Julie Allen

Operations Associate

Charlotte, North Carolina, United States25 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Proven leadership in mortgage banking and business development.
  • Expertise in implementing complex projects and strategies.
  • Strong interpersonal and analytical skills for organizational success.
Stackforce AI infers this person is a Mortgage Banking and Business Development expert with strong project management skills.

Contact

Skills

Core Skills

Business AnalysisMortgage BankingImplementationBusiness Process

Other Skills

Business RequirementsRequirements GatheringCreditUser Acceptance TestingCore BankingCredit RiskRisk ManagementGap AnalysisFinancial ServicesFinancial RiskTrainingProcess ImprovementCredit AnalysisLoan OriginationBanking

About

Experienced professional with a successful career in mortgage banking, business development, and administration. Well versed with aspects home mortgage lending and banking. Excel at interfacing with others at all levels to ensure organizational goals are attained. Possess excellent interpersonal, analytical, facilitation and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success. Coordination and implementation of complex projects including SLA documentation. Ability to travel.

Experience

25 yrs 7 mos
Total Experience
8 yrs 8 mos
Average Tenure
20 yrs 4 mos
Current Experience

Wells fargo

7 roles

Business Execution Manager

Promoted

Nov 2022Present · 3 yrs 6 mos

  • Lead a team of individual contributors who support digital content and strategies, customer self service tools, and internal digital applications.
Business RequirementsRequirements GatheringBusiness AnalysisCreditUser Acceptance TestingCore Banking+15

Senior Business Execution Consultant

Promoted

Jan 2022Nov 2022 · 10 mos

  • Supports inbound and outbound digital communications for Consumer Collections & Servicing as well as other digital customer self service tools.

Business Support Consultant

Jan 2016Jan 2022 · 6 yrs

  • Communications lead for Data Privacy. Worked with multiple partners within group to create and disperse many times of communication. Also assist with all facets of the communication lifespan to include proofreading and applicable approvals.

Implementation Consultant

Promoted

Dec 2011Jan 2016 · 4 yrs 1 mo

  • Responsible for supporting implementation and business process initiatives for the Collections and Home Preservation/Single Point of Contact organization.
  • Consults with project managers and project teams to establish appropriate implementation strategy, methods and plans for strategic initiatives that impact multiple or organization-wide systems, workflows or products with high risk.
  • Leads the development of complex business requirements. Evaluates current business practices and policies and recommends most effective integration strategy. Often required to present alternative solutions to senior management.
  • Designs communication and training strategies, including identifying the appropriate learning process and timing.
  • Manages implementation resources and budgets, works with project teams and users to understand complex problems and focuses on bringing issues to resolution, escalating as necessary to meet timelines.
  • Manages multiple projects and designs solutions for delivery to the field. Identifies best practices and creates new workflows and/or procedures.
  • Provides guidance and expertise to less experienced staff. May also be responsible to miscellaneous business administrative initiatives.
ImplementationBusiness ProcessProject ManagementCommunicationTraining Strategies

Operations Analyst

Oct 2009Dec 2011 · 2 yrs 2 mos

Consumer Loan Negotiator

May 2007Oct 2009 · 2 yrs 5 mos

Debt Collector

Jan 2006May 2007 · 1 yr 4 mos

Convergys

Welcome Call Team - Call Center

Mar 2002Dec 2005 · 3 yrs 9 mos

  • Answering questions to new customers who recently purchased a vehicle with OnStar services. Completed set up of the program as well as a complete overview of the production. Sold additional phone minutes as part of a special package to new customers. Also offered education to current customers on products and services offered.

Mesa airlines

Flight Attendant

Sep 2000Sep 2002 · 2 yrs

  • Attend preflight briefings on details of the flight
  • Ensure that adequate supplies of refreshments and emergency equipment are on board
  • Demonstrate the use of emergency equipment
  • Ensure that all passengers fasten their seatbelts
  • Serve, and sometimes sell, beverages, meals, or snacks
  • Take care of passengers’ needs
  • Assist passengers with special needs
  • Reassure passengers during flight, such as when the aircraft hits turbulence
  • Administer first aid to passengers, when needed
  • Direct passengers in case of emergency

Education

York Technical College

Associate in Business — Management

Jan 2005Jan 2007

Winthrop University

Business Managment

Jan 2001Jan 2007

Walhalla High School

High School Diploma

Jan 1993Jan 1997

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