LANNY LUNSKY
Gilbert, AZ ***** 480-***-**** ********@*****.***
LinkedIn/in/LannyLunsky
SUMMARY
Client and Financial Services
Accounts Payable/Accounts Receivable; Reporting
Proficient in Quick Books, AS400, Great Plains, LPS and LIS
Proficient in all MS Office applications
Strong analytical and problem solving skills
Organization and multi-tasking skills
Excellent communication and interpersonal skills
Notary Public
PROFESSIONAL EXPERIENCE
Xerox/Conduent, Tempe, AZ
11/2014 – Present
Defined Benefits/Accounts Payable Customer Service
Research and resolve accounts payable requests from our clients and suppliers.
Advise clients and suppliers on regulations and process, assist with accounts payable reports and solve problems.
Wells Fargo Home Mortgage (WFHM), Tempe, AZ
02/2013-10/2013
Loan Document Specialist Processor
Processed, closed, and funded HARP, VA and conventional loans.
Accomplished documents’ compliance with company’s policy.
Counseled and advised customers and third parties on re-finance process. Charles Schwab, Phoenix, AZ
09/2010-06/2012
Client Service Analyst
Accomplished timely reporting that helped to build rapport with Plan Sponsors and win their trust, loyalty and business.
Drafted Service Agreements, Amendments and Fee Disclosures that resulted in timely execution of Plan Sponsors’ decisions and earned their loyalty.
Managed corporate clients’ accounts worth millions of dollars. 1 of 2
2 of 2
LANNY LUNSKY
Gilbert, AZ 85296 480-***-**** ********@*****.***
LinkedIn/in/LannyLunsky
Vanguard, Scottsdale, AZ
11/2007-04/2010
Processing Associate
Accomplished processing transactions of any difficulty.
Utilized software-driven suggestions tool to improve process.
Educated clients on appropriate products and services generating multi- million dollar increases in assets.
Wells Fargo, Phoenix, AZ and Des Moines, IA
08/2001-11/2006
Credit Analyst, Foreclosure Analyst and Client Services Specialist
Assisted clients over the phone and opened new lines of credit for their customers. Trusted by management to work on urgent issues.
Accomplished compliance with HUD’s foreclosure requirements and ensured that the legal guidelines for various states are met. EDUCATION
Dynamic Worldwide Training Consultants
Microsoft Office Specialist Training
Drake University Graduate School of Business, Des Moines, IA Coursework: Marketing, Management, and Financial Management American Institute of Business, Des Moines, IA
Coursework: Accounting II
Des Moines Area Community College, Des Moines, IA
Coursework: Accounting I
Belarus State University, Minsk, Belarus
Bachelor of Science, Major: Mechanical Engineering Additional Coursework: Cost Accounting, Budgeting, Economics AWARDS
“Critical Thinking Award”
Drake University Graduate School of Business, Des Moines, IA