Thoua XIong
Elk River
Summary
Dynamic professional with extensive experience at Wells Fargo, excelling in financial accounting and risk analysis. Proven track record in resolving complex client issues and enhancing operational efficiency. Strong communicator with a keen attention to detail, driving compliance and fostering relationships to achieve organizational goals. Recognized for strategic problem-solving and delivering exceptional client service.
Overview
7
7
years of professional experience
Work History
Commercial Loan Servicing Specialist
Wells Fargo
Minneapolis
02.2025 - Current
- Reviewed and verified lien release requests for accuracy and completeness.
- Processed title releases efficiently after loan payoffs.
- Collaborated with customers, dealerships, and state agencies to perfect and release titles.
- Resolved inquiries related to titles and lien releases by communicating with relevant parties.
- Ensured compliance with federal, state, and company regulations throughout the process.
Regional Vice President
Freedom Equity Group
Cottage Grove
04.2024 - 02.2025
- Led execution of business plan, achieving sales goals and expanding market share in assigned region.
- Developed and implemented strategic sales and marketing plans to maximize product distribution.
- Cultivated strong relationships with Independent Marketing Organizations (IMOs) and key distribution partners.
- Identified and pursued new business opportunities to enhance market share with existing partners.
- Tracked sales activity, analyzed performance metrics, and provided timely reports to senior leadership.
- Managed regional sales budget and allocated resources effectively to maximize return on investment.
- Ensured compliance with regulatory and company policies, including FINRA and SEC guidelines.
- Resolved client issues and provided support to the sales team, addressing administrative escalations.
Business Relationship Associate
Wells Fargo
Minneapolis
09.2022 - 02.2024
- Established strong relationships with designated client portfolio, serving as primary service contact.
- Identified, investigated, and resolved client issues related to treasury management products; CEO wires, desktop deposits, ACH, check frauds, payment manager, fraud filter, stagecoach statements.
- Coordinated with sales officers, operations, and vendors to deliver quality service.
- Developed expertise in treasury management products to effectively assist clients.
- Identified and mitigated risks associated with client accounts, ensuring compliance with policies.
- Analyzed client interactions to recommend process improvements and streamline workflows.
- Prepared reports and analyzed data to provide insights on client activity.
- Trained clients on product usage to ensure optimal adoption and effectiveness.
Escalated Complaints Specialist
Wells Fargo
Shoreview
02.2020 - 09.2022
- Resolved escalated inquiries and complaints related to financial products and services.
- Conducted thorough investigations to determine root causes of customer issues.
- Processed complex transactions and negotiated settlements to address disputes.
- Identified and classified potential risks, ensuring compliance with company policies and regulations.
- Facilitated resolution of disputes through negotiation between involved parties.
- Communicated effectively with customers and internal stakeholders to address concerns and provide updates.
Treasury Management Client Service Officer
Wells Fargo
Minneapolis
09.2018 - 02.2020
- Serviced treasury management products, addressing client inquiries and resolving issues efficiently; within the CEO portal.
- Acted as liaison between clients and internal teams, facilitating effective communication.
- Identified and resolved client problems related to treasury management offerings.
- Provided training to clients on effective use of treasury management products.
- Streamlined processes to enhance overall client experience and operational efficiency.
- Verified compliance with policies, reporting identified issues promptly.
- Collaborated with colleagues across departments to achieve client objectives and resolve complexities.
Education
Bachelor of Science - Finance
Metropolitan State University
Saint Paul05-2023
Skills
- Financial accounting and reporting
- Risk analysis
- Auditing
- Critical thinking
- Attention to detail
- Communication
Timeline
Commercial Loan Servicing Specialist
Wells Fargo
02.2025 - Current
Regional Vice President
Freedom Equity Group
04.2024 - 02.2025
Business Relationship Associate
Wells Fargo
09.2022 - 02.2024
Escalated Complaints Specialist
Wells Fargo
02.2020 - 09.2022
Treasury Management Client Service Officer
Wells Fargo
09.2018 - 02.2020
Bachelor of Science - Finance
Metropolitan State University
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