEM for loan information