Senior Equipment Finance Account Coordinator - WELLS FARGO - Macon, Ga
(2022-01 - 2026-04)
Managed complex commercial lease and loan accounts for national corporations, state agencies, and municipal entities. Coordinated billing activities, customer service support, account maintenance, contract administration, and operational processes throughout the customer lifecycle. Served as a primary point of contact for customers while partnering with internal teams to resolve issues, improve processes, and ensure service excellence.
- Managed a $46.5 million portfolio consisting of more than 4,800 active lease and loan contracts.
- Served as the primary contact for customer accounts from inception through resolution, ensuring timely issue resolution and high levels of client satisfaction.
- Provided detailed asset-level account analyses supporting refund reconciliations and financial reviews for large government customers.
- Developed and maintained monthly billing schedules for major municipal and government clients, reducing customer processing time by approximately 90%.
- Coordinated payment processing and reconciliation activities, reducing posting errors by 95% and improving operational accuracy.
- Reduced posting errors by 95% through daily submission of checks, credit card, and electronic breakdowns received from customers to the corporate cash operations team.
- Supported system enhancement testing and implementation efforts which improved operational efficiency and business continuity.
- Communicated monthly with customers to seek approval for renewal billing for end-of-term contracts.
- Facilitated onboarding and training for new team members, providing process guidance and operational support.
- Maintained compliance with company policies, regulatory requirements, and risk management procedures to attain 100% compliance.
Sr. Resolution Analyst - WELLS FARGO - Macon, Ga
(2016-06 - 2022-12)
Managed commercial and government accounts requiring specialized billing support, contract administration, and payment resolution. Collaborated with customers, procurement teams, and internal stakeholders to resolve account issues, maintain compliance, and support portfolio performance. Recognized as a team leader and subject matter expert, with exceeds performance ratings reflecting sustained results, mentoring impact and cross-functional collaboration.
- Managed commercial and government customer accounts involving purchase-order billing, contract administration, and public-sector payment processes.
- Reviewed billing documentation and contract requirements to ensure compliance with customer agreements and governmental regulations.
- Managed accounts for state, local and investment-grade government entities, navigating PO requirements, contract terms and approval hierarchies to increase efficiency rating to 90% or above.
- Achieved a 90% delinquency resolution rate, directly impacting losses and improving portfolio health for large balanced and late-stage Delinquency (90+) with continued success.
- Resolved complex account discrepancies while maintaining strong customer relationships and supporting portfolio performance goals.
- Managed resolution of large administrative delinquencies typically within 30-60 days while preserving long-term customer relationships while reducing resolution time to below 85%.
- Analyzed potential write-offs across 15% of the portfolio while still minimizing delinquency.
Sales Commission/Payroll Analyst - WELLS FARGO (FORMERLY GE CAPITAL) - Macon, Ga
- Analyzed commissions for sales professionals in southeast region and Federal reps, which included audit and calculation in accordance with individual compensation plans.
- Completed spreadsheet data analysis for corporate senior management.
- Final verification for payroll admissions in systems of record.
Senior Contract Documentation Analyst - WELLS FARGO (FORMERLY IKON FINANCIAL SERVICES) - Macon, Ga
- Reviewed and audited lease documents to assess operational risk and compliance, resolved discrepancies, collaborated with legal/credit/sales to finalize agreements, document transactions, compiled reports with root-cause analysis, and supported training based on audit insights.
