Jaime L. Krah

**** *** ****** ** # **, Carrollton TX 75007

602-***-**** (c)

EMAIL: acgeg7@r.postjobfree.com

Summary of Qualifications

•

• Expert Client Sales and Support Associate with more than ten years of experience supporting Domestic

and International Commercial clients.

• 99% Client Satisfaction Rating.

• Achieved 98% dispute resolution results within 24 hours.

• Achieved 100% of client calling and prospecting efforts, with a cross sell ratio of 1 to 3 % annual

increase in products or services.

• Pilot Participant for implementation of new Relationship Role, effective January 2014..

• Selected Team Leader for 2012 – 2014. Ability to effectively implement new processes, while obtaining

desired results well within or below the standard SLA {Service Level Agreement}.

• Winner of multiple Shared Success Awards for Teamwork & Partnership; Focus on the Community;

Diversity & Inclusion; and Nominated for Living the Vision Award.

• Proficient Knowledge of Compliance related to Federal Banking Regulations – including the U.S Patriot

Act, OFAC & Fair Lending Practice.

Areas of Expertise

Account Management Client Service Due Diligence

Administrative Support Risk Management Treasury Sales/Service Support

Customer Retention Relationship Building Loan Review and Analysis

Professional Experience

Wells Fargo & Co. Oct - 2007 to Sept - 2014

Senior Client Relationship Associate 2

Plano, TX

• Relationship Manager Support of the overall servicing of Commercial and International client

relationships, including business development and expansion, research and analysis, dispute resolution,

cross sale of Treasury Management Products and Services. Review and Edit of office process

documents for distribution on Wholesale Intranet Website.

• Treasury Sales Support – Preparation of Electronic Funds Transfers such as Wires and ACH

Transfers. Entering required data into Risk Control System, review for accuracy and process timely

transfers. 100% accuracy in data transmission and effective date funding of over 50 Electronic Transfers

per week. Process audit confirmation request to include all pertinent information for bank references.

11% annual revenue increase due to effective cross sales.

• Research and Analysis – Review of reconciliation of client bank statements completed by 5 th business

day of each month to ensure any disputed items are resolved prior to auto-debit of bank fees on the 11 th

day of the month. Achieved 100% recovery of any invalid debit or credit transactions .

• Risk Management – Responsible for daily monitoring of operational Risk associated with internal limits

for ACH and Wire Transfers. Based on examination of client financials and expected usage,

recommendations made for allocated limits of risk associated with all electronic transfers and deposits.

Maintained 0% loss of revenue.

Wells Fargo & Co. Nov – 2005 to Oct - 2007

Personal Banker – Community Bank

Dallas, TX

• Client Service – Daily engagement of clients with in-depth conversations (in person and by phone), on

determining how to manage all of their financial needs.

• Analyzing current customer relationships and proactively contacting customers with recommendations

to help them achieve financial success.

• Developing and maintaining relationships with line of business partners to maximize sales

opportunities.

• Averaged 3 new account openings, per quarter and an overall 2 % increase in new products and

services: 2005 - 2007

• Awards - Top Sales Performer 1st & 3rd Quarters 2006, 1st, 2nd and 3rd Quarter – 2007.

• 96% Client Satisfaction Rating

Wells Fargo & Co. July – 2004 to Nov – 2005

Sub-prime Equity Lending – Internet Lending

Phoenix, AZ

• Client Service – Daily engagement of clients with in-depth conversations on determining how to

manage their financial needs and cash flow. Effectively read and review loan approval write-ups and

loan agreements to extract and book financial covenants and financial reporting requirements.

• Analyzing applications and needs based off DSR/LTV and amount requested.

• Sales - included offering additional funds if needed and or delivering news of turn down in applicable

situations.

• Retention of customers is key while reviewing applications and maintaining the best interest of the

company and the customer at the same time. Achieved over 92% of customer satisfaction per year.

• Averaged up-sold on 85%+ of customer applications, met monthly goals and achieved desired

incentive 10 out of 12 months.

• Awards – top 6% loan rep 1st quarter of 2005

Education

Previously Enrolled

Glendale College -

Business Administration – Major

Glendale, AZ

Wells Fargo Wholesale University

Certified Relationship Associate – 2008

Certifications in Treasury Sales/Service

Professional Affiliations

United Way Volunteer – 2004 - 2014

Habitat for Humanity Volunteer – 2004 - 2014

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