Associate Lead Program Analyst
Resume:
Selena Marcus
******.*.******@*****.***
Managerial Profile
Performance driven mergers and acquisitions professional, offering organizational, analytical, communications, interpersonal, and cross-cultural team management skills. High-energy, results-oriented leader with an entrepreneurial attitude, and passionate about resolving issues and conflicts. Advised more than 250 clients across various middle market banking certifications and situations during 16-year career in multinational financial services.
Proficient in training, mentoring, coaching all areas relating to education, organization communication, behavior, budgeting, marketing and finance.
Skill Highlights
Financial Analysis
Strategic Planning
Communications
Problem resolution
Leadership
Departmental operations management
Project Management
Business Development
Professional Experience
Professional Experience
(Continued)
Wells Fargo 6/2021 - Present
Client Service Consultant
San Francisco, CA
Loan Management
Acting as primary liaison between clients with their loan forgiveness needs and Wells Fargo Bank and/or Wells Fargo Advisors.
Adhering to compliance, and ensuring clear, concise Loan Forgiveness documentation is obtained, submitted and reconciled.
Supporting internal and external clients by providing moderately complex to complex support services in loan management, operations, documentation, and technical support.
Resolving routine and escalated issues.
Wells Fargo 1/2021 -06/2021
Loan Documentation Specialist
San Francisco, CA
Loan Management
Timely and accurately process loan documentation for the Small Business Administration (SBA) Paycheck Protection Program (PPP).
Review and evaluate client PPP loan and requested documentation.
Work with client to resolve any loan discrepancies in a swift and effective manner.
Proactively respond to client loan inquires and resolving any discrepancies.
Assist in the resolution of more complex and time sensitive loan activities.
Provide training for other staff members as needed.
Adhere to all loan stipulations, guidelines and close out policies.
Wells Fargo 4/2016 -1/2019
Operational Risk Consultant
San Francisco, CA
Oversight Governance Management
Accountable for the execution and support of Operational Risk oversight routines including, but not limited to, issues management, risk acceptances, operations risk events, and maintenance of local policies and procedures.
Collect, review and report risk data and escalate any challenges with the data to maintain governance standards and processes.
Provide insightful and valuable operational risk analysis and reports to the Operational Risk team and stakeholders.
Supervised staff members work queues and provided training as needed.
Served as a Team Lead in the Wholesale Access Remediation (WAR) Project and workflow coordinator.
Executed risk transformation programs and initiatives.
Wells Fargo 2/2015 -4/2016
Tech Service Specialist
San Francisco, CA
Workflow Coordinator
Accountable for the execution and support of team member’s assignments and projects.
Collect, review and report data for the Wholesale Identity and Managers.
Monitored various programs and systems to ensure the systems are functioning effectively.
Accomplished financial balancing.
Professional Experience
(Continued)
Education Training
Technology
Awards
Wells Fargo 12/2013 - 2/2015
Information Security Analyst
San Francisco, CA
Program Analyst
Developed workflow assignments.
Revised processes and procedures.
Compiled data for monthly reporting.
Wells Fargo 5/2008-12/2013
Treasury Service Associate
San Francisco, CA
Team Lead
Oversaw the Wholesale Internet and Security Enrollments (WISE)/Wholesale Token Distribution Services (WTDS).
Monitored calls for Quality Assurance for WISE / WTDS.
Performed testing and implementation for WISE / WTDS.
Oversaw assignments for 3 sites for WTDS.
Monitored SLA’s for 3 sites.
Ensured all RSA Token Requests were handled and processed same day.
Oversaw the monthly RSA Token Inventory.
Oversaw the monthly RSA Token Replacement process of 500-10,000 tokens to ensure they were completed within SLA.
Wells Fargo 3/2008-5/2008
Treasury Management Implementation Associate Lead
San Francisco, CA
Program Analyst
Provisioned employee systems access.
Performed RSA Token distribution for WISE.
Ensured all RSA Token Requests were handled and processed same day.
Assisted with preparing the new site in Salt Lake City (SLC). Ensured the site was ready with all supplies and required equipment.
Travelled to SLC to train 3 new team members.
Assisted team members with RSA Token pin resets.
Assisted team members with system login and password resets.
Wells Fargo 9/2005-3/2008
Treasury Management Implementation Associate
San Francisco, CA
Program Analyst
Provisioned employee systems access.
Performed RSA Token distribution for WISE.
Assisted team members with RSA Token pin resets.
Assisted team members with system login and password resets.
Financial Crimes Awareness
COSMIC Imaging and Configuration Records
Information Security Essentials
Introduction to TRIMS
Global Data Privacy and Protection
Managing Risk It Starts With Me
Proficient in all Microsoft Office Applications
Proficient in all Google Applications
Shared Success
Service Excellence
Team Excellence
T.O.P Dollar Award
On The Spot
References
Available Upon Request
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