SELENA BATTS
Concord
Summary
Results-oriented professional with expertise in policy implementation and regulatory compliance. Proven track record of enhancing operational efficiency and driving revenue growth in high-accountability environments while maintaining ethical standards.
Overview
14
14
years of professional experience
Work History
Associate Analyst, Operations
LPL Financial
Fort Mill
02.2023 - Current
- Assumed ownership of complex tasks, resolving inquiries promptly.
- Supported UAT testing and readiness initiatives.
- Reviewed and analyzed daily and monthly reports for accuracy.
- Facilitated internal and external audit requests efficiently.
- Evaluated departmental processes to enhance risk oversight and service consistency.
- Collaborated with analysts to create forecasting models for strategic planning.
Mortgage Processor (Loan Originator)
Wells Fargo
Charlotte
02.2021 - 02.2023
- Reviewed loan submissions for completeness and adherence to compliance standards.
- Analyzed credit, income, assets, and liabilities according to established guidelines.
- Evaluated underwriting conditions and procured additional documentation as necessary.
- Interpreted results of automated underwriting decisions for informed assessments.
- Maintained effective relationships with internal and external clients and vendors.
- Ensured compliance with bank policies and regulations including Regulation Z, B, D, HMDA, RESPA, and SAFE.
Relationship Banker (SAFE)
Wells Fargo
Charlotte
04.2020 - 02.2021
- Documented money movements, deposits, and withdrawals with precision and accuracy.
- Cultivated strong relationships with key consumer clients to foster long-term loyalty.
- Evaluated customer needs to recommend tailored products and financial planning solutions.
- Managed incoming calls requiring deviation from standard scripts to ensure customer satisfaction.
Inbound Sales Specialist
Wells Fargo
Charlotte
08.2019 - 04.2020
- Resolved service requests and established new accounts while submitting credit applications.
- Achieved first call resolution to enhance customer satisfaction.
- Demonstrated self-service digital options to improve customer experience.
- Managed business risk by adhering to policies and procedures for compliance.
Server/Assistant Manager
UNO Chicago Bar & Grill
Pittsburgh
05.2012 - 07.2019
- Supervised staff to maintain high service standards and customer satisfaction.
- Coordinated dining room activities to ensure smooth operations during peak hours.
- Trained new team members on restaurant policies and customer service protocols.
- Assisted in inventory management and ordering supplies for daily operations.
- Trained, supervised and evaluated staff on proper service techniques, sanitation standards and menu items.
Education
Bachelor of Science - International Business
Point Park University
Pittsburgh, PA04.2016
Skills
- Active listening and learning
- Time management
- Conflict resolution
- Data accuracy
- Attention to detail
- Customer service
- Microsoft Office proficiency
- Organizational adaptability
- Team collaboration
Timeline
Associate Analyst, Operations
LPL Financial
02.2023 - Current
Mortgage Processor (Loan Originator)
Wells Fargo
02.2021 - 02.2023
Relationship Banker (SAFE)
Wells Fargo
04.2020 - 02.2021
Inbound Sales Specialist
Wells Fargo
08.2019 - 04.2020
Server/Assistant Manager
UNO Chicago Bar & Grill
05.2012 - 07.2019
Bachelor of Science - International Business
Point Park University