SHAUN MOLDEN
Florissant
Summary
Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis, risk management, and client portfolio optimization. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Overview
23
23
years of professional experience
Work History
Securities Operations Service Specialist
Wells Fargo Advisors
Saint Louis
06.2022 - 04.2025
- Performed ad-hoc analysis when needed in order to identify trends or potential problems areas.
- Monitored compliance with applicable laws and regulations governing financial services industry.
- Assisted in training new employees on operational processes and procedures.
- Provided training sessions on various topics related to securities operations functions.
- Collaborated with other departments within the organization on projects related to securities operations processes.
- Conducted limited knowledge-sharing sessions each week to capture 'Lessons Learned' and streamline the case research process.
Securities Operations Service Specialist
Wells Fargo Advisors
St Louis
03.2017 - 06.2022
- Exceeded customer satisfaction by finding creative solutions to problems.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Maintained updated knowledge through continuing education and advanced training.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Compliance/Business System Analyst Temporary
Kforce Global Solutions
St Louis
04.2015 - 12.2016
- Reviewed and analyzed various operational and service complaints from multiple sources.
- Used computer in analysis and solution of business problems.
- Gathered, outlined, and reviewed business requirements.
- Very detail-oriented when reviewing time-sensitive, complex documents.
Financial Services Representative
Northwestern Mutual
Chesterfield
02.2014 - 04.2016
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Identified potential areas of concern or improvement within a client's portfolio.
- Built and maintained strong client relationships through exceptional service and communication.
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
- Conducted risk assessments to tailor financial advice and strategies to individual client profiles.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
Loss Mitigation Specialist/Collections Manager
Ally Financial Inc.
Little Rock
11.2008 - 02.2014
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Developed and implemented strategies to maximize loss mitigation opportunities with delinquent borrowers.
- Performed quality control reviews on completed loan modifications prior to submission for approval.
- Worked with customers to put together plans focused on retaining property ownership.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Loan Originator
Aegis Lending
Little Rock
04.2006 - 02.2008
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
- Performed daily maintenance of loan applicant database.
- Monitored loan status and communicated updates with customers.
Account Services Rep/Customer Service Representative
National Medical Healthcard Rx
Little Rock
05.2002 - 04.2006
- Provided an elevated customer experience to generate a loyal clientèle.
- Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
- Set up and explained new membership contracts
Education
Some College (No Degree) -
Philander Smith College
Little Rock, ARSkills
- Regulatory compliance
- Customer service
- Employee training
- Team collaboration
- Attention to detail
- Effective communication
- Organizational skills
- Computer skills
- Schedule management
- Detail-oriented
Timeline
Securities Operations Service Specialist
Wells Fargo Advisors
06.2022 - 04.2025
Securities Operations Service Specialist
Wells Fargo Advisors
03.2017 - 06.2022
Compliance/Business System Analyst Temporary
Kforce Global Solutions
04.2015 - 12.2016
Financial Services Representative
Northwestern Mutual
02.2014 - 04.2016
Loss Mitigation Specialist/Collections Manager
Ally Financial Inc.
11.2008 - 02.2014
Loan Originator
Aegis Lending
04.2006 - 02.2008
Account Services Rep/Customer Service Representative
National Medical Healthcard Rx
05.2002 - 04.2006
Some College (No Degree) -
Philander Smith College
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