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Member Production Loan Assistant

Location:
Billings, MT
Posted:
May 14, 2022

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Resume:

Julie A. Narum

Mobile: 406-***-****

adq2gb@r.postjobfree.com

PROFESSIONAL SUMMARY

Results-driven professional with a versatile career in relationship management. Highly effective leader with proven ability to build long-term relationships with customers and business partners by establishing a high level of confidence and trust. CORE COMPETENCIES

Change Management Relationship Management Process Improvement Communication Risk Management Training / Coaching

Leadership Team Member Engagement Quality Assurance PROFESSIONAL EXPERIENCE

Wells Fargo Bank, NA June 2001 - Present

online tools, providing support to research cost analysis, and facilitate meetings with leadership to gain approvals Implementation Associate II / Change Management June 2011 - Present

Act as consultative partner and liaison between, implementation consultants, business lines, support groups, and technical resources to support Change Management

Review and approve initiatives within Change Management, monitoring consistently to be compliant and ensure all impacts are addressed

Direct engagement in creating and driving standardization initiatives within Change Management

Develop partnerships with leaders across the organization to improve compliance with Change Management, policy

Work with implementation teams to define initiatives and recommend appropriate communications, training, and delivery time frames

Provide support on implementation of communications, technology releases, training and procedures throughout the Change Management process

Experienced meeting facilitator, leading discussions with various levels of engagement

Act as a resource to leaders, project managers, and business groups to improve risk management, internal controls and create process improvements

Lead business groups in prioritizing, managing program requirements, implementation planning, and meeting deadlines

Define and execute methods that identify issues, collaborate with business partners to escalate and resolve

Collaborate with several business groups to identify and resolve process inaccuracies and avoid negative impacts to other business partners and customers

Responsible for policy and control testing as well as group and individual communication of findings

Facilitate training to groups large and small

Identify and resolve cross functional impacts identified with changes occurring throughout several Wells Fargo lines of business

Advised leadership teams to improve the Service Level Agreement for cross functional business line impact responses

Manage risk through anticipation, identification, and control of risks over the course of initiatives

Provide requirements, tools, direction, and oversight to business units performing their own solution preparation to ensure control standards are met.

Facilitate best practices and communications with leadership while utilizing various tools to analyze data, provide support in cost effective solutions, recommend strategies for implementation and improvements while engaging leadership

Business communications support for Customer Account Management, published team recognition along with team newsletters

Contributed to initiative projects and project management teams; providing status updates, researching statistical data, problem solving root cause issues, design and implementation of solutions

Subject matter expert and liaison for lines of business in technology enhancements and integration projects

Responsible for Issue Management involving researching statistical data, problem solving, and resolution

System Administrator for imaging platforms utilized by teams in Home Lending

Built strong relationships with Operational Risk Consultants, RECOR, Legal, Senior Leaders, Front Line Leaders, Procedure teams, and Quality Assurance teams to manage change and evaluate risk Provide training and resources to leaders, project managers, and support staff

Develop and assess audit documentation, procedures, and staff communications for multiple business change initiatives

SharePoint site administrator for Change Management within Customer Account Management

Spearheaded the creation of monthly reporting to executive and senior leadership to show performance trends

Managed the Home Equity Servicing’s letter and document retention processes

Manage team member‘s Best Practice/Bright Ideas using Operations Analysis March 2008 – June

2011

Liaison for business groups and technology teams to performed gap analysis, develop and execute various efforts, system enhancements and integration projects

Project management involvement providing recommendations, summarizing data, developing actionable information and assisting with business requirement documents

System administrator for systems of record to ensure consistency in design and execute controls for imaging applications used by Home Equity Servicing, including management of Vendor licensing agreements and Vendor relationships

Test script development / writing

UAT and production system testing

Certified in Ergonomics to fulfill site evaluations; this involved working with Risk and Insurance Management to keep current on policies and training

Team Lead June 2001 – March 2008

Analyzed processes and performed gaps analysis

Managed team member production activity and schedules

Developed and managed reporting (i.e. capacity planning and service level agreements)

Procedure writing and publishing

Training delivery, coaching, mentoring and development of team members

Provide onboarding activities and training of new team members

Performed Quality Assurance Reviews

Assisted with production in multiple Home Equity Post-Close departments and Foreclosure Notices Mancini Sales and Marketing

Sales Assistant 1998 - 2001

Published sales material and process claims for food Brokers Western Security Bank

Loan Assistant / Processor

1995-1998

Commercial Loan Assistant and Mortgage loan processor, prepared loan files for loan underwriters PROFESSIONAL AND CIVIC ACTIVITIES

Wells Fargo Diversity Counsel Special Olympics

Wells Fargo Mentoring Program YWCA

Wells Fargo Service Conference Winner United Way

EDUCATION

Business Administration

Minot State University – Minot, ND



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