Emmet Nusbaum

Experience

• 

  Wells Fargo

  Mar 2017 - May 2023

  • Evaluated business challenges and developed automated solutions to enhance system efficiency and performance.• Collaborated with cross-functional teams to support platform implementation and address post-launch issues, enabling seamless adoption of new tools and systems.• Spearheaded functional testing to validate platform services, ensuring systems met business needs and customer expectations.• Facilitated root cause analysis to address and resolve technical issues, minimizing disruption to business operations.• Played a pivotal role in agile team environment developing and refining platform services, ensuring alignment with functional requirements and design standards. Show less • Assessed credit applications, collateral valuations, and credit bureau reports to determine customer capacity to support future payments, effectively mitigating risk.• Managed a high-volume underwriting pipeline, navigating multiple systems and applications to meet deadlines and ensure compliance with regulatory standards.• Demonstrated technical acumen by troubleshooting and resolving interconnectivity issues with underwriting tools, improving operational efficiency.• Adhered to CFPB industry and government guidelines, ensuring policy compliance and risk management in manual underwriting reviews. Show less •Onboarded new and existing clients, streamlining account setup to promote smooth transitions and a positive customer experience.• Conducted in-depth analysis of customer issues, making informed decisions to resolve account challenges and improve satisfaction.• Balanced risk and compliance obligations, ensuring all actions aligned with customer risk appetites and regulatory requirements.• Supported financing and leasing transactions for equipment manufacturers, distributors, and direct-to-market providers.• Processed payments via IVR, ensuring financial accuracy and maintaining a high level of customer service. Show less • Proactively engaged prospective and existing customers through outbound sales calls, identifying needs and providing tailored financial solutions.• Assessed customer creditworthiness and financial fitness, guiding them through the homebuying process and supporting pre-approvals and pre-qualifications.• Leveraged technical knowledge to assist customers in navigating systems and resolving technical challenges.• Demonstrated exceptional performance as a top-producing sales specialist, earning the “Best Balance Employee” award in May 2018. Show less

  • Technology Business Systems Consultant

    Oct 2022 - May 2023

  • Consumer Loan Underwriter

    Jun 2020 - Oct 2022

  • Equipment Finance Account Service Representative

    Aug 2018 - Jun 2020

  • Inbound Sales

    Mar 2017 - Aug 2018
• 

  Wells Fargo

  Nov 2024 - now

  •Serve as a key liaison for customers, providing comprehensive support for financial products and services within Commercial Banking Operations.• Communicate and collaborate effectively with internal and external stakeholders to resolve complex issues, ensuring timely and satisfactory outcomes.• Deliver troubleshooting communication to Clients/Vendors requests in alignment to SLA standard.• Identify process improvement opportunities, proactively proposing solutions to optimize the customer experience and streamline workflows.• Execute risk management strategies, ensuring all actions align with regulatory compliance, internal guidelines, and the company’s risk appetite.• Utilize multiple computer systems and search tools to manage inquiries, provide program guidance, and assist customers in navigating applications. Show less

  • Equipment Finance Customer Service Representative

    Nov 2024 - now

  • Equipment Finance Customer Service Representative

    Nov 2024 - now