Katie L. Harry
26322 111th St NW
Zimmerman, MN 55398
Katie.harry@wellsfargo.com M: 651-331-9664 W: 612-667-7548
Qualifications
A dedicated, result driven professional with a strong focus on customer service. Proven ability to balance priorities, meet
tight deadlines, and produce exceptional quality. Excellent communication and troubleshooting skills.
PROFESSIONAL EXPERIENCE
Wells Fargo
U.S. Corporate Banking
Administrative Assistant IV
June 2009-Present
• Responsible for the Mid-Atlantic Business Continuity Plan and tracking Annual Required Training progress.
• Office management including travel, PCard expenses and approvals, Accounts Payable invoice processing, facilities
management and HR support.
• Oversee and manage calendar for EVP division manager in the Us Corporate Banking division of the WF Wholesale
Special Lending.
• Responsible for division’s Cross-Sell efforts, including the management of the Cross-Sell referral payout process, Pitch
Book creation, and maintenance of the Pipeline and Account Coverage lists.
• Assisted with the coordination of the 2012 Associate conference and attended 20+ meetings with product partners.
Corporate Trust Services
Administrative Assistant III
May 2007-June 2009
• Oversee and manage calendars for VP client service managers in the SPS division of WF Corporate Trust Services
including meeting coordination and travel arrangements.
• Office management including Pcard approvals, Accounts Payable invoice processing, facilities management, records
management, supply ordering and back-up support for other admin team members as needed.
• ABS records coordinator for all offsite storage.
• Coordinate office functions and special events.
• Maintain co-signing authority for wire transfers of up to 10M as back-up for bond payment team.
Accomplishments
• Awarded one Service Excellence and two Team Excellence awards.
• Chosen to attend the 2008 Service Excellence Conference in Cancun, Mexico.
• Successfully completed 3 department moves with 25+ team members.
• Cross trained with 2 other operational teams while maintaining current work load.
• Successfully implemented a new mail process that will save the department nearly $30,000 annually.
Institutional Retirement & Trust
Retirement Plan Services Associate
November 2005-May 2007
• Initial point of contact for inbound customer calls; Assisted with flexible spending accounts, health reimbursement
accounts and health savings accounts.
• Mentor for new hires during the training process and trained new customer service staff.
• Lead for special projects.
Technology
Microsoft Office Suite, SharePoint Administrator and Concur