Team Members Des Moines
Resume:
CAITLIN DAVIS
***********************@*****.*** 515-***-**** 1600 2nd NW, Altoona, IA 50009
Summary
Dynamic and motivated professional with a proven record of generating and building relationships, managing projects from concept to completion, designing educational strategies, and coaching individuals to success. Skilled in building cross-functional teams, demonstrating exceptional communication skills, and making critical decisions during challenges. Adaptable and transformational leader with an ability to work independently, creating effective presentations, and developing opportunities that further establish organizational goals.
Skills
Coaching
Project management
Customer rapport
Staff Development
Issue and conflict resolution
Systems and automation applications
Superior organization skills
Strong communication skills
Event Planning
Proficient in MS Office
Staff training and development
Six Sigma and Lean Certification
Banking and financial services background
Time management
Resolution-oriented
Experience
Assistant Manager
08/2017 - 2020
Principal Financial Group, Annuity Services Des Moines, IA
Assess, motivate and empower team members to perform in manner that builds customer satisfaction and loyalty, leading to retention and growth
Develop and implement policies, procedures, and process improvement initiatives to improve retention rates and increase customer satisfaction
Facilitate on-site staff training and develop processes and procedures to increase accuracy
Implement exceptional communication and negotiation experience to reach agreements with vendors and manufacturers
Mitigate risk by ensuring regulatory compliance for required licensing
Recruit, hire and train new employees, including monitoring and review of individual performance
Promote customer loyalty by resolving escalated conflicts to complete satisfaction
Assess client needs and promote products and services to fit unique criteria
Loan Administration Manager
05/2016 - 08/2017
Wells Fargo Home Mortgage Des Moines, IA
Responsible for coaching, influencing and developing current team members.
Complete monthly and yearly performance reviews.
Maximize team performance through encouragement and coaching.
Plan and manage process improvement projects and A3's.
Use of Six Sigma and Lean methodology.
Promote collaboration and team building among team members.
Build and maintain strong relationships with business and support partners.
Participate in strategic planning for the business unit.
Provide recommendations regarding future business direction.
Participate in the implementation of new and revised systems, policies and guidelines.
Constantly adapt to changing work environment.
Oversee and ensure implementation of practices to ensure business and team is compliant with policies and regulations.
Home Preservation Work Director
02/2015 - 05/2016
Wells Fargo Home Mortgage Des Moines, IA
Identifying training opportunities; and assisting with training delivery.
Review, prioritize, and distribute daily work to team members.
Monitor work in process to ensure deadlines and goals are met.
Ensure government guidelines and timeframes are met.
Train staff and provide feedback to senior management.
Represent department in meetings.
Cover manager duties in case of absences.
Conducting loan level/transactional research to determine procedure and process compliance and effectiveness.
Drafting reports of findings and providing recommendations to mitigate risk to business line management.
Home Preservation Specialist II Team Lead
09/2013 - 02/2015
Wells Fargo Home Mortgage Des Moines, IA
• Document and track team's quality scores and provide coaching when necessary.
• Serve as the single point of contact to borrowers and/or agencies whose loans are delinquent or at high risk for delinquency.
• Assist borrowers and/or agencies with complex loans.
• Analyze the borrower's financial situation and make recommendations on options to resolve delinquency.
• Communicate with borrowers and/or agencies status, options, timelines.
• Quality team captain
Home Preservation Specialist I
05/2011 - 09/2013
Wells Fargo Home Mortgage Des Moines, IA
Serve as the single point of contact to borrowers and/or agencies whose loans are delinquent or at high risk for delinquency.
Coach and assist underperforming teammates.
Recommend solutions to maintain home ownership.
Responsible for analyzing the borrower’s financial situation and making recommendations.
Maintain, track and log requested documentation.
Prioritize workloads across multiple loans.
Ensure all required deadlines are met.
Education and Training
Bachelor of Science: Kinesiology and Health Science
Iowa State University Ames, IA
Six Sigma Greenbelt Certification: Aveta Business Institute
Contact this candidate