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Wilmer V. — Senior Financial Services Operations Processor from Philippines

Wilmer V.

Senior Financial Services Operations Processor

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Wilmer C. is a seasoned professional with over 10 years of experience in the financial services industry, working with top institutions such as Wells Fargo, J.P. Morgan Chase, and Foundever (Sitel Philippines). As a Senior Operations Processor, he specializes in complex account life cycle management, including account closures and loan documentation processing, consistently meeting strict service level agreements. At Wells Fargo, Wilmer managed escalated account closure cases, interpreted complex policies, and provided subject matter expertise to new hires. He was previously responsible for all aspects of employment verification for diverse loan types, ensuring full compliance with internal and regulatory standards through meticulous document verification and analysis. Wilmer's background includes extensive experience in high-volume digital banking support, delivering accurate frontline assistance and consistently achieving strong customer satisfaction. He is recognized for his critical thinking, root cause analysis, and adherence to process compliance in U.S. banking operations.

Experience

  • Senior Operations Processor (Account Closure)

    Wells Fargo EGS, LLC · 2023 — Present
    Ensured the completion of all necessary account closure steps in a timely and accurate manner, adhering to established service level agreements. Executed relevant risk programs according to Wells Fargo policies during the account closure process. Addressed escalated account closure issues by interpreting and applying complex policies and procedures. Provided guidance and subject matter expertise on account closure processes to colleagues and new hires.
  • Senior Loan Document Processor (Employment Verification)

    Wells Fargo EGS, LLC · 2021 — 2023
    Oversaw borrower employment verification processes for various loan types, ensuring that all documentation complied with internal and regulatory standards. Conducted comprehensive reviews and analysis of borrower income and employment documentation, including W-2s and tax returns, to verify stability and accurately calculate income for underwriting.
  • Online Customer Support

    Wells Fargo EGS, LLC · 2019 — 2021
    Handled a substantial volume of customer inquiries regarding financial products and services, including accounts, cards, and digital banking platforms, via frontline inbound support. Managed the Account Life Cycle and Compliance Audits for U.S. Retail Banking. Delivered exemplary customer service by actively engaging with customers, addressing their concerns with empathy, and providing precise solutions.
  • Customer Service Representative

    JP Morgan Chase & Co. · 2017 — 2019
    Resolved complex customer inquiries and complaints related to financial products such as banking and credit cards through frontline inbound support. Contributed to customer satisfaction by delivering empathetic, efficient, and accurate solutions.
  • Customer Service Representative

    SITEL Philippines · 2011 — 2017
    Employed advanced de-escalation techniques and active listening skills to effectively manage challenging customer conversations, turning negative experiences into positive outcomes and building customer loyalty.

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