Stewart T.

Experience

• 

  Bechtel Corporation

  Feb 2004 - Jul 2005

  Procurement Specialist
• 

  Wells Fargo

  Aug 2006 - now

  Serve as Non-Defensive Litigation (NDL) intake representative and manage time-sensitive legal court documents using a ticket system. Facilitate excellent support services to internal divisions with complex legal mortgage foreclosure issues. Participated in the Paycheck Protection Plan (PPP) program guidelines while processing the associated loan applications during the Covid 19 pandemic; Demonstrate PPP guidelines to small business owners to assist with loans. Assess, research, and accumulate documents for legal proceedings via scanning loan documents and other relevant sources. Provide day- to-day operational support to third-party attorneys, company staff, and other partners. Manage and analyze research correspondence and legal files, such as mortgages, summons, and subpoenas. Show less Respond to and researches and resolves escalated inquiries and complaints requiring special handling through litigation and that may have been forwarded by mgmt committee members, agencies, and/or senior business leaders. This may include a review of in-process, closed or cancelled single loan/credit exceptions, applications, claims, files and/or on-line transactions, etc., individually or in aggregate, to determine if processes/documents are in compliance with internal company requirements, contractual terms/conditions, insurer guidelines, investor requirements and/or government regulations or to perform remediation activities. Performs intake to determine appropriate course of action, conducting investigative steps to fully identify the issues, researching product information, terms, conditions, contracts, etc., creating correspondence as needed, processing complex and/or corrective transactions on-line (including monetary and non-monetary actions). Communicates with others (including customers, merchants, clients, executives, agencies, regulators, bankers) to ensure resolution/negotiation of sensitive and/or time-critical matters. Sometimes serve as an intermediary to resolve disputed matters; negotiates and enacts settlements. For transactions identified with material deficiencies, provides feedback to internal and external customers, including identification of fraud red flags and inconsistencies. Analyzes transaction quality/deficiencies, risks, and offsets and recommends solutions. I have similar authorities as first tier supervisors to make override decisions; refers recommendations exceeding authority levels and/or items unable to meet resolution to management for review. Other duties include project work related to process improvements, performance of ongoing reviews as needed. Typically generates reports and summarizes results. Typically perform team leadership, provides work direction. Acts as a mentor to lower level team members. Show less

  • Escalation Specialist

    Aug 2006 - now

  • Research Analyst

    Aug 2006 - Jul 2022
• 

  BMO

  Sept 2022 - now

  Information Technology Help Desk

  Provide prompt and effective resolution of technical and production issues for the entire slate of Treasury and Payment Solutions products/services for clients in all segments. Exercise independent judgment, analysis and initiative to resolve problems and make recommendations, and deliver impromptu end-user operational training as needed. Proactively maintain communications with callers throughout the analysis and resolution process particularly in difficult customer situations, to keep them formed of status of resolution and escalate calls to senior staff members upon determination that problem exceeds their level of experience. Show less