Personal Assistant Business Administration

Erich Lisnek

**** * ******* **, *******, IL *****

***/***-****

***********@*****.***

PROFESSIONAL SUMMARY

Resourceful and hard-working leader with strong problem-solving skills and an analytical mind. Positive team player with the ability to learn and apply new procedures quickly and adapt to new challenges.

EDUCATION

Illinois State University December 2015

B.S. Business Administration, minors in Economics and Creative Writing

EXPERIENCE

Personal Assistant/Paralegal – Brianne Dunn, Esq. Chicago, IL October 2023 –

Scheduling for multiple calendars

Coordinating and providing transportation

Runs personal errands i.e. – grocery shopping, car maintenance, driving daughter to and from school

Set up for parties and events

General household tasks

Elder Care

Expense and budget reporting

Coordinating with third party vendors for a variety of projects

Billing clients and following up on missing payments

Paralegal projects – Internet Research, drafting complaints, communication with clients

Bank Loan Specialist – U.S. Bank, Chicago, IL January 2022 – October 2023

Lead the transition of the Bank Loan Service team from Corporate Trust to the Global Funds Services department

Collaborated with different departments within U.S. Bank to create a working business model for the new team

Worked closely with clients to meet their unique reporting and financial needs

Developed solutions for new business procedures as they arose

Completed daily reconciliations, cash account activities, and reporting for Collateralized Debt Obligation accounts

CDO Portfolio Administrator II/III – U.S. Bank, Chicago, IL August 2018 – January 2022

Booked cash inflows/outflows to the portfolio

Tracked asset attributes such as accrual information, rating, industry codes

Provided reports to the clients on a daily basis

Assisted analysts with reporting to the investors and calculating waterfall distributions

Ensured 100% accuracy and timeliness of data through proper accounting and reconciliation of account activity

Booked, monitored, and maintained trade activities

Completed both outgoing and incoming wire and ACH transactions and reconciliations

CDO Loan/Asset Administrator – U.S. Bank, Chicago, IL December 2016 – August 2018

Set up new portfolios, assets, and cash mapping input

Ran daily cash files for administrators, ensuring punctuality and accuracy

Researched payment discrepancies between portfolios and reconcile the payments

Responsible for resolving internal issues brought by different departments

Took on special inter/intra department projects.

ADDITIONAL SKILLS

Experienced in Microsoft Excel – Including V-lookups, Pivot Tables, and SUMIF, among others

Proficiency in all Microsoft Office Products - Word, Excel, PowerPoint, Outlook, and Access

Experienced in Wall Street Office

Experienced with SQL

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