*** **** ******* ***. ***** Bay, WI ***** Tel. 920-***-****
E-mail:*************@*****.*** https://www.linkedin.com/in/zebulon-rehn-940a5387/
EDUCATION
Lakeland University Plymouth, Wis.
Bachelor of Business Administration September 2015 to May 2017
Major: Finance
St. Norbert’s College Green Bay, Wis.
Bachelor of Business Administration Graduated: Dec. 5th, 2019.
Major: Finance
Minor: English
Emphasis: Banking and Finance
Relevant Coursework: Computer Applications in Business, Managerial and Financial Accounting, Organizational Behavior, Marketing Concepts and Issues, Human Resources Management, Supply Chain Management, Macroeconomics, Microeconomics, Financial Institutions and Markets of Money and Banking, Statistics for Business, and Corporate Finance.
WORK EXPERIENCE
Nicolet National Bank (Dec. 20th2020 -Present).
Loan Servicing Escrow Account Specialist
Responsible for obtaining, and paying insurance premiums and property tax payments, setting up insurance and tax disbursements on escrowed loans and notifying bank staff regarding insurance and tax escrow matters.
Obtain tax information to set up and disburse tax payments. Function as liaison between bank, lending staff, and third-party tax and insurance vendors to resolve discrepancies related to escrow processing. Generate and review for accuracy annual escrow statements for mailing to borrowers.
Process premium payments and set up escrow accounts for any insurance policies established through the force placed insurance process. Process private mortgage insurance (PMI) payments, respond to borrower requests for PMI cancellation and monitor loan activity to ensure compliance with the Homeowners Protection Act (HPA)
Personal Banker
Assisted customers in opening accounts, debit cards, and other products offered by the bank, as well as assisting in all financial needs the customer required, as well as always offering top notch customer service.
Commercial Loan Operations Assistant
Process all questions pertaining to any types of commercial loans offered by the bank or other financial institutions. As well as building escrow addenda’s, setting up automatic transfer payments, resolving real time issues with payment, property taxes, fees, state tax code, and reviewing of all loan documents are accurate and to state law and FDIC specifications.
Review daily reports and general ledger account reconciliations. Make correction/ adjustment entries as appropriate. Review account documents and loan records for accuracy, completeness and compliance with bank policies and regulatory requirements. Complete monthly reporting for commercial serviced loans. As well as identifying and suggesting new process improvements for daily tasks and inter-department functions.
Mortgage Loan Processor
Taking care of all requirements to help customer buy a home. From the conception of the loan to the final paperwork signed by the customer. Also, helping/answering all questions from mortgage lenders, bankers, and tellers as well as all customers questions pertaining to anything mortgage related.
Bankers Life and Casualty Collection- DePere, Wis.
Licensed Insurance Sales Agent for the state of Wisconsin- April 2019- 2021.
Educate the public on the differences in Health, Life, and Accidental Death policies and find a plan that is tailored to their needs.
Conduct door to door sales visits and adjust policies accordingly.
US Army– Stevens Point, WI
M1A2 Armor Crew Member at Fort Carson, Colorado (2010-2015)
155mm Cannoneer Crewmember -July 2022-Present
Section leader/Gunner tasked with maintenance of vehicle and crew members.
Provided leadership and motivation to soldiers.
Selected as Lieutenant Colonels driver and section leader of his tank crew.
Helped in the planning of missions and logistical supply operations.
SKILLS
Strong communication skills and self-motivated
Proficient in the use of Windows and Apple computer systems including
Microsoft Office Suite, Excel, Word, Power Point, Share Point, Unity Director, Info Pro, Apex, and Quick Books.
Eager to learn and assistance others to complete tasks in a timely manner.
Strong leader, capable of tackling complex tasks while remaining calm and level- headed.
ACTIVITIES
Ducks Unlimited seasonal volunteer, helping in marsh and wetland conservation.
REFERENCES
Name: Matthew Long
Tank Gunner/ Section Sergeant – Georgia Police Department
Tel. 719-***-****
Name: Jon Whitver
Unit Manager and Financial Advisor- DePere, WI. Bankers Life
Tel. 920-***-****
Zachary Loch
Team Lead/ Nicolet National bank
Tel. 920-***-****
Raymond Rosario
AVP Loan servicing Manager
Tel. 920-***-****