Tamar P. Email and Phone Number
A dedicated and self-motivated project consultant with a diverse financial background ranging from experience in accounting, sales, residential mortgage, and commercial banking. I began my career in the commercial lending space 11 years ago, which lends to my in-depth knowledge of the loan servicing and closing process. I've been given the opportunity to work in several industries, acquiring an outstanding skill set. I thrive in fast paced, dead-line driven environments, where making decisions in highly complex and multifaceted situations is the norm. My well-rounded background in Operations allowed me to pivot into a consulting role, where I’ve spent the past 4 years serving as a liaison between Operations and Technology, supporting various business disciplines, coordinating moderate to complex business initiatives, requiring a solid understanding of each business group's functional area products. I plan and manage all aspects of User Acceptance Testing across a scaled Agile delivery model where multiple product teams are executing against a release train. I must frequently interact with Scrum and Kanban feature teams as well as other stakeholders to support large scale projects for the Loan IQ platform and other software applications, collaborating with all organizational levels to ensure an efficient output. I have a proven track record in consistently delivering every quarter, and going the extra mile to ensure project deliverables are met. I drive accountability for assigned initiatives, facilitate decision making and issue resolution, while limiting risk exposure.Over the years, I have built an outstanding rapport with multiple stakeholder groups including lines of businesses, Operations, and Technology. I possess a growth mindset, adapting well to change, and practice a high degree of professionalism with self-awareness at its core.What intrigues me about project management is how I can serve as both a thought partner and counsel to a team.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
-
Senior Business Execution ConsultantWells Fargo May 2020 - PresentLiaison between the client area and technical organization, coordinating all aspects of User Acceptance Testing for the Loan IQ platform and other business applications. Partnership with Business Analysts and Product Owners to ensure holistic solutions are achieved for initiatives across multiple products. Review project efforts and user acceptance requirements to assess prerequisites, securing appropriate business and functional subject matter experts to populate workstreams.Assist Scrum and Kanban teams by performing a second quality review of test scripts before the start of the user acceptance testing cycle to ensure script content is applicable and comprehensible to end-user groups. -
Wholesale Loan Administrator 2 - Agency ClosingWells Fargo Jun 2017 - May 2020Charlotte, North Carolina, United StatesSupport syndicated lending activities by managing and coordinating closing activities of new and amended credit facilities, interacting with original business units within Wells Fargo, external legal counsel, borrowers' CFO/Treasurer, and investors supporting credit lines ranging from $50 million to $10 billion.Review and interpret credit agreements, as well as other legal documents, providing feedback to deal teams on the optimal operational structure.Process all funding and wire transfer transactions while communicating with internal controllers to book, clear G/L items, and finalize reconciliation of all funds movement.Build new credit facilities by inputting all data points and credit details onto Loan IQ platform after reviewing credit documents for accuracy, completeness, and compliance with regulatory requirements. -
Commercial Real Estate Loan Servicing SpecialistWells Fargo May 2013 - Jun 2017Charlotte, North Carolina, United StatesCustomer's primary point of contact for the daily administration of a portfolio of syndicated loans made up of 30+ borrowers, coordinating all processing and funding activities with other participating lenders. Reviewed loan documents to ensure accuracy and compliance with regulatory guidelines. Receive and process borrower requests for USD and foreign currency loan advances, conversions, continuations, interest/principal payments, utilizing the Loan IQ platform. -
Accounting Operations SpecialistGe Capital (Citicapital Acquisition) Aug 2006 - Aug 2009Stamford, Connecticut, United StatesAnalyzed month-end closing activities for commercial operating and finance leases, ensuring all transactions are coded and posted correctly to the general ledger. Monitored and maintained aging of Accounts Receivable and Accounts Payable by remaining in constant contact with internal and external business partners to resolve all outstanding funds.
Tamar P. Education Details
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Accounting -
Certificate
Frequently Asked Questions about Tamar P.
What company does Tamar P. work for?
Tamar P. works for Wells Fargo
What is Tamar P.'s role at the current company?
Tamar P.'s current role is Project Consultant - Senior AVP.
What schools did Tamar P. attend?
Tamar P. attended Suny Oswego, Project Management Institute.
Who are Tamar P.'s colleagues?
Tamar P.'s colleagues are Stephanie Aguilar, Christina Flaherty, Jacqueline Joseph, Crcm, Christine Raiter, Padma Pillai, Miccole White, Ed Santos.
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