Manager Administrative Assistant

Altheria D. Wheeler

Raleigh, NC *****

310-***-**** www.linkedin.com/in/altheria-wheeler-a040b051

Creative, Resourceful & Motivational

Financial and Administrative support professional working in fast-paced environments demanding strong organizational, technical and interpersonal skills. Highly trustworthy, ethical, and discreet; committed to superior customer service. Confident and poised in interactions with individuals on all levels. Detail oriented and resourceful in completing projects; able to multi-task effectively.

PROFESSIONAL EXPERIENCE

City National Bank, City Loan Center-Credit, El Segundo, CA 07/2013 – Present

Credit Officer Cheryl D. Alexander, SVP /Credit Manager

Managed daily pipeline of new credit card request for decisioning, including analysis, debt servicing and overall credit worthiness review. This includes flexible alternatives and administrative follow up actions when declined for credit.

Underwriting: (Consumer Products with main Focus on Credit Cards)

Analyze/review documentation submitted for accuracy of consumer application requirements. This includes but is not limited to confirmation of personal information submitted for identification, financials for consideration and any real estate related income submitted to determine credit worthiness. Thorough due diligence to confirm information submitted resulting in less incidents of fraudulent activity, accounts and annual bank losses.

Underwrite clear and concise findings for final decisions based on credit worthiness outcome from debt service and ability to payback; assuring client has met all financial and legal bank requirements and guidelines for credit decision determined.

Issuance of Notice of Adverse Action letters when these requirements are not met. Thereby fulfilling bank regulation policy in a timely manner to avoid any penalties the bank can incur.

Renewal review prior to end of product lifecycle to determine client’s qualification for extension of said line/loan.

Post Appraisal Review

Reconcile the information obtained from official post appraisal from respective Title Company with that stated on client application to determine qualification for requested loan amount.

Make any necessary changes to bring compliant with exceptions in pricing and loan amounts to be issued obtaining additional approvals necessary for mitigation.

Wells Fargo Bank N.A., Private Mortgage Banking, El Segundo, CA 10/2011 – 2012

Private Mortgage Banker Jr., Timothy Hock, Private Banking Sr./Mgr.

Primary function to support Sales Manager administratively while training to be an Underwriter including but not limited to

Initiate verbal mortgage loan application via phone with prospective banking client; completing all pertinent information to insure successful background check and balances.

Loan packaging and processing to meet timed regulation fulfillment.

Client interaction as needed for loan support and follow up (i.e. requesting docs, follow-up, etc.)

Order Appraisals and Title & Escrow information to support decision process

Facilitate Document signing in office and mobile with borrowers, including Notarization of all signed documents.

Support Private Mortgage Banking Team

Create client files ensuring all documentation is appropriately categorized and file is complete.

Address pending client queries and requests as applicable

Process Loan Cancelations

Altheria D. Wheeler adcgwq@r.postjobfree.com Page Two

Wells Fargo Bank N.A., Private Mortgage Banking, El Segundo, CA 10/2007-10/2011

Administrative Assistant IV, David L Zimmerman Jr., Sr. Regional Manager

Primary function Office Manager in Regional Managers absence. I was key player in build out of new office design process; ordering building signage, historical office art, equipment installation, etc. Also instrumental in staffing process and organizing client engagement events. Other functions included but not limited to:

Liaison to Human Resources, Property Management and floor partners

On boarding and Deposition of Team Members for office Wealth Management Group only

Reception desk employee supervisor

Accounts Payable/Receivable, scheduling calendars, meetings and travel arrangements, Property and Equipment maintenance management, ordering supplies as needed and addressing any problems as it pertained to our office

Event planning and execution for client interfacing and internal team building/recognition programs

Site Emergency Management Team lead for group

Special projects as needed

City National Bank, Wealth Management - Los Angeles, CA 09/2005–10/2007

Investment & Trust Associate Jeffrey Goodrich, Sr. VP – Supervisor

Provided Administrative Support to 3 Investment and Trust Consultants to free them up to market and meet with prospective clients in the field and ready them for in depth one on one meetings as it pertained to client’s investment options.

Collect personal financial information from clients, run financial analysis reports using MorningStar and Bloomberg programs to establish future forecasts, create supporting PowerPoint presentations customized for individual client interfacing and bind all materials into a book.

Prepare new account paperwork ensuring completion of all documents and obtaining information for those that are not.

Notarize documentation and prepare for filing with respective cities and/or states

Manage team calendar, client scheduling and internal meetings

EDUCATION

Personal Financial Planning

UCLA Extended Courses (online)

Business/Administration

Academy of Computer Technology, Redondo Beach CA

Psychology Major; English Minor

Santa Monica City College

LICENSES

NMLS#845395: California Licensed Notary Public

VOLUNTEER SERVICE

Toast Masters. Co-Chair on the Women’s Team Member Network for Community Development at Wells Fargo Bank. Volunteerism for Habitat for Humanity, MS Network, PS I Love You foundation.

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